Before adding new brokered P&C Business, an Agencyzoom account admin must select all of the carriers you do business with.
Go to My Agency
Click on Carrier Setup
Select all of the carriers then click Save
Note: Open a support ticket if you can't find a carrier and we'll be glad to add it to the list.
Adding Brokered P&C policy
Click on Add Brokered Business
Complete the mandatory fields regarding the Customer, then select Next
Complete the mandatory fields regarding the Policy, then select Add
If applicable, select + Add another policy and complete the previously listed steps
Pro Tip 1: If a customer has both an Allstate and a Brokered policy, upload the Allstate policy first. The system will automatically populate all of the Customer Info fields.
Pro Tip 2: Allstate policies such as Flood, Earthquake, Motorclub and Commercial will be uploaded via the Add Brokered Business button.
Still have questions? Contact Support.