Before getting into the deep end of Agency Zoom. Set these up to get a solid foundation for AZ Journey!

Content

  1. Add Agency Information

  2. Add and Delete Team members

  3. Add Sales Goals

  4. Add Lead Sources

  5. Create Email Signature

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How to Add Agency Information

Step 1) Click on the "My Agency" icon on the bottom left navigation panel

Step 2) From the list of options click "All About my Agency" on the right panel

Step 3) Your agency information should already be displayed at the top, but if you need to make changes, click on "Edit". This will allow you to edit agency contact info, owner info, and type of agency (Independent, Allstate, Farmers, etc).

Step 4) Once you have made your changes click "Save" at the bottom of the page.

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How To Add Team Members

Step 1) On the "All About my Agency" page, scroll down to the "Staff Members" section

Step 2) Click "Add" and enter the team member's name, contact info, role, and permission level.

Step 3) Click "Save"

Step 4) When a new member is added, they will receive an email with a link to activate their account

*Please note that only team members that you’d like to grant “All Access” should be granted “Admin” Access

How To Delete Team Members

Step 1) On the "All About my Agency" page, scroll down to the "Staff Members" section

Step 2) Click on the member you are wanting to remove

Step 3) "Edit Team Member" window appears and on the bottom, you will see a red "Terminate" button.

Step 4) Click on "Terminate" and complete the following questions of where to assign leads and tasks currently assigned to the producer you are removing.

Step 5) Click "Confirm"

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Add Sales Goals

Step 1) Click on the "My Agency" icon on the left navigation panel

Step 2) From the list of options click "Sales Goal"

Step 3) Start by choosing your primary and secondary goal metric. For example Premium and Policies

Step 4) Choose the goal amount for each metric for each producer

Step 5) You will see your agency total populate at the bottom

Step 6) Click "Save"

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Add Lead Source

How to add a Lead Source Category

Step 1) Click "My Agency" from the left navigation panel

Step 2) Click "Lead Sources" from the list of options

Step 3) To add a new category of lead sources, click "Add now", Name the Category and click "Save"

How to add a Lead Source

Step 1) Identify which category the new lead source applies to. For example, Facebook leads would be added to the Social Media category.

Step 2) Click "Add lead source"

Step 3) Add Source Name and click "Save"

*There is a setting to choose if you want this lead source to be excluded from sales.

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Create Email Signature

Edit Email Signature:

Step 1) Go to your profile icon on the left navigation panel

Step 2) Click "My Profile"

Step 3) Click "Signature" near the right side of the page

Step 4) Add your signature content including images and hyperlinks

Step 5) Click "Save Changes"

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