Immediate impact and early wins
Even before fully implementing AgencyZoom, Todd noticed the difference. The personalized onboarding sessions were a huge asset, helping the agency quickly transition to the platform. “The one-on-one sessions were a game changer,” Todd explains. The tool’s automation features streamlined daily tasks like renewals and claims management, freeing up time for client service. “It’s like having another employee.”
AgencyZoom’s flexibility also allowed the agency to personalize their services for each client. With the ability to tailor features, they improved client satisfaction and boosted revenue. “If you’re not finding a way to be more efficient, you’re missing out on revenue,” Todd emphasizes.
Sharing success across the district
Todd didn’t keep his success with AgencyZoom to himself. Known for his innovative ideas, he shared his customized setup with other agents in his district. This led to more agents adopting AgencyZoom, improving efficiency and business growth across the board. “As I build things out, I take feedback from other agencies on how they would want the tool to work,” Todd says.
Looking ahead: Data and metrics for growth
Todd is excited about the role AgencyZoom will play in his agency’s growth. With plans to use the tool for cross-selling and new business generation, he’s confident it will play a pivotal part in driving performance. “Every ratio, every metric I can track, I’ll be able to attribute back to AgencyZoom,” Todd says.
Advice for other agencies: Don’t wait
Todd’s advice is simple: don’t wait to adopt AgencyZoom. “I wish I had started with AgencyZoom a long time ago,” he says. For agencies looking to improve efficiency and grow, Todd urges: “Get started—you’ll wonder why you didn’t do it sooner.”
Learn more about AgencyZoom
