AgencyZoom
by Vertafore
SL
Sarah Lee Insurance
Solo agent · 1 seat
LP
Lee & Partners
Agency · 5 producers · 2 offices
Same product, same screens. The agency workspace adds producers, offices and shared templates.
Pipelines
Lifecycle
Customers
Dashboard
Search
SL
Invite producer
Filter
New lead
Personal lines
Commercial
Templates
New sequence
All customers
Save view
Enroll in journey
Play demo