Managing an insurance agency doesn't have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere.
With AgencyZoom you can do all of the following.
Manage leads:
With the mobile lead manager you'll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone
Track sales and daily goals:
Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers' performances stack up.
Organize daily tasks:
Create and manage tasks directly from your phone. Never miss another todo!
Review Customer Information :
Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details.
Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.
This app is great for viewing who is selling, but it doesn’t have all options that are available on the Website. I would love it if there was an option to clock in and out, view timesheet, request time off, etc.
I love the website
Jon - Premier Choice
I love the website but the app needs work. I’d like to be able to view all the contact info. Address, email, phone, without having to hit the make a call button. You have the Quote tab and Opportunity tab but no contact tab.
Fantastic App!!
KDK48
The AgencyZoom app is the perfect addition to the system. You can be updated for each sale and see your agency production in live time, right from your phone!
Great app! For a even better system!
Jmy5129
This app is the perfect addition to a system that I could NOT run my agency without. This tool and it’s app will have a transformative effect on your agency.
Bug fixes.
Version 1.2.0
The developer, Agencyzoom, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Agency Zoom, LLC
Size
58.7 MB
Category
Business
Compatibility
Requires iOS 11.0 or later.
iPhone Requires iOS 11.0 or later.
iPod touch Requires iOS 11.0 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
