Once a lead is created, AgencyZoom will automatically send a notification to the assigned life and finance specialist with the details of the lead.
The financial specialist can then edit the lead, add comments, update the status and also track production once the application has been issued.
- Click Life & Health from the main menu
- Click + in the Lead column
- Complete the form
- Click +Add
Note: If the customer is already in AgencyZoom then simply type their name into the required field and AgencyZoom will populate the fields with the customers information. If the customer is not already in the system, once you've typed their name into the required field select to add them as a new contact (as shown in the video below).