AgencyZoom + DONNA
Create service requests in AgencyZoom from new records in insights in DONNA
Create an insight (view) in DONNA using the renewal probability variable and policy renewal date. Refine the selection using SentiMeter, customer category, wallet share, etc. Automatically plug the data from the insight into an Agency Zoom service request to feed your renewal process for policies.
Create an insight (view) in DONNA using the renewal probability variable and policy renewal date. Refine the selection using SentiMeter, customer category, wallet share, etc. Automatically plug the data from the insight into an Agency Zoom service request to feed your renewal process for policies.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Create Service Request
Create a service request in Agencyzoom.
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Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
