QuoteWizard field names for setting up Web Leads

QuoteWizard is a 3rd party live web lead provider.  Below is the Web Lead schema you will need to use to map the leads correctly to VanillaSoft.  The list starts with a description of the variable.  The second part of the line (from //QuoteWizardData on) is the variable you will need to enter in to the Web Form Field column in your Incoming Web Lead.

  • First Name: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/FirstName
  • Last Name: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/LastName
  • Address: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/Address1
  • City: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/City
  • State: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/State
  • ZIP: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/ZIPCode
  • Email: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/EmailAddress
  • Primary Phone Number: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/PhoneNumbers/PrimaryPhone/PhoneNumberValue
  • Alternate Phone Number: //QuoteWizardData/QuoteRequest/HealthInsurance/Contact/PhoneNumbers/SecondaryPhone/PhoneNumberValue
  • Insurance Type: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/InsuranceType
  • Date of Birth: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/Person/BirthDate
  • Gender: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/Person/Gender
  • Has lost health coverage: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/QualifyingConditions/HasLostHealthCoverage
  • Has moved to another state: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/QualifyingConditions/HasMovedToAnotherState
  • Family size has changed: //QuoteWizardData/QuoteRequest/HealthInsurance/HealthInsuranceQuoteRequest/QualifyingConditions/FamilySizeHasChanged

 

After mapping the fields click the Save icon.  The Posting URL will become available at that time for you to send to your QuoteWizard account representative.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk