Not to worry, as long as you give us 30 days notice you can extend your service in increments of 2 months at a time. So if you love our service and team like we know you will you can work with us as long as you want!
Add them manually using the +New Business button inside of AgencyZoom. We do NOT recommend importing customers via an excel sheet as this causes issues with your data 100% of the time.
AgencyZoom is a CRM software company. Accelerated Automation is the original 😎 automation consulting and training firm for Agency Zoom users. Any purchase made with Accelerated Automation has no affect on your AgencyZoom costs. You must pay for an AgencyZoom account directly and then is you choose to work with us you pay us directly for our services.
They have 3 pricing options.
Please see the Website https://www.agencyzoom.com/pricing
We have several available services. Some are one-time costs, and others are recurring costs for ongoing support. Please see our pricing page for current services.
YES! We set up and can even build custom integrations in our Fractional COO service.
Our Done-For-You services do not include integration setup, but our course “AgencyZoom Essentials” will walk you through the setup for AgencyZoom integrations.
YES, in our Fractional COO service we will build custom automation for you, including campaigns and we can include any campaign you currently use and want to move.
NO, our Done-For-You services will not include customizations of your workflows/pipelines/campaigns.
YES, Farmers Insurance and Vertafore got together and built a quote link. This allows information for leads in AgencyZoom to be pushed into your Farmers quoting platform for personal line leads.
NO, you can’t pull any information directly out of Farmers’ systems and into AgencyZoom (or any other CRM) as Farmers has a closed API.
Integration Guide
Integrating your AMS with AgencyZoom activity snapshot
Activity in AgencyZoom |
Integration Activity in AMS |
QQCatalyst |
AMS360 |
Hawksoft |
Nowcerts |
EZLynx* |
Epic** |
Other |
|---|---|---|---|---|---|---|---|---|
| Create a new lead | Create new lead in AMS | |||||||
| Add note to a lead | Add note to lead's profile in AMS | |||||||
| Create a task | Create a task in AMS | |||||||
| Complete a task | Mark task as completed in AMS | |||||||
| Send a text | Add as on activity | |||||||
| Send an email | Add as on activity | |||||||
| Make a call | Add as on activity | |||||||
| Schedule a meeting | Add as on activity | |||||||
| Update status of a lead | Add as on activity | |||||||
| Add a new quote | Add quoted policies to AMS | |||||||
| Mark lead a sold | Change status of lead to customer and policy info | |||||||
| Add new policy to an existing customer | Add new policy to customer's profile in AMS | |||||||
| Create a service ticket | Add as an activity | |||||||
| Direct link to user profile in AMS | Search and return the customer's profile in AMS | |||||||
| Upload a file in AgencyZoom | Add file to customer's profile | |||||||
| Download book of business from AMS | Send book of business info (customers and policies to AZ) | |||||||
| Sync policy status updates from AMS | Send policy status updates to AZ |
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