AgencyZoom
The Sales & Automation Platform for Insurance Agents.
Overview
AgencyZoom is a sales and automation platform that helps insurance agencies grow their business. It offers a range of features, including a CRM, sales pipeline management, and marketing automation.
✨ Key Features
- CRM and sales pipeline management
- Marketing automation
- Reporting and analytics
- Customer onboarding
- Google reviews automation
🎯 Key Differentiators
- Focus on sales and automation
- User-friendly interface
- Strong integrations with agency management systems
Unique Value: Helps insurance agencies grow their business with a simple and powerful sales and automation platform.
🎯 Use Cases (3)
✅ Best For
- Increasing sales productivity
- Improving customer satisfaction
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies that do not have a focus on sales and growth
🏆 Alternatives
Offers a more user-friendly and insurance-specific solution than many generic CRM and marketing automation platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
🔄 Similar Tools in Auto Insurance Software
Applied Epic
An agency management system for mid-size and enterprise independent insurance agencies....
Duck Creek Policy
A comprehensive policy administration system for P&C insurers....
Guidewire PolicyCenter
A leading policy administration system for property and casualty insurers....
Insurity
Cloud-native software solutions for P&C insurance....
Majesco P&C Core Suite
A cloud-native platform for P&C insurance policy, billing, and claims....
Sapiens IDITSuite for Property & Casualty
A comprehensive insurance suite for P&C carriers....