AgencyZoom Reviews in April 2025: User Ratings, Pros & Cons

"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.

"AgencyZoom is Very Good"

What do you like best about AgencyZoom? Although I don't have extensive knowledge about the various types of agency compliance software, I can tell you that AgencyZoom syncs very well with the other systems we use, they communicate well together. I appreciate it's functionality. While the information they present is certainly available other places within the Allstate system, I how AgencyZoom presents the data and allows for you to create reports to use the data. What do you dislike about ...

"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 ...

"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

"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.