AgencyZoom Reviews

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.

The leads are the only aspect of the software that I find helpful.

No work flow. Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.

it let you track your leads and sales as individual

I like the program, it is a really good option to manage our business.

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.

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.

The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients.

There are some features that seem to me should be a part of an effective CRM. Good news is though they are always adding new features.

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!

Incredible user interface, easy and intuitive which makes it a breeze for new agents.
They are incredibly open to agent feedback, and take solving issues seriously, even if it technically is not an Agency Zoom issue they will help the agent root cause it so the agency can use their software effectively.

There is no place to manually edit work flows, and the long term retention automation is not built out yet.

The program works wonders and keeps all employees sales and commissions up to date. Vome end of month almost all calculations are done

Not all comissions percentages are calculated accuartely. Info is only as good as my employee putting it in.

The commission calculator easily saves me a couple hours a month. It's live changing. to get back two hours is a NO-BRAINER.

Staff also loves daily updates/emails/and tracking.

Real time tracking of new business issued. Saves lots of administrative time in my agency. You won't be disappointed.