AgencyZoom
You sell the policy. We automate the rest!
Overview
AgencyZoom is a sales and marketing automation platform designed to help insurance agencies manage leads, track performance, and streamline customer engagement. It automates routine tasks, reducing manual work and improving efficiency across the sales process. With real-time tracking, automated follow-ups, and easy integrations, AgencyZoom helps agencies close more deals and retain more clients.
✨ Key Features
- Lead Management
- Sales Pipeline Tracking
- Marketing Automation
- Performance Dashboards
- Client Onboarding
- Commission Tracking
- Google Reviews Automation
🎯 Key Differentiators
- Deep focus on the sales process and pipeline management.
- Strong automation features for onboarding and Google reviews.
- Integration with the Vertafore ecosystem of products.
Unique Value: AgencyZoom helps insurance agencies grow by automating their sales and onboarding processes, allowing agents to focus on selling and building relationships rather than administrative tasks.
🎯 Use Cases (4)
✅ Best For
- Used by over 6,000 agencies and 50,000 unique users.
🏆 Alternatives
Offers more insurance-specific sales automation features than a generic CRM like HubSpot, and is more sales-focused than a traditional AMS.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
✓ 14-day free trial
🔄 Similar Tools in Insurance Agency Software
Applied Epic
A cloud-based insurance management system for P&C and Benefits....
Vertafore AMS360
An agency management system for independent insurance agencies....
EZLynx
An all-in-one agency management system for startup and growth-focused agencies....
AgencyBloc
An agency management system for health, benefits, and life insurance agencies....
NextAgency
An agency management system for agencies selling benefits, senior, and life policies....
Agency Revolution
A marketing platform for independent insurance agencies....