So your wondering……..Which of my internet sources are we actually closing deals from? Or maybe……..How many referrals do each of my LSP’s actually generate per month? Or even……..It would be nice to know how many cross sales we do each month? AgencyZoom now makes it INSANELY EASY for you to answer all those questions and […]
Read more "LEAD SOURCE – Know and track where the sales come from!"Tired of getting emails and calls from customers like this? “I’m trying to register at Allstate.com but I don’t know what my Policy number is?” We understand how frustrating that can be! That’s why we added the “Policy Number” feature to the cover letter so that onboarding customer is INSANLEY EASIER for you and your […]
Read more "Policy Number – Add to Cover Letter"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 […]
Read more "Step By Step Guide – First Time User"AgencyZoom already makes on boarding customers insanely easy, but now it just got INSANELY EASIER with our new feature Agency Docs! Agency Docs gives you the ability to automatically include agency specific documents into the welcome packet. Stuff like: ALR Life Waiver ALR Basic and True Term rate sheets Mortgage Protection Letter Referral Forms SRM Affidavit Material […]
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