Agencyzoom

Michele Helms

Megan Stasko

Sean Inutsuka

What's New 

Opportunity Management - Add Drivers, Vehicles, Property Information, Next Expiration Date..

Release Updates - November 2023

Shot clock reduced time increments, Service Center Filters, Conversations Revamp, Multi-Contact Import for Leads

Release Updates - August 2023

AMS360 integration enhancements - Policy Origin, Executive Mapping

Release Updates - July 2023

Attach via Automation, RingCentral and Twilio Call Recording & Playback, Mention team member in note

Release Updates- June 2023

Avatar Color, Nerdphone MMS, Select from uploaded files when attaching email or text

Release Updates- May 2023

Vertafore Single Sign-On (SSO), Global Add button

Release Updates- April 2023

Release Updates- March 2023

Updates to Allstate Compensation- commission rate by bundle status

Release Updates - March 2023 (Allstate)

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

Release Updates - February 2023

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

Release Updates - January 2023

NerdPhone Integration

Allstate 2023 Preferred Bundling

2023 Enhancements 

2022 Year-in-Review

2022 Year in Review (Allstate)

Service Center enhancements, retain automation trigger, lead management enhancements

Release Updates - December 2022

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

Release Updates - November 2022

Policy-related activities, adding multiple executives, etc.

Release Updates- October 2022

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

Release Updates- September 2022

AgencyZoom Video Platform: Marketing & Quoting

Q1 2022 Enhancements

2022 Enhancements

Tarmika, Custom pipelines and referral partner automation

Release updates - May 2021

Release updates - January 2021

2021 Enhancements

Policy view, automation enhancements and more

Release updates - November 2020

Click to call, Zipwhip integration, new settings and more

Release updates - December 2020

2020 Enhancements

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