AgencyZoom
AgencyZoom is a smart sales automation software solution built expressly for insurance agencies. It was designed primarily for personal lines agencies and was acquired by Vertafore on November 18, 2021. Headquartered in Columbus, Ohio, AgencyZoom is the top CRM choice for independent P&C insurance agencies with 3-50 producers.
What is AgencyZoom?
AgencyZoom can build an automated client journey from prospecting to renewals and beyond. The platform includes features such as Google reviews integration, automated dashboard, in-depth reporting, email and texting automation, follow-up management, and service tracking with notes on cancellations and claims. The data model, workflow logic, out-of-the-box templates, and core architecture reflect its origin in personal lines agencies. Leads, client data, and policy information flow seamlessly between AgencyZoom and the agency management system.
Sales suite for the modern insurance agent - sales automation software built for insurance agencies.
Funding
Acquired by Vertafore
