AgencyZoom

Automatic Medicare lead creation and new custom field types!

Release Updates - June 2025

Bulk update client information, notification resolution, pipeline card designer, and more!

Release Updates - May 2025

Quote summary reporting, batch update policy type, exclude carriers in renewal pipeline settings, and more!

Release Updates- March 2025

ACH payments, service request templates, automated quote document attachment, reinstate written policy, & more!

Release Updates- February 2025

Individual user auth for Lightspeed, quick add, split account and policy-level assignments options, and more!

Release Updates- January 2025

Friday, February 21, 2025 9:00pm MT – Monday, February 24, 2025 1:00am MT

Vertafore Disaster Recovery Test Weekend 2025

2025 Enhancements

Create a custom design with text, images, and links

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