AgencyZoom
UnclaimedSales suite for insurance agents to automate processes, boost retention, and track growth.
Visit WebsiteReviews onCapterra
14 reviews trackedThe Bottom Line
Entry price
Free plan available, paid tiers above
Biggest pro
Specifically built for various insurance agency types, offering tailored solutions.
Biggest con
AMS integration may require additional costs for some systems.
TL;DR - AgencyZoom
- Automates sales and lead management for insurance agents.
- Boosts customer retention through automated engagement and renewals.
- Provides performance tracking and automated Google Review collection.
Pricing: Free plan available
Best for: Growing teams
4.6/5 across review platforms
What is AgencyZoom?
AgencyZoom is a comprehensive sales and customer relationship management (CRM) platform specifically designed for insurance agents. It automates various aspects of the insurance sales lifecycle, from lead management and prospecting to customer engagement and renewals. The platform aims to help agents close more deals faster, build long-term customer loyalty through automated communication, and gain insights into their agency's performance.
It caters to various agency types, including Independent, Allstate, Farmers, Nationwide, State Farm, and other captive agents, offering tailored solutions. AgencyZoom integrates with existing Agency Management Systems (AMS) to enhance rather than replace current workflows, providing tools for lead tracking, automated customer journeys, performance dashboards, and automated Google review collection to improve online reputation.
Available on: Web, iOS, Android
Pros & Cons
Pros
- Specifically built for various insurance agency types, offering tailored solutions.
- Automates time-consuming tasks, allowing agents to focus on selling.
- Helps improve online reputation by automatically collecting 5-star Google Reviews.
- Integrates with major agency management systems for a seamless workflow.
- Includes a mobile app for managing leads and activities on the go.
Cons
- AMS integration may require additional costs for some systems.
- The platform is paid, with no free tier available beyond a trial.
- Initial setup and onboarding can take 2-4 weeks.
Ratings Across the Web
4.6(14 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Smart Lead Manager/CRMComplete Lifecycle Automation (prospecting to renewal)Performance Tracking DashboardsAutomated Google Reviews CollectionCompensation Plan AutomationAMS Integration2-way Email Integration2-way Texting Integration
Pricing Plans
Free TrialPro
$349 / month
- 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
Growth
$199 / month
- 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
Essential
$149 / month
- 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
Multiple Location Agency
$129 / month
- Lead management
- Comp calculator with chargebacks
- Goal management
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios, android)
- Multiple location management
- Chat support
- Initial 1-on-1 Setup Help
Single Location Agency
$99 / month
- Lead management
- Comp calculator with chargebacks
- Goal management
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios, android)
- Chat support
- Initial 1-on-1 Setup Help
Reviews
4.6/5
Across 14 verified user reviews on Capterra
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HawkSoftPaid
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AgencyZoom FAQ
Can AgencyZoom replace my existing Agency Management System (AMS)?
No, AgencyZoom is designed to act as an extension to your AMS. It integrates with your AMS to enhance functionality and streamline workflows, rather than replacing it entirely.
How many user licenses are included with each AgencyZoom plan?
Each plan includes 7 user seats. If additional seats are required, the sales team can provide more information and options.
What does the initial 1-on-1 setup help entail?
The initial 1-on-1 setup includes training on basic setup, pipelines, automation, data synchronization, user training, and a final Q&A session. This onboarding process typically takes 2-4 weeks.
Is it possible to cancel an AgencyZoom subscription at any time?
If subscribed to a month-to-month plan, cancellation is possible at any time. For annual plans paid upfront, cancellation or renewal is available at the end of the term.
Does AgencyZoom offer a mobile application for agents?
Yes, AgencyZoom provides a mobile app for both iOS and Android devices, allowing agents to manage leads and activities on the go.
Source: agencyzoom.com