AgencyZoom

Michele Helms

Hayden Yokum

Sean Inutsuka

What's New 

Automatic Medicare lead creation and new custom field types!

Release Updates - June 2025

Bulk update client information, notification resolution, pipeline card designer, and more!

Release Updates - May 2025

Quote summary reporting, batch update policy type, exclude carriers in renewal pipeline settings, and more!

Release Updates- March 2025

ACH payments, service request templates, automated quote document attachment, reinstate written policy, & more!

Release Updates- February 2025

Individual user auth for Lightspeed, quick add, split account and policy-level assignments options, and more!

Release Updates- January 2025

Friday, February 21, 2025 9:00pm MT – Monday, February 24, 2025 1:00am MT

Vertafore Disaster Recovery Test Weekend 2025

2025 Enhancements

Service resolution workflows, service request category triggers, and more

Release Updates - December 2024

New Farmers quote integration, Service resolution workflows, & service request category triggers

Farmers Release Updates - December 2024

Action required to continue using your email and calendar services

GSuite Email & Calendar Integration Migration

Outlook/O365 Email & Calendar Integration Migration

Customer premium for renewal settings, apply policy tags to service requests, add recipient dropdown to onboarding and retain, and more!

Release Updates- November 2024

Custom fields for Service Center, NAIC column for customer list

Release Updates - October 2024

Email & Calendar Integration Upgrade

Release updates- September 2024

Send emails from shared inbox, email placeholders, update customer-level assignment, unmatched service inbox processor, and more

Release updates- August 2024

See all the ways you can utilize SmartSearch!

SmartSearch

Tag filter for reports, customer premium filter, enhanced Lightspeed integration, and more!

Release Updates- July 2024

AMS360 Exce/Rep Upload, Tag dropdown sort, Remember last import mapping, and more

Release updates - June 2024

Recent visit history, email and text template list view, and more

Release Updates - May 2024

Release Updates - April 2024

Shared email and phone number assignment, tag customers and policies on import, export service request info with policies, and more

Release Updates- March 2024

Reports by effective date, create leads from Allstate DASH report upload, and more

Release Updates - February 2024

Tag via service automation, Smart-cycle and recycle based on expiration date, hide unused carriers, and more

Release Updates- January 2024

2024 Enhancements 

Comprehensive list of features and enhancements for 2023

2023 Year in Review

Allstate 2023 Year in Review

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

Megan Stasko

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

Blog

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