Admin Onboarding Guide

1.1 Add Agency Owner & Agency Info

Edit agency info, add and delete team members

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

1.2 Add Team Members

How to add team members

Written by Megan Stasko
Updated over a week ago

1.3 Add Sales Goals

Set and track producer and agency goals

Written by Megan Stasko
Updated over a week ago

1.4 Create Email Signature

Update & Personalize your Email Signature

Written by Megan Stasko
Updated over a week ago

2.1 Add Lead Sources

Why it's important to add lead sources

Written by Megan Stasko
Updated over a week ago

2.2 Tag Feature

Add tags to leads and customers

Written by Megan Stasko
Updated over a week ago

2.3 Add Automation

How to add and turn on automation

Written by Megan Stasko
Updated over a week ago

2.4 Add Leads

How to add leads into AgencyZoom

Written by Megan Stasko
Updated over a week ago

3.1 Google Reviews Integration

Automate your Google Review Requests

Written by Megan Stasko
Updated over a week ago

3.2 Email Integrations

Sync your email with AgencyZoom for seamless automation

Written by Megan Stasko
Updated over a week ago

3.3 Texting Integrations

How to setup texting: Twilio, RingCentral, Zipwhip

Written by Megan Stasko
Updated over a week ago

3.4 AMS Integrations

How to connect your AMS with AgencyZoom

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

EZLynx - Book of Business Import

Import your book of business from EZLynx

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