Automation for
Personal LinesCommercial Lines
Sales
Pipelines with automated campaigns based on lead sources.
No lead left behind! These robust pipelines are paired with powerful campaigns that engage prospects for three years. Ensure you follow up at set intervals to capture every opportunity to grow your agency.
Client Onboarding
Automated onboarding campaign for new and cross sold customers.
Educating and adding value to your new customers from day one
Retention
Nurture campaigns that provide information about insurance and other important financial topics to your customers.
Setting you apart as a trusted advisor.
System Settings
Configuration of recommended system settings
AMS integration support on Live Training Calls
Service Center AgencyZoom Pro Required
Pipelines with Robust Automated Campaigns, taking hours of work off your service team and providing a high touch customer experience.
Renewals
Policy Changes
Late Payments
Missing Documents
Claims
Inspections and MORE!
Marketing
Organize and connect with more referral partners with our powerful referral partner pipeline.
Automation to connect with key centers of influence in your community.
Lawyers, accountants, CPA’s, car dealerships, lenders, and realtors.
Reach out and nurture your partnership with these influential referral partners to create more inbound opportunities for your agency.
Recruiting
Do you have a hiring process in place? Don’t worry – we’ve built a robust hiring process for your AgencyZoom CRM. Invite to apply, manage applications, and automate your interview process.
We all want to hire top talent but who has the time to get everyone scheduled for an interview and follow up with each applicant?
Don’t worry we’ve created an easy to use recruiting pipeline to handle all of that.
Events AgencyZoom Pro Required
Fun birthday messages to help your customer celebrate their special day.
Beautifully designed holiday campaigns to stay top of mind with your customers during the holidays.
Zapier/Custom API Integrations
When your tools talk, your team wins.
Most agencies have great software — but nothing connects. Data breaks. Tasks get duplicated. Staff wastes hours re-entering the same information.
That ends here.
Accelerated Automation builds custom integrations and Zapier automations designed specifically for insurance operations. If it’s in the API, we can build it.
And much more!
These general ideas are jsut the tip of the iceberg, we can build anything your agency needs. Including custom integrations to truly make your AgencyZoom THE source of truth in your agency.
Team Training
One of our customers favorite parts of our service is the live hands on training!
Access to a specialized AgencyZoom Courses to learn all the basics of this powerful CRM.
Upon course completion you and your team are assigned to a dedicated AgencyZoom trainer.
Personalized, hands on training. Dive deep into best practices with your trainer over weeks or months.
Training calls are provided to the agent to keep on record. Including: recording, summary and transcription.
