Company profile: AgencyZoom
1.1 - Company Overview
Company description
- Provider of sales, marketing, and service automation solutions for insurance agencies, helping P&C and Commercial agents prospect, track, onboard, and retain clients. Offers a Sales Suite; pipeline and engagement automation; reporting; and integrations with AMS360, Outlook, texting applications, and digital forms.
Products and services
- Sales Suite: Automation-first suite for insurance agents that manages and automates sales processes, supporting P&C and Commercial prospecting, tracking, onboarding, and retention to streamline agency growth
- Pipeline Automation: Process-driven automation that streamlines deal processing across the sales pipeline for insurance agencies, improving closure rates with automated progression from prospecting to onboarding
- Engagement Automation: Campaign-based automation that architects nurturing campaigns to maintain customer engagement for insurance agencies, running continuous touchpoints without manual intervention to support retention
Key contacts
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Financial details
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1.2 - Competitors and similar companies to AgencyZoom
IBQ Systems
HQ: United States
Website
- Description: Provider of insurance technology solutions for commercial and personal insurance, delivering a third-generation, state-of-the-art transactional software platform that can request files from carriers, ingest them, and serve agents and policyholders.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full IBQ Systems company profile →
Coalition
HQ: United States
Website
- Description: Provider of comprehensive cyber insurance combined with proactive cybersecurity tools to help businesses manage and mitigate cyber risk. Backed by leading global insurers including Allianz, Swiss Re Corporate Solutions, Arch Insurance North America, Lloyd’s of London, and Ascot Group.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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MGM Benefits
HQ: United States
Website
- Description: Provider of insurance brokerage and benefits administration solutions, including THEbenefitsHUB for online enrollment with payroll integration and reporting; BenefitSelect Exchange for small group employers; MyBenefitsAide mobile app for year-round benefits management; broker services for billing, remittance and coverage verification; and a benefits website with 24/7 access.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Global IQX
HQ: United States
Website
- Description: Provider of configurable, component-based sales, service and product development automation software, offering a web-based end-to-end solution for insurance underwriting and sales automation. Features include highly configurable components and modules for quoting, rating, proposal generation, renewals, and document management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Pattern Insurance
HQ: United States
Website
- Description: Provider of an insurance platform enabling businesses to embed white-labeled parametric and traditional insurance into their customer journeys, featuring a library of coverages and a designer tool to create custom offerings.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Pattern Insurance company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for AgencyZoom
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to AgencyZoom
2.2 - Growth funds investing in similar companies to AgencyZoom
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4 - Top valuation comps for AgencyZoom
4.2 - Public trading comparable groups for AgencyZoom
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