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From single-location agencies with a few employees to multi-location agencies with dozens of employees, AgencyZoom has been built to unlock growth for insurance agencies of all sizes.

Notes moyennes

7 avis
  • Note globale 5 / 5
  • Facilité d'utilisation 5 / 5
  • Service client 5 / 5
  • Fonctionnalités 5 / 5
  • Rapport qualité-prix 5 / 5

Informations sur le produit

  • À partir de 79,00 $US/mois
  • Prix $79/month: single location $99/month: multiple locations
  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau

Informations sur l'éditeur

  • AgencyZoom
  • https://www.agencyzoom.com/
  • Fondé en 2016

En savoir plus sur AgencyZoom

AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents.

AgencyZoom - Fonctionnalités

  • Assurance de biens et multirisque
  • Classement des assurances
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des devis
  • Gestion des documents
  • Gestion des polices d'assurance
  • Gestion des réclamations
  • Santé et vie

Avis les plus utiles sur AgencyZoom

A fantastic product for insurance agents. You're silly for not looking into this!!

Publié le 24/10/2017
Cory E.
Insurance Agency manager
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic!

Avantages: 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 office! It tracks ALR appointments kept and Life policies sold.
It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute.
This is the best investment for any agency owner who is looking to organize and streamline their office! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners! Everything this software claims to do, it does, amazingly! The creators are also constantly improving and adding functionality to their software! The customer service is second to none! I am an AgencyZoom customer for life!

Amazing Value Add

Publié le 28/10/2019
Ryan W.
Partner
Assurance, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: 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.

Inconvénients: 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.

GREAT, MUST-HAVE PRODUCT

Publié le 06/11/2017
Mike B.
Allstate Agent
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: as noted earlier, a huge increase in accountability.

Avantages: 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!

Inconvénients: 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.

Fantastic

Publié le 26/10/2017
Matthew F.
Agency Owner, multiple offices
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Frees up time for me as an owner and keeps my team on track!

Avantages: Simplifies goals, compensation plans, and tracking for both the agent and staff. So simple and it just works. The staff love it.

Inconvénients: Not much really. The software just works and works well. Some ideas would be to someday integrate AgencyHR and a payroll service in one.

Game Changing

Publié le 24/10/2017
Cab C.
Director of Business Development
Assurance
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Agency Zoom has changed our agency for the better. After figuring out how much better our agencies would run with it, it has exceeded my expectations. It makes it easy for everyone to know what's up. It does this and more:
On boarding
Payroll
ALR scheduling
Goal monitoring
Customer service is awesome with quick turnaround with answers. I expect many new features to come too!

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