Below is a list of new and enhanced fields within AgencyZoom:
Middle Names are now recognized in the name field
Commissionable Premium field on the policy level
To enable, go to My Agency > System Settings > Other > Scroll to "Do you track commissionable premium?"
Custom fields can be created on the customer and contact level
These fields can be mapped when importing customers
Next Expiration and Expected Close Date fields on leads
Lead stages can be filtered by these fields
CLICK HERE for directions on how to add custom fields.