AgencyZoom Account InformationName(Required) First Last Agency Name(Required) AgencyZoom Login Email(Required) AgencyZoom Password(Required) Lead SourcesYou can select up to 5 lead sources (personal lines) Add RemoveCommon Examples: Customer Referral, Referral Partner, QuoteWizard, Community EventYou can select up to 5 lead sources (commercial lines) Add RemoveCommon Examples: Customer Referral, Referral Partner, Leo, Networking, Door KnockingYou can select up to 5 candidate sources (hiring pipeline) Add RemoveCommon Examples: Indeed, LinkedIn, Monster, GlassDoorImportant LinksPersonal Lead Intake Commercial Lead Intake Service Requests Renewal Questionnaire Client Referrals Carrier List Privacy Policy SMS Consent Employment Welcome PacketPolicy Type 1 Recommended Coverage Limits – Policy Type 1CoverageRecommended Minimum Add RemovePolicy Type 2 Recommended Coverage Limits – Policy Type 2CoverageRecommended Minimum Add RemovePolicy Type 3 Recommended Coverage Limits – Policy Type 3CoverageRecommended Minimum Add Remove
