Service Center

Video Platform: Marketing and Quoting tool

Automatically sync appointments with the Google & Outlook Calendar Integration

Further streamline quoting with the PL Rating Integration

Sync activities and documents to Hawksoft with the Hawksoft bi-directional Integration

Integration with Donna, a data analytics platform, where leads created in Donna will automatically be uploaded in AgencyZoom

10+ Web Lead Integrations added

Access QQCatalyst, AMS360, and NowCerts customer profiles directly from the AgencyZoom customer file

AMS360 Integration enhancements:

QQCatalyst Integration enhancements:

Repeating calendar events through the Calendar integration are indicated as recurring

Ability to assign a lead, customer, or policy to multiple producers (executives) and/or multiple CSRs

Select a business type focus (personal vs. commercial) - the default interface when adding a new lead or customer

Lead import improvements around summary pages and lead import performance

Headers added to pipeline stages to display the total quoted premium ($) and leads in that stage

DOB filter to refine lead and customer searches

Zip code filters that apply to leads, contacts, and customers for a higher resolution of specific cohorts

"Next expiration date" and "expected close date" fields added in Lead Manager

Automatically tag web leads during their creation

Allow the lead to be split if multiple opportunities are on one lead and one of the opportunities is sold

Define the status of a quote and filter within the lead manager by quote status

Add Notes and Tags to a specific policy

Additional policy-related activities:

New policy type setup including user-defined categories and the ability to drag and drop policy types

Carrier and writing company setup - add writing companies and policy types to a carrier

Cancel a written policy from the customer view

Data Model enhancements including changes to carrier, policy type, middle name, prior policy expiration date, and commissionable premium

Report by quote status by producer, quote status by carrier, or quote status by policy type

New customer demo data that preloads new customer accounts with demo leads and customers

Reporting splits and notifications for all assigned parties and joint tasks when assigning multiple producers (executives) or CSRs to a lead, customer, or policy

Sales report enhancements:

Disaster/Singular Event automation and zip code-specific automations added to respond to regional changes, disasters, etc. by email or text

Ability to attach files to text automations

Lead loss reason and resolution type added to shot clock

Tag functionality for shot clock added to tag a lead and tag a service request when the shot clock expires

Pre-built default service pipelines: onboarding, renewals, service, claims, and surplus renewals

Carrier and policy type triggers for service automation

Option to cancel open tasks on a service request automatically when it is moved to completed

Customer custom fields for templates and automation

Add and manage custom fields from ‘my agency’

Add a custom field to a lead, customer, or both

Define a custom field as personal, commercial, or both

Field mapping between leads and customers

Define custom fields as required in system settings ‘required data’

Clone tool for custom fields

Dashboard updates:

Task List updates:

Tag manager improvements including adding tags to policies and the ability to reorder and prioritize important tags to dictate the order they appear in the pipeline view or customer view

Update to billing with access until the end of monthly billing cycle when canceled

VOIP default choices and multi-vendor support, allowing users to choose individual VOIPS for calling and texting

CC & BCC available for email

Ability to attach documents via text automation

Mobile App update featuring added support for lead custom fields, uploading pictures, added task editing, and updated look and feel