Personal Renewal Service Center Pipeline Roadmap
Mariah Gates
80 steps
3 minutes
Agencyzoom
1
Click "Harold Bell"
2
Click "Main"
3
Click "Activities"
4
Click "All Activities"
5
Click "Contacts"
6
Click "Policies"
7
Click "Quotes"
8
Click "Automation"
9
Click "Files"
10
Click here.
11
Click and drag ticket to correct stage- Notify
12
Click here to turn automation off and on as needed
13
Click here to turn off individual steps
14
Click the automation step to see a preview of the automation
15
Automation example
16
Click "Done"
17
Click and drag to drop into the next stage - Shop/Rewrite
18
Click "Quotes" to document new quotes to present to customer
19
Click "Add a Quote"
20
Click "Nothing selected"
21
Select correct policy type
22
Select correct Carrier
23
Click "Safeco Insurance"
24
Click the "Premium" field.
25
Enter quoted premium
26
Click "Save"
27
Click here.
28
Click and drag to next stage - Propose
29
Click "Harold, I have your requested Auto insurance quote ready. Are you free now to review it?"
30
Click "Done"
31
Click here.
32
Click and Drag to Completed once customer has made decision
33
Click to select correct resolution type
34
Click "Rewrite Accepted"
35
Click "Confirm"
36
Survey preview
37
Click "Done"
38
NON RENEWAL TICKET STEPS> Click and drag ticket to Update Service Catagory
39
Click "Done"
40
Click "Main"
41
Click to update catagory
42
Click "Personal NON Renewals"
43
Click "Update"
44
Click this checkbox.
45
Click this checkbox.
46
Click "Complete" to complete task reminder
47
Click "Main"
48
Click "Update Service Category" you can move the ticket to a new stage from the Main page also
49
Click "Shop/Rewrite"
50
Click "Update" to move the ticket
51
Click "Quotes" to document new quotes
52
Click "Add a Quote" and document new quotes as in previous example
53
Click here.
54
Click and drag to Propose Stage
55
Click "03/28/2024 Automated Email"
56
Click "Done"
57
Click here to complete the ticket
58
Click drop down for resolution type
59
Click "Rewrite Accepted"
60
Click "Confirm"
61
Click "Done"
62
Click here IF your AMS doens't sync with AgencyZoom. IF your AMS DOES sync with AgencyZoom stop here.
63
Click "Cancel written policy" IF you're AMS doesn't sync to AgencyZoom
64
Click "Cancel Policy"
65
Click "Actions"
66
Click "Add Policy"
67
Click "Please select"
68
Type "rewr"
69
Click "Rewrite"
70
Click here.
71
Type "progre"
72
Click "Progressive"
73
Click "Select a policy type"
74
Type "auto"
75
Click "Auto"
76
Click the "Policy Number" field.
77
Type policy number
78
Click this text field.
79
Click effective date
80
Click "Save"
Personal Renewal Service Center Pipeline Roadmap
Mariah Gates
80 steps
3 minutes
Agencyzoom
1
Click "Harold Bell"
2
Click "Main"
3
Click "Activities"
4
Click "All Activities"
5
Click "Contacts"
6
Click "Policies"
7
Click "Quotes"
8
Click "Automation"
9
Click "Files"
10
Click here.
11
Click and drag ticket to correct stage- Notify
12
Click here to turn automation off and on as needed
13
Click here to turn off individual steps
14
Click the automation step to see a preview of the automation
15
Automation example
16
Click "Done"
17
Click and drag to drop into the next stage - Shop/Rewrite
18
Click "Quotes" to document new quotes to present to customer
19
Click "Add a Quote"
20
Click "Nothing selected"
21
Select correct policy type
22
Select correct Carrier
23
Click "Safeco Insurance"
24
Click the "Premium" field.
25
Enter quoted premium
26
Click "Save"
27
Click here.
28
Click and drag to next stage - Propose
29
Click "Harold, I have your requested Auto insurance quote ready. Are you free now to review it?"
30
Click "Done"
31
Click here.
32
Click and Drag to Completed once customer has made decision
33
Click to select correct resolution type
34
Click "Rewrite Accepted"
35
Click "Confirm"
36
Survey preview
37
Click "Done"
38
NON RENEWAL TICKET STEPS> Click and drag ticket to Update Service Catagory
39
Click "Done"
40
Click "Main"
41
Click to update catagory
42
Click "Personal NON Renewals"
43
Click "Update"
44
Click this checkbox.
45
Click this checkbox.
46
Click "Complete" to complete task reminder
47
Click "Main"
48
Click "Update Service Category" you can move the ticket to a new stage from the Main page also
49
Click "Shop/Rewrite"
50
Click "Update" to move the ticket
51
Click "Quotes" to document new quotes
52
Click "Add a Quote" and document new quotes as in previous example
53
Click here.
54
Click and drag to Propose Stage
55
Click "03/28/2024 Automated Email"
56
Click "Done"
57
Click here to complete the ticket
58
Click drop down for resolution type
59
Click "Rewrite Accepted"
60
Click "Confirm"
61
Click "Done"
62
Click here IF your AMS doens't sync with AgencyZoom. IF your AMS DOES sync with AgencyZoom stop here.
63
Click "Cancel written policy" IF you're AMS doesn't sync to AgencyZoom
64
Click "Cancel Policy"
65
Click "Actions"
66
Click "Add Policy"
67
Click "Please select"
68
Type "rewr"
69
Click "Rewrite"
70
Click here.
71
Type "progre"
72
Click "Progressive"
73
Click "Select a policy type"
74
Type "auto"
75
Click "Auto"
76
Click the "Policy Number" field.
77
Type policy number
78
Click this text field.
79
Click effective date
80
Click "Save"
