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Independent insurance agencies and brokers in the United States.
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.
Tool is useful, Training about its features or best practices should help its overall experience, as of now, for me its a get to know tool.
The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.
The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.
I am the wrong person to ask. I had major issues with the company...including them totally deleting my file without my permission and the potential loss of data.
I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.
Since everything is cloud based Agency is screwed 1:00 Pm Agency Matrix is down and a client needs a certificate. Called customer service before and they blame everything on Microsoft.
This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions.
The screen in the latest update is complicated. Commissions structure is annoying and the fact that it is a percent of a percent is hard.
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.
Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.
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.
There is no place to manually edit work flows, and the long term retention automation is not built out yet.
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.
If they charged 3 times the amount currently charged, I would still happily use this software.
Agency Matrix
Top FeaturesAgencyZoom
Agency Matrix
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AgencyZoom
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