Shared Inboxes That Make Sense for Producers, CSRs, and Admins
📬 Say Goodbye to Office365 & Google Workspace Overhead 📬
At ZoInsure, we’re redefining what independent insurance agencies can expect from their technology stack. One of the most overlooked (but essential) components of agency productivity is email—and that’s why we’ve fully integrated Zoho Mail and Zoho TeamInbox into the ZoInsure ecosystem.
Replace Office365 & Google Workspace
You no longer need to juggle third-party platforms. ZoInsure delivers the full functionality of Outlook or Gmail—with calendar, contacts, tasks, and advanced admin controls—all in one secure, unified platform.
Collaborative Inboxes with Zoho TeamInbox
Shared inboxes like service@, claims@, or sales@ become team workflows. Assign conversations, track ownership, and ensure nothing slips through the cracks—with full visibility.
Internal Collaboration Made Easy
Need to discuss a client’s email internally? No more long threads or cluttered cc’ing. TeamInbox lets staff leave internal comments right inside email threads, keeping context intact and improving resolution speed.
Integrated Workflows and Automation
Automatically triage emails, tag policies, and assign client communications to the right producer or CSR. ZoInsure turns email into a smart productivity hub—not a cluttered mess.
Seamless CRM and Ticketing Integration
All communications link to the ZoInsure CRM and service modules. Emails are tied directly to clients, policies, and support tickets for full context across your agency.
Familiar Functionality, Enhanced Efficiency
ZoInsure retains everything you’re used to with Office365 or Google Workspace—custom domains, mobile access, robust security—while eliminating fragmentation and licensing bloat.
With ZoInsure, independent agencies no longer need to cobble together email, CRM, policy management, support, and collaboration tools. Everything lives under one login, one platform, one intelligent ecosystem—built specifically for the insurance industry