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Send postcards for newly sold AgencyZoom policies

  1. When this happensStep 1: New Policy Sold

  2. Then do thisStep 2: Send Postcard

Do you want to send a personal 'handwritten' postcard right away when new customers are added to AgencyZoom? With you can thank your customer, ask for reviews, up-sell offers and; much more. Just set up this integration and it will automatically send a postcard when a new customer is added.

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