Major Feature Releases
New Integrations
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
Integration Enhancements
Access QQCatalyst, AMS360, and NowCerts customer profiles directly from the AgencyZoom customer file
AMS360 Integration enhancements:
Sync service requests to AMS360 with their related policy number
Access AMS360 policy declarations page from the AgencyZoom policy card
AMS360 database operation changes to increase performance and new field mapping for commercial business
Department and group added as filters for reporting
QQCatalyst Integration enhancements:
Ability to push contact agent, CSR to QQCatalyst
Performance enhancements related to retrieving new and modified policies from QQCatalyst
Repeating calendar events through the Calendar integration are indicated as recurring
Lead Enhancements
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
Policy Enhancements
Add Notes and Tags to a specific policy
Additional policy-related activities:
The ability to send email and texts, assign tasks, and attach documents pertaining to a specific policy
View policy-related activities with the activity filter or from the policy card
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 & Reporting Enhancements
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:
Added policy type as a reporting filter
Added business type as filter option (e.g. Personal vs. Commercial)
Automation 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
Service-Related Enhancements
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
Custom Field Enhancements
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
Workflow Enhancements
Dashboard updates:
Main dashboard is toggable between Sales and Service dashboards
Consolidate winbacks, compensation, and activities into a 'more options' submenu for admins
Commercial, Personal, and Life & Health business type filters for the Dashboard and reporting
Search by DBA
Task List updates:
Toolbar refinement
The ability to sort a task list by creation, due, or completion dates
Additional task list columns including phone, email, street, city, and state
Display task title as the header in today's tasks and automation sequences to display the most relevant information
Ability to assign multiple staff to a single task
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
Communication Enhancements
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
...stay tuned for new enhancements to be announced!