Who Uses This Software?

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.


Average Ratings

5 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month
  • Pricing Details
    $79/month: single location $99/month: multiple locations
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • AgencyZoom
  • www.agencyzoom.com/
  • United States

About AgencyZoom

Every day thousands of agencies use AgencyZoom to turbocharge their business. Designed for agency owners, by agency owners, AgencyZoom is like rocket fuel for P&C agencies. AgencyZoom is built to ignite growth by increasing sales and retention, automating routine tasks, efficiently onboarding new business, motivating producers and increasing Life and Health production. What will a little rocket fuel do for your agency? Try AgencyZoom free for 30 days and find out!


AgencyZoom Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

AgencyZoom Reviews Recently Reviewed!

392fc49e50a5094e91fa567e04d8841d

GREAT, MUST-HAVE PRODUCT

Nov 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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!

Cons: 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.

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

E5341208936e671ae1e30e57e928b147

Fantastic

Oct 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simplifies goals, compensation plans, and tracking for both the agent and staff. So simple and it just works. The staff love it.

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

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

Game Changing

Oct 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Agency Zoom has changed our agency for the better. After figuring out how much better our agencies would run with it, it has exceeded my expectations. It makes it easy for everyone to know what's up.

It does this and more:
On boarding
Payroll
ALR scheduling
Goal monitoring

Customer service is awesome with quick turnaround with answers. I expect many new features to come too!

Great product for my insurance agency.

Oct 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Real time tracking of new business issued. Saves lots of administrative time in my agency. You won't be disappointed.

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

Oct 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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!

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