AgencyZoom logo

AgencyZoom Claim

Sales suite for the modern insurance agent

  Write a Review Visit Website  

AgencyZoom Overview

AgencyZoom is an innovative insurance agency software designed to boost sales and streamline operations. Its user-friendly interface simplifies client management, enhancing efficiency. The software excels in automating workflows, reducing manual tasks, and saving time. A standout feature is its sales tracking ability, which helps agencies monitor performance and identify growth opportunities. AgencyZoom offers effective lead management tools, ensuring prompt follow-ups and improved conversion rates. Customizable email and text campaigns facilitate targeted communication, strengthening client relationships. The software also includes a referral tracking system, encouraging client-based growth. Additionally, its real-time reporting provides valuable insights for strategic decision-making. AgencyZoom is a comprehensive solution for agencies seeking to optimize sales and operational efficiency.

Read More

AgencyZoom Screenshot & Video

Contact Details

  • Vendor Name AgencyZoom
  • Founded 2016
  • Location United States
  • Employees 1000+

Support

  • Email Email
  • Phone Phone

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

You May Also Like

Insly

Insly

 Write a Review

Contact Vendor

Applied Epic

Applied Epic

 Write a Review

Contact Vendor

Guidewire

Guidewire

 Write a Review

Contact Vendor

AgencyZoom Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

AgencyZoom Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page  

Plans & Packages

Growth

$199 Per Month

Top AgencyZoom Alternatives

View all AgencyZoom Alternatives

Applied Epic

Commission Tracker

ePayPolicy

EZLynx

AgencyZoom FAQs

AgencyZoom is an innovative insurance agency software designed to boost sales and streamline operations. Its user-friendly interface simplifies client management, enhancing efficiency. The software excels in automating workflows, reducing manual tasks, and saving time. A standout feature is its sales tracking ability, which helps agencies monitor performance and identify growth opportunities. AgencyZoom offers effective lead management tools, ensuring prompt follow-ups and improved conversion rates. Customizable email and text campaigns facilitate targeted communication, strengthening client relationships. The software also includes a referral tracking system, encouraging client-based growth. Additionally, its real-time reporting provides valuable insights for strategic decision-making. AgencyZoom is a comprehensive solution for agencies seeking to optimize sales and operational efficiency.

  • No, AgencyZoom does not offer a free version.

  • Yes, AgencyZoom offers a free trial.

  • No, Credit Card details are not required for the AgencyZoom trial.

  • AgencyZoom offers the following pricing plans & packages:

    Growth

    $199 Per Month

  • AgencyZoom supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, AgencyZoom does not offer an API.

  • AgencyZoom offers support with the following options:
    • Email , Phone

  • AgencyZoom offers training with the following options:
    • Webinar , Documentation

  • AgencyZoom supports the following languages:
    • English

  • Following are the typical users of the AgencyZoom:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • AgencyZoom supports the following deployment:
    • Cloud Hosted

  • AgencyZoom supports the following devices and operating systems:
    • Web-Based

AgencyZoom Comparisons

AgencyZoom vs Creatio

AgencyZoom vs Less Annoying CRM

AgencyZoom vs LeadSquared CRM

AgencyZoom vs Marketing 360

AgencyZoom vs Applied Epic

AgencyZoom vs EngageBay CRM

AgencyZoom vs AgencyBloc AMS+

AgencyZoom vs Jenesis Software

AgencyZoom vs Agency Advantage

AgencyZoom vs Striven