AgencyZoom powered by Vertafore is a cloud-based sales automation software platform tailored for insurance agencies. Acquired by Vertafore in November 2021, it integrates seamlessly with Vertafore’s suite of agency management systems, creating a modern ecosystem for insurance agencies.The platform automates the entire sales lifecycle, enhancing efficiency for insurance producers and agencies. Key features include customer engagement automation, lead management, pipeline tracking, and onboarding solutions. AgencyZoom also provides data insights to help agencies analyze performance and refine sales strategies. With a focus on improving customer and employee experiences, AgencyZoom supports over 5,000 agencies in modernizing their sales processes and driving growth in a competitive market.
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