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, GlassDoorPipeline StagesPlease list the ideal stages in your Personal Lines Sales Pipeline Add RemoveCommon Examples: New > Contacted > Quoting > Quote Completed > Quote Proposed > SoldPlease list the ideal stages in your Commercial Lines Sales Pipeline Add RemoveCommon Examples: New > Contacted > Quoting > Quote Completed > Quote Proposed > SoldRenewal Process InformationPersonal LinesLine of BusinessDays Prior to XDate Add RemoveWhen should automated communications begin for policies that are expiring?Commercial LinesLine of BusinessDays Prior to XDate Add RemoveWhen should automated communications begin for policies that are expiring?Important LinksPersonal Lead Intake Commercial Lead Intake Service Requests Renewal Questionnaire Client Referrals Carrier List Privacy Policy SMS Consent Employment This field is hidden when viewing the formWelcome PacketPolicy Type 1Recommended Coverage Limits – Policy Type 1CoverageRecommended Minimum Add RemovePolicy Type 2Recommended Coverage Limits – Policy Type 2CoverageRecommended Minimum Add RemovePolicy Type 3Recommended Coverage Limits – Policy Type 3CoverageRecommended Minimum Add Remove
