Notify customers via SMS about referral program after new policy is sold

Notify your customers via SMS about your referral program after a new policy is sold, encouraging them to earn rewards. Leverage AgencyZoom for policy sales, add a delay, and use RingCentral to send engaging messages.

Zap details:

Overview

Notify your customers via SMS about your referral program after a new policy is sold, encouraging them to earn rewards. Leverage AgencyZoom for policy sales, add a delay, and use RingCentral to send engaging messages.

Notify customers via SMS about referral program after new policy is sold