G2 reviewers report that AgencyZoom excels in its user-friendly interface, with many users appreciating the ability to track everything in one place. Features like leaving notes, creating tasks, and saving phone recordings enhance the overall experience, making it easy to manage client profiles.
Users say that InsuredMine stands out for its exceptional customer support, with specific praise for team members like Rohan, who go above and beyond to assist users. This level of support can significantly enhance the user experience, especially for those new to the software.
Reviewers mention that while AgencyZoom has a solid feature set, some users feel it could improve in matching specific workflow needs, indicating potential configuration challenges that may arise during implementation.
According to verified reviews, InsuredMine's continuous improvements and feature updates keep users engaged and satisfied, with tools like the Pipeline Manager and Retention Pipeline being particularly highlighted for their effectiveness in managing client relationships.
Users report that AgencyZoom's ease of use is a significant advantage, with many finding the platform clean and intuitive. However, some users have noted that the setup process could be smoother, suggesting room for improvement in onboarding.
Reviewers highlight that InsuredMine's comprehensive toolset, combined with its strong customer care, makes it a compelling choice for small businesses looking for a reliable CRM solution. The emphasis on customer support can be a deciding factor for users who prioritize assistance during their software journey.
Pricing
Entry-Level Pricing
AgencyZoom
No pricing available
InsuredMine
Individual
Free Trial
Per Month
Independent Insurance Agencies who want to grow their business, convert more leads, engage more contacts and retain clients longer.
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