AgencyZoom

Comprehensive list of features and enhancements for 2023

2023 Year in Review

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

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

AMS360 integration enhancements - Policy Origin, Executive Mapping

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

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

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

Updates to Allstate Compensation- commission rate by bundle status

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

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

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Track the progress of all tickets related to your company.

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