AgencyZoom

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

AgencyZoom Video Platform: Marketing & Quoting

Q1 2022 Enhancements

2022 Enhancements

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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