AgencyZoom + BackNine Insurance

AgencyZoom + BackNine Insurance integrations

Create personal leads in AgencyZoom from new quote and apply applications with insured in BackNine Insurance

"When a new insurance application is created with an insured in the BackNine Insurance platform, streamline your workflow by instantly setting up a personal lead in AgencyZoom. This automation saves you time, reduces manual data entry, and ensures that each new insurance application promptly generates a corresponding lead in your AgencyZoom system."

When this happens...
Quote and Apply Application Created With InsuredTriggers when a Quote and Apply Application obtains contact information for the insured.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with BackNine Insurance and AgencyZoom

Discover other triggers and actions you can use with BackNine Insurance and AgencyZoom

Case Created or Updated
Triggers when a case is created or updated
Trigger
Instant
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Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write

- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write

- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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CRM (Customer Relationship Management)

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About BackNine Insurance

BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.