AgencyZoom Account InformationName(Required) First Last Agency Name(Required)AgencyZoom Login Email AgencyZoom PasswordLead 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 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 RemovePersonal Lines RenewalsNumber of days prior to XDate – PersonalRenewal Settings – PersonalOne service request per policy typeCombine all policies that renew on the same day into 1 service requestRenewal Assignment – PersonalAssigned ProducerAssigned CSRAssignment Group (Round Robin)A specific personOutline your personal lines renewal processCommercial Lines RenewalsNumber of days prior to XDate – CommercialRenewal Settings – CommercialOne service request per policy typeCombine all policies that renew on the same day into 1 service requestRenewal Assignment – CommercialAssigned ProducerAssigned CSRAssignment Group (Round Robin)A specific personOutline your commercial lines renewal process
