We're excited to announce the launch of our new AgencyZoom integration, designed to enhance the workflow between Sembley and AgencyZoom platforms. This integration creates a seamless connection that allows insurance agencies to maximize efficiency and improve client management across both systems.
What is AgencyZoom?
AgencyZoom is a popular agency management system used by insurance professionals to manage leads, track customers, and streamline their sales processes. With its robust feature set, AgencyZoom helps agencies grow their business through automation and efficient customer relationship management.
Why We Built This Integration
At Sembley, we understand that insurance agencies often work with multiple software solutions to manage their operations. Our goal with this integration is to reduce the friction between systems, eliminate double data entry, and create a more unified experience for insurance professionals.
The AgencyZoom integration is the latest addition to our growing ecosystem of insurance technology partnerships, further demonstrating our commitment to making Sembley fit your workflows.
Key Features of the Integration
Bi-Directional Data Sync
The integration offers comprehensive data synchronization between Sembley and AgencyZoom, allowing you to:
- Send insureds from Sembley to AgencyZoom: Easily create new leads or connect with existing customers in AgencyZoom directly from Sembley.
- Pull customer data from AgencyZoom into Sembley: Import customer and lead information to prepare applications without re-entering data.
- Smart duplicate detection: Our integration automatically checks for potential duplicates when sending insureds to AgencyZoom, preventing cluttered databases and confused client records.
Automated Workflow Enhancement
Save time and reduce manual tasks with these automation features:
- Automatic lead creation: When enabled, new inbound submissions from custom intakes are automatically sent to AgencyZoom with your preferred assignment, lead source, pipeline, and stage settings.
- Automatic note creation: When you share an intake with a client, Sembley automatically creates a note in AgencyZoom with the shareable link, keeping all client communications in one place.
- Submission notifications: When a client submits a Sembley intake for review, a note is automatically added to their AgencyZoom record, ensuring your team stays informed of client activities.
Enhanced Application Preparation
Streamline your application process with these powerful features:
- Quickly import drivers and vehicles from AgencyZoom into Sembley to auto-populate ACORD forms and supplements.
- Submission sharing with AgencyZoom: Send links to submissions directly to AgencyZoom and associate them with the correct customer or lead.
How to Get Started
Setting up the AgencyZoom integration is simple and straightforward:
- Navigate to Settings > Integrations in your Sembley dashboard
- Find the AgencyZoom card and click "Activate"
- Enter your AgencyZoom credentials
- Configure your default settings for lead assignments, sources, pipelines, and stages
- Choose whether to automatically send inbound leads to AgencyZoom
Once activated, you'll see the AgencyZoom sync options throughout Sembley, including on insured profiles and in the submission workflows.
Looking Ahead
This integration is just the beginning of our partnership with AgencyZoom. We're committed to continuing to enhance this integration based on user feedback and evolving industry needs.
We welcome your feedback as you begin using this integration. Your insights will help us refine and improve the experience for all Sembley users.
Get Started Today
Ready to streamline your workflow between Sembley and AgencyZoom? Head to your Sembley dashboard now and activate the integration in Settings > Integrations.
For detailed instructions on using specific features of the integration, check out our comprehensive guide in the Help Center.
Not a Sembley user yet? Book a demo with our team at https://sembley.com/demo.