AgencyZoom Features

Connects clients to their policies, monitors renewal dates and automates reminders.

Enables automated communication through email, calls or messages.

Manages leads from initial inquiry through the sales pipeline to conversion.

Stores and organizes client and prospect details.

Recycles unconverted leads and opportunities for you to win back the next renewal cycle.

Keeps a centralized record of emails, calls, and notes for every client.

Schedules and tracks calls, meetings and follow-ups.

Collects and manages client reviews and feedback.

Create, save, and re-purpose templates for emails, forms, etc.

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, manage and track all task activities and progression

Manage, store and organize emails within the system or via third-party apps

Pipeline view and tracking lead status

Create, design and manage workflows for repetitive tasks

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Triggers reminders and personalized communications for renewals, quotes and client check-ins.

Sends targeted, scheduled messages to nurture prospects and retain clients.

Stores documents linked to customers, policies, and related records.

Connects seamlessly with third-party tools like Office 365, Google Workspace, AMS and carrier portals.

Delivers insights into sales performance, agent productivity and client retention.

Reports specific to sales analysis for trends and strategies

A collection of customer information such as contact details, demographics, previous interactions, etc.

Pre-made examples and templates for emails

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

Notifications/alerts for upcoming events or tasks

Track and manage the scheduling of tasks

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Import and export data to and from software applications

Alter the layout and content of reports

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

Automate workflows and trigger campaigns based on customer actions

Intended to be used by insurers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generate quotes or estimates for customers

Automatically identify and save contact information of potential customers