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AgencyZoom description
AgencyZoom is a cloud-based sales and management tool designed specifically for insurance agencies. It helps you manage leads, automate tasks like client onboarding and renewals, track sales goals, and improve customer retention. AgencyZoom aims to help you sell more insurance and manage your agency more efficiently, all from one platform.
Who is AgencyZoom best for
AgencyZoom is a cloud-based platform designed to boost sales and streamline operations for insurance agencies. Users praise its lead tracking, automated workflows, and reporting features. However, some have noted difficulties with the initial setup and limited AMS integrations. It's ideal for agencies focused on growth and efficiency, offering tools to manage leads, automate client onboarding and renewals, and track sales goals.
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Best for small to medium-sized insurance agencies (1-1000 employees) seeking growth.
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Specifically designed for the finance, banking, and insurance industry.
AgencyZoom features
Supported AgencyZoom offers a suite of features designed to streamline sales and client management processes, including lead management, automated onboarding and renewals, sales goal tracking, and tools to improve customer retention. |
Supported AgencyZoom automates engagement throughout the customer lifecycle to enhance retention. |
Supported AgencyZoom provides a user-friendly, drag-and-drop interface for managing leads, combined with smart automation to increase sales. |
Supported Provides high-quality leads to producers and tools to win back clients. |
Supported AgencyZoom automates compensation plan calculations. |
Supported Offers a dashboard that tracks key metrics, including producer performance and progress towards sales goals. |
Supported Caters to various agency types. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
AgencyZoom reviews
We've summarised 56 AgencyZoom reviews (AgencyZoom Capterra reviews and AgencyZoom G2 reviews) and summarised the main points below.
- Excellent for tracking leads, customers, renewals, and sales goals.
- Automates client onboarding, follow-ups, and other tasks, saving time.
- Provides valuable reporting features for sales and commissions tracking.
- Positive customer support experience with responsive team.
- User-friendly interface and easy to use for beginners after initial setup.
- Difficult setup and requires external consulting, adding to the cost.
- Limited integration with specific Agency Management Systems (AMS) like EZLynx, impacting commission calculations.
- Inconsistent functionality of some features, causing a longer learning curve.
- Email inbox described as clunky and not user-friendly.
- Limited customization options, such as inability to rename pipeline sections or change colors.
AgencyZoom pricing
The commentary is based on 4 reviews from AgencyZoom Capterra reviews and AgencyZoom G2 reviews.
AgencyZoom's pricing is generally viewed as excellent value for its features, with one user even stating they'd pay three times the current price. While setup can require additional consulting costs, the software's benefits, like streamlined payroll and sales tracking, are considered well worth the investment.
Users sentiment
See the AgencyZoom pricing page.
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AgencyZoom has a free trial.
Prospecting automation, Goal management, Zapier integration, AMS integration, Onboarding automation, Revenue tracking, Lead management, Lead integration, Rater integration, Sales tracking, Activity reports, Task management, Referral tracking, Producer referral sites, Google Reviews, Renewal automation, 2-way email integration, 2-way texting integration, Events automation, Service center, Click to call, AgencyHR, Activity tracker, Chat support, Initial 1-on-1 Setup Help
Prospecting automation, Goal management, Zapier integration, AMS integration, Onboarding automation, Revenue tracking, Lead management, Lead integration, Rater integration, Sales tracking, Activity reports, Task management, Referral tracking, Producer referral sites, Google Reviews, Renewal automation, 2-way email integration, 2-way texting integration, Chat support, Initial 1-on-1 Setup Help
Prospecting automation, Goal management, Zapier integration, AMS integration, Onboarding automation, Revenue tracking, Lead management, Lead integration, Rater integration, Sales tracking, Activity reports, Task management, Referral tracking, Producer referral sites, Chat support, Initial 1-on-1 Setup Help
AgencyZoom alternatives
AgencyZoom FAQ
AgencyZoom is a cloud-based platform designed for insurance agencies to streamline sales and client management. It automates tasks like client onboarding, renewals, and tracks key performance metrics, ultimately boosting sales and efficiency. It offers lead management, automated workflows, and performance dashboards.
What is AgencyZoom and what does AgencyZoom do?
AgencyZoom is a cloud-based platform designed for insurance agencies to streamline sales and client management. It automates tasks like client onboarding, renewals, and tracks key performance metrics, ultimately boosting sales and efficiency. It offers lead management, automated workflows, and performance dashboards.
AgencyZoom offers integrations with various tools to enhance its functionality. However, users have reported limited integration options with some Agency Management Systems (AMS), impacting certain features like commission calculations. More details on specific integrations are not readily available.
How does AgencyZoom integrate with other tools?
AgencyZoom offers integrations with various tools to enhance its functionality. However, users have reported limited integration options with some Agency Management Systems (AMS), impacting certain features like commission calculations. More details on specific integrations are not readily available.
Top alternatives to AgencyZoom include Applied Epic, EZLynx, and AgencySmart. These platforms offer similar features for insurance agencies, such as client management, sales tracking, and workflow automation. Consider exploring these options if you're looking for AgencyZoom competitors.
What the main competitors of AgencyZoom?
Top alternatives to AgencyZoom include Applied Epic, EZLynx, and AgencySmart. These platforms offer similar features for insurance agencies, such as client management, sales tracking, and workflow automation. Consider exploring these options if you're looking for AgencyZoom competitors.
Yes, AgencyZoom is a legitimate sales and management tool for insurance agencies. It's generally well-regarded for features like automated client onboarding and lead management, improving sales and efficiency. However, research setup challenges and limited AMS integrations before committing.
Is AgencyZoom legit?
Yes, AgencyZoom is a legitimate sales and management tool for insurance agencies. It's generally well-regarded for features like automated client onboarding and lead management, improving sales and efficiency. However, research setup challenges and limited AMS integrations before committing.
AgencyZoom offers three pricing tiers: Essential at $149/month, Growth at $199/month, and Pro at $349/month. All plans include up to 7 users and a 14-day free trial. Is AgencyZoom worth it? Compare plans to determine which best suits your agency's needs and budget.
How much does AgencyZoom cost?
AgencyZoom offers three pricing tiers: Essential at $149/month, Growth at $199/month, and Pro at $349/month. All plans include up to 7 users and a 14-day free trial. Is AgencyZoom worth it? Compare plans to determine which best suits your agency's needs and budget.
Customer service receives positive feedback, with users highlighting the responsive and helpful support team. Users appreciate the easy access to support through the built-in chat feature. However, one user noted a limitation where separate chat sessions cannot be opened on the same topic.
Is AgencyZoom customer service good?
Customer service receives positive feedback, with users highlighting the responsive and helpful support team. Users appreciate the easy access to support through the built-in chat feature. However, one user noted a limitation where separate chat sessions cannot be opened on the same topic.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.