11/12/26
Renewal Premium Increase
Custom CNAME records for Domain Authentication
Renewal Premium Increase
When a policy renews with a significant premium increase, identifying the change and taking action quickly can be critical in retaining customers. Previously, AgencyZoom did not automatically calculate premium changes between policy terms or provide a way to trigger retention workflows based on those increases.
AgencyZoom now calculates renewal premium changes, allowing you to identify high-risk renewals, automatically manage renewal service requests through a service pipeline rule, or trigger Retain touchpoints based on premium increases.
This new feature is available for AMS360, QQ Catalyst, and Momentum integrations.
View Premium Changes on Policies
When a renewal policy is received, AgencyZoom automatically calculates the dollar and percentage change from the previous term.
Policy Card: Displays the premium change in dollars and percentages.
Customer Activities: Records when the renewal was received and the premium change was calculated.
Note: No configuration is required to view premium changes. Premium changes have already been calculated for existing policies renewing in 60 days or later, provided a prior policy term is available for comparison.
Automatically Move Renewal Service Requests
Premium Change Handling is a service pipeline rule that allows you to automatically move renewal service requests to a designated stage and apply a tag when a premium increase meets your threshold. Moving requests to a specific stage can trigger additional automated workflows, such as customer communications or internal review tasks, while applying a tag makes these renewals easier to identify in your pipeline.
Navigate to your Renewal Pipeline Settings.
Enable (4) Premium Change Handling, which is disabled by default.
Configure a dollar or percentage threshold for premium increases.
Select the pipeline stage where qualifying requests should move, such as Re-Quote.
Optionally, select a tag to apply to qualifying requests.
Save your changes.
When a renewal premium increase meets your threshold, AgencyZoom automatically moves the associated renewal service request to the selected stage and applies the configured tag, if applicable.
Note: Premium Change Handling works whether the renewal policy is received before or after the service request is created. The rule runs only once per service request, and your existing eligibility filters continue to determine which renewal requests are created.
Trigger Retain Touchpoints Based on Premium Increases
You can automatically initiate Retain touchpoints when a renewal premium increase meets a specified threshold.
Navigate to your Retain touchpoint settings.
Select Renewal Premium Increase as the trigger.
Configure a dollar or percentage threshold for the premium increase.
Save your changes.
When a renewal premium increase meets or exceeds your threshold, AgencyZoom can trigger the configured Retain touchpoint.
You can also personalize your communication templates and to-do automations using the Renewal Premium Change % and Renewal Premium Change $ placeholders. These automatically populate the calculated premium change, allowing you to reference the increase directly in your customer communications or internal teams.
Note: Renewal policies must be received before the scheduled touchpoint date for the touchpoint to trigger. Since carriers deliver renewal information at different times, some renewals may not qualify.
Sort, Filter, and Export Policies by Premium Change
You can also use premium change information in the policy list to identify notable upcoming renewals.
Navigate to your Policy List.
Sort policies by dollar or percentage premium change.
Apply minimum or maximum premium change filters to narrow your results.
Export your filtered policy list as needed or review the list with your team members.
Customize DNS Record Names for Domain Authentication
When authenticating an email domain in AgencyZoom, the system generates CNAME records that must be added to your domain's DNS settings. In some cases, these default record names may conflict with existing DNS records or your organization's DNS configuration requirements.
AgencyZoom now allows you to customize the CNAME record names when setting up domain authentication. This provides greater flexibility while ensuring your domain can be properly authenticated for email delivery.
How to Customize Your CNAME Records
Navigate to My Agency > System Settings > Email Delivery > Domain Authentication.
Click + Domain to add a new domain.
Enter your domain name.
Expand Advanced Settings (Optional) to customize the following:
Mail Subdomain: Defaults to
info. This value is used to generate the mail CNAME record.DKIM Selector Prefix: Defaults to
s. This value is used to generate the two DKIM CNAME records.
Review the DNS hostname previews displayed beneath each field.
Click Get DNS records to generate your CNAME records.
Add the generated CNAME records to your domain's DNS settings and complete the existing domain verification process.
Note: Advanced Settings are optional. If you do not need custom CNAME names, leave the default values unchanged.
Important Considerations
You can customize either setting independently without changing the other.
Custom CNAME names can only be configured when adding a new domain authentication. They cannot be modified after creation.
Existing domain authentications are not affected and do not require any changes.
If you are unsure which values to use, consult your domain or DNS administrator before creating the authentication.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 8 am and 8 pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)