AgencyZoom Reviews

Integrations with Agency Management System, integration with Phone, texting system and also the integration with Outlook. Very easy to use and set up automations.

Wish it had a client intake form integrated for uploading to Commercial and Personal Lines raters.

We are able to easily maintain the sales process and flow and not miss out on opportunities.

Agency zoom works with QQ & PL Rater, we enjoy how flexible it is & the ease of use!! We use the pipeline along with automation and tracking. We also really enjoy the use of the reports.

We don't have complaints about zoom, it works well and we feel every agency would enjoy it.

We can track our contact, closing & quoting ratios. We also use it to follow up with lost leads.

Kat and the team are great to work with! They put their clients in a position to succed.

The email inbox is clunky and not user friendly.

Constant client communication with marketing and service issues.

Agency Zoom keeps track of daily production and then does commission calculation for you at the end of the month.

I only use Agency Zoom for production and commission tracking. I wish the commission setup were easier to do myself.

If you are spending hours at the end of the commission period trying to calculate commissions, this might be the solution for you.

Agency Zoom is a time-saving solution for month-end commission calculations. Agency Zoom is saving me a few hours a month.

AgencyZoom awards the ability to track sales, leads, goals, and clients under one platform. The program lends to individual sales accountability and provides a precise narrative of the agency as a whole. Everyone recognizes exactly where their production stands and what their goal should be moving forward. This timely information allows each individual to evaluate their methods and modify quickly.

This program has so many elements to assist any Insurance Agent and Agency. I feel like I have only begun to utilize all the features that AgencyZoom has to offer. A must have.

There isn't any aspect of this program that I dislike.

Try it. You will never look back.

The ability to track sales, leads, goals, and clients under one platform.

I love how AgencyZoom helps me track my pipeline & policies.

Not being able to rename the sections in my pipeline.

AgencyZoom has helped grow my agency!

Tracking leads & automating follow up.

The website is fun and motivates salesman to work on their items and reach their goals everyday. Agencyzoom emails the office of your sale and frequently updates the office on who has sold what and when each and everyday. Whenever my office receives an email from the daily recap of sales, there are cheers for the salesmen who made their daily sale. The program rewards its users by the fun graphics once you add a sale into the system. It's easy to use and follow for beginners. The text is large and makes it possible for a new salesman to put their first achievement in. Agencyzoom also allows salespeople to put dates onto their calendar and remind them of important dates. For example, if trying to sell a insurance policy to a customer that has a renewal later that year, you can just put their renewal date and name in Agencyzoom so you can be reminded to call them when they can switch. Agencyzoom is great for organization and motivating it's users to work hard and complete tasks throughout the work day/

I don't like any of Agencyzoom's qualities. It's a great program for salesmen.

It;s great for beginners and motivating salespeople to compete with their coworkers.

It provides the workplace with appointments, calender items, and keeping track of sales. It motivates users to compete against their fellow salesmen because it always lists the top producer of the month on the front page.

It works so well. You can send all the documents necessary in one click.

I dislike that I can’t change the colors.

It’s so easy to use.

We’re eliminating the need to send multiple emails for new clients.

It helps me track what I have sold for my insurance policies for the month. I can also set up to-do lists to remember who to call to or what I can do to help get more money for our agency! This software also integrates with the software I use every day for my customers, which makes it easy to keep up with current customers.

I haven't found anything that I dislike yet other than it is more complicated to learn than other platforms I have used. They also do not offer a lot of training videos for me to access and make it easier to learn their website. I want to be quicker and do more things with AgencyZoom if I can learn it.

Make sure to complete the training videos to help you better understand how to navigate the website better for optimal use.

I am solving problems such as setting up reminders to contact my customers to sell more business for our insurance company! I can also track my new business, and it sends an automatic email to my co-workers and boss. I also see that I can do campaigns such as win backs for canceled customers, which helps us get more business.

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

Minimal customization, Life and health appointment and application tracking is confusing and inefficent

Tracking sales