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.

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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.

“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.”