Here is a detailed list of what information syncs over from AMS360 to AgencyZoom and shows in the My Customers tab.

Important:

  • Type must = Customer. Otherwise, we do not sync it over into My Customers in AgencyZoom.
  • We sync both Active and Inactive Customers. The default filter of My Customers is set to show you Active Customers.
  • If Firm Name is used, we will show that as the Customer Name and use the First and Last Name as the contact.
  • Green Box = We sync this data over
  • Orange Box = We will sync this data over in the short future

Customer Overview

Policy Data:

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