The Insurance Perspectives Podcast

AgencyZoom Pt. 1 - Sydney Roe

June 04, 2024 HawkSoft Season 1 Episode 38
AgencyZoom Pt. 1 - Sydney Roe
The Insurance Perspectives Podcast
More Info
The Insurance Perspectives Podcast
AgencyZoom Pt. 1 - Sydney Roe
Jun 04, 2024 Season 1 Episode 38
HawkSoft

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer.

Takeaways

  • AgencyZoom helps agencies automate their marketing and sales efforts, bringing consistency and efficiency to their processes.
  • The platform enables personalization at scale, allowing agencies to provide a more tailored experience to their customers.
  • AgencyZoom allows customers to access, modify, and delete their data, as well as request it in a file or through APIs.
  • The integration between AgencyZoom and HawkSoft allows for seamless flow of information, improving communication and efficiency.

Learn more about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

To get in touch with today's guests, reach out below:

More information about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay

Show Notes

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer.

Takeaways

  • AgencyZoom helps agencies automate their marketing and sales efforts, bringing consistency and efficiency to their processes.
  • The platform enables personalization at scale, allowing agencies to provide a more tailored experience to their customers.
  • AgencyZoom allows customers to access, modify, and delete their data, as well as request it in a file or through APIs.
  • The integration between AgencyZoom and HawkSoft allows for seamless flow of information, improving communication and efficiency.

Learn more about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

To get in touch with today's guests, reach out below:

More information about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay