Map carriers and policies for AgencyZoom opportunities
Map carriers and policy lines so RiskAdvisor creates AgencyZoom opportunities, and learn which lines create one.
Written By David Watson
Last updated About 3 hours ago
Note: The AgencyZoom integration is available on Growth and Premium plans.
Map your carriers and policy lines so RiskAdvisor creates AgencyZoom opportunities automatically.
How opportunities are created
When RiskAdvisor sends a client to AgencyZoom, it creates one opportunity for each policy line mapped on Policies Mapping.
Carrier: the prior carrier for home, or the current carrier for auto.
Auto details: vehicles and drivers are sent with the opportunity.
Warning: RiskAdvisor skips unmapped policy lines without telling you. Map every line you want to see in AgencyZoom.
Map your carriers
Go to Integrations → AgencyZoom.
Click the Carriers Mapping tab.
Review automatic matches
The first time you open this tab, RiskAdvisor matches carriers with names more than 90% alike. Check these matches in the table of matched carriers.
Match a carrier yourself
Select a carrier under RiskAdvisor Carrier.
Select the matching carrier under AgencyZoom Carrier.
Click ADD.
If AgencyZoom has no match, select .Not Listed. If a carrier stays unmapped, the opportunity is sent without a carrier.
Map your policy lines
Click the Policies Mapping tab.
For each RiskAdvisor policy, select the matching AgencyZoom policy type.
Click Save.
You can map these lines:
Auto, Home, and Umbrella RiskProfiles.
Home Discount PAF, Boat, Life, and Flood: discounts selected on a Home RiskProfile.
Note: RiskAdvisor matches policy lines with names more than 95% alike. It never matches the Home Discount lines for you. Map those yourself.
Create opportunities for one client
You can also create opportunities from the client card. Open the client card menu and choose Create AgencyZoom Opportunities [needs verification].
FAQs
Why didn't a policy line create an opportunity?
Why didn't a policy line create an opportunity?
The line is not mapped on Policies Mapping. Map it, then create the opportunity from the client card.
Why does an opportunity have no carrier?
Why does an opportunity have no carrier?
The client's carrier is not mapped on Carriers Mapping.
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