Avaliações e Detalhes do Produto de 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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 Análise coletada por e hospedada no G2.com.

Minimal customization, Life and health appointment and application tracking is confusing and inefficent Análise coletada por e hospedada no G2.com.

It works so well. You can send all the documents necessary in one click. Análise coletada por e hospedada no G2.com.

I dislike that I can’t change the colors. Análise coletada por e hospedada no G2.com.