The retention tasks are a great way to automate a process associated with a new customer or policy.

In this article, we will discuss the following:

  • What differentiates the retention manager in Agencyzoom from other tools?

  • How are retention tasks communicated and tracked?

What differentiates the retention manager in AgencyZoom from other tools?

The retention manager in AgencyZoom is incredibly dynamic and customizable!

Let's say you would like to create a new process to send a mortgage protection flyer. Catch is you would only like to send this for home policies sold, due 60 days after the bind date and for Lisa from your team to always complete.

Here's how that would look like.

How are retention tasks communicated and tracked

All tasks are communicated via email the day they are due. The system will automatically send an email to the person responsible for completing the task every morning at 9 AM.

The email will include details of the due task, who's the customer and the ability to mark the task complete from within the email vs. having to jump back into AgencyZoom.

AgencyZoom will track all completed, active and past due tasks.

The task list can be found by clicking the profile image from your AgencyZoom account then click on My Tasks.

Still have questions? Contact Support

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