AgencyZoom: Insurance Sales CRM
AgencyZoom helps insurance agents and agencies organize lead management and automate client journeys. It is designed to sync sales data with an existing agency management system.
At a glance
- Category
- Sales
- Best for
- Independent Insurance Agents, Captive Insurance Agents, P&C Agency Owners, Small to mid-sized insurance agencies
- Pricing
- Plans start at $99/month for single location agencies, with tiers reaching $349/month. All plans include up to 7 users, and a 20% discount is available for annual billing.
- Key use cases
- Lead Pipeline Organization, Automating Client Journeys, Producer Performance Monitoring, Online Reputation Management
- Integrations
- AMS360, Hawksoft, QQCatalyst, Momentum by NowCerts, Zapier
- Official website
- www.agencyzoom.com
AgencyZoom is a sales platform and CRM built for the property and casualty (P&C) insurance industry. It is designed for various agency types, including independent agents and captive agents from carriers such as Allstate, Farmers, Nationwide, and State Farm.
The software provides tools for lead tracking, automated prospecting, and client onboarding. It also includes features to support client retention through renewal automation and a system for collecting Google reviews.
For agency owners, the platform offers dashboards to track producer performance and revenue goals. As it is designed as an extension to an Agency Management System (AMS) rather than a replacement, buyers should confirm that their specific AMS is supported to avoid manual data entry.
Users can access the system via the web or through mobile apps for iPhone and Android to manage tasks and leads.
Key Features
A visual system for tracking opportunities and managing the sales pipeline.
Workflows designed to engage new leads and support the onboarding process.
Tools to automate client engagement during renewals and attempt to win back terminated clients.
Dashboards for monitoring revenue, producer goals, and agency growth.
A system that requests reviews after policies are sold and allows agents to address negative experiences privately.
A tool designed to calculate commissions and handle chargebacks.
An integrated AI assistant to support sales workflows.
Use Cases
Using a click-and-drag interface to track prospects and manage leads.
Setting up automated communication from the initial prospecting phase through to policy renewal.
Using dashboards to identify trends and track whether producers are meeting monthly and yearly goals.
Soliciting Google reviews from customers after a sale.
Best For
Integrations
Pricing
Plans start at $99/month for single location agencies, with tiers reaching $349/month. All plans include up to 7 users, and a 20% discount is available for annual billing.
FAQ
No, AgencyZoom is designed to act as an extension to your AMS, syncing with it to manage sales and leads.
All AgencyZoom plans include up to 7 user seats. Additional seats can be requested through the sales team.
Yes, AgencyZoom offers a 14-day free trial.
Source category: Sales
Source subcategory: CRM
