Check out our latest release for the month of February:
2/22/23 Release:
Location of Property Address for Quotes & Policies
2/8/23 Release:
Display Regular Hours on timesheet report totals
Tag via Automation for lead and customer
Location of Property Address for Quote and Policy
Which policy covers which location? Store this information now within AgencyZoom and eliminate double-entry when submitting with PL Rating!
1) Denote the policy type as property (Policy Type Setup - this will allow the Location of Property address to be stored for a quote or policy)
2) Enter the Location of Property address under the quote or new policy
3) Reference the Location of Property in the Quote tab of a lead or View written policy info
Pushing to PL Rating
Configure Required Data: To make this a required field, go to System Settings, click Required Data, and toggle "Yes" under Policy.
2/8/23 Releases:
Display Regular Hours on timesheet report totals
Tag via Automation for lead and customer
Display Regular Hours on Timesheet Report Totals
Regular Hours were added as a column on the timesheet report for a complete breakdown of the total Clocked Hours.
Tag via Automation for Lead and Customer
We've added the ability to tag a lead or customer as part of the automation sequence. There is no longer the need to manually tag a file that has been in a sequence for a specified amount of time. This will also allow you to branch automation sequences if the applied tag is also used as a trigger in subsequent touchpoints!
You'll also notice a few new triggers for applying a tag in a customer sequence:
number of policies
premium greater than or equal to
revenue greater than or equal to
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.)