If your AMS does not integrate with AgencyZoom, no worries. You can still import your book of business into AgencyZooom Customer section. By doing this, you can filter your book to review and contact upcoming renewals, identify cross sale opportunities, enroll into automation, etc.
How to Import Book of Business
You will need to extract your data from your AMS or other program where you manage your book and save as a CSV. Ensure you have the name, contact info, policy type, carrier, effective and expiration date. If you do not have those fields, the report will not import. Attached below is an example of what info to have.
Step 1) Click "Customers" on the left navigation panel.
Step 2) Click "Actions" on the top right corner and choose "Import Customers"
Step 3) Upload the CSV
Step 4) Complete field mapping and click "Next"
* A message will display stating the import is in progress and you will receive an email once complete. Depending on how much data you are importing, it can take a while.
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