Agencyzoom Support Center

New User Training

Quick overview of AgencyZoom and some basic training

5 articles in this collection
Written by Moe

How to

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

9 articles in this collection
Written by Tolga, Karen, and Moe

Integrations

Connect your favorite tools with AgencyZoom

23 articles in this collection
Written by Tolga, Moe, and Kassie Solon

Lifecycle Automation

Increase your sale and retention with automation

9 articles in this collection
Written by Tolga and Moe

Lead Manager

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

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10 articles in this collection
Written by Tolga, Hayden, Karen and 2 others

Setup

Step by step instructions on how to setup and configure AgencyZoom

5 articles in this collection
Written by Moe and Tolga

Compensation Calculator

Guides on how to use and setup your commission plans

6 articles in this collection
Written by Tolga and Moe

Google Reviews

How to integrate with Google My Business and manage your reviews

1 article in this collection
Written by Moe

Winbacks

How to use the Winback feature to turn terminations into leads

3 articles in this collection
Written by Tolga

Mobile App

The AgencyZoom mobile app

4 articles in this collection
Written by Tolga

Referral Carrot

How to capture referrals from clients and business partners

4 articles in this collection
Written by Moe, Tolga, and Karen

Daily Activities

How to track your teams activities

3 articles in this collection
Written by Tolga and Moe

Changes

Release notes on new features and improvements made to the system

3 articles in this collection
Written by Moe

VOIP Integrations

Everything to do with texting and calling via third party integrations

8 articles in this collection
Written by Moe

Webinars

Watch recorded webinars

5 articles in this collection
Written by Thomas Mann and Megan Stasko

Managing New Business

How to add and manage new customers and policies

8 articles in this collection
Written by Tolga, Moe, and Karen

AgencyHR

User guides specific to AgencyHR

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13 articles in this collection
Written by Tolga, Hayden, Karen and 1 other