Robyn P.
RP
Robyn P.
Team Member
Small-Business (50 or fewer emp.)
"Easy Task Visibility and Detailed Notes for Better Teamwork"
4.5/5
What do you like best about AgencyZoom?

I like that I can see my coworker's tasks and help them as well as keep detailed notes. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

I wish the texting was less buggy. I wish it would notify me more as well. I would prefer to get an email when a text message hasn't been read after an hour. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Hello, Robyn! Thank you for taking the time to share your experience with AgencyZoom. We're glad to hear that you find the task visibility and detailed notes helpful for better teamwork. We're happy to be a part of your business and appreciate your feedback!

UG
Ulises G.
CEO
Small-Business (50 or fewer emp.)
"Streamlined Client Management with Robust Automation"
4.5/5
What do you like best about AgencyZoom?

I like that with AgencyZoom we can do a lot of automation depending on the stage of the customer, which helps us stay organized. The automation features are valuable because they automate a lot of tasks that are time-consuming. Having a CRM that's actually organized is great as it helps us keep all our clients and leads in one place, and manage everything we're working on daily. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

I would like if we could do some other extra stuff like webhooks for outgoing triggers based on instances. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Hello, Ulises! Thanks for your review of AgencyZoom! We're glad to hear that you find our automation features valuable and that they help you stay organized. We genuinely care for our customers and are delighted to know that our dedication shows.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Organized, Easy-to-Use Automation That Speeds Up Client and Task Management"
5/5
What do you like best about AgencyZoom?

I like how organized and easy it is to use. It makes managing clients, tasks, and follow-ups way faster and smoother. The automation features also help save a lot of time. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

Sometimes it feels a bit clunky and slow. The UI can get overwhelming with too many tabs and steps. Some automations and integrations are limited unless you’re on higher plans. Notifications and task tracking could also be smoother. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thanks for taking the time to share your experience with AgencyZoom! It's our goal to provide an exceptional customer experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback!

Tonya H.
TH
Tonya H.
Office Manager
Small-Business (50 or fewer emp.)
"Effortless Sales Tracking and Team Insights"
4.5/5
What do you like best about AgencyZoom?

I really appreciate AgencyZoom's ability to break down sales on multiple levels. It allows me to see numbers for the agency, individual producers, and CSRs, and it helps us identify who might need sales or cross-sale guidance. Also, the initial setup of AgencyZoom was extremely easy for my team. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

It integrates with our Agency management system, but I have to click an extra button to make that happen. I'd like to see it happen automatically, without having to change my AMS. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thank you for your review of AgencyZoom, Tonya! We're thrilled to hear that our platform is helping you manage leads, track sales, and simplify sales tracking and analysis. We appreciate your feedback and look forward to continuing our partnership.

JH
Jeanne H.
Director of Operations
Small-Business (50 or fewer emp.)
"Excellent for Tracking Clients, Policies, and Renewals!"
5/5
What do you like best about AgencyZoom?

It keeps track of all of our clients and their policies, including renewals. If you have it set up correctly, it will also send emails and texts with all the policy information. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

Nothing-it is great! I have not had any issues with Agency Zoom. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thank you for your review of AgencyZoom, Jeanne! We're thrilled to hear that our platform works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Organized and Easy to Track Tasks and Leads"
4.5/5
What do you like best about AgencyZoom?

I like how organized agency zoom is. it is easy to keep track of my tasks and my leads. i don't get overwhelmed by all the information. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

the only thing i don't like is the lag. i put information in and it will take agency zoom up to like 20 minutes sometimes to process it. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Hello and thank you for your review. We're delighted that AgencyZoom has met your expectations. We're grateful for your input!

Lindsey A.
LA
Lindsey A.
Sales Lead
Small-Business (50 or fewer emp.)
"Keeps Leads Organized with Clear Sales Stages"
5/5
What do you like best about AgencyZoom?

The ability to have everything organized, the leads are available in stages to keep track of the quotes and sales. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

Some automations are too much but we have the option to turn on and off specific automations and I love that! Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thank you for your review of AgencyZoom, Lindsey! We're glad to hear that you find our sales stages and lead organization helpful. We appreciate your feedback and look forward to continuing our partnership.

Ryan D.
RD
Ryan D.
Small-Business (50 or fewer emp.)
"Good Pipeline Management, Needs Improved Syncing"
3.5/5
What do you like best about AgencyZoom?

I like the pipeline view in AgencyZoom for tracking new account inquiries to binding. It allows us to put a mental picture as to where various accounts are at within the process and update or act accordingly. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

The new business policy/premium syncing between AMS360 and AgencyZoom can be problematic. When we force sync from AgencyZoom to AMS360, the premiums routinely reset to $0. This requires manual, duplicate entry of data. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thank you for your review of AgencyZoom, Ryan! We're glad to hear that you find the pipeline view helpful for tracking account inquiries. We understand the frustration with the syncing issue between AMS360 and AgencyZoom and will take your input into consideration for future updates. We value your business and aim to provide the best experience possible.

KS
Kalpana S.
Small-Business (50 or fewer emp.)
"Intuitive CRM that Retains Clients"
4/5
What do you like best about AgencyZoom?

I like that AgencyZoom is modern, clean, and easy to read. The referral portal, dragging between stages, and integrations are valuable as they help us retain business and keep clients happy. The initial setup was pretty simple, and the team is great. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

I don't know yet as I am still fairly new. I will be importing from AMS360 soon, so I will know more about its cross functionality soon. Less buttons. Sometimes more is less, and some pages like the automation page just feel overwhelming. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Hello, Kalpana. We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority! We're glad to hear you're enjoying our product's modern interface. Please don’t hesitate to reach out if you need anything as you get comfortable in the program!

Bill M.
BM
Bill M.
Owner
Small-Business (50 or fewer emp.)
"Amazing Integrations That Keep Everything in One Place"
5/5
What do you like best about AgencyZoom?

We use PL Rater and AMS360. The best part of AgencyZoom is that it connects to both of those services, along with my corporate email. The integrations are amazing, and it makes it much easier to keep everything in one place. Review collected by and hosted on G2.com.

What do you dislike about AgencyZoom?

I think it would be amazing if it had a better built-in bulk email sending feature. Review collected by and hosted on G2.com.

Response from Nate McKissick of AgencyZoom
Edit edit

Thank you for your feedback, Bill! We're glad to hear that you are enjoying the integrations of AgencyZoom. We appreciate your review and look forward to continuing our partnership.