Getting started with AgencyZoom Enterprise is simple. With your Enterprise login, you can set up your organization, add team members, and invite agencies to connect. Once connected, data begins flowing into your Enterprise dashboard, giving you a complete view of performance across all agencies.
Use Enterprise setup to:
Configure your organization details.
Add and manage Enterprise users.
Invite Member Agencies to connect.
Share workflows and automations across agencies.
Step 1: Log In
Go to agencyzoom.com.
Log in using your credentials provided by Vertafore.
Step 2: Set Up Your Organization
Click the My Organization icon.
Edit agency information, such as contact details or branding.
Add team members who need access to the Enterprise account.
Step 3: Add Users
Users are team members who can log in to the Enterprise account.
There are two permission levels:
Manager – full access, including the My Organization settings.
User – limited access (cannot view or edit the My Organization section).
Step 4: Invite Member Agencies
Member Agencies are the individual AgencyZoom accounts linked to Enterprise.
To invite:
Add the Member Agency from the My Organization section.
The agency receives an invitation.
Once accepted, their AgencyZoom data will begin syncing into your Enterprise dashboard.
Step 5: Streamline Workflows
After connecting agencies, you can publish (share) the following items to them for consistency:
Pipelines
Automations
Tags
Lead sources
Service configurations
This ensures all Member Agencies follow the same standardized processes.
Video Tutorial
Watch the short video below to see how to set up Enterprise, add members, and invite agencies.
NEXT STEPS: Workflow and Automation