Agencyzoom

Michele Helms

Updates to Allstate Compensation- commission rate by bundle status

Location of Property address, Tag via automation for lead and customer, and display regular hours on timesheet report totals

NerdPhone integration, AMS360 user mapping, inbound text notifications, PL Rating MGA email, and more

Service Center enhancements, retain automation trigger, lead management enhancements

Cancel related open tasks, CC and BCC for email, business type focus, and more

Policy-related activities, adding multiple executives, etc.

Quote status, tag functionality, task list enhancements, custom fields, and more

Tarmika, Custom pipelines and referral partner automation

Policy view, automation enhancements and more

Click to call, Zipwhip integration, new settings and more

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