ADG Information

The ADG consisted of 2 things.

1. The Index

   1. The Index is where data of previous sales are uploaded.

   2. The Index has an allow list of accounts (or the same account) for the Monitors to check.

   3. Data can be uploaded via CSV in the Index. The only required fields are phone and submitted date, however it is possible to upload the full EDE as that is what we based it off of.

   4. The upload file can optionally include a identifier column to determine if the sale was made by the current account.

2. The Monitor(s)

   1. This is the Account(s) that Monitor the Index.

   2. The Monitor should be pointed at the Index Account

   3. The Monitors also have an optional identifier that can help determine if the duplicate is internal or external.

The Process

1. When you are sent a lead from a Vendor Source a pop-up will appear for the agent telling them that this is a Dupe and attempting to sell could result in loss of commissions or corrective action (based on your individual companies policies).

2. There are 2 types of Dupe notifications:

   1. Internal - the lead was previously sold by you

   2. External - the lead was sold by a downline or sister agency (if applicable).

3. This is important for 2 reasons:

   1. This will provide you with hard evidence that your vendors are reselling leads. You have the ability to appeal to your vendors, as desired, to avoid paying for unsellable leads.

   2. Allow you to see if any of your agents are attempting to sell on an unsellable lead.

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   3. It also marks the lead with an icon that it has been detected.

   4. It will then log this information to the Monitor Log with the Agent who detected it and the Lead ID as well as the Vendor ID and DID

   5. If an agent sells a policy and disregards the popup it will log the data sold on both the Index and Monitor Logs but the Monitor log will have the Policy ID.

       

ADG Block Activation

There have been 2 new Settings added to the ADG.

1. Allow ADG on Ping

2. Allow ADG on Block

Both Settings must be allowed on both the Index and the Monitor for them to work. Only Support can turn these on and off.

• The Parameter for the Block URL is &adg=true

  • Will show on Block Logs as Internal vs External ADG.

• The Parameter for Ping URL is &adg=true

  • Will not show on any logs

These two methods of using the ADG do not log to the Monitor or Index Logs as they are Rejections. The Block Version does log to the Block Logs since the call technically came in but got Rejected

• The Block Version does include INTERNAL vs EXTERNAL Flag, however since the call never arrives to a user, it will use the Primary Identifier and all Agency Identifiers to Validate the Dupe as Internal VS External.

• The External / Internal Flag will show on the "Cause" part of the Block Log, whereas the Reason code will be ADG.

ADG Block Activation Steps

1. From Settings select Options

2. Locate the Features tab at the top of the screen and scroll down to Advance Dupe Guard

3. There are 2 settings that can be enabled for the ADG Block.

   1. Allow Ping Rejection - Adds &adg=true to the Availability Ping and will return a 0 to the vendor who tries to send a lead that is located on the ADG Index.

      1. This must be done manually to ALL existing Availability Pings. The API Public Dialer Ready Generate can assist with this process or the Client/Vendor Source can just add &adg=true manually.

   2. Allow Block Rejection - Adds &adg=true to the Block URL for each DID and will block the vendor from sending a lead that is located on the ADG Index.

      1. This must be done manually to ALL existing Block URLs on each DID. The API Public Block documentation can assist with this process or the Client/Vendor Source can just add &adg=true manually.