Team Resources

Each team member should have their email and RingCentral connected to AgencyZoom at all times. Settings should match as shown below. 

If you have issues with integrating, or are unsure, reach out to your team lead for assistance. 

*Signatures must be set up BOTH in Gmail and AgencyZoom*

Google Calendar should always reflect your start time, end time, lunch, and be kept up to date with your availability.

RC Settings for Monday.com Integration

This setting should be turned on for all team members using monday.com

AI feature in your RingCentral 

This setting should be turned on for all team members

Turning on the AI feature in RingCentral. The AI feature does not work when you call from AgencyZoom. 

Google Chrome Extension Link
https://chromewebstore.google.com/detail/avoma/llppmekagejbkddkfaccppnjgipglgne?hl=en-US&utm_source=ext_sidebar 

Changing the color and size of your mouse is helpful when training clients. This makes it easy for them to see and follow along. 

This is beneficial for Trainers and Sales Reps. 

When a customer stops using our services, it's crucial to add the inactive tag to the account and cancel their products to prevent unwanted communications.
Take action to ensure out customer database is up to date and streamlined

Tcpaworld.com

Outside Systems, we can Refer to

Vertafore Account Access

QQCatalyst sandbox account:

https://login.qqcatalyst.com/  

username: admin@qqxx99912.com

password: Welcome1!

AMS360 sandbox account:

https://www.ams360.com

Agency: 8880013-1

User ID: accelerated

Password: Agencyzoom1*

*Not used for login*

Email associated: support@acceleratedautomation.net

NowCerts Sandbox 

Email to login: mariah@acceleratedautomation.net 

Password: xha9CEZ@ybz8nyf-nrw 

NowCerts Login Page 

CoverRight 

Matthew Werner

Partnerships | matthew@coverright.com | 607-305-4510

Why False Flags Happen

A number may be flagged by one carrier but appear clean on another. In some cases, a number can be flagged in one city while showing no issues in a different area. This is because each carrier and analytics provider uses its own data sources, thresholds, and rules to determine risk.

Who Assigns Spam Labels

• Mobile carriers: AT&T, Verizon, T-Mobile

• Call analytics companies: Hiya, TNS Call Guardian, First Orion
  
  These organizations receive calling data from carriers, public complaints, regulatory sources, and reporting apps. They independently determine whether to label calls as “Spam Risk,” “Scam Likely,” or similar.

Why Numbers Get Flagged as Spam

• High outbound call volume from a single number (Recommended: less than 75/number, per day)

• Very short call durations or immediate hang-ups (Abandoning a call without a proper voicemail message. Recommended: 15+ second voicemail message)

• Consumers manually reporting calls as spam

• Carriers detecting unusual traffic patterns

• Call analytics companies using historical data, answer rates, and public complaints

• Lack of proper caller ID registration (CNAM)
  Unregistered or unverified business numbers

• Missing STIR/SHAKEN attestation or improper attestation level

How to Remove Existing Spam Flags

Step 1: Correct Technical and Caller Identity Issues

• Register outbound numbers with Free Caller Registry
  
  Submit all active outbound numbers to the Free Caller Registry. This information is shared with major analytics providers (Hiya, TNS, First Orion).
  
  Link: https://freecallerregistry.com/fcr

• Ensure CNAM displays properly
  
  Your phone service provider can help ensure your caller ID name (CNAM) correctly and consistently shows your business name.

• Verify STIR/SHAKEN attestation
  
  Confirm with your phone service provider that STIR/SHAKEN authentication is enabled and correctly configured to verify that calls are coming from legitimate sources.

Step 2: Submit Removal Requests (Remediation)

• Provide accurate business information, a short explanation of why the number is not spam, and details about typical call volume or purpose.

• Carriers generally update or remove spam flags within a few days to several weeks, depending on their review process.

Remediation Options

Option 1: Work Directly with the Carriers

If your number is incorrectly flagged, you can request a review from the carrier or analytics platform.

Review submission links for major US carriers:

• Verizon (TNS Call Guardian): https://voicespamfeedback.com/vsf

• AT&T / Hiya: https://hiyahelp.zendesk.com/hc/en-us/requests/new?ticket_form_id=824667

• T-Mobile / First Orion: https://calltransparency.com

Submit your number, business details, and explanation. Carrier responses usually take anywhere from a few days to a few weeks.

Option 2: Outsourced Monitoring and Remediation

Instead of managing, monitoring, and carrier submissions manually, you can use third-party services that handle number reputation, detection, and remediation for you.

We recommend using the Ricochet360 phone system with their Spam Guru Pro service. (Connect with Vanessa for to get Ricochet optimized for Insurance)

• Spam Guru Pro analyzes your outbound numbers to identify the likelihood of them being flagged as spam and automatically adjusts your calling queue to reduce risk.

• Ricochet360 actively monitors your numbers for spam labels across carriers and will submit remediation requests on your behalf when flags are detected.

Another option is NumberLabs by Arbeit (https://arbeitsoftware.com), which focuses on number reputation monitoring and remediation across major analytics providers.

Ongoing Monitoring and Preventing Spam Flags

• Use properly sourced call lists and maintain compliance with Do Not Call regulations

• Monitor answer rates, call behavior patterns, and any reappearance of spam labels

• Replace numbers only if remediation efforts do not resolve the issue

• Keep CNAM, STIR/SHAKEN, business listings, and Free Caller Registry records up to date