I like that AgencyZoom syncs and links everything together, whether it's text, email, or policies, if done right. The API integrations with Farmers and Alta are fantastic. It streamlines everything so we don't have to enter data into multiple systems. I appreciate being able to pull data like a driver's license, date of birth, name, and address, making it easier to replicate into different carrier corp systems. The setup was pretty seamless, with just a bit of data remodification needed to get the majority of what I needed in there. Review collected by and hosted on G2.com.

Some communication issues when I send in a ticket. I often don't have the bandwidth that day to respond, and this makes it challenging when tickets are left open. I also encounter problems with integrations, malfunctions, and data entry. Review collected by and hosted on G2.com.

I like that AgencyZoom is easy to learn and simple to understand. I also enjoy working with the pipelines and lifecycle automations because they offer the flexibility to create automations, which makes managing our customer service and lead process simpler. Review collected by and hosted on G2.com.

I don't think the HR component works very well at all. I think it's clunky and it's old. There's not a lot of ways to edit it and create maybe templates or anything HR wise. Secondly, I don't like that there isn't a recurring email feature. So I could set up recurring reminders, for example, like recurring tasks that aren't related to a service ticket or a stage of a pipeline. I also think you could improve the reporting features to help managers get better insights automatically. Automatically runs certain reports and send them to me weekly. Review collected by and hosted on G2.com.

The sales pipeline is our favorite feature. Our sales process was so disorganized before AgencyZoom! Review collected by and hosted on G2.com.

I don't like that sometimes there will be confusion between AgencyZoom and AMS360 -- things not syncing correctly, duplicates, etc. Review collected by and hosted on G2.com.

I really appreciate AgencyZoom's ease of use and the fact that it requires very little training time. The built-in automation is a big plus, allowing us to send text messages and emails automatically to touch leads we haven't connected with yet, saving us time to focus on making phone calls. I also find the pipeline management to be very nice and clean, which helps manage leads effectively. The initial setup was incredibly easy and intuitive, almost like walking through everything step by step, making the process very smooth. Review collected by and hosted on G2.com.

I'm not crazy about the additional fee for the click to dial feature that integrates with RingCentral. I wish there was more of an auto dialer or power dialer built in, like Ricochet. The dialing situation is a bit slow, which is why I'm hesitant to give it a higher score. Review collected by and hosted on G2.com.

I like that AgencyZoom acts as a centralized platform where we can consolidate many technology features, making it easier for our team. It helps us avoid having to learn and master multiple different tools, allowing everyone to focus within one system. I also find it very helpful to make phone calls with just a click of a button and to send and receive text messages that automatically sync across our CRM without needing extra notes. The ability and flexibility to customize the system to shape the customer experience is a huge factor for us. I'm also pleased about the prospects of AgencyZoom getting better with its open API platform, which lets us integrate several tools, and we're constantly improving it over time. Integrations with other tools like AMS 360 and PL rating add to the benefits, which I find valuable. Review collected by and hosted on G2.com.

I would like the integration between AMS 360 to be perfected and tweaked. For example, we really need to have our customized activities list sync properly, which right now they don't. I would like the sales pipeline to be enhanced so that we have different distribution methods. Right now, it seems there's just the ability to have a round robin assignment, but I wish there was a 'shark tank' distribution method. The initial setup of AgencyZoom wasn't very easy, and even though it's been over a year, the initiation is still going on. There's still a lot of frustrations and hurdles that we're trying to overcome, as well as continuing to customize and fine-tune the system, which isn't quite working well so far. Review collected by and hosted on G2.com.

I like that the design is very user-friendly, and new producers and service people can start clicking around quickly and understand how things work. The onboarding process is smoother and shorter due to this, which helps everyone get up to speed more quickly. It cuts down the time and money spent on training, as people can quickly get into the system and be productive using AgencyZoom's easy-to-use functions. Review collected by and hosted on G2.com.

I think some things that are lacking are just the task management feature. You can't really click to dial right from the task list. You have to go into each additional contact card, which slows down making those calls. It would be nice to see some sort of dialer function that would allow those to go much more quickly with voicemail drops, some of these features that other CRMs have. And then, of course, I would love to see more AI in there as far as AI note-taking, linking AI to reply to our Google reviews as we get them, things of that nature that would make the flows easier and more automated, and just from a functionality standpoint, require less manual work. Another challenge was getting the sync between our AMS and AgencyZoom to sync properly with Nowcerts. Review collected by and hosted on G2.com.

I love the integration with RingCentral, as it automatically saves recorded phone calls, text messages, and integrates well with our email system, which means it saves emails too. This feature helps ensure we don't forget to add important notes from conversations with leads or current insured clients. I love that I can adjust some automations very easily based on the success of our campaigns or approaches. It's also convenient to have everything in one place with AgencyZoom, where I can manage texting and move leads along the process, and I find the texting templates really helpful. Review collected by and hosted on G2.com.

I find it frustrating that you cannot customize pipelines in AgencyZoom. We just have a new life application within the carrier I work with, and since the existing pipelines are already set up and cannot be edited, they don't work with our new process. I would also love for there to be an option in the automation to automatically send an email or text when certain tasks are completed, like if we call a lead and they don't answer, it would be great if marking the call as complete could automatically trigger a text message. Additionally, the initial setup was pretty overwhelming, especially for someone not using those pre-built automations. There's a lot AgencyZoom can do, which can be overwhelming when trying to build out your automation. Review collected by and hosted on G2.com.

I use AgencyZoom for my Farmers Insurance Agency and really appreciate its ability to help me track my producers' production each month. The software is very well organized and allows for a good process in reaching out to leads. The feature I like most is the consistent communication, which synchronizes with other apps to schedule text messaging and email, making it possible to communicate with potential customers en masse. This is a real lifesaver, especially for reaching out to old, dated leads that weren't closed before but might be in the future. I also find its ease of setup impressive, probably easier than setting up any sort of social media account. Review collected by and hosted on G2.com.

I'm not too big of a fan of the tasks feature in AgencyZoom. I can appreciate what it's meant to do, and it seems like it could be very useful, but honestly, it's not too accurate. It's not the best at determining the actual task needed for the day. I feel that it could be reformed to be a little more accurate and more convenient in setting a good to-do list and determining which lead needs attention. Review collected by and hosted on G2.com.

I love how the dashboard and leads portions of AgencyZoom help us maintain our agency's goals and hit our numbers. The dashboard is very specific, letting us reflect on the types of leads being sold and identify markets we're not accessing enough. It enhances our conversations with producers by making discussions about their progress more specific and engaged. The leads portion allows us to monitor clients who need follow-ups to secure their insurance at the right time. The initial setup was very easy, with Joseph being instrumental in assisting with any setup or navigation questions. Overall, AgencyZoom has been vital in helping our agency hit our goals and grow, and as a Sales Manager, it's truly helped us add more agents to our agency. Review collected by and hosted on G2.com.

The differentiation between personal lines and commercial lines leads seems redundant. If we list them as commercial leads, then they are placed in a different space which makes navigating and monitoring those more cumbersome. We have just been adding commercial leads in our personal lines section and listing the policies quoted/sold as specific commercial policies so we can keep those numbers in the same agency bucket. Review collected by and hosted on G2.com.

I use AgencyZoom for every single touchpoint: sales, service, quotes, and even document uploads. It provides a central nervous system with everything in one spot, which makes a huge difference from the scramble system I used to have. I love the pipeline and all its features, especially the color tags—those are mind-blowing! The more color coding AgencyZoom has, the better. Being able to personalize tags and pipeline boxes is fantastic, with specific spots for service, leads, and even today's tasks. It's easy, simple, and so needed! The ability to customize colors helps me quickly see what each client needs, like a purple tag for new purchases and a bright green tag for DMI inspections scheduled. The setup was really easy, even for someone like me who's not great with tech. I also use it with Lightspeed VOIP phones, which is the best part. Overall, I find AgencyZoom to be an incredible system I didn't even know could exist. Review collected by and hosted on G2.com.

Sometimes making changes to contact info already added is tricky. Maybe just this. Review collected by and hosted on G2.com.