About AgencyZoom
AgencyZoom is an insurance-focused CRM and sales automation platform designed to help insurance agencies manage leads, automate customer engagement, track producer performance, and grow their book of business through streamlined workflows, analytics, and mobile accessibility for agents anywhere.
AgencyZoom Details
Vendor
Vertafore
Year Launched
1969
Location
999 18th St, Denver, CO 80202, US
Deployment
cloud
Training Options
documentation, live online, in person
Countries Served
All Countries
Languages
English, Spanish, Portuguese, French, Italian, German, Dutch
Users
Insurance Agents
Insurance Producers, Insurance Agency Managers, Customer Service Representatives (Insurance), Insurance Sales Representatives
Industries Served
Insurance., Insurance Agencies, InsurTech Companies, Insurance Brokerage Firms, Financial Services Firms
Tags
Insurance, Agency management, CRM, Automation, Sales, Analytics, Communication, Customer retention, Marketing, Productivity, Integration, Technology, Efficiency., Insurance CRM, Insurance Lead Management, Sales Automation Software, Customer Retention Software
AgencyZoom's In-App Market Place
Does AgencyZoom have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Insurance-specific CRM designed to meet workflows and operational needs of agencies.
- Visual pipeline tracking helps agents manage opportunities and close deals faster.
- Mobile access allows producers manage leads and tasks while traveling anywhere.
- Automation tools reduce manual tasks and improve customer engagement throughout lifecycle.
- Designed primarily for insurance agencies limiting usefulness for other industries.
- Pricing details not fully transparent without consultation or platform trial access.
- Smaller agencies may not require full automation and reporting capabilities available.
- Advanced automation features may require setup time during initial implementation stage.