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Knowledge Base / Analytics Dashboard / Trending Quote Engine Leads

Trending Quote Engine Leads

Common questions about Trending Quote Engine Leads answered in plain English. Part of the Analytics Dashboard section of our agent knowledge base.

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What is the Trending Quote Engine Leads graph?

It's the doughnut chart titled Trending lead types on the Quote Engines tab. Each slice is a quote-engine product — the bigger the slice, the more leads that product has generated for you.

Hover any slice to see the exact lead count. Only leads with a point of contact (phone, cell, or email) are counted, so the totals match what's in your Leads table.

Use it to tailor what you put in front of your audience — if Medicare is your biggest slice but you've been pushing ACA in your marketing, your offers and your demand are out of alignment.

What is the timeline of the leads being used to calculate the graph?

All time — every counted lead since each quote engine was first published. The chip on the tile reads All time to make that clear.

What type of quote engines are used in the graph calculation?

All five quote-engine products we offer: ACA health, ACA dental, Medicare, life insurance, and final expense. Products with zero leads simply don't appear in the doughnut.

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