Agencyzoom

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!

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

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

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

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

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

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

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Track the progress of all tickets related to your company.

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