AgencyZoom

Michele Helms

Sean Inutsuka

Megan Stasko

What's New 

Customer premium for renewal settings, apply policy tags to service requests, add recipient dropdown to onboarding and retain, and more!

Release Updates- November 2024

Custom fields for Service Center, NAIC column for customer list

Release Updates - October 2024

Action required to continue using your email and calendar services

Email & Calendar Integration Upgrade

Release updates- September 2024

Send emails from shared inbox, email placeholders, update customer-level assignment, unmatched service inbox processor, and more

Release updates- August 2024

See all the ways you can utilize SmartSearch!

SmartSearch

Tag filter for reports, customer premium filter, enhanced Lightspeed integration, and more!

Release Updates- July 2024

AMS360 Exce/Rep Upload, Tag dropdown sort, Remember last import mapping, and more

Release updates - June 2024

Recent visit history, email and text template list view, and more

Release Updates - May 2024

Release Updates - April 2024

Shared email and phone number assignment, tag customers and policies on import, export service request info with policies, and more

Release Updates- March 2024

Reports by effective date, create leads from Allstate DASH report upload, and more

Release Updates - February 2024

Tag via service automation, Smart-cycle and recycle based on expiration date, hide unused carriers, and more

Release Updates- January 2024

2024 Enhancements 

Comprehensive list of features and enhancements for 2023

2023 Year in Review

Allstate 2023 Year in Review

Opportunity Management - Add Drivers, Vehicles, Property Information, Next Expiration Date..

Release Updates - November 2023

Shot clock reduced time increments, Service Center Filters, Conversations Revamp, Multi-Contact Import for Leads

Release Updates - August 2023

AMS360 integration enhancements - Policy Origin, Executive Mapping

Release Updates - July 2023

Attach via Automation, RingCentral and Twilio Call Recording & Playback, Mention team member in note

Release Updates- June 2023

Avatar Color, Nerdphone MMS, Select from uploaded files when attaching email or text

Release Updates- May 2023

Vertafore Single Sign-On (SSO), Global Add button

Release Updates- April 2023

Release Updates- March 2023

Updates to Allstate Compensation- commission rate by bundle status

Release Updates - March 2023 (Allstate)

Location of Property address, Tag via automation for lead and customer, and display regular hours on timesheet report totals

Release Updates - February 2023

NerdPhone integration, AMS360 user mapping, inbound text notifications, PL Rating MGA email, and more

Release Updates - January 2023

NerdPhone Integration

Allstate 2023 Preferred Bundling

2023 Enhancements 

2022 Year-in-Review

2022 Year in Review (Allstate)

Service Center enhancements, retain automation trigger, lead management enhancements

Release Updates - December 2022

Cancel related open tasks, CC and BCC for email, business type focus, and more

Release Updates - November 2022

Policy-related activities, adding multiple executives, etc.

Release Updates- October 2022

Quote status, tag functionality, task list enhancements, custom fields, and more

Release Updates- September 2022

AgencyZoom Video Platform: Marketing & Quoting

Q1 2022 Enhancements

2022 Enhancements

Tarmika, Custom pipelines and referral partner automation

Release updates - May 2021

Release updates - January 2021

2021 Enhancements

Policy view, automation enhancements and more

Release updates - November 2020

Click to call, Zipwhip integration, new settings and more

Release updates - December 2020

2020 Enhancements

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