Agencyzoom1.2.0 - App Store
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Official App Store Link
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Publisher Description
Managing an insurance agency doesn't 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 you'll 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.
Version History Bug fixes. 1.2.0 07/21/2023 - Fix Dashboard UI bugs
- Add V4sso login
- Other modifications 1.1.9 04/14/2023 - Add cancel account feature
- Other bug fixes 1.1.8 06/24/2022 - bug fixes 1.1.7 04/09/2022 - Add custom fields support for leads
- Add CSR support when create or edit a lead
- Add upload and change file name for lead
- New UI
- Bug fixes 1.1.6 02/17/2022 - Bug fixes. 1.1.5 09/09/2021 - Bug fixes. 1.1.4 06/30/2021 - Fix non-admin users can't login bug. 1.1.3 05/15/2021 - Add customer pipeline support for leads and reports.
- Minor UX updates.
- Bug fixes. 1.1.2 05/14/2021 - Bug fixes.
- Minor UX updates. 1.1.1 01/05/2021 -Bug fixs
-Prepare for next version 1.1.0 12/29/2020 - Clean customer list
- Update UX 1.0.9 11/29/2020 - Send and receive emails or texts
- More details about customers
- Change UX on Dashboard
- Add Revenue on Dashboard
- Other bug fixes 1.0.8 11/25/2020 - Bug fixes 1.0.3 06/16/2020 - Added FaceID
- Fixed font size issues
- Optimized notifications
- Other bug fixes 1.0.2 06/15/2020 - Bug fixes.
- Chat widget to be able to speak with the AgencyZoom support team. 1.0.1 01/25/2020 1.0 12/27/2019
