AgencyZoom

AgencyZoom, developed by Vertafore, is a specialized CRM and automation platform built specifically for insurance agencies looking to increase sales productivity, improve client retention, and gain better visibility into business performance. The platform focuses on the entire customer lifecycle, beginning with lead capture and opportunity tracking and continuing through quoting, policy sales, onboarding, and renewals. With visual pipeline management and simple drag-and-drop tools, agents can easily track prospects and ensure no opportunities are lost. Automation features allow agencies to create customer journeys that send emails, reminders, and engagement messages automatically, reducing manual work while strengthening client relationships. AgencyZoom also includes reporting dashboards that help managers and producers analyze sales activity, track growth trends, and measure team performance. Reputation management tools enable agencies to automatically request customer reviews after policies are sold, helping improve online visibility and credibility. The platform is accessible on both iPhone and Android devices, allowing producers to manage leads, tasks, and communications while traveling or working remotely.