AgencyZoom + Better Agency
Manage new AgencyZoom policies by creating or updating clients in Better Agency
Automate your workflow with this easy solution in no time. When a new policy gets sold in AgencyZoom, this automation promptly creates or updates a client in Better Agency. This not only simplifies your tasks but also ensures accurate and timely client management - a crucial aspect for any thriving insurance agency. Stay efficient and ahead with this automated workflow.
Automate your workflow with this easy solution in no time. When a new policy gets sold in AgencyZoom, this automation promptly creates or updates a client in Better Agency. This not only simplifies your tasks but also ensures accurate and timely client management - a crucial aspect for any thriving insurance agency. Stay efficient and ahead with this automated workflow.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create/Update a Client
Client Form to create update a client
- Free forever for core features
- 14 day trial for premium features & apps
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
