AgencyZoom

Service resolution workflows, service request category triggers, and more

Release Updates - December 2024

New Farmers quote integration, Service resolution workflows, & service request category triggers

Action required to continue using your email and calendar services

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

Custom fields for Service Center, NAIC column for customer list

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

See all the ways you can utilize SmartSearch!

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

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

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

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

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

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

Friday, February 21, 2025 9:00pm MT – Monday, February 24, 2025 1:00am MT

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Track the progress of all tickets related to your company.

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