How Agents Can Use the Survey Feature

The Agent Survey Feature allows teams to collect and manage data more efficiently by giving each agent their own personalized survey link. Through this feature, agents can gather client information, track enrollments, and even automate data transfer via webhooks. This step-by-step guide walks you through how agents can set up, share, and manage their surveys within the system.

Step 1: Go to Agent Settings #

• Navigate to Agent Settings → Agents.
• Click on Add Agent.
• Enter the agent’s details such as name, contact information, and any required fields.
• Click Save to add the agent.
• You can add multiple agents, and their details can be edited anytime.

Step 2: Get the Agent’s Unique Survey Link #

• Open the agent profile you just created.
• Copy the Agent Survey Link displayed on the page.
• Each agent automatically gets their own survey link with:
  • The company branding
  • The agent’s information
• Optionally, upload the agent’s image or logo for a professional, branded look.

Step 3: Share the Survey Link #

• Share the unique survey link with the agent.
• The agent can then send the link to clients or leads.
• When a client fills out the survey, their responses are automatically connected to the correct agent.

Step 4: Check Completed Surveys #

• Go to Enrollments → Eligibility Survey.
• All submitted surveys will appear here.
• Each entry is tagged with the agent who owns the survey link.

Step 5: (Optional) Send Survey Data to a Webhook #

• Open Webhook Settings.
• Choose where to send the survey data (the target URL).
• Select the format, such as JSON.
• Choose the Eligibility Survey as the data source.
• Click Submit, then Save.
• This step is optional, but it allows survey results to be sent automatically to other systems (like CRMs or analytics tools).

Step 6: View Survey Data in Contacts #

• Open the Contacts section.
• Select a contact who has filled out a survey.
• Under the Survey tab, view the full details of their responses.
• This helps agents review individual submissions directly from the contact’s record.

Step 7: Compare Enrollment Files #

• Inside the same contact record, go to the Enrollment tab.
• If the contact has multiple enrollment files (for example, an old one and a new one), both will be shown.
• Compare the previous and latest files to see updates or changes.

Step 8: View DMI Records (If Available) #

• In the contact’s profile, open the DMI section.
• If the contact has one or more DMI records, they will all appear here.
• This allows for a full view of all related data in one place.

Step 9: Review and Manage Data #

• All agent survey data can be viewed in a structured, organized way.
• Agents and admins can monitor:
  • Survey responses under Enrollments.
  • Individual contact data under Contacts.
  • Linked records like Enrollments and DMIs.