Start with your office’s priorities.
We review how your agency receives inquiries, organizes producer work, and hands customers to service staff. The configuration reflects the workflows and AgencyZoom features available to your account. We do not assume that carrier-controlled tools can be connected or changed without the necessary support and authorization.
Make follow-up a shared process.
An agency-wide process helps employees understand when to contact a prospect, what to record, and how to move the opportunity forward. We assist with supported tasks and automations while your agency approves the communication and decides when a personal conversation is required.
Help new employees become productive in the system.
We introduce the lead queue, stage definitions, task expectations, and relevant automation to new producers or service staff. Refresher training is also available when the agency changes how it works. There is no separate Insurance CRM Pros per-user service charge.
Keep help available as things change.
We assist with configuration questions, routing issues, automation updates, and other ongoing requests. When a problem depends on AgencyZoom or another provider, we help identify the issue and the next step. Our service is independent and is not sponsored by or endorsed by Allstate.
Insurance CRM Pros is an independent service. We are not affiliated with, sponsored by, or endorsed by AgencyZoom, Vertafore, or any insurance carrier.
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.