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