Streamline Your Workflow with QuoteWizard Lead Management Templates
Looking for the solution to that unending stream of incoming emails? Turn your overwhelming inbox into a steady flow of new clients with Mailparser’s QuoteWizard lead management templates. Faster business processes and hours of time saved!
Insurance Agencies use Mailparser to…
Save Time
Extract data from Quote Wizard emails and send it straight to your CRM, spreadsheet, or cloud app. No need to waste time hunting through your emails for relevant info!
Get Organized
Navigating a never-ending flow of email inquiries can quickly eat up your valuable time. Rather than collecting lead info by hand, turn the process into an automated system with Mailparser’s data extraction tools.
Build Your Client List
Pull leads from multiple sources and send them to a single centralized database. Keep tabs on buyer journeys and never miss out on a promising lead!
Manage Inquiries
Automate your lead capturing process and ensure that no mistakes make their way into your CRM. Avoid costly data errors that can prevent you from recording and reaching high-value leads.
Grow Your Business
Spend your time cultivating relationships with clients instead of copy-and-pasting data. Mailparser helps you speed up your workflow and up-level your business faster!
How It Works
Mailparser extracts data from emails you receive from QuoteWizard and other similar websites, such as Tivly, SmartFinancial, and Centerfield.
Setting Up A Mailparser Inbox
To get started with our QuoteWizard Lead Management Parsing Templates,
- Create an Inbox for each type of email you receive from QuoteWizard.
- Add an Inbox Name, Category, and any Notes.
- Upload a few sample emails, either via manual upload or from email forwarding.
- Next, Select “Try Automatic Setup” from the “Parsing Rules” section.
Follow These Steps For Blazing Fast Data Extraction
Step 1: Choose a Sample Email
Choose a sample email from the dropdown
Step 2: Choose a Category
Select the category that best describes your sample email to find the closest template to your emails, then watch as Mailparser pulls data with complete accuracy.
Step 3: Select a Template
Mailparser will automatically select the correct parsing template for you. If your sample email matches more than one template, then you’ll be able to select the template that matches your needs better.
Step 4: Start with this Template
Select the “Start with this Template” Button and all of the emails in this inbox will enter the parsing queue, extracting data in just seconds. All subsequent emails added to this inbox will automatically be parsed based on the template you have chosen.
Save Time on QuoteWizard Lead Management with Mailparser
Spend more time with clients and less time on manual data input with Mailparser’s
QuoteWizard Lead Management Parsing Templates.
Automatically extract potential candidate data from your inbox, no coding knowledge required!
Key Benefits
Seamlessly Extract Data From Incoming Inquiries
Getting started with Mailparser is simple! Just specify which kinds of data you want parsed and then extract automatically with our simple parsing rule templates.
Plus, you have the choice of creating your own or using our ready-made QuoteWizard Leads template for even easier automation.
Transfer Client Information Directly to CRM or Spreadsheet
After parsing the necessary data from QuoteWizard leads, you can download it as an Excel file, export it to Google Sheets, or send it to your CRM or cloud app. Mailparser makes it easy to follow up on promising leads faster than the competition!
Speed Up Your Workflow and Build Your Client Roster
Mailparser’s straightforward parsing software makes it easy to manage and track leads without having to spend hours organizing data. Add just one tool to your business and see how much easier it is to grow your client roster!
Save Time on QuoteWizard Lead Management with Mailparser
Spend more time with clients and less time on manual data input with Mailparser’s
QuoteWizard Lead Management Parsing Templates.
Automatically extract potential candidate data from your inbox, no coding knowledge required!
