AgencyZoom Native Integration with QuoteForms ➡️

You’ll now have more control over QuoteForms and how they are sent to AgencyZoom!

Determine how QuoteForm Submissions deliver to different pipelines, assigned users, tags and automation stages in AgencyZoom by using the settings within each individual QuoteForm.

Users can choose whether to adopt the team pipeline settings or create specific rules for each QuoteForm.

If “Enable Form Abandonment Recovery” is toggled on, QuoteForm submissions that have been abandoned by customers will be tagged as “Abandoned Lead” when they appear in AgencyZoom

Note: These settings are applicable to individual QuoteForms.

QuoteForms AgencyZoom Integration Settings

Check out the help article for more information

Partial QuoteForm Abandonment Recovery 🛟

QuoteForms that are partially filled out by customers are now able to be saved and continued as a draft RiskProfile.

To learn more about QuoteForm Abandonment, see our help guide

HawkSoft Document Upload on Review & Send 📑

You can now attach the downloaded HawkSoft documents to the “New Files & Documents” section on the Review & Send page

Bug Fixes 🪲

• Resolved issues with multiple drivers appearing on auto RiskProfile Creation

• Fixed small issues with PolicyLinks not appearing

• Refactored timeout issues for logged in users

• Updated 2FA to send out email verification setup earlier

• Fixed a mapping issue with EZLynx Deductibles.

• + other minor fixes

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!

As always, if you have questions for us, please chat with our support team.