The deal unifies AgencyZoom’s sales automation, pipeline management and onboarding tools with Vertafore’s agency management systems. Credit: Cytonn Photography on Unsplash

Insurance software solutions provider Vertafore has bought cloud-based insurance sales automation platform AgencyZoom, which is headquartered in Columbus, Ohio.

Financial terms of the transaction were not shared.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

The deal is part of the broader plan of Vertafore to automate operations and is said to help realise the firm’s aim for a “connected modern agency”.

It unifies AgencyZoom’s sales automation, pipeline management and onboarding tools with Vertafore’s agency management systems.

AgencyZoom CEO Moe Latif called Vertafore a “perfect home”.

Latif stated: “We’ve partnered with Vertafore for years in the Orange Partner Program and have delivered value to our joint customers with a solution tightly integrated with Vertafore products.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“As a part of Vertafore, our customers will benefit from more tools, deeper integrations, and more valuable solutions and services to drive their success.”

AgencyZoom’s technology enables users to track monthly goals effectively and help real-time oversight of sales.

It offers users renewal reminders, google reviews for each policy sold, as well as personalised onboarding.

The company’s insurance tools are currently used by thousands of insurance agents to manage leads, onboarding and pipelines.

Vertafore CEO Amy Zupon said: “Driving an improved customer experience, automating engagement, increasing retention, and closing leads faster – these are the areas that successful agencies are most focused on.

“AgencyZoom was built to do exactly this. Their understanding of the needs of the modern agency aligns with Vertafore’s vision for the future.”