Insurance agents know that keeping track of client service requests, follow-ups, and important tasks is critical for smooth operations. Whether a client requests a policy change, needs a new quote, or asks a billing question, you need a reliable way to assign, track, and complete these requests. That’s why so many agents rely on Service Tickets to stay organized. Inside Agent CRM, these Service Tickets are called Tasks—and they offer the same functionality you’ll find in platforms like AgencyZoom, but with the added benefit of being directly integrated into your all-in-one CRM system.

Let’s walk through how to create Service Tickets (Tasks) in Agent CRM, and how this feature stacks up against AgencyZoom’s Service Ticket system.

✅ What is a Service Ticket?

A Service Ticket is a trackable task assigned to a team member, linked to a specific client record. Whether it’s a request for a commercial quote, a policy change, or a billing inquiry, every Service Ticket ensures that nothing falls through the cracks.

In Agent CRM, Service Tickets exist as Tasks, giving you the same ability to assign, track, and complete service requests—without needing a separate platform.

✅ How to Create Service Tickets (Tasks) Inside Agent CRM

Method 1: Add a Service Ticket Directly from the Contact Record

1️⃣ Open the contact record for the client who needs service.
2️⃣ Go to the Tasks tab inside that contact.
3️⃣ Click Add Task.
4️⃣ Enter the details of the service request (ex: “Create commercial quote for John Smith”).
5️⃣ Assign the task to the appropriate team member (ex: send to your quoting specialist).
6️⃣ Click Save, and the task will now appear in the assignee’s Task Dashboard when they log in.

Method 2: Create a Service Ticket from the Task Dashboard

1️⃣ Navigate to the Tasks Dashboard (under Tasks in the main navigation).
2️⃣ Click Add Task.
3️⃣ Search for the contact associated with the service request and link the task directly to that client.
4️⃣ Add the service request details, set a due date, and assign the task to the right team member.
5️⃣ Click Save to add it to your team’s workflow.

This flexibility allows you to either create tasks while inside a client’s record or create a batch of service tickets directly from the Task Dashboard.

✅ How Agent CRM Service Tickets for Insurance Agents Compare to AgencyZoom

Why Insurance Agents Prefer Agent CRM for Service Tickets

✅ No Extra Cost: Service Tickets (Tasks) are built into your Agent CRM account—no need for another subscription like AgencyZoom.
✅ All-in-One System: Instead of juggling your CRM for leads and a separate tool for service, everything happens inside Agent CRM.
✅ Automation Power: Agent CRM allows you to automate follow-up tasks triggered by changes in contact status—something AgencyZoom can’t match.
✅ Easy to Assign & Track: You can create, assign, track, and complete tasks right from the contact record or task dashboard.

“With Agent CRM, Service Tickets aren’t just a to-do list—they’re fully tied into your sales and service automations, keeping every client touchpoint organized.”

✅ Bonus Tip: Use Tags to Track Specific Types of Service Requests

Want to go even further? Add tags like “Policy Change Request” or “Quote Needed” when creating your Service Tickets. This makes it easy to filter tasks and see exactly how many service requests your team handles each week.

🚀 Insurance Agents: Start Managing Service Tickets the Smart Way

If you’ve been paying for AgencyZoom just for Service Tickets, it’s time to switch. Agent CRM gives you the same functionality—plus powerful automation and built-in lead management—all in one platform.

Ready to see how it works?
👉 Start your free trial today at www.agent-crm.com