AgencyZoom is extremely useful for automating outreach and follow-up with both prospects and current customers. The performance is top notch and does not lag. Review collected by and hosted on G2.com.

AgencyZoom feels somewhat limited when it comes to its built-in data analysis, and it requires a higher-tier plan to access features that, in my opinion, should already be included. Support and onboarding leave a bit to be desired, since it isn’t easy to get quick answers to questions when they come up. The AI capabilities of the software also still feel limited compared to competitors, although I’m sure it will catch up over time. Review collected by and hosted on G2.com.

We’ve had an outstanding experience using AgencyZoom across our district. It has truly transformed the way we track and manage agent production.

The platform provides incredible visibility into performance, allowing us to easily monitor activity, identify trends, and coach our agents more effectively. The dashboards are intuitive, and the reporting tools make it simple to stay on top of key metrics without wasting time digging through data.

One of the biggest advantages is how it drives accountability and consistency across our teams. Our agents know exactly where they stand, what’s expected, and how to improve. It has helped create a culture of transparency, motivation, and growth.

Additionally, the automation features save a significant amount of time, allowing our team to focus more on selling and less on administrative work. From pipeline management to follow-ups, everything is streamlined and efficient.

Overall, AgencyZoom has become an essential part of our daily operations. If you’re looking to increase productivity, improve tracking, and elevate agent performance, this is a must-have tool. Review collected by and hosted on G2.com.

One area for improvement is recruiting functionality. We would love to see AgencyZoom expand its capabilities to better support recruiting efforts, as this is a critical part of growing and maintaining a strong district. Having recruiting tools integrated into the platform would make it even more valuable as an all-in-one solution. Review collected by and hosted on G2.com.

I love how easy it is to use and how seamlessly it connects with every app we rely on. It makes it straightforward to track every interaction we have with a customer and keep all of their files stored together in one place. We can also create tasks for ourselves or assign them to other co-workers, which makes it much easier to stay organized and keep everything moving in the right direction. Review collected by and hosted on G2.com.

Maybe how the Leads are set up? It doesn't seem as easy to keep track of new prospects as it is with current customers. Review collected by and hosted on G2.com.

I've used a CRM in the past when I worked in property management. I know how well it can help streamline processes, in any industry. This is a new platform in our small insurance agency, but has really helped keep our tasks on track and help see where we're all at in quoting clients. Helps to make sure nothing falls through the cracks. Review collected by and hosted on G2.com.

I wish we could upload or import a CSV to create unique email lists for blasting clients that meet certain criteria. As it is now, we have to create a unique tag for clients to create those specialisted email lists. That takes a lot of time. I also wish when we upload our book of business that tags would generate based on the types of policies each client has. Right now we're having to manually add tags to each client. If there's a better way, we're not aware of it. Review collected by and hosted on G2.com.

Integration & Automation. Easy to integrate with multiple systems/services. Easy to automate workflows, marketing & servicing, saving us significant amounts of time and effort. Review collected by and hosted on G2.com.

Differentiating where automations are sent can be difficult -- ie, does this email need to go to a specific contact under a customer account? Or should it be sent to the primary contact under a customer account? Changing the intended recipient can be difficult. Also difficult to understand all the automations which are being sent to an individual -- there could be Customer-level automations (onboarding and similar), Service-level automations, and Lead-level automations all being sent to the same individual, and it is possible to overwhelm people without intending to do so. Review collected by and hosted on G2.com.

I like that we can keep all of our business and outside business in agency zoom. We can also delegate all service requests in agency zoom between all customer service reps. We can also keep track of our goals for the office Review collected by and hosted on G2.com.

The chatting/ support needs some assistance. Sometimes it takes 30 minutes to get an answer and it feels like its dragging to get an answer. Not sure if the chat reps are real people bc the avatar/profile pics look like AI Review collected by and hosted on G2.com.

I find AgencyZoom very powerful with a lot of features, not just as a CRM but also as an outreach tool. It helps us keep our outreach efforts organized when we have different teams like the appointment setting team and the sales team. We're able to quickly take a lead and move it between teams or steps within our sales pipeline. Additionally, the dashboard view helps us understand what's pending from a bigger picture. Setting up AgencyZoom was pretty easy and straightforward, especially with the RingCentral integration for sending texts and making calls. There are many prebuilt automations, which are very helpful for outreach and process management. I have recommended AgencyZoom to a couple of colleagues. Review collected by and hosted on G2.com.

One of the main issues I have with AgencyZoom is the task management portion. Each lead or customer has a place to create tasks to keep track of what's pending, but it's a bit clunky compared to Asana, which I used in the past for task and project management. AgencyZoom has limited task management features. I still use Asana and link back to AgencyZoom, but there's no way to sync tasks inside AgencyZoom with our Asana tasks. Review collected by and hosted on G2.com.

I like the tasks you can set to remind yourself or other agents when policies need follow up or attention. I do like that you can see the snapshot of where you are for the month in new business written premium. Review collected by and hosted on G2.com.

I do not like that if a renewal is not integrated into the system for some reason, when you go to add it as a renewal, it adds it as new business written premium instead of renewal. We need to code it as a rewrite for it not to count in new business written premium. I would also like to see a renewal column for each month so we know how much premium is renewing, set to renew, along those lines. Review collected by and hosted on G2.com.

I'm liking the integration with using QQ alongside it and being able to pull in the information easily from our books and see the reports in real time as well as be able to reference a workflow as to who needs renewals, extra outreach, etc.

There's been a few frustrating aspects of the workflow but overall it seems to be running smoothly, and love having the ability to message clients directly in the portal. I'm not on the management side to know the pricing or the ROI, but it seems to be doing everything we need it to do plus more. Training and onboarding were helpful. I do wish that there were modules we could learn from and reference at anytime to further our training versus attending zoom calls. Review collected by and hosted on G2.com.

not all integration has been accurate, I have had to go back through our systems and double check information so clients don't get confused. ie. policy numbers, and effective dates are main things that I've seen not align, so when I'm sending out renewal reminders it's frustrating to the clients when it's not matching. Review collected by and hosted on G2.com.

I use AgencyZoom for my Sales Pipeline, and it really makes the sales process seamless and fail-proof. One of my favorite aspects is how it can be tailored to personal preferences, which is super handy. I also love that it integrates well with other agency programs. This integration is fantastic because it keeps productivity high by eliminating the need to duplicate prospect or client information. Creating different marketing campaigns is a breeze and helps us focus on our lead sources from various avenues. The initial setup was very easy and user-friendly, which is a big plus. Review collected by and hosted on G2.com.

The only improvement is some data do not transfer over. Date of birth has to be manually entered. For documents, you have to prompt them with a sync button for them to transfer over. Review collected by and hosted on G2.com.