Winbacks Setup | Step-By-Step Guide

What does the Winback Feature do? 

Let's face it...Producers HATE "list" but they LOVE "leads".

AgencyZoom turns your terminated clients into real time leads for your producers automatically.

Even better....AgencyZoom knows exactly when to distribute each lead individually so that your producers have the best chance to close them!

 

Step-By-Step Guide - Approx 5-10 minutes for set up

(Note - Must use Internet Explorer and you must have admin access to your Management System reports):

Watch the Video HERE

  1. From your AgencyZoom Dashboard, select Winbacks (far left hand side of your Dashboard)
  2. The next screen will ask you to Confirm your Winback Settings 
    • This is your opportunity to choose which producers will receive Winback leads
    • Any changes to settings will ONLY affect future Winback uploads
    • After you have confirmed your setting choices click Save and then select Continue
  3. Next you will be asked to Download your termination report from your Management System.  Simply click Download Report 
    • After you click Download Report a new tab will open and the correct report from your management system will automatically load
  4. On the newly opened tab, enter the Time Frame for the report you would like to pull
  5. Click the Export button in the top left corner of the report
    • Located between the binoculars and the refresh button
    • Once you click on the export button you will see a popup 
    • On the newly opened popup you will see two radio style buttons toward the top - Reports and Data, with Reports be currently selected
  6. Change from Report to Data 
  7. Click OK
  8. After you close the popup, you will see an save option menu at the bottom of your internet explorer.  Do NOT click Open or Save
  9. Click the down arrow next to Save and then choose "Save As"
  10. Save the file somewhere on your PC (make sure it’s easy to find)
  11. Go back to your AgencyZoom window and select Upload Report so you can upload the report you just saved to your computer
  12. If any Aged Terminations have been detected, select how you would like these to be delivered. 
  13. You will automatically be directed to the Summary screen
  14. All done!  Sit back and relax, we'll take care of distributing those leads at the perfect time!

 

Next Stop? - How does AgencyZoom distribute Winback Leads

 

 Still have questions? Contact Support.

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