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
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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) |