AgencyZoom Setup Service
A working foundation, a clear lead process, and a team that knows what to do next.
Explore AgencyZoom setupAgencyZoom services
Your AgencyZoom team.
Setup, management, training, and support. One service for your agency, $250/month.
We handle the administration.
We configure and manage your AgencyZoom account around your team’s workflow.
Starting fresh or improving an existing account? We help with both, and stay involved after setup.
AgencyZoom Management Service — $250/Month
A technical resource that stays involved as your agency, staff, and processes change.
Explore AgencyZoom managementAgencyZoom Automation Setup & Management
Workflows with a clear trigger, responsible person, and stopping point.
Explore AgencyZoom automationAgencyZoom Integration Setup & Support
A clear path for information—with defined ownership and a way to notice when a connection fails.
Explore AgencyZoom integrationsAgencyZoom Training for Insurance Agency Teams
Producers and service staff who understand their next action and the process behind it.
Explore AgencyZoom trainingAgencyZoom Consultant & Managed Administration
A practical improvement plan and the help to keep it working.
Explore AgencyZoom consultantAgencyZoom Administration & Ongoing Support
A clear next step when the system or the process needs attention.
Explore AgencyZoom supportAgencyZoom Optimization & Workflow Review
A simpler, more consistent system that reflects how your agency works today.
Explore AgencyZoom optimizationAny agency using AgencyZoom is welcome.
Using AgencyZoom with another carrier? Tell us about your agency.
The $250 monthly price covers Insurance CRM Pros services only. AgencyZoom licenses, AMS subscriptions, communication providers, Zapier, lead vendors, and other third-party fees are separate. Available configurations and integrations depend on your AgencyZoom plan and connected systems. Insurance CRM Pros is independent of AgencyZoom and Vertafore — not affiliated, sponsored, or endorsed by either company.
Let’s take CRM work
off your plate.
Tell us what your agency needs. We’ll discuss the next step.