How to Upload Internet Leads into AgencyIQ
Lead ROI is only as good as the data you feed in. Miss half your leads and your cost-per-lead numbers are garbage. Miss duplicates and your quote rate looks worse than it is.
In this guide:
- What lead data to upload
- Step-by-step: upload a lead file
- How duplicates get handled
- How often to upload
Time to finish: ~5 minutes per upload Best for: Office managers, owners.
What lead data should I upload?
Every lead you paid for, from every provider. That includes shared leads, exclusive leads, aged leads, and transfer calls. If you paid for a contactable prospect, it belongs in AgencyIQ.
The minimum fields per lead
| Field | Why it's needed |
|---|---|
| Date received | When the lead came in |
| Customer name | Full name or at least last + first initial |
| Phone or email | At least one — needed for matching to a sale later |
| Provider | Which lead source this came from |
| Lead type | Auto, Home, Life, Health, Commercial |
| Cost | What you paid (per lead, or as a monthly total) |
Fields that help matching accuracy
- Customer address (especially ZIP)
- Date of birth
- Current carrier
Step 1 — Go to Data → Internet Leads
Click Data in the sidebar, then the Internet Leads tab.
Step 2 — Pick the provider
Before you upload, pick which provider this file came from. AgencyIQ recognizes the standard export format for the big providers (EverQuote, QuoteWizard, SmartFinancial, All Web Leads, and more).
Step 3 — Drop your file
Drag the CSV onto the upload zone. AgencyIQ reads the first 5 rows so you can preview.
First upload from a new provider? Double-check the column matching. Future uploads remember the layout.
Step 4 — Click Upload
Processing runs in the background. Most files finish in under 30 seconds. You'll see a results summary when it's done — leads added, duplicates skipped, errors.
Step 5 — Check the match results
After the upload, AgencyIQ automatically checks each lead against your sales log to see which ones already bound into a policy. You'll see a quick summary of matches found.
How does AgencyIQ handle duplicate leads?
Two kinds of duplicates, handled two different ways:
| Duplicate type | What AgencyIQ does |
|---|---|
| Same lead, same provider, uploaded twice | Skipped automatically, no action needed |
| Same customer, different providers | Both kept, flagged as "likely duplicate" for review |
The second case is common. You might get Jane Smith as a QuoteWizard shared lead, and a week later as an EverQuote exclusive. You paid for both, so both stay on the books. AgencyIQ marks them as related so you can see the pattern.
How do I enter lead spend?
Two options:
Option A — Cost per lead is in your CSV
Some providers include a Cost column on every lead. Map it on upload and you're done.
Option B — Monthly spend entered by hand
In Settings → Commission Plans, type a monthly total per provider. AgencyIQ calculates your cost per lead by dividing the monthly spend by the number of leads that came in that month.
Worth checking. Make sure the leads you uploaded match the leads the provider billed you for. Providers sometimes bill for leads they didn't actually deliver. Catching this is worth 2–5% of your lead budget a year.
How often should I upload leads?
Weekly at minimum. Daily if your volume is high.
Most agencies upload every Monday with their weekly sales file.
| Upload frequency | Dashboard feels | Who does this |
|---|---|---|
| Daily | Up-to-the-minute | High-volume agencies |
| Weekly | Fresh | Most agencies |
| Monthly | Stale | Not recommended |
Save yourself the work. Ask your lead provider if they offer scheduled CSV delivery to email or a folder. Many do. You just drop the file in AgencyIQ once a week.
What if a lead doesn't have a phone number?
Keep the lead but know that matching it to a bound policy later is harder. Without phone or email, AgencyIQ has to match on name and address — less reliable.
Leads without contact info aren't really trackable all the way through to a sale. Some agencies exclude them from the ROI page. Others keep them to document a provider's quality (lots of no-contact leads = weak provider).
How do I clean up bad lead data?
Every lead has an edit button. You can:
- Fix a misspelled name or wrong phone
- Reassign to a different provider
- Mark the lead as "bogus" (fake or abusive — excluded from ROI math, kept for provider disputes)
- Delete the lead entirely (rare — usually "bogus" is the right choice)
Frequently Asked Questions
Producer-generated leads and walk-ins — should I track those?
Yes — set them up as a $0-cost "provider" (call it "Referrals" or "Walk-ins"). That way your paid channels are compared against your organic channels in the same view.
Can I upload old lead data from before AgencyIQ?
Yes. Upload as much history as you have. If you have 12 months of historic leads and sales, the match engine will retroactively tie them together and give you a full ROI picture on day one.
My provider doesn't export CSVs. What do I do?
Almost every provider does. If yours truly doesn't, the workarounds are: copy-paste from their dashboard, use a tool like Zapier to export via their API, or switch to a provider that does. A provider that can't give you your own data isn't a great partner.
How do I track transfer calls vs. form leads?
Track them as separate providers — "QuoteWizard — Calls" and "QuoteWizard — Forms." Their economics are different (calls cost more but quote higher).
What's the difference between Live Calls and Data Leads when I upload?
When you upload a lead file, AgencyIQ asks you to pick a lead type for the batch:
- Live Calls — phone calls transferred directly to your office in real time. Usually higher quality and higher cost. Your team speaks to the prospect immediately.
- Data Leads — contact information delivered for your team to follow up on. Usually cheaper but requires outbound calling effort. Conversion rates are typically lower.
Tagging the batch correctly keeps your benchmarks honest — live-call conversion is in the 10–25% range while data-lead conversion is in the 1–5% range, and mixing the two in one bucket hides both.
Can producers add leads by hand instead of uploading?
Yes. The Internet Leads page has an "Add Lead" button. Fine for one-off walk-ins. Not efficient for high-volume paid leads.
Stop losing track of which leads turned into sales
AgencyIQ is free during beta for Founding Members. Upload every provider in one place, skip duplicates automatically, and let us track which ones actually made you money.
Founding Members get grandfathered pricing when we launch paid tiers later this year.
Last updated: 2026-04-18