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support

Description

Launch your producers into success with AgencyZoom's user-friendly sales platform that helps your insurance agency stand out and retain customers. Featuring an impressive dashboard, you'll easily identify which team members are achieving their targets and which may need additional support. With a simple click-and-drag interface, the software is designed for effortless navigation! Leverage intelligent automation to ensure your insurance sales soar to new heights. Create a seamless customer journey that spans from initial prospecting to renewals and beyond, giving you a clear view of your performance metrics for today, this month, and throughout the year. Over time, you'll automatically accumulate glowing Google Reviews for your agency each month. Our lead management system simplifies the process for agents to track and engage with valuable leads, utilizing smart tools that effectively nurture the right prospects at the right time. This innovative approach not only enhances productivity but also drives sustainable growth for your agency’s future.

Description

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Braintree
Buffer
Canopy Connect
Choozify Visitor ID
Clio
Dropbox
Dropbox DocSend
Gaya Ai
Gmail
I Done This
Instagram
NetSuite
Nimble
SlideShare
Solve CRM
Tick
Xero
Zapier
Zendesk
Zuora

Integrations

Braintree
Buffer
Canopy Connect
Choozify Visitor ID
Clio
Dropbox
Dropbox DocSend
Gaya Ai
Gmail
I Done This
Instagram
NetSuite
Nimble
SlideShare
Solve CRM
Tick
Xero
Zapier
Zendesk
Zuora

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

$50.00/month/user
Offer a 30-day free trial.
Small Business Plan - $150 per month (for 1 user)
Professional Plan - $250 per month (for 3 users)
Organization Plan - $500 per month (for 10 users)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.agencyzoom.com

Vendor Details

Company Name

LeadMaster

Founded

1998

Country

United States

Website

www.leadmastercrm.com

Product Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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