Missed our live webinar event or want to watch again? We've got you covered.

Thank you for your interest in the recorded version of our live webinar! Smart Choice members from all over the country joined in for a great session to learn more about AgencyZoom, and we don't want you to miss out.

Vertafore's new insurance CRM and Employee Enablement tool - AgencyZoom - has personalized automations, allows you to provide a consistent customer experience, manage leads in real time, create customized dashboards and activity reports, and is mobile friendly!


During our webinar, Matt LaRocca took members through a demo of AgencyZoom to show how you can: 

  • Boost your agency's 5-start ratings with Google Reviews after every policy sold 
  • Keep customers engaged from day one through renewal with automated sequences 
  • Manage and track your agency's service-related activities using AgencyZoom's Service Center 
  • Integrate AgencyZoom with QQCatalyst and PL Rating to move seamlessly between platforms 

AgencyZoom is an intuitive platform that makes it easy to streamline your business and provide positive customer experiences, allowing you to grow your business. Register here so you can learn more and see for yourself.