New Integration Alert‼️

SALT Now Integrates with AgencyZoom! 🎉

We’re pleased to share that SALT has joined forces with AgencyZoom, making client management smoother and more efficient than ever. 🙌

With this integration, you'll experience a streamlined workflow that saves time and boosts organization, all while enhancing the experience for your clients.

Here are a few things to note:

• Data Sync: The integration is designed to create leads and add opportunities within AgencyZoom based on SALT-insured and LOB data. We’ll show you current information on the leads and opportunities we create. Changes made in Agency Zoom do not alter or update SALT data in any way.
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• Opportunities: Home opportunities will include the property address the prospect wants to be insured. — Auto opportunities will add the vehicles and drivers provided by the prospect.
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🎥 Click here for a quick welcoming video made by our CEO, Jonathan.

✅ Activate AgencyZoom today!

🧠 Check out our Knowledge Base article here for a quick setup guide, or reach out if you have questions—we’re here to support you!