Prós e Contras de AgencyZoom

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. : ) Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

I wish the Medicare portion of the CRM was a little better Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

I don't have much in the way of dislikes. Sometimes integrations with outside vendors can be limited. Análise coletada por e hospedada no G2.com.

It is nice to have work items streamline from the application directly into AMS360 Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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! Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

The process to set up to get the system working the way I wanted it to is quite long. Análise coletada por e hospedada no G2.com.

You can interact with client on all sorts of communication types Análise coletada por e hospedada no G2.com.

Notes on the new Business: It does not paste via Ctrl+V for the photos from snipping tool Análise coletada por e hospedada no G2.com.

It's helped us increase our efficiency and has been tremendous with renewals. Análise coletada por e hospedada no G2.com.

Some of the intergration features with AMS360 leave some things still to be desired but overall it's been great. Análise coletada por e hospedada no G2.com.

Não posso dizer que há uma coisa que eu mais gosto sobre o software. Eu gostei muito de aprender e navegar no AZ nos últimos meses e ele se tornou uma parte muito importante do nosso processo diário. Análise coletada por e hospedada no G2.com.

Atualmente, com a AZ, eles têm uma equipe de suporte que pode ajudar com perguntas e problemas. A coisa que eu não gosto sobre isso. Se estou conversando com um representante sobre um assunto e tento obter ajuda em um chat diferente sobre o mesmo assunto, você não pode fazer isso. O assunto precisa permanecer com o mesmo representante. Análise coletada por e hospedada no G2.com.