Birdeye and AgencyZoom Integration

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more, in order to help insurance agencies to save time and enhance sales and retention.

Designed specifically for P&C (property and casualty) agencies, AgencyZoom helps users to track sales, onboard clients, and manage their sales teams. Sales can be tracked within the platform, with tools such as real-time reports, feedback broadcasts to recognize high performing agents, and goal setting and tracking to motivate teams. AgencyZoom facilitates the management of client onboarding and allows users to generate welcome packs, coverage checklists, and more to share with new customers. Get new reviews or send out survey requests automatically with Birdeye and AgencyZoom integration.

 

Experience seamless transition of customer data from AgencyZoom to Birdeye via managed services. Post-transition of data, survey and review requests are automated.

 

  • Send review requests to your clients automatically after a transaction has been completed
  • Send out survey requests to get in-depth client feedback via email and SMS automatically
  • Get new reviews on 150+ review sites including Facebook and Google
  • Manage reviews within one comprehensive dashboard on desktop or via mobile app
  • Get alerted about each incoming review via email and SMS
  • Respond to reviews using auto-response templates and rules and manage client loyalty

 


Birdeye is a secure, all-in-one experience marketing platform. Start collecting, managing and leveraging reviews with Birdeye and AgencyZoom.

Start growing with AgencyZoom & Birdeye

  • 1 location
  • 2-3 locations
  • 4-9 locations
  • 10-249 locations
  • 250+ locations

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