AgencyIQ makes email marketing and lead management easier, and now AgencyIQ makes learning and setting up your new agency a snap!  Make sure to watch these quick videos and complete your set up within the system.  You’ll certainly learn new tips and tricks by watching these videos.

Set Up Menu

Online Training:

Online training for new agencies and new producers is a vital part of making the AgencyIQ system successful for your agency.  To aid in the initial setup of your agency, we have added a set up menu to walk you through the initial customization process for new producers and new agencies.   This section can be found in the top right hand corner of your screen directly below the “My Settings” link.

The “Quick Training I” video provides a basic walk through of the system, covering how to set up your AgencyIQ account.  This includes the producer based settings (time zone, email signature, security login) and the agency based settings (address, email footer, lead statuses, and basic email marketing).

The “Quick Training II” video will walk you thru the CRM portion of AgencyIQ, and show you how to work your leads within the system.

Each section that requires set up is itemized on the set up menu, and the text is a direct link to the specific screen where you can complete each task.  As each section is finished a check mark will be placed in the appropriate location.  As you check off more tasks, the status lights on the menu will turn from orange to green, until you’ve completed all aspects of the setup process.

Watch for additional updates to our support and online training library over the next few weeks as we add more videos and options for you to make the most from AgencyIQ!