AgencyZoom

Sales management for insurance agencies

4,9 /5 (10 reviews) Write a Review!

AgencyZoom Overview

What is AgencyZoom?

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.

AgencyZoom Overview

Pricing

Starting from
US$79,00/month

Pricing options

Free Trial
Subscription
Value for money

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


AgencyZoom Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

AgencyZoom report dashboard
AgencyZoom welcome pack generation
AgencyZoom coverage checklists
AgencyZoom P&C pipeline
AgencyZoom automated workflows
AgencyZoom video AgencyZoom screenshot: AgencyZoom report dashboard AgencyZoom screenshot: AgencyZoom welcome pack generation AgencyZoom screenshot: AgencyZoom coverage checklists AgencyZoom screenshot: AgencyZoom P&C pipeline AgencyZoom screenshot: AgencyZoom automated workflows

AgencyZoom Reviews

AgencyZoom Reviews

Overall rating
4,9
/
5
Excellent
9

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4,9
Ease of Use
5
Customer Support
5
100% recommended this app
Mike B.

GREAT, MUST-HAVE PRODUCT

as noted earlier, a huge increase in accountability.


Cory E.

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

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


Nathan B.

Great product on the rise

Great, I am confident that the couple things I feel are lacking will be added soon, they have been great to work with.


Ryan W.

Amazing Value Add


Nik K.

ZOOM YOUR WAY TO THE TOP

They have a Facebook group where you can ask questions and see some other best practices other agents are doing. In the short time we have been using it, the updates have been quick and fantastic with more to come in the months ahead. It's saved us time and improved our efficiency managing leads and tracking sales.


Mike B.

GREAT, MUST-HAVE PRODUCT

Used Daily for 6-12 months
Reviewed on 2017/11/06
Review Source: Capterra

as noted earlier, a huge increase in accountability.

Pros

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!

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cory E.

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

Used Daily for 1+ year
Reviewed on 2017/10/24
Review Source: Capterra

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

Pros

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nathan B.
Industry: Insurance
Company size: 2-10 Employees

Great product on the rise

Used Daily for 6-12 months
Reviewed on 2020/05/28
Review Source: Capterra

Great, I am confident that the couple things I feel are lacking will be added soon, they have been great to work with.

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Ryan W.
Industry: Insurance
Company size: 11-50 Employees

Amazing Value Add

Used Daily for 1+ year
Reviewed on 2019/10/28
Review Source: Capterra

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nik K.
Industry: Insurance
Company size: 2-10 Employees

ZOOM YOUR WAY TO THE TOP

Used Daily for 6-12 months
Reviewed on 2020/06/22
Review Source: Capterra

They have a Facebook group where you can ask questions and see some other best practices other agents are doing. In the short time we have been using it, the updates have been quick and fantastic with more to come in the months ahead. It's saved us time and improved our efficiency managing leads and tracking sales.

Pros

After testing and using many CRM's for insurance, Agency Zoom is amazing. The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention. Their mobile app is also effective.

Cons

There are always improvements any user would like to see in any CRM. Agency Zoom listens to its users and does a nice job of constantly adding integrations and general improvements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,9/10
Based on 10 user ratings
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AgencyZoom Pricing

AgencyZoom Pricing

Starting from
US$79,00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
5/5
Based on 10 user ratings
Compare value for money rating with alternatives
Compare with alternatives

AgencyZoom Features

AgencyZoom Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,9/5
Based on 10 user ratings
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Categories

Additional information for AgencyZoom

Additional information for AgencyZoom

Key features of AgencyZoom

  • Commission Management

AgencyZoom FAQs

AgencyZoom FAQs

Below are some frequently asked questions for AgencyZoom.

Q. What type of pricing plans does AgencyZoom offer?

AgencyZoom offers the following pricing plans:

Starting from: US$79,00/month

Pricing model: Subscription

Free Trial: Available

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

Q. What are the main features of AgencyZoom?

AgencyZoom offers the following features:

  • Commission Management

Q. Who are the typical users of AgencyZoom?

AgencyZoom has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does AgencyZoom support?

AgencyZoom supports the following languages:

English

Q. What type of pricing plans does AgencyZoom offer?

AgencyZoom has the following pricing plans:

Subscription

Q. Does AgencyZoom support mobile devices?

We do not have any information about what devices AgencyZoom supports

Q. What other apps does AgencyZoom integrate with?

AgencyZoom integrates with the following applications:

AMS360, AgencyHR

Q. What level of support does AgencyZoom offer?

AgencyZoom offers the following support options:

Phone Support, Online Support