AgencyZoom

AgencyZoom

Sales management for insurance agencies

5/5 (7 avis)

AgencyZoom - Présentation

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more, in order to help insurance agencies to save time and enhance sales and retention.

Designed specifically for P&C (property and casualty) agencies, AgencyZoom helps users to track sales, onboard clients, and manage their sales teams. Sales can be tracked within the platform, with tools such as real-time reports, feedback broadcasts to recognize high performing agents, and goal setting and tracking to motivate teams. AgencyZoom facilitates the management of client onboarding and allows users to generate welcome packs, coverage checklists, and more to share with new customers.

AgencyZoom allows businesses to automate processes such as welcome calls, post-sales tasks, renewal calls, and follow-up reminders in order to save time and optimize conversions. Commission can be calculated automatically within AgencyZoom and team members can track their commission in real time for added motivation.

Prix

À partir de
79,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

AgencyZoom - Avis

Note globale
5/5
100% d'avis positifs
7
Excellent
0
Très bien
0
Moyen
0
Médiocre
0
Mauvais
Cory E.
Traduire avec Google Translate

A fantastic product for insurance agents. You're silly for not looking into this!!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 24/10/2017
Provenance de l'avis : Capterra

Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic!

Avantages

Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software.
The product works flawlessly! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the office! It tracks ALR appointments kept and Life policies sold.
It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute.

This is the best investment for any agency owner who is looking to organize and streamline their office! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners! Everything this software claims to do, it does, amazingly! The creators are also constantly improving and adding functionality to their software! The customer service is second to none! I am an AgencyZoom customer for life!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Ryan W.
Traduire avec Google Translate

Amazing Value Add

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 28/10/2019
Provenance de l'avis : Capterra

Avantages

We were introduced to Agency Zoom in 2018. We had a major need to focus on lead flow, follow up, and tracking new biz sales outside of a spreadsheet. AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE!

In terms of support, our contact there is represenative He has been fantastic to work with - we've asked for some creative things and they have worked with us on implementing or are going to implement to even make the tech better. representative also has been great about sending video's on "how to" on some questions we've asked.

The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.

Inconvénients

We have no cons. Initially we wanted this to integrate with our AMS, and they are working on this. It isn't necessary, but it will make our team happy b/c it's less work if it integrates.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Mike B.
Traduire avec Google Translate

GREAT, MUST-HAVE PRODUCT

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 06/11/2017
Provenance de l'avis : Capterra

as noted earlier, a huge increase in accountability.

Avantages

Simple, easy-to-use, clear, intuitive interface. My 10-person agency uses Agency Zoom every day. It has resulted in a MASSIVE increase in accountability and results tracking. For 10+ years, I'd implement a goal, 'kinda' track it, and be sad/ frustrated when we didn't reach it. AGENCY ZOOM HAS SOLVED ALL THAT! Buy it! Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone. Buy and install it!

Inconvénients

Nothing. It's awesome. One new thing that might be a new feature is the option to track whether a sale is a 'bundle.' That is n Allstate-only feature, so perhaps not critical, but it is critical to me right now, but also a 'nice to have' vs. a requirement. It is a great product as is.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Matthew F.
Traduire avec Google Translate

Fantastic

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 26/10/2017
Provenance de l'avis : Capterra

Frees up time for me as an owner and keeps my team on track!

Avantages

Simplifies goals, compensation plans, and tracking for both the agent and staff. So simple and it just works. The staff love it.

Inconvénients

Not much really. The software just works and works well. Some ideas would be to someday integrate AgencyHR and a payroll service in one.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Cab C.
Traduire avec Google Translate

Game Changing

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 24/10/2017
Provenance de l'avis : Capterra

Avantages

Agency Zoom has changed our agency for the better. After figuring out how much better our agencies would run with it, it has exceeded my expectations. It makes it easy for everyone to know what's up.

It does this and more:
On boarding
Payroll
ALR scheduling
Goal monitoring

Customer service is awesome with quick turnaround with answers. I expect many new features to come too!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

AgencyZoom - Prix

À partir de
79,00 $US/mois
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

$79/month: single location
$99/month: multiple locations

AgencyZoom - Fonctionnalités


  • API
  • Base de données de clients
  • Facturation
  • Fonctionnalité de recherche
  • Gestion des calendriers
  • Gestion des documents
  • Gestion des factures
  • Gestion des stocks
  • Importation et exportation de données
  • Intégration comptable
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Portail client
  • Rappels
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi de l'inventaire
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur AgencyZoom

AgencyZoom - Principales fonctionnalités

  • Commission Management

AgencyZoom - FAQ

Voici quelques-unes des questions fréquentes sur AgencyZoom.

Q. Quels sont les types de licence disponibles pour AgencyZoom ?

Types de licences disponibles pour AgencyZoom :

À partir de: 79,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

$79/month: single location
$99/month: multiple locations

Q. Quelles sont les principales fonctionnalités du logiciel AgencyZoom ?

Fonctionnalités du logiciel AgencyZoom :

  • Commission Management

Q. Qui utilise AgencyZoom ?

Utilisateurs habituels du logiciel AgencyZoom :

Grandes entreprises, Entreprises de taille moyenne

Q. Dans quelles langues AgencyZoom est-il disponible ?

Langues dans lesquelles AgencyZoom est disponible :

anglais

Q. Quels sont les types de licence disponibles pour AgencyZoom ?

Types de licences disponibles pour AgencyZoom:

Abonnement

Q. AgencyZoom prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par AgencyZoom.

Q. Avec quelles applications AgencyZoom peut-il s'intégrer ?

Nous n'avons pas d'informations sur les intégrations offertes par AgencyZoom.

Q. Quelles sont les ressources d'aide disponibles pour AgencyZoom ?

Ressources d'aide disponibles pour AgencyZoom :

Support en ligne, Support téléphonique