LAST UPDATED: 11/7/22
Lead Import from Ninja Quoter
You can post leads to Insureio from a Ninja Quoter quoting widget. For a detailed walk-through of the lead import process, please read this article first. Below, we'll show you how to map your Ninja Quoter lead fields to Insureio's posting fields. This is a work in progress - we'll be adding fields as we get them mapped and tested.
| Ninja Quoter Lead Field | Insureio Posting Field | Sample |
|---|---|---|
| Custom Value | consumer.brand_id (profile_id is deprecated) | 11111 |
| Full Name | consumer.full_name | |
| Gender | consumer.gender | Male |
| Birthdate | consumer.birth_or_trust_date (birth is deprecated) | MM/DD/YYYY |
| Smoker | consumer.health_info.tobacco | true/false |
| consumer.email1.value | ||
| Primary Phone | consumer.phone1.value | (999)999-9999 |
| Address 1 | consumer.address1.street | |
| City | consumer.address1.city | |
| State | consumer.address1.state_abbreviation | |
| Zip Code | consumer.address1.zip | |
| Company Name | consumer.case1.quoting_details1.carrier_name | *Exact match required if using carrier name; we recommend using the ID number; see Carrier Names for both. |
| Coverage Amount | consumer.case1.quoting_details1.face_amount | 500000 |
| Term Length | consumer.case1.quoting_details1.duration_name | 20 |
| Custom Value | consumer.case1.quoting_details1.premium_mode_id | 4 |
| Monthly Premium | consumer.case1.quoting_details1.planned_modal_premium | 100.00 |
| Custom Value | consumer.lead_type | your-lead-type-here |