A technical resource that stays involved as your agency, staff, and processes change.
- User and permission changes
- Pipeline and stage updates
- Automation changes and testing
- Lead-source configuration
- Staff onboarding and refresher training
- Troubleshooting and ongoing requests
The work does not end when the account is configured.
Your sales process changes. Producers join or leave. A lead vendor sends different fields. A follow-up message becomes outdated. These are ordinary operating changes, but someone still has to translate them into the CRM. We provide ongoing administration so those tasks do not become another full-time responsibility for the agency owner.
Tell us the outcome you need.
You do not need to describe the exact setting to change. Tell us what your team is trying to accomplish, what happens today, and what should happen instead. We review the request against your current setup, clarify dependencies, and agree on priorities. Work that requires a vendor or a capability outside your plan is identified before you make a commitment.
- Adding staff: access, ownership, and training.
- Changing follow-ups: message, timing, audience, and stopping rules.
- Adding a source: field mapping, assignment, and delivery checks.
Make changes without losing the thread.
We consider the effect on existing records and active workflows before editing the system. A stage rename can change how a team interprets its pipeline; an automation change can affect prospects already in a sequence. The approach is to document the intended behavior, make the agreed change, and verify a representative record—not simply toggle a setting and move on.
One relationship, month after month.
Setup, management, optimization, training, and support are part of the same service. We do not add a per-user service fee when your agency hires someone. Support requests can be submitted 24/7; this means access to submit a request, not a guarantee of immediate live response. Billing arrangements, scope, and cancellation terms are agreed before service starts.
Example: a producer changes responsibilities
The situation: Leads, tasks, and follow-up messages still point to someone who no longer owns that work.
The work: Review affected assignments, update supported routing and user settings, and walk the receiving producer through the handoff.
The check: Test a newly created lead and inspect an existing in-progress record to confirm both have an appropriate next action.
Common questions
Is this an employee or an outsourced service?
It is an outsourced administration service operated by Divine Software Systems LLC. The extra-team-member comparison describes the practical help you get; it is not an employment arrangement or a dedicated full-time hire.
Can you manage an existing account?
Yes. We review the current environment, identify priorities, and make agreed improvements without assuming everything needs to be rebuilt.
Let’s take CRM work
off your plate.
Tell us what your agency needs. We’ll discuss the next step.
Specific integrations and automations depend on your AgencyZoom plan, connected tools, and provider availability. We confirm what is supported before work begins — results and outcomes vary by agency setup.
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.