Configure your AgencyZoom tags inside RiskAdvisor, pick the ones you want at send, and they apply automatically the moment a RiskProfile is pushed. The lifecycle workflows and pipelines that depend on those tags trigger immediately — no going back to tag leads by hand.
Multi-select — apply as many tags as you need on a single send.
Real-time sync — your tag list stays current with AgencyZoom automatically. Added a new tag over there? Hit refresh to pull it in right away.
No extra setup — if you're already connected to AgencyZoom, it's ready to use.
You'll find it on the Review and send page, under Send to AgencyZoom.
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
Scott Cox
•
Jul 6
Review and send since that’s where we are making other decisions about how to position in AZ.
Kenneth Williamson
•
Jul 6
My preference is option 2. Much more in your face and top of mind when picking where it needs to go pipelinewise
Jennifer Euler
•
Jul 6
I would like it on the review and send screen 😊
Jeremy Ochsner
•
Jul 6
I'd like to see it on the review & send.
Kristen Walkup
•
Jul 6
To me, it would make sense in the review and send area.
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Comments11
Jul 7
PinnedYour AgencyZoom leads now land already tagged 🏷️
Configure your AgencyZoom tags inside RiskAdvisor, pick the ones you want at send, and they apply automatically the moment a RiskProfile is pushed. The lifecycle workflows and pipelines that depend on those tags trigger immediately — no going back to tag leads by hand.
Multi-select — apply as many tags as you need on a single send.
Real-time sync — your tag list stays current with AgencyZoom automatically. Added a new tag over there? Hit refresh to pull it in right away.
No extra setup — if you're already connected to AgencyZoom, it's ready to use.
You'll find it on the Review and send page, under Send to AgencyZoom.
To learn more about this new enhancement, check out the help article:
Add Tag options to Select in the Risk Profile for AgencyZoom
Want to have the ability to add tags via the RiskProfile sidebar? Let us know here: Add ability to include AgencyZoom Tags on Sidebar
Joshua Lipstone
Jul 6
Option 2: The Review Send
Wil Vistal
Jul 2
•Merged request
•4 votes
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
Scott Cox
Jul 6
Review and send since that’s where we are making other decisions about how to position in AZ.
Kenneth Williamson
Jul 6
My preference is option 2. Much more in your face and top of mind when picking where it needs to go pipelinewise
Jennifer Euler
Jul 6
I would like it on the review and send screen 😊
Jeremy Ochsner
Jul 6
I'd like to see it on the review & send.
Kristen Walkup
Jul 6
To me, it would make sense in the review and send area.
Scott Nesbitt
Jul 6
I like option 1
Brian Ford
Jul 6
Option 2: The Review & Send