1. [Home](https://www.g2.com/) 2. ... 3. [Insurance CRM Software](https://www.g2.com/categories/insurance-crm) 4. [AgencyZoom Discussions](https://www.g2.com/products/vertafore-agencyzoom/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_dbc031ae0f680b87fe333d292ebb1650/vertafore-agencyzoom.png "Product Avatar Image") ![Reward for good AgencyZoom reviews](https://images.g2crowd.com/uploads/medal/image/1000430/3b7f4b6f089b16d3d35e49a3d8c58718.svg "Reward for good AgencyZoom reviews") ](/products/vertafore-agencyzoom/reviews) [ AgencyZoom ](/products/vertafore-agencyzoom/reviews) (222)4.6/5 AgencyZoom helps turn more opportunities into revenue and become a more scalable business. Purpose-built for P&C insurance agencies, AgencyZoom is a sales automation solution that connects sales, service, and marketing in one platform. It gives agency owners and leaders clear visibility into performance, streamlines day-to-day operations, and ensures every lead, task, and client interaction is managed with consistency. Drive more predictable revenue growth: AgencyZoom brings structure to the sales process, so opportunities are consistently captured, tracked, and worked. Agencies using AgencyZoom have reported an average of 4.5% increase in sales. Key capabilities: - Lead automation with customizable pipelines and workflows - Video marketing and quoting to engage prospects Strengthen retention and client relationships: With automated touchpoints, and a complete view of client activity, teams can stay ahead of things from onboarding to renewal. This helps improve responsiveness, increase engagement, and protect long-term revenue. Key capabilities: - Service Center to track and manage service-related activities - Google Reviews integration to strengthen reputation Improve efficiency across your agency: AgencyZoom reduces manual work and fragmented processes by automating lead management, task assignments, and communication. Agencies save an average of 30 hours per month, allowing teams to focus more on being trusted advisors to clients. Key capabilities: - Automated task assignments and reminders - Centralized workflows across sales and service Gain clear visibility into performance: Real-time reporting provides a clear view of pipeline health, team activity, and overall performance. Agency leaders can identify trends, spot gaps early, and make informed decisions to keep the business on track. Key capabilities: - Dashboards for performance tracking and monitoring - Seamless integrations with agency management systems and tools Built specifically for insurance agencies: AgencyZoom is designed for how insurance agencies operate, with pre-built sales and service pipelines and flexible automation that can be customized in just a few clicks. Integrate it into your existing tech stack without adding complexity. Show More * * * ### 66 Discussions ### 66 Participants ### 73.0 Nps Score Already have AgencyZoom? ### All AgencyZoom Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is AgencyZoom used for? ](/discussions/what-is-agencyzoom-used-for) What is AgencyZoom used for? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.&title=AgencyZoom+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=AgencyZoom+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=AgencyZoom+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss%0aAsk+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=AgencyZoom+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss%0aAsk+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 5 years ago More Options - [ # What is the best way to access all of your training videos? ](/discussions/what-is-the-best-way-to-access-all-of-your-training-videos) I did not see any option for training videos. How can I see all of your training videos to help better assist my co-workers and me? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.&title=AgencyZoom+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=AgencyZoom+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=AgencyZoom+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss%0aAsk+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=AgencyZoom+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss%0aAsk+AgencyZoom+questions+and+get+answers+from+expert+users+in+our+AgencyZoom+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/vertafore-agencyzoom/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/vertafore-agencyzoom.svg "Product Avatar Image") ### Have you used AgencyZoom before? Answer a few questions to help the AgencyZoom community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fagencyzoom-agencyzoom%2Fdiscuss%3Fsmall_ask%3Dvertafore-agencyzoom) No ## Top Contributors in AgencyZoom 1 ![Brianna C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brianna C.") BC Loading... ### [Brianna C.](https://www.g2.com/users/9adff752-3df6-4160-9d2c-c2caea40ce75 "Brianna C.") Insurance Agent 1 pt 2 RH Loading... ### [Rachel H.](https://www.g2.com/users/5deab2b9-419b-4c79-b068-e3b981d1febf "Rachel H.") CSR 1 pt