Partners AgencyZoom

API Partner
CRM Sales Automation Employee Enablement Customer Engagement Goal Tracking Marketing

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You sell the policy. We automate the rest!

What makes us unique?

Built by insurance agents for insurance agents, AgencyZoom is a cloud-based sales automation and customer engagement solution that meets agencies' modern needs to grow and service their book of business. AgencyZoom is equipped with pre-built sales and service pipelines, automation, and dashboards, so everything can be customized within a few clicks to match agencies' unique processes and needs.

Drive sales growth, increase client retention, and improve customer service with this simple, intuitive platform.

Features and Workflow

The bi-directional integration between HawkSoft and AgencyZoom arms agencies with efficient workflows and enhanced productivity, eliminating the pain of double entry and jumping between solutions. Here are a few ways to utilize this integration:

  • Import HawkSoft book of business to begin onboarding, retaining, and servicing your client base in AgencyZoom
  • Book of Business sync allows you access to powerful reporting and business insights to remarket and retain clients with ease
  • Import active leads from HawkSoft to leverage AgencyZoom sales automation and pipeline tracking
  • Sync activities (notes, emails, texts, tasks) and documents back to client files in HawkSoft to minimize E&O risk
  • Never miss your goals or hooray moments by taking your agency on the go with AgencyZoom's mobile app

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Data Ownership Policy

HawkSoft was provided the following statement by AgencyZoom:

Please see our Privacy policy statement: https://www.vertafore.com/product-privacy-statement

HawkSoft has reviewed the resource(s) provided above by AgencyZoom. Based on the provided resource(s), HawkSoft cannot determine AgencyZoom's (or parent company Vertafore's) specific position on data ownership. In a fair evaluation, no aspect of the provided resource(s) claims ownership of data provided or created by the agency using their service or system.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from AgencyZoom to make your own informed decisions for your business.