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AgencyZoom
By Vertafore
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4.6 out of 5 stars
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AgencyZoom Reviews & Product Details - Page 5

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AgencyZoom Overview

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What is AgencyZoom?

A modern agency should be obsessed with their customers’ and employees’ experiences. Driving an improved customer experience, automating engagement, increasing retention, and closing leads faster – these are the areas that successful agencies are most focused on. AgencyZoom was built to do exactly this. The average AgencyZoom user sees a 4.5%* increase in sales and saves over 30* hours a month. How does AgencyZoom do this? - Better manage leads and close more business - Onboard new business consistently - Crush sales goals with real time metrics and celebrations - Analyze sales and service performance to better understand ROI - Increase client retention with automated customer engagements - Automated 5 Star Google Reviews and customer referrals

AgencyZoom Details
Product Website
Discussions
Languages Supported
English
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Product Description

Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.

Seller Details
Seller
Vertafore
Company Website
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,383 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Description

Vertafore is a leading technology provider for the insurance industry, offering cloud-based software solutions designed to streamline operations, enhance customer service, and improve overall efficiency. Their comprehensive suite of products includes agency management systems, compliance tools, and data analytics, catering to the needs of insurance agencies, brokers, and carriers. With a focus on innovation and user-friendly interfaces, Vertafore aims to empower insurance professionals to navigate the complexities of the industry effectively. For more information, visit their website at [vertafore.com](https://www.vertafore.com).

Alison B.
AB
Overview Provided by:
Alison Betts

Recent AgencyZoom Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"New business and integration has never been easier!"
Integration with multiple platforms, texting and emailing clients.
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"AZ review"
pretty straight forward, like the fact that you see your lead progression
Read more
JB
Jen B.Small-Business (50 or fewer emp.)
5.0 out of 5
"AgencyZoom has helped streamline our processes and improve our ability to track our goals."
The team at AgencyZoom is responsive to new ideas and suggestions for product improvement. Customer support is easy to access via the built in chat...
Read more
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AgencyZoom Media

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43 AgencyZoom Reviews

4.6 out of 5
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43 AgencyZoom Reviews
4.6 out of 5
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AgencyZoom Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for AgencyZoomQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about AgencyZoom?

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. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

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. Review collected by and hosted on G2.com.

What problems is AgencyZoom solving and how is that benefiting you?

I have not experienced and business problems. The benefits: AgencyZoom allows me to manage and monitor my activity for the month, all in one place. I appreciate that it seems to be VERY aligned with Allstate, but also has the added function of organizing my brokered business. Review collected by and hosted on G2.com.

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Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about AgencyZoom?

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 Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

Minimal customization, Life and health appointment and application tracking is confusing and inefficent Review collected by and hosted on G2.com.

What problems is AgencyZoom solving and how is that benefiting you?

Tracking sales Review collected by and hosted on G2.com.

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Verified User in Insurance
UI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about AgencyZoom?

It works so well. You can send all the documents necessary in one click. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

I dislike that I can’t change the colors. Review collected by and hosted on G2.com.

Recommendations to others considering AgencyZoom:

It’s so easy to use. Review collected by and hosted on G2.com.

What problems is AgencyZoom solving and how is that benefiting you?

We’re eliminating the need to send multiple emails for new clients. Review collected by and hosted on G2.com.

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