--- description: Detaillierte Informationen über AgencyZoom zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AgencyZoom Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Versicherungssoftware](/directory/20035/insurance-agency/software) > [AgencyZoom](/software/158243/agencyzoom) # AgencyZoom Canonical: https://www.capterra.ch/software/158243/agencyzoom Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/158243/agencyzoom?page=2) > Einfach zu verwendende Vertriebs- und Automatisierungslösungen für Sach- und Unfallversicherungsagenturen, um den Umsatz zu steigern und die Kundenbindung zu erhöhen. > > Bewertung: **4.6/5** von 14 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet AgencyZoom? Von Agenturen mit nur einem Standort und wenigen Mitarbeitern bis hin zu Agenturen mit mehreren Standorten und Dutzenden von Mitarbeitern – AgencyZoom wurde entwickelt, um das Wachstum für Versicherungsagenturen jeder Größe zu ermöglichen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 14 Nutzerbewertungen | | Bedienkomfort | 4.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.6/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: AgencyZoom - **Region**: columbus, USA - **Gegründet**: 2016 ## Gewerblicher Kontext - **Startpreis**: $ 79.00 - **Preismodell**: (Gratis Testen) - **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Provisionsmanagement - Richtlinien Managemen- ## Optionen für Kundensupport - E-Mail/Helpdesk - Telefon-Support ## Category - [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software) ## Alternativen 1. [ePayPolicy](https://www.capterra.ch/software/198072/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.capterra.ch/software/119068/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.capterra.ch/software/70671/applied-epic) — 4.2/5 (141 reviews) 4. [Agency Matrix](https://www.capterra.ch/software/50949/agency-matrix) — 3.7/5 (104 reviews) 5. [EZLynx](https://www.capterra.ch/software/102928/ezlynx) — 3.7/5 (73 reviews) ## Nutzerbewertungen ### "GREAT, MUST-HAVE PRODUCT" — 5.0/5 > **Mike** | *6. November 2017* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Simple, easy-to-use, clear, intuitive interface. My 10-person agency uses Agency Zoom every day. It has resulted in a MASSIVE increase in accountability and results tracking. For 10+ years, I'd implement a goal, 'kinda' track it, and be sad/ frustrated when we didn't reach it. AGENCY ZOOM HAS SOLVED ALL THAT\! Buy it\! Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone. Buy and install it\! > > **Nachteile**: Nothing. It's awesome. One new thing that might be a new feature is the option to track whether a sale is a 'bundle.' That is n Allstate-only feature, so perhaps not critical, but it is critical to me right now, but also a 'nice to have' vs. a requirement. It is a great product as is. > > as noted earlier, a huge increase in accountability. ----- ### "Lead Management Tool works great for SDRs\!" — 4.0/5 > **Daniel** | *28. Februar 2025* | Versicherung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Organization of columns, smart cycle function, template creation for emails and SMS, tags and history of events on leads. > > **Nachteile**: Integration with phone system presents problems sometimes > > I am currenty using AgencyZoom to manage my leads as an SDR, inbound leads fall into our customized column and are moved through other columns as we developed a process to work on them after we submit information on our website, with automation the process is easy to follow and the smartcycle function is great to manage follow ups. Im using frequently the customized templates for emails and SMS, this makes it easier for me to make several attempts to contact and it also allows me to leave notes and pin any relevant information. ----- ### "Not much 'Zooming' going on..." — 3.0/5 > **Tammy** | *4. August 2022* | Versicherung | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: The leads are the only aspect of the software that I find helpful. > > **Nachteile**: No work flow. Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software. > > Not impressed with the product or the trainers. ----- ### "A fantastic product for insurance agents. You're silly for not looking into this\!\!" — 5.0/5 > **Cory** | *24. Oktober 2017* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software. The product works flawlessly\! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the office\! It tracks ALR appointments kept and Life policies sold. It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office\! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners\! Everything this software claims to do, it does, amazingly\! The creators are also constantly improving and adding functionality to their software\! The customer service is second to none\! I am an AgencyZoom customer for life\! > > Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic\! ----- ### "Amazing Value Add" — 5.0/5 > **Ryan** | *28. Oktober 2019* | Versicherung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: We were introduced to Agency Zoom in 2018. We had a major need to focus on lead flow, follow up, and tracking new biz sales outside of a spreadsheet. AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE\! In terms of support, our contact there is represenative He has been fantastic to work with - we've asked for some creative things and they have worked with us on implementing or are going to implement to even make the tech better. representative also has been great about sending video's on "how to" on some questions we've asked. The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better. > > **Nachteile**: We have no cons. Initially we wanted this to integrate with our AMS, and they are working on this. It isn't necessary, but it will make our team happy b/c it's less work if it integrates. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/158243/agencyzoom?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/158243/agencyzoom) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten