Fenris Digital Add-Ons

Feature Snapshot

Summary:
Fenris Digital Add‑Ons are pre‑built LeadConduit integrations that enrich your leads with comprehensive household, customer, and property data—empowering informed underwriting, personalized outreach, and streamlined data processing.

Key Benefits:

• Automatically enhances lead profiles with verified demographic, household, and property insights.
• Improves risk assessment and underwriting decisions by providing detailed financial, familial, and structural data.
• Offers flexible pricing options: use the vendor’s catalog reselling price or input your own Client ID and Secret for standard transactional pricing.

Typical Use Cases:

• Populating insurance and application forms with real‑time verified customer and property data.
• Equipping agents with precise, automated insights on lead demographics and property specifics to tailor offerings.
• Reducing manual entry errors and processing time by automating lead enrichment in financial and underwriting workflows.

How the Fenris Digital Add‑On works?

Step‑by‑Step Instructions

1. Open your LeadConduit flow and switch to the “Steps” tab.
2. Click “Add an Add‑On Step.”
3. In the list of available add‑ons, search for “Fenris Digital Add‑On” and select it.
4. Choose your pricing option:
    • Select the reselling pricing listed in the catalog, or
    • Specify your own Client ID and Secret (refer to the guidelines for obtaining these credentials) for standard transactional pricing.
5. Click “Confirm” to add the integration to your flow.
6. Save your flow to activate the Fenris Digital integration.

Expected Result:
Your flow will now process each lead through the Fenris Digital Add‑On step. Depending on the selected module (Customer 360 for demographic insights or Property Details for property-specific data), enriched fields such as household member details, mortgage information, and property characteristics will be appended to each lead record, along with pricing and transaction identifiers.

📷 Screenshot Placeholder: Display the Add‑On selection menu with pricing option configuration highlighted.

Validation & Monitoring (optional)

• Test the Setup: Submit a test lead through your updated flow and verify that enriched fields (e.g., household demographics, property features, mortgage details) appear accurately in the lead event logs.
• Where to Monitor?:
   • LeadConduit Dashboard → Lead Events for real‑time review of enriched data.
   • Event details to confirm that additional fields and transaction identifiers are appended correctly.

Best Practices

• Choose the module that best aligns with your needs: use Customer 360 for extensive household and demographic insights or Property Details for in‑depth property analytics.
• Validate the integration using test leads to ensure that all required data is appended correctly before going live.
• Regularly verify that your Client ID and Secret remain current if using standard transactional pricing.
• Document any custom field mappings and configuration details to facilitate troubleshooting and ongoing optimization.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What specific data does the Fenris Digital Add‑On append to my leads?
A: Depending on the selected module, it appends detailed household and demographic information—such as names, age, marital status, and income (Customer 360)—or it enhances lead data with comprehensive property characteristics, mortgage details, and ownership history (Property Details).

Q: Why are the Fenris Digital Add‑Ons important for my business?
A: They provide critical, real‑time insights that improve underwriting accuracy, enable tailored customer interactions, and reduce manual processing errors, thereby enhancing overall operational efficiency and reducing costs.

Q: How do I add and configure the Fenris Digital Add‑On in my flow?
A: Simply add an Add‑On Step in your LeadConduit flow, search for and select “Fenris Digital Add‑On”, choose your preferred pricing option (reselling or client‑specific), click “Confirm”, and save your flow. Test the setup with a sample lead to ensure successful enrichment.

Q: Can I use both the Customer 360 and Property Details modules simultaneously?
A: While each add‑on is focused on distinct data sets, you can set up separate flows or steps to leverage both modules based on your specific use case and requirements.

Glossary