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Sales management for insurance agencies
AgencyZoom Pricing, Features, Reviews and Alternatives
AgencyZoom product overview
What is AgencyZoom?
AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more, in order to help insurance agencies to save time and enhance sales and retention.
Typical customers
Platforms supported
Support options
Training options
AgencyZoom pricing information
Value for money
4.7
/5
12
Starting from
79
Per month
Per Feature
Pricing options
Value for money contenders
AgencyZoom features
Functionality
4.7
/5
12
Total features
7
1 categories
Most valued features by users
Functionality contenders
AgencyZoom users reviews
Overall Rating
4.7
/5
12
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.9/10
9
2
1
0
0
Mike B.
Overall rating contenders
Mike B.
Used daily for 6-12 months
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as noted earlier, a huge increase in accountability.
Simple, easy-to-use, clear, intuitive interface. My 10-person agency uses Agency Zoom every day. It has resulted in a MASSIVE increase in accountability and results tracking. For 10+ years, I'd implement a goal, 'kinda' track it, and be sad/ frustrated when we didn't reach it. AGENCY ZOOM HAS SOLVED ALL THAT! Buy it! Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone. Buy and install it!
Nothing. It's awesome. One new thing that might be a new feature is the option to track whether a sale is a 'bundle.' That is n Allstate-only feature, so perhaps not critical, but it is critical to me right now, but also a 'nice to have' vs. a requirement. It is a great product as is.
Cory E.
Used daily for 1-2 years
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Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic!
Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software. The product works flawlessly! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the...
No cons were added to this review
Tammy S.
Insurance, 11-50 employees
Used daily for 6-12 months
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Not impressed with the product or the trainers.
The leads are the only aspect of the software that I find helpful.
No work flow. Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.
Ryan W.
Insurance, 11-50 employees
Used daily for 1-2 years
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We were introduced to Agency Zoom in 2018. We had a major need to focus on lead flow, follow up, and tracking new biz sales outside of a spreadsheet. AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE! In terms of support, our contact there is represenative He has been fantastic to work with - we've asked for some creative things and they have worked with us on implementing or are going to implement to even make the tech better. representative also has been great about sending video's on "how to" on some questions we've asked. The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.
We have no cons. Initially we wanted this to integrate with our AMS, and they are working on this. It isn't necessary, but it will make our team happy b/c it's less work if it integrates.
Nik K.
Insurance, 1-10 employees
Used daily for 6-12 months
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They have a Facebook group where you can ask questions and see some other best practices other agents are doing. In the short time we have been using it, the updates have been quick and fantastic with more to come in the months ahead. It's saved us time and improved our efficiency managing leads and tracking sales.
After testing and using many CRM's for insurance, Agency Zoom is amazing. The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention. Their mobile app is also effective.
There are always improvements any user would like to see in any CRM. Agency Zoom listens to its users and does a nice job of constantly adding integrations and general improvements.
AgencyZoom FAQs
AgencyZoom has the following pricing plans:
Starting from: $79.00/month
Pricing model: Subscription
Free Trial: Available
Q. Who are the typical users of AgencyZoom?
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