AgencyZoom Pros and Cons

AZ really helped us get a handle on our incoming leads, but where it was especially helpful was getting a handle on our chaotic service requests. The program we were using just wasn't designed to handle our servicing issues like AZ. Their support is quick and easy to work with if we ever have any issues, which are usually user errors. : ) Review collected by and hosted on G2.com.

I wish the Sales Center and the Service Center "talked" to each other. We go from sold to an audit service pipeline and it would be nice to have all of the notes and files transfer within AZ. Review collected by and hosted on G2.com.

I have been using AZ for years now and it is the best program for my insurance agency that I have ever invested in! The constant updates are amazing! It is so easy to use and navigate I have trained others on Agency zoom and it was super easy for them to implement their routines! The customer support is a click away they are fast. We use this program daily. Our other programs like our phones integrate seemingly. Review collected by and hosted on G2.com.

I wish the Medicare portion of the CRM was a little better Review collected by and hosted on G2.com.

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 feature. I love that we can build out custom pipelines to manage our business in the way that is best for our clients, staff and agency. Review collected by and hosted on G2.com.

I don't have much in the way of dislikes. Sometimes integrations with outside vendors can be limited. Review collected by and hosted on G2.com.

It is nice to have work items streamline from the application directly into AMS360 Review collected by and hosted on G2.com.

Unfortunately, only a certain number of users are allowed before you are charged more per user. In our agency, not everyone uses the platform, but for it to streamline accurately, you have to have all users included. Review collected by and hosted on G2.com.

The pipelines to keep track of leads (cold, warm, hot) in such a clear and concise manner. The whole layout is really quite user-friendly! Review collected by and hosted on G2.com.

I wish the trainings were a little more clear and easy to navigate. I have a couple mentors help me, thankfully but learning on your own is ALOT. Review collected by and hosted on G2.com.

I have had AZ for 3 years. It is great to have all our clients under 1 CRM. Customer Service is very responsive to my questions and concerns. Review collected by and hosted on G2.com.

I have a lot of prewritten emails and texts that I can not delete. They are tied up in automation I dont have the time to go through each automation. Review collected by and hosted on G2.com.

AgencyZoom has helped manage my customers and leads. It is very easy to use and user friendly, I like the ease of customizing everything as well. My staff and I use AgencyZoom every day. Review collected by and hosted on G2.com.

The process to set up to get the system working the way I wanted it to is quite long. Review collected by and hosted on G2.com.

You can interact with client on all sorts of communication types Review collected by and hosted on G2.com.

Notes on the new Business: It does not paste via Ctrl+V for the photos from snipping tool Review collected by and hosted on G2.com.

It's helped us increase our efficiency and has been tremendous with renewals. Review collected by and hosted on G2.com.

Some of the intergration features with AMS360 leave some things still to be desired but overall it's been great. Review collected by and hosted on G2.com.

I cannot say there is one thing that I like the most about the software. I have thoroughly enjoyed learning and nagivating AZ over the last months and it has become a very important part of our day to day process. Review collected by and hosted on G2.com.

Currently, with AZ they have support staff that can help with questions and issues. The thing I dislike about this. If i am chatting with one rep about a topic and try to get help in a different chat on the same topic you cannot do that. The topic needs to stay with the one rep. Review collected by and hosted on G2.com.