Agency Zoom

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

AgencyZoom is a sales and automation solution specifically made for Insurance Agents. AgencyZoom helps you better manage leads, track sales, onboard new business and retain customers.

+ Automated lead follow ups and campaigns to help you convert more leads
+ Automated new business onboarding workflows
+ Automated sales and service task workflows
+ Automated Google reviews
+ Automated Referral generator
+ Pre-built lead and retention campaigns
+ Robust goal management and sales tracking
+ HR team management suite (PTO, time clock, HR records, etc)
+ Robust sales and activity reports
+ Take your agency on the go with our iOS and Android mobile app