Announced
Completed
Financials
Sources
Tags
Completed
United States
sales automation
Majority
Single Bidder
Online and Social Platforms
Friendly
Acquisition
Domestic
Private
Synopsis
Vertafore, a insurance software solutions company, completed the acquisition of AgencyZoom, a cloud-based sales automation platform for insurance agents. Financial terms were not disclosed. "The expectation of today's consumer has changed so dramatically that agencies must change at the same pace. 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," Zupon noted. "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," Amy Zupon, Vertafore CEO.
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