So excited for the newest piece of our integration with AgencyZoom
@Vertafore to be finished up here soon π€πΌ
Agencies who use AgencyZoom know that the Opportunities feature is huge when it comes to reporting and winning business π€―
With RiskAdvisor's newest release (coming soon) Opportunities will now be automatically added in your AgencyZoom lead file π
More Data, Less Entry - More Revenue, Less Work π°
Here's a refresher of one of our favorite integrations -
Lead Sources βΉοΈ imported directly in your RiskAdvisor account so you'll never misclassify where your business comes from again
Notes π added in RiskAdvisor will automatically be added as a Notes Activity and as a PDF inside of your AgencyZoom lead
Pipeline Management πͺ is as easy as hitting save in RiskAdvisor. As soon as you do so, your leads will be efficiently updated in AgencyZoom
File Management ποΈ allows Risk Profiles and any additional uploaded file to automatically be added to your Lead in AgencyZoom
Opportunities Management βοΈ removes the burden from your Sales Team to add these manually which means you'll have more accurate data and will never let a future opportunity slip through the cracks again.
- Drivers π©πΌπ§π½π¨πΎπ΅πΏ will be added to the Opportunity
- Vehicles π π π π» will be added to the Opportunity
- Current Carrier ποΈ βΉοΈ π§πΌβπ» π©πΏβπ» as well as expiration dates will be added to the Opportunity
As a owner/manager, never worry about your team inputting the correct information again.
As a salesperson, less time entering data and more time making commission.
Take the next step for your agency by checking out RiskAdvisor today!
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