When lead distribution isn't working, it's usually a permissions issue. Check to see that you (the the agency/brand manager) and the agents who should receive leads have the proper permissions enabled in the system.
How to View & Save System Permissions
To view, add, and save your permissions, go to My Account/Permissions.
If, based on the instructions below, you need to add a permission, check the desired box and click Save Permissions in the top-right of the Permissions tab.
Permissions the User Sending Leads Must Have
Edit Agent of Record
You'll need this if you ever have to change/reassign agents on a lead. This permission is located in the Permissions tab, under My Account/Submission Options. Be sure you have this permission checked. If not, check it and save the permissions.
You'll also need this if you ever have to change/reassign agents on a lead and your agent(s) are in the same hierarchy group (this is the case most of the time). Look in the Agency Management Display permission set on the right-hand side of the Permissions tab. Find the Hierarchy Related Permissions section. Make sure View Descendants and Edit Descendants are checked. If not, check them and save the permissions.
Multiple Brand Profiles
If your agency only has one brand profile (i.e., there is only one possible brand all your consumers' policies could be under), you can skip this step. To give yourself this permission, look in the Agency Management Display permission set on the right-hand side of the Permissions tab. Find the Branding Profiles section. Make sure Multiple Branding Profiles is checked. If not, check it and save the permissions.
Permission to Configure Distributed Leads
Go to your Permissions tab and look in the Agency Management Display permission set on the right-hand side. Find the Branding Profiles section. Make sure Lead Distribution Config is checked. If not, check it and Save Permissions.
Permissions the User(s) Receiving Leads Must Have
Multiple Brand Profiles
Look in their My Account/Permissions tab. Check the left-hand side and look for the Branding Profiles section. Make sure Multiple Branding Profiles is checked. If not, check it and save the permissions. Not sure how to view a sub-user's profile? Click here.
Case/Consumer Brand Access
Anyone receiving leads associated with a brand must also be assigned to that brand profile. Go to Agency Management/Branding Assignments. Type your lead recipient's Insureio username into the Add a User box. Then type the desired brand profile name into the Add a Brand/Profile box. They will appear together beneath the search boxes, with the brand(s) listed above the agent(s) you have selected. Tick the box beneath the brand name to enable it for each agent you selected. Click the green Save button at the bottom of this section.
Permission to Receive Distributed Leads
An agent must have permission to receive distributed leads. If you add them to lead distribution but do not give them permission to receive the leads, they will not see any leads on their dashboard. To check this, go to the sub-user's My Account/Permissions tab. On the right-hand side, under Agency Management Display, find the Branding Profiles permission set. Click Receive Distributed Leads to toggle permission on.
Check Lead Distribution Settings
Is your lead configuration set up correctly? Review the procedure described here. If you're still having trouble, call your brokerage manager or our help desk for support.