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Agencyzoom

Agencyzoom

Automate your insurance agency

38 ratings
12 reviews
💼 Business
📊 Productivity
Free

Details

  • Released
  • Updated
  • December 26, 2019
  • July 21, 2023

Features

Developer

Agency Zoom, LLC
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About

Manage your insurance agency remotely. Track leads, monitor sales performance, organize daily tasks, and access customer policy information from your phone. Stay productive whether you're in transit or on vacation.

✓Lead management
✓Sales tracking
✓Task organization
✓Customer information review
✓Real-time sales notifications
✓Quote capture
Show original description

What's New in Agencyzoom

1.2.0

July 21, 2023

Bug fixes.

User reviews

Most RecentHighest RatedLowest Rated

We need an IPAD Version

Good app but we need an IPAD version!!!!! Please make one
MadpersonpostMadpersonpost

Missing Fundamental Features

There is no way to view contacts or assigned agency personnel. A CRM /sales solution that leaves out the key people on an account is not very valuable.
bizintxbizintx

Seems fine but cannot add a lead

All required info is entered but cannot add the lead. Pressing the + Add Lead button does nothing. : (
DKCook5DKCook5

Waiting for their rep…..still

Still awaiting for your rep to get back to me.
Mark RANUMark RANU

I love the website

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.
Jon - Premier ChoiceJon - Premier Choice
See 7 more reviews

FAQ

What can I do with Agencyzoom?

Agencyzoom allows you to manage leads, track sales performance, organize daily tasks, and review customer policy information directly from your mobile device. You can update lead statuses, take notes, send emails, capture quotes, and even sell policies.

Is Agencyzoom free to use?

Yes, Agencyzoom is available for free. It does not have any in-app purchases or advertisements, offering a completely free experience for users.

What devices does Agencyzoom support?

Agencyzoom is available on iPhone and iPod devices. It is designed to be accessible on the go for users of these Apple mobile devices.

How often is Agencyzoom updated?

The latest version of Agencyzoom, 1.2.0, was released on July 21, 2023. This indicates that the app receives regular updates to improve functionality and reliability.

What is the age rating for Agencyzoom?

Agencyzoom has an age rating of 4+. This means it is suitable for users of all ages and does not contain any content that would be inappropriate for children.

How does Agencyzoom help track sales?

Agencyzoom provides real-time notifications when a policy is sold, allowing you to monitor sales performance on the go. You can track what was sold, who sold it, and how your producers' performances compare.

Can I manage customer information with Agencyzoom?

Yes, you can look up customer policy information directly from your phone using Agencyzoom. The app also allows you to take notes, schedule meetings, and review policy details for each customer.

Does Agencyzoom have ads?

No, Agencyzoom does not contain advertisements. The app is completely free and ad-free, ensuring an uninterrupted user experience for managing your insurance agency.