Managing an insurance agency doesnt have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere.
With AgencyZoom you can do all of the following.
Manage leads:
With the mobile lead manager youll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone
Track sales and daily goals:
Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers performances stack up.
Organize daily tasks:
Create and manage tasks directly from your phone. Never miss another todo!
Review Customer Information :
Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details.
Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.