AgencyZoom

AgencyZoom

Vertafore
LeadOrganizer

LeadOrganizer

LeadOrganizer.net
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+

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About

Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.

About

LeadOrganizer™ - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. Real time quotes for Term Life insurance is a powerful built-in quote engine application. Assess online, get instant quotes to help faster decision-making and improve your sales ability.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies searching for a solution to build an automated customer journey

Audience

Insurance industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vertafore
Founded: 1969
United States
www.agencyzoom.com

Company Information

LeadOrganizer.net
www.leadorganizer.net

Alternatives

Alternatives

Compulife

Compulife

Compulife Software
NinjaQuoter

NinjaQuoter

Ninja Technologies
Applied Rater

Applied Rater

Applied Systems
RenewalCompass

RenewalCompass

Regency Software LLC

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Axis LMS
Canopy Connect
Gaya Ai
Qoris AI
Sonant
Vonix
Wufoo
Zapier

Integrations

Axis LMS
Canopy Connect
Gaya Ai
Qoris AI
Sonant
Vonix
Wufoo
Zapier
Claim AgencyZoom and update features and information
Claim AgencyZoom and update features and information
Claim LeadOrganizer and update features and information
Claim LeadOrganizer and update features and information