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!
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 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.
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.
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.
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