AgencyZoom

You sell the policy. We automate the rest!

Sell, retain, analyze

  • Close more leads, faster
  • Automate engagement, increase retention
  • Crush your goals
  • Help generate 5-star Google reviews
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Why AgencyZoom?

A smarter lead manager/CRM

AgencyZoom® is a smart automation solution built expressly for insurance agencies.

Complete lifecycle automation

Build an automated customer journey from prospecting, to renewals, and beyond.

Mobile app and pre-built reports

Ease of access to data.

No more double entry

Integrations with multiple insurtech solutions you use daily to effortlessly sync information.

Live Webinar

The AI Advantage - webinar graphic

Join Vertafore's Syd Roe and Heath Shearon on October 8 at 2 pm ET for a dive into the advantages of AI in your agency.

Topics will will include:

  • Assessing the agency's need for AI
  • Data is the foundation
  • Data storage and security
  • Implementation of AI
  • How AI can help grow your agency
“We are getting more five-star Google reviews, over one hundred now, which is amazing.”

Jason Kilgo

KilGO Insurance, Founder

The best way to grow your insurance agency

A modern agency should be obsessed with their customers’ and employees’ experiences. Driving an improved customer experience, automating engagement, increasing retention, and closing leads faster – these are the areas that successful agencies are most focused on. AgencyZoom was built to do exactly this.

As a part of Vertafore’s suite of solutions, agencies will benefit from more tools, deeper integrations, and more valuable solutions and services to drive their success.

Learn more about our integrations:

AMS360 integration   QQCatalyst integration

AgencyZoom dashboard preview
AgencyZoom dashboard

AgencyZoom Enterprise

For multi-location agencies needing to streamline operations, track individual agency performance in real-time, and get in-depth insights in one centralized dashboard, check out AgencyZoom Enterprise. 

Your success is our success

  • 2023 Sammy Technology Award - AgencyZoom

    2023 Best CRM solution

  • SaaS Awards 2023 Finalist - AgencyZoom

    2023 Best SaaS Product for Sales and Marketing

  • 2024 Stevie Winner - AgencyZoom

    2024 Insurance solution winner

Features

Let's dive into what our product has to offer.

Integrations

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Lead Automation:

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Onboarding and Retention

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Goals and Reporting:

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Google Reviews

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“I can’t live without this tool now. My agency has not only grown, but we’re also thriving.”

Mark Bailey, Co-Founder

Bailey Family Insurance

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Additional resources

AgencyZoom Data Sheet
AgencyZoom Enterprise Data Sheet
Optimize lead flow in your agency

In this webinar, Andrew Filar, CEO of Peachy Insurance, pulls back the curtain and shows us inside his $38 million agency.

5 Reasons Why High-Performing Agencies Use a Service Enablement Tool
10+ Interesting Ways ChatGPT Is Being Used In Insurance
Revolutionize Your Insurance Workflow with QQCatalyst + AI