video1.0<iframe src="https://www.loom.com/embed/cf8d929b8aff4d908f59a77a12811f66" frameborder="0" width="1914" height="1435" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14351914Loomhttps://www.loom.com14351914https://cdn.loom.com/sessions/thumbnails/cf8d929b8aff4d908f59a77a12811f66-de1171cf0e2889e1.gif300.694In this video, I walk you through the Zorro onboarding process for new clients, detailing the steps required to move a Zorro prospect into a client after closing a deal. I explain the setup process, saving quotes, feeding classes and allowances, and the necessary fields to fill out as an agent. No action is requested from you as the viewer, but understanding these steps is crucial for a smooth onboarding process.