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AgencyZoom Features

What are the features of AgencyZoom?

Administration

  • Accounting
  • Contact Management
  • Commissions
  • Sales Tools
  • Reporting & Dashboards
  • Payment Processing
  • Email Integration
  • Task Management

Insurance Documentation

  • Claims Management
  • Policy Management
  • Invoicing & Receipts
  • Electronic Signatures

Filter for Features

Administration

Accounting

As reported in 18 AgencyZoom reviews. Tracking and reporting various financials
70%
(Based on 18 reviews)

Contact Management

Storing and organizing client contact information This feature was mentioned in 18 AgencyZoom reviews.
85%
(Based on 18 reviews)

Commissions

Based on 18 AgencyZoom reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
69%
(Based on 18 reviews)

Sales Tools

Organizing sales representatives' pipelines and tracking the sales process 18 reviewers of AgencyZoom have provided feedback on this feature.
88%
(Based on 18 reviews)

Reporting & Dashboards

Based on 18 AgencyZoom reviews. Compiling visual representations of various types of data
80%
(Based on 18 reviews)

Payment Processing

Processing credit card and bank payments 18 reviewers of AgencyZoom have provided feedback on this feature.
40%
(Based on 18 reviews)

Email Integration

Accessing and sending emails via the platform This feature was mentioned in 18 AgencyZoom reviews.
82%
(Based on 18 reviews)

Task Management

As reported in 18 AgencyZoom reviews. Assigning tasks to employees in order to organize and track productivity
82%
(Based on 18 reviews)

Insurance Documentation

Claims Management

Based on 18 AgencyZoom reviews. Organizing and processing customers' insurance claims
57%
(Based on 18 reviews)

Policy Management

Maintaining policy and customer information This feature was mentioned in 17 AgencyZoom reviews.
72%
(Based on 17 reviews)

Invoicing & Receipts

Creating and organizing insurance invoices and payment receipts 18 reviewers of AgencyZoom have provided feedback on this feature.
47%
(Based on 18 reviews)

Electronic Signatures

Sending electronic documents to clients to sign and return electronically 18 reviewers of AgencyZoom have provided feedback on this feature.
53%
(Based on 18 reviews)