I like AgencyZoom for its ease of function. It integrates with so many different platforms and systems, which keeps my data in one place and helps me keep track of my sales process. The initial setup is fairly easy, and I even recommended it to my entire district. Review collected by and hosted on G2.com.

I don't like that it takes some of the most coveted features and makes them available only in the highest paid tier. I think the mid-grade tier should have the function of linking my phone system with dialing out from AgencyZoom and not having to copy-paste into my dialer. Review collected by and hosted on G2.com.

Agency Zoom is extremely user-friendly and has a clean interface. The chat team is prompt, courteous, and always ready to help whenever I need it. Review collected by and hosted on G2.com.

There have been very few things I haven’t liked about Agency Zoom, and nothing really stands out as a major issue. Review collected by and hosted on G2.com.

The automation that triggers after a sale to request a Google Review. I think that's the most helpful feature. Review collected by and hosted on G2.com.

There are only a few automations that come with it, anything after that are not included so you have to create them, or hire a third party to do it. Would be nice if they came out with updated automations from time to time. And/OR have training. I would attend classes to learn more about creating better automations and higher levels. Review collected by and hosted on G2.com.

Everything is all in one place, which makes it much easier to manage. It really helps simplify our day-to-day tasks. Review collected by and hosted on G2.com.

Notes on the new Business: You can’t highlight multiple pieces of text from different parts of a note and change their formatting at the same time (for example, color, bold, or italics). Review collected by and hosted on G2.com.

The extremely helpful and on spot assistance from Customer Service through the chat feature. Review collected by and hosted on G2.com.

Honestly it is hard to single out anything, if there was one, I'd say the sync capabilities between Agency Zoom and QQ. It would be nice to see a more robust layout between the two where QQ provides more info back into Agency Zoom Review collected by and hosted on G2.com.

I love how easy AgencyZoom is to use and customize to fit my needs. It handles my specific processes for onboarding, service, and sales seamlessly. I also appreciate how it helps track goals, agency production, and revenue, which are really important to me. The analytics feature is great for understanding what works in different ZIP codes for marketing. Review collected by and hosted on G2.com.

I would like a little bit more customizability when it comes to the list of views. Review collected by and hosted on G2.com.

I like that AgencyZoom allows us to reach out to a larger number of people, which results in more quotes and eventually more sales. It allows each agent to be accountable for making a significant number of calls each day. I also appreciate the setup process, which was pleasant and issue-free. Additionally, I like the fact that AgencyZoom offers chat support and customer service that is really well managed. Review collected by and hosted on G2.com.

Would like to see more integration with Mav, Apex, and more third-party uses from it. Review collected by and hosted on G2.com.

Customer Support with Agency Zoom is on point.

I love the automation which allows us to be more efficient with our time Review collected by and hosted on G2.com.

The only downside (which really isn’t one) is that there are a lot of features, and we want to implement them all immediately. We just need to slow down a bit to speed up, so to speak. Review collected by and hosted on G2.com.

I like that AgencyZoom is easy to use and integrates smoothly into other systems like phones and lead management. It also offers automation capabilities, handling tasks that my agents might struggle to manage on their own. Another thing I appreciate is how AgencyZoom links phone systems and text messages directly into the system, which makes things more streamlined for us. The initial setup was very easy, with a clear step-by-step walkthrough and multiple phone calls to guide us, helping us reach where we needed to be. Review collected by and hosted on G2.com.

I really wish that there was more set up in the beginning. And it would take a little less time to get going. Review collected by and hosted on G2.com.

I love the ease of updating our automations in AgencyZoom and how it seamlessly connects with other systems. It allows us to instantly update our client communication, ensuring clarity. Plus, it integrates with many systems we use and even connects with Zapier for those it doesn't. Review collected by and hosted on G2.com.

It would be fantastic if we could automatically move cards based on client responses, as well as allow us to add buttons to the automations. There are also some additional information added for Zapier to have access to. Review collected by and hosted on G2.com.