AgencyZoom

"Great CRM"

What do you like best about AgencyZoom? Integrations with Agency Management System, integration with Phone, texting system and also the integration with Outlook. Very easy to use and set up automations. What do you dislike about AgencyZoom? Wish it had a client intake form integrated for uploading to Commercial and Personal Lines raters. What problems is AgencyZoom solving and how is that benefiting you? We are able to easily maintain the sales process and flow and not miss out on opportunities.

"Great Resource"

What do you like best about AgencyZoom? Agency zoom works with QQ & PL Rater, we enjoy how flexible it is & the ease of use!! We use the pipeline along with automation and tracking. We also really enjoy the use of the reports. What do you dislike about AgencyZoom? We don't have complaints about zoom, it works well and we feel every agency would enjoy it. What problems is AgencyZoom solving and how is that benefiting you? We can track our contact, closing & quoting ratios. We also use it to ...

"Agency Zoom Review"

What do you like best about AgencyZoom? Kat and the team are great to work with! They put their clients in a position to succed. What do you dislike about AgencyZoom? The email inbox is clunky and not user friendly. What problems is AgencyZoom solving and how is that benefiting you? Constant client communication with marketing and service issues.

"Time Saving System to help with Commission and Production Reporting"

What do you like best about AgencyZoom? Agency Zoom keeps track of daily production and then does commission calculation for you at the end of the month. What do you dislike about AgencyZoom? I only use Agency Zoom for production and commission tracking. I wish the commission setup were easier to do myself. Recommendations to others considering AgencyZoom: If you are spending hours at the end of the commission period trying to calculate commissions, this might be the solution for you. What ...

"AgencyZoom has unlimited applications for any Insurance Agency."

What do you like best about AgencyZoom? AgencyZoom awards the ability to track sales, leads, goals, and clients under one platform. The program lends to individual sales accountability and provides a precise narrative of the agency as a whole. Everyone recognizes exactly where their production stands and what their goal should be moving forward. This timely information allows each individual to evaluate their methods and modify quickly. This program has so many elements to assist any ...

"AgencyZoom"

What do you like best about AgencyZoom? I love how AgencyZoom helps me track my pipeline & policies. What do you dislike about AgencyZoom? Not being able to rename the sections in my pipeline. Recommendations to others considering AgencyZoom: AgencyZoom has helped grow my agency! What problems is AgencyZoom solving and how is that benefiting you? Tracking leads & automating follow up.

"Fun Program for Salesmen"

What do you like best about AgencyZoom? The website is fun and motivates salesman to work on their items and reach their goals everyday. Agencyzoom emails the office of your sale and frequently updates the office on who has sold what and when each and everyday. Whenever my office receives an email from the daily recap of sales, there are cheers for the salesmen who made their daily sale. The program rewards its users by the fun graphics once you add a sale into the system. It's easy to use ...

"Great follow up tool"

What do you like best about AgencyZoom? It works so well. You can send all the documents necessary in one click. What do you dislike about AgencyZoom? I dislike that I can’t change the colors. Recommendations to others considering AgencyZoom: It’s so easy to use. What problems is AgencyZoom solving and how is that benefiting you? We’re eliminating the need to send multiple emails for new clients.

"Great, fun, and easy to use!"

What do you like best about AgencyZoom? It helps me track what I have sold for my insurance policies for the month. I can also set up to-do lists to remember who to call to or what I can do to help get more money for our agency! This software also integrates with the software I use every day for my customers, which makes it easy to keep up with current customers. What do you dislike about AgencyZoom? I haven't found anything that I dislike yet other than it is more complicated to learn than ...

"Agency Zoom helps us manage sales and team goals"

What do you like best about AgencyZoom? Its fluid and easy to use software. It helps our team stay on top of our sales goals. It also provides a great launching pad to start our new customer on-boarding process What do you dislike about AgencyZoom? Minimal customization, Life and health appointment and application tracking is confusing and inefficent What problems is AgencyZoom solving and how is that benefiting you? Tracking sales