AgencyZoom

AgencyZoom

von AgencyZoom

Wer verwendet 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.

Was ist 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 – Details

AgencyZoom

https://www.agencyzoom.com/

Gegründet 2016

AgencyZoom – Kostenübersicht

AgencyZoom bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von AgencyZoom ist ab 79,00 $/Monat verfügbar.

Startpreis

79,00 $/Monat

Preisinformationen

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

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

AgencyZoom Funktionen

Versicherungssoftware
Angebotsmanagement
Dokumentenmanagement
Kontaktmanagement
Leben & Gesundheit
Provisionsmanagement
Reklamationsabwicklung
Schaden- und Unfallversicherung
Versicherungseinstufung
Verwaltung von Versicherungspolicen

AgencyZoom – Nutzerbewertungen

Zeigt 5 von 9 Nutzerbewertungen

Gesamt
4,9/5
Benutzerfreundlichkeit
5/5
Kundenservice
5/5
Funktionen
4,9/5
Preis-Leistungs-Verhältnis
5/5
Mike B.
Allstate Agent
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 6.11.2017

"GREAT, MUST-HAVE PRODUCT"

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

Vorteile: 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!

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 6.11.2017
Ryan W.
Partner
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 28.10.2019

"Amazing Value Add"

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 28.10.2019
Cory E.
Insurance Agency manager
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.10.2017

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

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

Vorteile: 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!

  • Quelle des Nutzers 
  • Bewertet am 24.10.2017
Glenda S.
Insurance Agent
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 7.12.2019

"Ease of use"

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

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

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

  • Quelle des Nutzers 
  • Bewertet am 7.12.2019
Matthew F.
Agency Owner, multiple offices
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 26.10.2017

"Fantastic"

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

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

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

  • Quelle des Nutzers 
  • Bewertet am 26.10.2017