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Description
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.