Personal Policy Changes Pipeline B Admin Training

Mariah Gates
11 steps
3 minutes

Agencyzoom

Loom

Click "My Agency"

Click "Service Request Configuration"

Click "Add Service Category"

Click this text field.

Type "requested to increase deductible" You will add service categories to use in your daily service ticket creation and automation. The automation is designed for the category to always say "requested to...." This allows the automation to be specific and your team is simply selecting from a list of options.

Click "Save"

Click "Add Service Category" to add more

Click this text field.

Type "requested to remove comp and collision"

Click this text field. - Always use "requested to..." format to make it easy for staff to find the request category in the list and power the automation correctly.

Click "Save"

Personal Policy Changes Pipeline B Admin Training

Mariah Gates
11 steps
3 minutes

Agencyzoom

Loom

Click "My Agency"

Click "Service Request Configuration"

Click "Add Service Category"

Click this text field.

Click "Save"

Click "Add Service Category" to add more

Click this text field.

Type "requested to remove comp and collision"

Click this text field. - Always use "requested to..." format to make it easy for staff to find the request category in the list and power the automation correctly.

Click "Save"