AgencyZoom Tag Automation

Agency: Tanner Insurance Agency

Allow RiskAdvisor to automatically apply AgencyZoom tags when a RiskProfile is pushed to AgencyZoom.
Use Case:
 The agency uses AgencyZoom tags to drive workflows and organize leads. Today, these tags are applied manually after the RiskProfile syncs.
Desired Functionality:

• Add the ability to configure one or more AgencyZoom tags in RiskAdvisor.

• Automatically apply the selected tag(s) when creating or updating a lead in AgencyZoom.

• Support multiple tag options (rather than a fixed list), with the ability to add new tags as needed.

Example:
 If a submission is for a remarket, automatically apply tags such as:

• Remarket

• Auto

• Home

• Package

This would allow leads to flow directly into the agency's existing remarketing pipeline and tagging workflow without requiring manual updates in AgencyZoom.

Agency: Davis Insurance Associates, Inc.

They want an option:

• LF = their internal tag for a long / fully completed form

• It’s used when they already have enough info and don’t need to call the customer