Avis sur 43 AgencyZoom
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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. Avis collecté par et hébergé sur G2.com.
Sometimes it does not function properly. Most of the systems we use here, while very good when functioning properly, do not always consistently function. When I upload multiple policies at once, which I believe is the preferred way of reporting business, often the correct emails are not sent (just 1, not 2 or more) and the Dashboard must be refreshed in order to show the correct numbers, as well. Avis collecté par et hébergé sur G2.com.
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 Avis collecté par et hébergé sur G2.com.
Minimal customization, Life and health appointment and application tracking is confusing and inefficent Avis collecté par et hébergé sur G2.com.
