What's New
Latest Enhancements
57 articles
2026 Enhancements
2026 Enhancements
- Release Updates - September 2026This release introduces three enhancements designed to reduce duplicate policy entry, improve AMS360 policy data
- Release Updates - July 2026Permission levels, remove automation tags, custom fields
- Farmers Release Updates - June 2026Farmers funding payment sharing
- Release Updates - April 2026Exclude carriers in service automation and block unmapped locations from syncing to AMS360
- Release Updates - March 2026Webex Calling integration and email activity exclusion lists
- Release Updates - February 2026Automation triggers, mapping lead sources, text filtering, and expanded report details
- Release Updates - January 2026CC additional emails, Service Request API, and customer segmentation
- Ongoing Performance Updates 2026Learn more about what we are working on!
- Automatically Create HawkSoft Prospects from AgencyZoom Leads
2025 Enhancements
See what's new in 2025
- Release Updates - December 2025File attachment to notes & tasks, email re-authentication, and more visible service request categories
- E-Signatures in AgencyZoomHow to Send, Track, and Manage Documents
- Release Updates - October 2025Custom producer splits, lead opportunity description field, and retained quote data for partial sales!
- Release Updates - September 2025Multi-select team members for automation, NowCerts detailed policy coverages, filter service requests for customers, and new Smart-Cycle settings!
- Release Updates - June 2025Automatic Medicare lead creation and new custom field types!
- Release Updates - May 2025Bulk update client information, notification resolution, pipeline card designer, and more!
- Release Updates- March 2025Quote summary reporting, batch update policy type, exclude carriers in renewal pipeline settings, and more!
- Release Updates- February 2025ACH payments, service request templates, automated quote document attachment, reinstate written policy, & more!
- Release Updates- January 2025Individual user auth for Lightspeed, quick add, split account and policy-level assignments options, and more!
- Release Updates - December 2024Service resolution workflows, service request category triggers, and more
- Farmers Release Updates - December 2024New Farmers quote integration, Service resolution workflows, & service request category triggers
- Outlook/O365 Email & Calendar Integration MigrationAction required to continue using your email and calendar services
- Release Updates- November 2024Customer premium for renewal settings, apply policy tags to service requests, add recipient dropdown to onboarding and retain, and more!
- Release Updates - October 2024Custom fields for Service Center, NAIC column for customer list
- Release updates- September 2024New lead report details
- Release updates- August 2024Send emails from shared inbox, email placeholders, update customer-level assignment, unmatched service inbox processor, and more
- SmartSearchSee all the ways you can utilize SmartSearch!
- Release Updates- July 2024Tag filter for reports, customer premium filter, enhanced Lightspeed integration, and more!
- Release updates - June 2024AMS360 Exce/Rep Upload, Tag dropdown sort, Remember last import mapping, and more
- Release Updates - May 2024Recent visit history, email and text template list view, and more
- Release Updates - April 2024
- Release Updates- March 2024Shared email and phone number assignment, tag customers and policies on import, export service request info with policies, and more
- Release Updates - February 2024Reports by effective date, create leads from Allstate DASH report upload, and more
- Release Updates- January 2024Tag via service automation, Smart-cycle and recycle based on expiration date, hide unused carriers, and more
- 2023 Year in ReviewComprehensive list of features and enhancements for 2023
- Allstate 2023 Year in ReviewComprehensive list of features and enhancements for 2023
- Release Updates - November 2023Opportunity Management - Add Drivers, Vehicles, Property Information, Next Expiration Date..
- Release Updates - August 2023Shot clock reduced time increments, Service Center Filters, Conversations Revamp, Multi-Contact Import for Leads
- Release Updates - July 2023AMS360 integration enhancements - Policy Origin, Executive Mapping
- Release Updates- June 2023Attach via Automation, RingCentral and Twilio Call Recording & Playback, Mention team member in note
- Release Updates- May 2023Avatar Color, Nerdphone MMS, Select from uploaded files when attaching email or text
- Release Updates- April 2023Vertafore Single Sign-On (SSO), Global Add button
- Release Updates- March 2023TurboRater Integration
- Release Updates - March 2023 (Allstate)Updates to Allstate Compensation- commission rate by bundle status
- Release Updates - February 2023Location of Property address, Tag via automation for lead and customer, and display regular hours on timesheet report totals
- Release Updates - January 2023NerdPhone integration, AMS360 user mapping, inbound text notifications, PL Rating MGA email, and more
- Allstate 2023 Preferred Bundling2023 Allstate Preferred Bundling Updates
- 2022 Year-in-Review
- 2022 Year in Review (Allstate)
- Release Updates - December 2022Service Center enhancements, retain automation trigger, lead management enhancements
- Release Updates - November 2022Cancel related open tasks, CC and BCC for email, business type focus, and more
- Release Updates- October 2022Policy-related activities, adding multiple executives, etc.
- AgencyZoom Video Platform: Marketing & Quoting
- Q1 2022 EnhancementsEnhancements, updates, new features