Help and Support from the AgencyZoom Team

Admin Onboarding (Independent/Farmers)

Quick overview of AgencyZoom and some basic training

Producer Onboarding (Independent/Farmers)

New producer training

Allstate Onboarding

Allstate Admins & Producers

How to

Quick user guides showing you how to do specific tasks or use specific features in AgencyZoom

Integrations

Connect your favorite tools with AgencyZoom

Lifecycle Automation

Increase your sale and retention with automation

Lead Manager

How to you use the P&C lead manager and tips to get the most out of this feature

Setup

Step by step instructions on how to setup and configure AgencyZoom

Compensation Calculator

Guides on how to use and setup your commission plans

Google Reviews

How to integrate with Google My Business and manage your reviews

Winbacks

How to use the Winback feature to turn terminations into leads

Mobile App

The AgencyZoom mobile app

Referral Carrot

How to capture referrals from clients and business partners

Daily Activities

How to track your teams activities

Changes

Release notes on new features and improvements made to the system

Lead Vendor Integrations

Connecting Lead Vendors to AgencyZoom

VOIP Integrations

Everything to do with texting and calling via third party integrations

Webinars

Watch recorded webinars

Managing New Business

How to add and manage new customers and policies

AgencyHR

User guides specific to AgencyHR