Multi-location insurance agencies need a solution that can easily track and manage agencies' activities in real time, streamline automated sales and service workflows, and deliver in-depth reporting to make insightful, data-driven decisions.
AgencyZoom Enterprise was built to do exactly this.
Standardize your operations and reduce manual effort by creating and publishing sales and service pipelines, automation, and service configurations to your ecosystem. Run your operations faster and more efficient than ever.
Provide consistent, effective communication across the business by designing and distributing ready-made email and text templates and documents to all your agencies.
Create personalized dashboards to keep a pulse on agency insights that matter most to the business. Track essential metrics like new business sales, sales activities, and peer comparisons. Uncover insights to optimize best practices, pinpoint areas for improvement, and eliminate any guesswork for impactful results.
