Follow up on quotes
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Dashboard for quote follow-up and Quotes Report for details and history.
Record today’s contact
Section titled “Record today’s contact”- On Dashboard, open Action Items > Quotes. Find the customer with Search due quotes… and use View for details.
- Click Script under Contact Today for call or SMS wording. Use a script.
- Complete the call or message. Under Contact Today, open Today or the current outcome and choose None, Called, Sent SMS, Rewrite, Sold, or DNC. It saves immediately.
Called and Sent SMS record today’s work, so the quote may return tomorrow. Sold, Rewrite, and DNC (Do not contact) stop normal follow-up.
Find a quote or its history
Section titled “Find a quote or its history”- In Quotes Report, choose Office, Start, and End. Date > Created finds when quotes were added; Updated finds when they changed. Add Status or customer details, then Search.
- Click the Details eye icon. Use Main for the summary or History for contact changes; other tabs show customer, policy, agency, and driver/vehicle details. For wording, choose Call script at the top.
Save contact outcomes on Dashboard; this report is for review.
Compare results or map quotes
Section titled “Compare results or map quotes”- Manager or Administrator: open Quote Metrics. Choose Office, then Month or Custom Range, and Get Metrics.
- Use Performance Plan > Next Steps for suggested follow-up, or Office Breakdown and Market and Profile Detail for detail. Suggestions do not change records.
- For locations, open Quote Stats. Choose Office, Start Date, and End Date, then Get Stats. Select an office tab for its map.
Metrics compares quotes, closed/bound results, outreach, rates, and premium. The separate map includes only quotes with mapped locations; it does not change statuses.