Agencyzoom Support Center

Getting Started

Quick overview of AgencyZoom and some basic training

4 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

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

Integrations

Connect your favorite tools with AgencyZoom

22 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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7 articles in this collection
Written by Hayden, Karen, Kassie Solon and 1 other

Setup

Step by step instructions on how to setup and configure AgencyZoom

6 articles in this collection
Written by Moe and Tolga

Life and Health Pipeline

How to use the Life and Health pipeline

2 articles in this collection
Written by 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

1 article in this collection
Written by Moe

Troubleshoot

Quick tips to help you troubleshoot and solve common issues

3 articles in this collection
Written by Tolga and Moe

Winbacks

How to use the Winback feature to turn terminations into leads

3 articles in this collection
Written by Tolga

Sales Goals

4 articles in this collection
Written by Tolga and Moe

Mobile App

4 articles in this collection
Written by Tolga

Referral Carrot

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

Daily Activities

3 articles in this collection
Written by Tolga and Moe

Video Tutorials

3 articles in this collection
Written by Tolga and Moe

Managing New Business

How to add and manage new customers and policies

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

AgencyHR

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