The Winbacks feature in AgencyZoom helps agencies re-engage with former customers or lost leads, giving them a second chance to earn their business. It’s designed to target people who canceled, didn’t buy, or didn’t renew a policy—offering agents a way to follow up at the right time with the right message.
Winbacks can be triggered manually or automatically and often include:
A personalized message
A request to reconsider
A promotional offer or policy review
To access winbacks:
Go to the left side menu
Click on the three dots, then scroll to the Winbacks section
Once there, you’ll land on the settings page where you can:
Select the date for creating a winback lead
Select assignees
Automatically add a tag
Select the destination pipeline and stage
Set the term for auto policies.
Select how to handle duplicates
Apply the changes to previously uploaded winbacks.
You can import winbacks from your AMS or a CSV file.
Once you upload and field-map your winbacks, you’ll be able to see them. Additionally, you’ll be able to see pending lists.
You’ll find workflows such as:
Policy Canceled
Policy Expired
Customer Has Been Inactive for X Days
Winbacks is designed for personal leads and was initially created for Allstate agencies. While other agencies can benefit from the Winback feature, we suggest they utilize the Smart-Cycle to achieve similar results.