How to Manage BeaQuick Leads on Your Agency Dashboard

Effective 9/1/2026

Overview

Contract agents can track BeaQuick leads directly from the widget within the Agency Dashboard.

Manage Leads

• Open the Agency Dashboard.
• Locate the BeaQuick Leads section.
• Review the BeaQuick Lead information.
• Open a lead record.
• Create a Quick Quote or proposal.
• Monitor progress through the dashboard widgets.

Best Practices

• Respond promptly to new leads.
• Verify business information before quoting.
• Convert qualified opportunities into full proposals.

FAQ

Can I track lead status?

Yes. Lead progress and proposal status can be monitored through the dashboard.

Who can access BeaQuick leads?

BeaQuick Leads are available for contract agents through the Agency Dashboard.