Agencyzoom 1.2.0

Managing an insurance agency can now be done remotely thanks to tools like AgencyZoom. With this platform, you can efficiently handle leads, monitor sales progress, and organize tasks from any location.

• Manage leads: Utilize the mobile lead manager to update lead statuses, record notes, send emails, generate quotes, and even complete policy sales directly from your phone.
• Track sales and daily goals: Stay informed with real-time notifications on policy sales and easily track sales performance. Keep tabs on the sales details, salespeople responsible, and evaluate your producers' effectiveness.
• Organize daily tasks: Quickly create and manage tasks right from your phone, ensuring no important to-do item is overlooked.
• Review customer information: Access customer policy details from your phone, jot down notes, schedule meetings, and review policy specifics conveniently.

Regardless of whether you're on-the-go or unwinding in a far-off destination, AgencyZoom empowers you to effectively manage your insurance agency remotely.