AgencyZoom + DONNA
Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA
Donna identifies personal lines and accounts with clients who have home insurance policies with you, but not auto insurance policies. Set up this Zap to use automatically harness analytics to tag accounts for experience scores (SentiMeter), spend capacities, and likelihood of buying a new policy. Donna sends this data 30 days prior to the renewal of a policy to the AgencyZoom to create leads to track the cross-sell opportunity, with no added clicks or keystrokes.
Donna identifies personal lines and accounts with clients who have home insurance policies with you, but not auto insurance policies. Set up this Zap to use automatically harness analytics to tag accounts for experience scores (SentiMeter), spend capacities, and likelihood of buying a new policy. Donna sends this data 30 days prior to the renewal of a policy to the AgencyZoom to create leads to track the cross-sell opportunity, with no added clicks or keystrokes.
- When this happens...New Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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