Every policy issued in AgencyZoom asks for a review
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- Every issued policy asks for a review
- Each review credited to the agent
AgencyZoom is connected to Reviewflowz. Trigger in AgencyZoom: policy issued. A review request is then sent by SMS to the policyholder, and the Google review that comes in is saved on the policy, credited to the agent, Megan Alvarez.
Policy #4821 
A review request goes out once the policy is issued
When a policy is issued, a claim settles or a renewal completes in AgencyZoom, Reviewflowz starts the campaign. The policyholder gets the request by SMS, email or WhatsApp, on the timeline you set.
You choose which of those events send a request. Nobody tracks policy dates or remembers follow-ups after a claim.
When a policy is policy issued in AgencyZoom, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
Every policyholder gets asked, not only the happy ones
The request goes to the policyholder on the AgencyZoom record, straight to their phone. The link opens the review platform that needs reviews most.
There is no rating pre-screen. Every policyholder gets the same request and leaves the review they choose.
When a policy is policy issued in AgencyZoom, the policyholder gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the policy and the office: Downtown Office, Northside Office, Lakeview Office.
Connect AgencyZoom in minutes
Your next issued policy sends its own review request.
Each review credited to the agent on the policy
Reviewflowz reads the agent from the AgencyZoom record and credits each review to them. Policyholders never need to name their agent in the review.
Past policies import for reporting, so each agent's conversion rate counts every policy they handled. Past policyholders are never messaged.
The policy in AgencyZoom records which agent did the work. The review request carries the policy, so when the policyholder leaves a five-star Google review with no name in it, it is credited to the agent and saved back on the same policy.
AgencyZoom integration: questions
When does a review request go out from AgencyZoom?
Reviewflowz sends a request when a policy is issued, a claim settles or a renewal completes in AgencyZoom. You choose which of those events trigger a request and set the campaign timeline across SMS, email and WhatsApp.
Who gets asked for a review?
The policyholder on the AgencyZoom record. Every one of them gets the same request, with no rating pre-screen, and the link opens the review platform that needs reviews most.
What happens with a policy that is never issued?
Nothing is sent. Requests go out only on the events you pick, so a quote that never becomes an issued policy asks no one for a review.
How are reviews credited to agents?
Reviewflowz takes the agent from the AgencyZoom record and credits each review to that agent. Policyholders don't need to mention a name, and past policies import so each agent's conversion rate is complete. Past policyholders are never messaged.
How do I connect AgencyZoom?
Open Integrations in Reviewflowz and connect AgencyZoom. It takes minutes, it is self-serve and there is no demo to book.
What does the AgencyZoom integration cost?
Reviewflowz costs $70 per location per month billed annually, or $80 month to month. Messaging is $5 per 1,000 emails and $5 per 100 SMS. Start with a 14-day trial, no card needed.