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Vertafore Acquires AgencyZoom

The combination of Vertafore's agency management systems with AgencyZoom's sales automation solutions delivers on a vision for a connected agency.
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vertafore acquires agencyzoom

Last week, Vertafore® announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. The combination of Vertafore's agency management systems with AgencyZoom's sales automation solutions delivers on Vertafore's vision for the connected modern agency.

The acquisition also aligns with Vertafore's broader strategy to simplify and automate operations and processes. With its open architecture, Vertafore is committed to supporting independent agencies of all sizes by providing the flexibility for agencies to access the right solution for their business.

“The expectation of today's consumer has changed so dramatically that agencies must change at the same pace," said Amy Zupon, CEO of Vertafore. “A modern agency should be obsessed with their customers' and employees' experiences. 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. We are thrilled to welcome AgencyZoom to Vertafore," Zupon noted.

AgencyZoom's sales automation, pipeline management and onboarding solutions combined with Vertafore's expansive suite of solutions ensure that customers have access to the technologies that can best modernize their agency operations across the entire customer lifecycle.

“Vertafore is the perfect home for AgencyZoom. Our customers, staff and products will further benefit from the long-term investment that Vertafore brings to us," said Moe Latif, CEO of AgencyZoom. “As a part of Vertafore, our customers will benefit from more tools, deeper integrations, and more valuable solutions and services to drive their success."

“We could not be happier to be joining forces with a company that shares both our commitment to an innovative company culture and the long-term prosperity of the individual agent," Latif added.

Thousands of insurance agents use AgencyZoom's solutions to better manage leads, pipelines and onboarding, thereby driving growth and streamlining business development. Vertafore's and AgencyZoom's customers will benefit immediately from the combination of the two companies.

“At Vertafore, we believe that customer success is our success, and Moe and his team at Agency Zoom have created a culture that fits perfectly with our core beliefs," said Cassidy Smirnow, chief revenue officer of Vertafore. “We look forward to working together to continue to provide purpose-built and modern technology solutions that enable independent agencies to focus on their customers and drive growth for their business."

This year, The Hanover and Nationwide both integrated their products into Vertafore's Commercial Submissions platform. Vertafore, which was acquired by Roper Technologies Inc. a leading diversified technology company, in a $5.35 billion deal last year, also recently announced a partnership with Rocket Referrals to create a client communications and reputation management solution for independent agencies using AMS360®.

Will Jones is editor-in-chief.

Thursday, December 16, 2021