AgencyZoom

AgencyZoom

par AgencyZoom

Qui utilise AgencyZoom ?

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.

Description de 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.

Informations sur AgencyZoom

AgencyZoom

https://www.agencyzoom.com/

Fondé en 2016

Prix de AgencyZoom

AgencyZoom n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de AgencyZoom est disponible à partir de 79,00 $US/mois.

À partir de

79,00 $US/mois

Prix

$79/month: single location $99/month: multiple locations

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

AgencyZoom - Fonctionnalités

Logiciels d'agence d'assurance
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 sur AgencyZoom

Afficher 5 avis sur 9

Note globale
4,9/5
Facilité d'utilisation
5/5
Service client
5/5
Fonctionnalités
4,9/5
Rapport qualité-prix
5/5
Mike B.
Allstate Agent
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 06/11/2017

"GREAT, MUST-HAVE PRODUCT"

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.

  • Provenance de l'utilisateur 
  • Publié le 06/11/2017
Cory E.
Insurance Agency manager
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 24/10/2017

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

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!

  • Provenance de l'utilisateur 
  • Publié le 24/10/2017
Nathan B.
Owner
Assurance, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 28/05/2020

"Great product on the rise"

Commentaires: Great, I am confident that the couple things I feel are lacking will be added soon, they have been great to work with.

Avantages: Incredible user interface, easy and intuitive which makes it a breeze for new agents.
They are incredibly open to agent feedback, and take solving issues seriously, even if it technically is not an Agency Zoom issue they will help the agent root cause it so the agency can use their software effectively.

Inconvénients: There is no place to manually edit work flows, and the long term retention automation is not built out yet.

  • Provenance de l'utilisateur 
  • Publié le 28/05/2020
Ryan W.
Partner
Assurance, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 28/10/2019

"Amazing Value Add"

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.

  • Provenance de l'utilisateur 
  • Publié le 28/10/2019
Glenda S.
Insurance Agent
Assurance, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/12/2019

"Ease of use"

Commentaires: Love the email reminders for customers to sign docs which helps with people who cant come to the office

Avantages: The program works wonders and keeps all employees sales and commissions up to date. Vome end of month almost all calculations are done

Inconvénients: Not all comissions percentages are calculated accuartely. Info is only as good as my employee putting it in.

  • Provenance de l'utilisateur 
  • Publié le 07/12/2019