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.
Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic!
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!
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.
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.
as noted earlier, a huge increase in accountability.
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!
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.
Frees up time for me as an owner and keeps my team on track!
Simplifies goals, compensation plans, and tracking for both the agent and staff. So simple and it just works. The staff love it.
Not much really. The software just works and works well. Some ideas would be to someday integrate AgencyHR and a payroll service in one.
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:
Customer service is awesome with quick turnaround with answers. I expect many new features to come too!
$79/month: single location
$99/month: multiple locations
Voici quelques-unes des questions fréquentes sur 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
Fonctionnalités du logiciel AgencyZoom :
Utilisateurs habituels du logiciel AgencyZoom :
Grandes entreprises, Entreprises de taille moyenne
Langues dans lesquelles AgencyZoom est disponible :
Types de licences disponibles pour AgencyZoom:
Nous n'avons pas d'informations sur les appareils pris en charge par AgencyZoom.
Nous n'avons pas d'informations sur les intégrations offertes par AgencyZoom.
Ressources d'aide disponibles pour AgencyZoom :
Support en ligne, Support téléphonique