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Admin Onboarding Guide
Admin Onboarding Guide
Account Setup, Getting Started, Integrations
23 articles in this collection
Written by
Megan Stasko
Getting Started
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
Integrations
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
Lead Management & Automation
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