Admin Onboarding Guide

Add Agency Owner & Agency Info

Edit agency info, add and delete team members

Written by Megan Stasko
Updated over a week ago

Add Team Members

How to add team members

Written by Megan Stasko
Updated over a week ago

Add Sales Goals

Set and track producer and agency goals

Written by Megan Stasko
Updated over a week ago

Create Email Signature

Update & Personalize your Email Signature

Written by Megan Stasko
Updated over a week ago

Add Lead Sources

Why it's important to add lead sources

Written by Megan Stasko
Updated over a week ago

Tag Manager

Add tags to leads and customers

Written by Megan Stasko
Updated over a week ago

Carrier and Writing Company Setup

Writing Company, Carrier, Policy Types, Carrier Setup

Written by Megan Stasko
Updated over a week ago

Policy Type Setup

Policy Type Setup

Written by Megan Stasko
Updated over a week ago

AMS Integration Overview

How to connect your AMS with AgencyZoom

Written by Megan Stasko
Updated over a week ago

Google Reviews Integration

Automate your Google Review Requests

Written by Megan Stasko
Updated over a week ago

How to integrate PL Rater

How to integrate and use PL Rating

Written by Megan Stasko
Updated over a week ago

EZLynx - Book of Business Import

Import your book of business from EZLynx

Written by Megan Stasko
Updated over a week ago

Import Book of Business

Import your existing customers

Written by Megan Stasko
Updated over a week ago

How to integrate email

Sync your email with AgencyZoom for seamless automation

Written by Megan Stasko
Updated over a week ago

Text & VoIP Integrations

How to setup texting: Twilio, RingCentral, Zipwhip, Lightspeed, Bridge

Written by Megan Stasko
Updated over a week ago

How to integrate CRQ leads

Consumer Rate Quote (CRQ)

Written by Megan Stasko
Updated over a week ago

AMS 360 Integration

How to Integration AMS360

Written by Megan Stasko
Updated over a week ago

Tarmika

Rater, Integration, Commercial Quote

Written by Megan Stasko
Updated over a week ago

QQ Catalyst Integration

How to integrate QQ and what information is sync'd

Written by Megan Stasko
Updated over a week ago

NowCerts Integration

How to integrate NowCerts

Written by Megan Stasko
Updated over a week ago

Hawksoft Integration

How to integrate Hawksoft

Written by Megan Stasko
Updated over a week ago

Add Automation

How to add and turn on automation

Written by Megan Stasko
Updated over a week ago

Add Leads

How to add leads into AgencyZoom

Written by Megan Stasko
Updated over a week ago