Point of Contact: Moe Latif
Available Services: Sales Management Tool, New client on-boarding, retention workflow manager, daily activity tracker, commission calculator, Life and Health CRM, Process automation
Every day thousands of agencies use AgencyZoom to turbocharge their business. Designed for agency owners, by agency owners, AgencyZoom is like rocket fuel for P&C agencies.
AgencyZoom is built to ignite growth by increasing sales and retention, automating routine tasks, efficiently on-boarding new business, motivating producers and increasing Life and Health production.
+ Ignite P&C sales growth and crush your goals
+ Increase client retention
+ Instantly grow referral business
+ Efficiently onboard new clients
+ Life and Health specific CRM to help manage your leads
+ Automate routine tasks
+ Track daily activity
+ Mitigate E&O risk
+ Motivate your sales staff
+ HR team management suit (PTO, time clock, HR records, etc)