Personal Policy Changes Pipeline B Training
Mariah Gates
38 steps
2 minutes
Agencyzoom
1
Click "Add" Select "Add a Service Request"
2
Click this text field.
3
Type "remove car" or short summary of the type of request. This will display on the service ticket.
4
Click this text field.
5
Type in Customer Name to Search for it in AgencyZoom
6
Click Customers Name from Drop Down "Mariah Gates - [rye11839@gmail.com](mailto:rye11839@gmail.com)"
7
Click Related Policies to choose from drop down
8
Click Select Policy "Auto - 45678912"
9
Click "Pipeline " to make sure you create the ticket in the Pers. Policy Change Pipeline
10
Click "Select a stage" - choose the stage that matches the service issue. You don't have to use them all or any specific ones, just choose what you need to use.
11
Click "Requested"
12
Click "General" to open the category drop down
13
Scroll down to requested to and find the type of change your making. If what you need doesn't exist in the list contact your agent or AgencyZoom admin to have it added. "requested to remove a car"
14
Click "Account/Policy CSR"
15
Click "Assign to selected staff member"
16
Click "Nothing selected"
17
Click "Amanda Madrigal"
18
Click "Not applied"
19
Type "o" to search for Opt In- this tag is only to be use to signify that this customer has opted into texting with your agency. If this tag is not added no automated text messages will be sent out for this service ticket.
20
Click "Opt In"
21
Click Due Date to open the calendar and choose a date
22
Click here to add comments into Description. These are internal notes only.
23
Click "Save" to create the ticket
24
Click here to review and read the automation that's provided.
25
Click here to turn automation off or on as needed.
26
Click "Done"
27
Click and drag the ticket to the next stage. In this example " Requested"
28
Click Automation to review automation
29
Click "Automated Email"
30
Click "Done"
31
Click here to complete the service ticket once you're done.
32
Click Resolution Type Drop down
33
Select the correct resolution type "Completed"
34
Click the "Resolution Description:" to add notes
35
Type "removed ranger and updated billing"
36
Click "Confirm"
37
We will survey the customers upon completion of a ticket so they can tell you how satisfied they are with your service for this particular interaction. These are only internal surveys and you can see results in your Dashboard under Service Center
38
Click "Done"
Personal Policy Changes Pipeline B Training
Mariah Gates
38 steps
2 minutes
Agencyzoom
1
Click "Add" Select "Add a Service Request"
2
Click this text field.
3
Type "remove car" or short summary of the type of request. This will display on the service ticket.
4
Click this text field.
5
Type in Customer Name to Search for it in AgencyZoom
6
Click Customers Name from Drop Down "Mariah Gates - [rye11839@gmail.com](mailto:rye11839@gmail.com)"
7
Click Related Policies to choose from drop down
8
Click Select Policy "Auto - 45678912"
9
Click "Pipeline " to make sure you create the ticket in the Pers. Policy Change Pipeline
10
Click "Select a stage" - choose the stage that matches the service issue. You don't have to use them all or any specific ones, just choose what you need to use.
11
Click "Requested"
12
Click "General" to open the category drop down
13
Scroll down to requested to and find the type of change your making. If what you need doesn't exist in the list contact your agent or AgencyZoom admin to have it added. "requested to remove a car"
14
Click "Account/Policy CSR"
15
Click "Assign to selected staff member"
16
Click "Nothing selected"
17
Click "Amanda Madrigal"
18
Click "Not applied"
19
Type "o" to search for Opt In- this tag is only to be use to signify that this customer has opted into texting with your agency. If this tag is not added no automated text messages will be sent out for this service ticket.
20
Click "Opt In"
21
Click Due Date to open the calendar and choose a date
22
Click here to add comments into Description. These are internal notes only.
23
Click "Save" to create the ticket
24
Click here to review and read the automation that's provided.
25
Click here to turn automation off or on as needed.
26
Click "Done"
27
Click and drag the ticket to the next stage. In this example " Requested"
28
Click Automation to review automation
29
Click "Automated Email"
30
Click "Done"
31
Click here to complete the service ticket once you're done.
32
Click Resolution Type Drop down
33
Select the correct resolution type "Completed"
34
Click the "Resolution Description:" to add notes
35
Type "removed ranger and updated billing"
36
Click "Confirm"
37
We will survey the customers upon completion of a ticket so they can tell you how satisfied they are with your service for this particular interaction. These are only internal surveys and you can see results in your Dashboard under Service Center
38
Click "Done"
