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  1. Press
  2.  » Partners with Vertafore to Provide Seamless Integration of Prospect Referrals in AgencyZoom Partners with Vertafore to Provide Seamless Integration of Prospect Referrals in AgencyZoom

Partnership will give agents using AgencyZoom and a significant step up in servicing prospects and clients.
Published: May 9, 2023

MILWAUKEE, WI (PRWEB) — May 4, 2023

Today, the leading digital marketing platform for the independent insurance agent industry, announced a new integration with AgencyZoom™, powered by Vertafore®. The integration enables customers to access real-time, high-intent prospect referrals received through directly from within AgencyZoom. has delivered over one million referrals to independent agents over the last 10 years. The company is continually looking for ways to make these referrals easier for an agency to manage and close. That is where AgencyZoom comes in.

Vertafore’s AgencyZoom is a cloud-based sales automation platform that helps insurance agents manage prospects and sell more business. All Advantage Professional agencies that also have Vertafore’s AgencyZoom platform will see immediate benefits with this new partnership.

AgencyZoom’s sales automation solution has the ability to track the full life cycle of a referral from prospecting to writing the business. The integration of information into a single tool will accelerate and enhance the experience agents expect from This collaboration will help close the loop between the agency that captured the business and where the business was placed.

“The strategic integration between and Vertafore’s AgencyZoom sales automation platform will deliver value to our joint customers, driving business and growth,” said Doug Mohr, Vertafore vice president of industry relations and partnerships. “Working together, these two platforms carry our shared vision for a connected and modern agency.”

“We are excited to have a comprehensive integration with Vertafore’s AgencyZoom platform and a great relationship with the Vertafore team,” says Chip Bacciocco, CEO of “AgencyZoom will give agents a better and faster way to manage high-intent prospect referrals being delivered from It is a guaranteed efficiency gain and value-add for all our partners.”

About builds leading digital insurtech marketing solutions for the independent insurance agency channel.’s solutions suite empowers independent agents and insurers to compete in a digital-first marketplace. Its Advantage digital marketing platform enables agents and insurers to scale their brand visibility to gain and retain clients. The consumer website has attracted over 36 million visitors to date and offers online insurance consumers a retail-like buying experience, connecting the right risk to the right agent at the right buying moment. For more information visit:

About Vertafore

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore’s solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. For more information about Vertafore, visit

©2023 Vertafore and the Vertafore logo are registered trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners.


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