Agencyzoom

Automate your insurance agency

Published by: Agency Zoom

Description

Managing an insurance agency doesn't have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere.
With AgencyZoom you can do all of the following.
Manage leads:
With the mobile lead manager you'll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone
Track sales and daily goals:
Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers' performances stack up.
Organize daily tasks:
Create and manage tasks directly from your phone. Never miss another todo!
Review Customer Information :
Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details.
Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.
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Agencyzoom FAQ

  • Is Agencyzoom free?

    Yes, Agencyzoom is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Agencyzoom legit?

    🤔 The Agencyzoom app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.

    Thanks for the vote

  • How much does Agencyzoom cost?

    Agencyzoom is free.

  • What is Agencyzoom revenue?

    To get estimated revenue of Agencyzoom app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

4.49 out of 5

37 ratings in United States

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Ratings History

Agencyzoom Reviews

Seems fine but cannot add a lead

DKCook5 on

United States

All required info is entered but cannot add the lead. Pressing the + Add Lead button does nothing. : (

Waiting for their rep…..still

Mark RANU on

United States

Still awaiting for your rep to get back to me.

I love the website

Jon - Premier Choice on

United States

I love the website but the app needs work. I’d like to be able to view all the contact info. Address, email, phone, without having to hit the make a call button. You have the Quote tab and Opportunity tab but no contact tab.

Doesn’t have all options Desktop version gives.

Schipula0812 on

United States

This app is great for viewing who is selling, but it doesn’t have all options that are available on the Website. I would love it if there was an option to clock in and out, view timesheet, request time off, etc.

MUST HAVE!

Bravo 305 on

United States

This app is amazing at letting me track and analyze what my team is doing. It’s one of the tools I attribute to my double digit growth in 2019!

Fantastic App!!

KDK48 on

United States

The AgencyZoom app is the perfect addition to the system. You can be updated for each sale and see your agency production in live time, right from your phone!

Not impressed

Yz490t on

United States

Display is horrible. Will continue to use desktop version until this app improves.

Great app

TheIceman01 on

United States

Having a mobile option is a great addition!

Awesome

Bbgaoal on

United States

Awesome app. Helps me stay on top of things when I’m on the go

Great app! For a even better system!

Jmy5129 on

United States

This app is the perfect addition to a system that I could NOT run my agency without. This tool and it’s app will have a transformative effect on your agency.

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App Info

Category
Business
Publisher
Agency Zoom
Languages
English
Recent release
1.2.0 (1 year ago )
Released on
Dec 26, 2019 (5 years ago )
Also available in
United States, Canada
Last Updated
5 months ago
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