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:

• Sydney Roe (click here)
• Brad Boldt (click here)

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

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If you’re looking to reach out to HawkSoft, please email [email protected].

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

Intro/Outro music by Denys Kyshchuk from Pixabay