Build around your agency’s actual process.
Even agencies with the same carrier affiliation can organize producer responsibilities, lead sources, and service handoffs differently. We begin with your office’s workflow and the AgencyZoom capabilities available to your account. Carrier requirements and access limitations are confirmed with your agency before configuration.
Make the producer handoff clear.
A new inquiry should have a defined source, owner, stage, and next action. We help align those pieces so employees know what is expected and the owner can understand where opportunities stand. When staff roles change, ongoing management helps the configuration change with them.
Use agency-approved communication.
Your agency approves the messages, timing, and audiences in its workflows. We help configure the supported behavior and review stopping conditions so a prospect who has already moved forward does not keep receiving an outdated follow-up. We do not assume access to carrier-controlled systems or promise to modify them.
Support beyond the initial configuration.
New employee onboarding, workflow adjustments, refresher training, and technical questions remain part of the monthly relationship. AgencyZoom itself provides official software support. Insurance CRM Pros provides independent administration for your office.
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.