AgencyMVP Clipboard Tool

5.0(

1 rating

)

ExtensionWorkflow & Planning693 users

Overview

The AgencyMVP Clipboard Tool is used to move a user's form data from AgencyMVP to fill a form in another platform.

The AgencyMVP Clipboard Tool is used to quickly move a user's form data from the AgencyMVP platform to fill a corresponding form in another platform. Currently, the tool is configured only to copy data from AgencyMVP's quote sheet into the Farmers' quoting platform. This will grab basic form information like customer name and contact information from the AgencyMVP system and enter into the fields in Farmers to avoid double data entry work for agents using both systems.

5 out of 5
1 rating
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kevin valencia
May 1, 2024

Speeds up the process

Details

Version
1.5.4
Updated
June 27, 2023
Report a concern
Offered by
admin
Size
75.24KiB
Languages
English
Developer
Email
admin@agencymvp.com
Non-trader
This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

Not being sold to third parties, outside of the approved use cases
Not being used or transferred for purposes that are unrelated to the item's core functionality
Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site