SALT Now Integrates with AgencyZoom! 🎉

We’re pleased to share that SALT has joined forces with AgencyZoom, making client management smoother and more efficient than ever. 🙌

With this integration, you'll experience a streamlined workflow that saves time and boosts organization, all while enhancing the experience for your clients.

Here are a few things to note:

• Data Sync: The integration is designed to create leads and add opportunities within AgencyZoom based on SALT-insured and LOB data. We’ll show you current information on the leads and opportunities we create. Changes made in Agency Zoom do not alter or update SALT data in any way.
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• Opportunities: Home opportunities will include the property address the prospect wants to be insured. — Auto opportunities will add the vehicles and drivers provided by the prospect.
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🎥 Click here for a quick welcoming video made by our CEO, Jonathan.

✅ Activate AgencyZoom today!

🧠 Check out our Knowledge Base article here for a quick setup guide, or reach out if you have questions—we’re here to support you!

Today's SALTY Tip ⤵️

⚡️ QUICK ACTIONS MENU ⚡️

Looking to save even more time in SALT? Our Quick Actions menu is here to help!

🌟 Available from every page in SALT, this handy tool gives you shortcuts to some of your most common needs—so you can stay efficient and focused on what matters most.

Here’s the best part: The options in your Quick Actions menu may change depending on the page you're on, offering you relevant shortcuts based on the actionable items available on that page.

So no matter where you are in SALT, the most important actions are always just a click away.

🎥: Watch the Quick Actions Menu in action here! 👀

Navigate to any page within SALT to explore the ⚡️Quick Actions menu today and see how much time you can save!

Finding exactly what you need in your Submissions list just got easier with 2 powerful new filtering options:

• 📅 Date Picker – Narrow down submissions by selecting a specific date range, or choose “Custom” for a more precise search.
• 📄 Document Filter – Effortlessly filter submissions by attached documents.

Now you can save more time and easily find exactly what you're looking for! 🕒

Check out these changes in action: ➡️ [Enhanced Submissions Filtering]

Feature Highlight: ✨State Options Set✨

With the State Options Set feature, you can customize deductible and limit options based on your prospect’s state or your agency's coverage area. This ensures they only see the options relevant to their location, streamlining the decision-making process. You can even set an Agent Recommended option to guide clients toward your preferred coverage.

For example, if you’re working with prospects in Texas and Arkansas, you can configure different deductible and limit options for each state—ensuring that clients in Texas only see options applicable to them, while those in Arkansas see choices that match their state's requirements. If you're covering multiple states, you can also set a default Nationwide option, which will apply unless a state-specific set is defined.

🎥 [Click here for a short video demonstration of the 'State Set Options' feature.]
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📄 [Tap here to read our Knowledge Base article with more info about utilizing the State Options Set Form step.]

This message is the first in a series of helpful tips that can assist agents in uncovering some of the most helpful features of SALT! 😃

🧂TODAY'S SALTY TIP ⤵️

Did you know that while we don't yet have the infrastructure to support custom questions, you can use the "Notes" step (located within the Conclusion category) to ask anything else you need to know from your prospect?
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🎥 [Tap here for a short video tutorial on how this can be done.]
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📄 [Tap here to read our Knowledge Base article with more info about utilizing the Conclusion > Notes step to add your own questions.]

Manually Cancel Reminders
Agents can now manually cancel any pending reminders by navigating to a submission's timeline and finding the "reminder" timeline event. When appropriate, there will be a button displayed there that can be used to “cancel reminders.”

Disable SALT’s Submission Confirmation Email
Agents can now disable the confirmation email/text that SALT sends to prospects. This is helpful when agents want to use a tool like Zapier to send their own custom reminders.

Hey SALT,

Here's a peek into the latest features of SALT we've recently released. I’ve got two key things to highlight: a new way to share forms called “Links” and a new pricing tier for high-usage agencies called "Propel +".

Since the release of our Data Credit system at the beginning of the year, we've received numerous questions like the ones below. This post aims to clarify any lingering confusion and help SALT subscribers understand how this system can enhance your agency's success.

🎥 Tap here for a video tutorial walkthrough of all of the information below and more.

What is SALT's Data Credit system?

The Data Credit system was built for managing data retrieval and usage within SALT submissions.

Previously, SALT absorbed the cost for all data retrieved through our integration partners. However, with our transition to a DaaS model, we aimed to give control to the agents. The SALT Data Credit system allows you to choose when and how much data to purchase, at your discretion, to acquire the desired data and maximize efficiency.

What are these "Data Credits" used for?

A positive Data Credit balance is necessary to retrieve the Data Reports returned by our Big Data providers, Estated & Fenris.

Additionally, once you've processed 300 submissions (on the Propel plan), or 600 submissions (on the Propel+ plan), a positive Data Credit balance is necessary to continue processing SALT submissions.

Please note that while these Fenris/Estated data reports provide significant value, their use is not mandated. You can choose to deactivate the integrations if desired, eliminating the additional Data Credit charge associated.

How do I manage my Data Credit balance?

Administrators and owners can access the Data Credit system via the billing section. Your agency will need to pre-purchase SALT Data Credits before requesting data from Fenris/Estated.

Data Credits are priced at $1 each, with discounts available when purchased in bulk. See this article for full pricing info and discount details.

Your agency's average data usage will be displayed to help you determine which Data Credit package should be purchased.​

[Note: These Data Credits are non-expiring and will roll over if not used before your next billing cycle. Please be aware that Data Credit purchases are non-refundable (cancellations included).]

> Auto-Reload:

Your agency will receive two reminders before running out of Data Credits: one when your balance is running low and another when your submission soft cap has been reached.

You can opt-in to automatic reload; however, this option will default to OFF. If your agency would like to turn on auto-reload, you can do so from the billing section.

Other Helpful Resources:

• SALT Data Credit System
• Big Data Providers (Estated/Fenris)

Below, you'll find a summary of recent updates and new questions now available within SALT. 🙌

Form Steps/Questions:

[HOME]

• Losses (property) - This new question allows agents to collect the reason, date, and description for a loss on a prospect's property.
• Dog Bite History - Updated the existing "Dogs" question to collect a simple yes/no answer for bite history.

Features & Settings:

• Decoupled Employee Assignment & EZLynx - We have decoupled the Employee assignment from the EZLynx user_name assignment. This means that after a submission has been sent to EZLynx, agents can still reassign it.

Below, you'll find a summary of the new questions available within your SALT Forms. 🤩
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Form Steps/Questions:

​[HOME]

• Roof - Collects updated year, material, and shape of a property's roof.
• Structure - Collects external material/siding, and Frame associated with a property's structure.
• Garage - Collects type, door count, and living space associated with a property's garage.

[AUTO]

• Full Glass Coverage - Determines whether or not a prospect wants to add Full Glass Coverage on their vehicles.

Tap the button below to determine which attributes bridge over to your agency's comparative rater.​