AgencyZoom + RiskAdvisor
Generate personal leads in AgencyZoom from new risk profiles in RiskAdvisor
When a new risk profile is identified in the RiskAdvisor app, this workflow comes to your rescue by swiftly creating a personal lead in the AgencyZoom app. Seize every opportunity and turn potential risks into thriving leads. Save time, stay focused, and drive your client interactions forward with this proficient automation.
When a new risk profile is identified in the RiskAdvisor app, this workflow comes to your rescue by swiftly creating a personal lead in the AgencyZoom app. Seize every opportunity and turn potential risks into thriving leads. Save time, stay focused, and drive your client interactions forward with this proficient automation.
- When this happens...New Risk Profile
Triggers when a new Risk Profile is created in RiskAdvisor.
- 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
New Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
First Name
Middle Name
Last Name
Date of birth
Relationship
Marital Status
Gender
Education
Occupation
License Status
Licensed State
License Number
Licensed Age
Rated
SR22 Required
Discounts
Updated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
Risk Profile IDRequired
Notes
