So you just activated your account…..now what?
Here’s a step by step guide for the ONLY function you have to do with Agencyzoom!
Step 1 – In Alliance after you bind a policy
- Click Select All
- Make sure all the binding docs are checked
- Click Print
- Save the Binding Docs PDF that pops up on your computer
- Doesn’t matter what you name it
- Remember, save the PDF to your computer before you print to eAgent
- Repeat Step 1 for any cross indexed applications
STEP 2 – In Agencyzoom
- Click the Browse button
- Upload the binding docs you just saved to your computer
- Upload any detected Cross Index Application(s) via the upload button
- Pick and choose which template documents you want to include in the Welcome Packet
- Pick and choose pages from the binding docs you want to include in the Welcome Packet (Trailing Docs, ID Cards, Life Teaser, etc)
- Find the page(s) you want to include
- Scroll via the arrows in the top left corner
- Include the page you are looking at using the “Include Page” Button
- Click Done when done
- Click EMAIL or Download the Welcome Packet from the Preview screen if adding to eAgent or mailing
Step 3 – You’re DONE!
- Now check out your rock-star sales results on the dashboard!
We told you….It’s INSANELY EASY!
AgencyZoom 