Email Delivery Improvements
We're introducing Domain Authentication, giving your agency a new way to send eligible emails using a domain your agency owns and has verified.
Domain Authentication helps connect your agency's sending identity with the emails you send while supporting stronger email deliverability and sending reputation.
How does AgencyZoom send my emails?
AgencyZoom uses two primary methods to deliver customer emails:
Sending Method | How It Works |
Integrated Email | Sends through a user's connected Microsoft or Google mailbox |
Authenticated Domain | Sends through AgencyZoom's email delivery service using a domain your agency owns and has authenticated |
The appropriate sending method depends on the type of email being sent.
Which sending method is used?
Email Type | Sending Method |
One-to-one Email | Integrated Email when available; Authenticated Domain can provide an alternative sending method |
Automation | Integrated Email when available; otherwise Authenticated Domain |
Batch Email from List Views | Authenticated Domain |
Set up your Authenticated Domain
If your agency wants to use Authenticated Domain, setup includes two steps:
Authenticate your domain by adding the DNS records provided by AgencyZoom
Add your sender after the domain has been successfully verified
Your domain must be verified before you can add a sender using that domain.
Frequently Asked Questions
Do I need both Integrated Email and an Authenticated Domain?
Do I need both Integrated Email and an Authenticated Domain?
Not necessarily. It depends on how your agency uses email in AgencyZoom.
Integrated Email allows AgencyZoom to send through an individual user's connected Microsoft or Google mailbox.
Authenticated Domain allows AgencyZoom to send through AgencyZoom's email delivery service using your agency's verified domain.
If your agency uses Batch Email from List Views, an Authenticated Domain is required.
Why don't emails sent using my Authenticated Domain appear in my Sent folder?
Why don't emails sent using my Authenticated Domain appear in my Sent folder?
Emails using an Authenticated Domain are sent through AgencyZoom's email delivery service rather than through your Microsoft or Google mailbox.
Because your mailbox did not send the message, it will not appear in your Sent folder.
What happens when someone replies to an email sent using my Authenticated Domain?
What happens when someone replies to an email sent using my Authenticated Domain?
Replies are directed to the AgencyZoom user's email address.
If that mailbox is integrated with AgencyZoom, the incoming reply will also be recorded as an activity in AgencyZoom.
If the mailbox is not integrated, the user will still receive the reply in their mailbox, but the reply will not be recorded as an AgencyZoom activity.
Does every user need to authenticate our domain?
Does every user need to authenticate our domain?
No. Domain Authentication is completed at the agency level.
Once the domain has been successfully verified, your agency can add its sender email address.
Why can't I add a sender?
Why can't I add a sender?
The sender's email domain must be successfully authenticated before a sender using that domain can be added.
For example, before adding john@exampleinsurance.com as the sender, exampleinsurance.com must first be authenticated and verified.
What if I don't have access to my agency's DNS records?
What if I don't have access to my agency's DNS records?
You may need to work with whoever manages your agency's domain. Depending on your agency, this may be an internal administrator, IT provider, website provider, or domain registrar.
AgencyZoom will provide the DNS records that need to be added, but the DNS changes themselves are completed outside of AgencyZoom.
New Business Reports: Filter by State
You can now filter New Business Reports by state, making it easier to analyze new business performance across the markets where your agency operates.
The new multi-select State filter is available for:
Sales by Producer
Sales by Lead Source
Sales by Zip Code
Sales by Policy Line
Sales by Carrier
Sales by Location
Sales by CSR
Select one or more states to update the report totals, charts, and details based on your selection.
API Authentication: JWT Refresh
We've added a JWT refresh mechanism to make it easier and more secure for third-party integrations to maintain ongoing access to the AgencyZoom API.
This helps integrations remain connected while reducing the need to store AgencyZoom credentials.