Category: Website & Marketing Tools

Applies To: All ZoInsure Users

🚀 New Feature Announcement

We’re excited to announce the integration of Zoho Sites and Zoho Social into the ZoInsure ecosystem! This powerful update enables your agency to manage a professional, high-performing website and coordinate your social media presence—all from within your unified ZoInsure environment.

🌐 Zoho Sites Integration

With Zoho Sites now embedded into ZoInsure, agencies can:

• Build & Launch Websites Easily: Use drag-and-drop tools to create a fully customized, mobile-responsive website without coding.

• Prebuilt Insurance Templates: (coming soon) Access templates tailored to agencies, preloaded with pages like “Request a Quote,” “File a Claim,” “Meet the Team,” and more.

• Lead Capture Integration: Connect site forms directly to your CRM and automation workflows within ZoInsure.

• SEO & Analytics Tools: Monitor site performance with integrated SEO features and real-time traffic analytics.

• Custom Domain & SSL: Launch on your agency’s custom domain with built-in SSL security.
  

• Unified Social Dashboard: Schedule, publish, and analyze posts across Facebook, Instagram, LinkedIn, and more—all from your ZoInsure dashboard.
• AI-Driven Suggestions: Leverage AI-powered content recommendations and hashtag optimizations.
• Engagement & Monitoring: Monitor conversations, reply to messages, and manage engagement in real time.
• Client-Facing Tools: Agencies offering marketing services can manage multiple brands/accounts through team roles and permissions.
  

🔗 Unified Experience Inside ZoInsure

• No extra logins or disjointed tools
• Connected branding, lead generation, and automation
• Smarter workflows: Website leads flow directly into your quote & CRM pipelines
• Analytics and reporting consolidated with your core agency KPIs

🎯 Who Benefits?

• Independent Agencies looking for a professional web presence without relying on third parties
• Marketing-Focused Teams wanting centralized control over brand messaging and lead engagement
• Multi-location Agencies who need consistent branding across sites and social channels

  
  

✅ Getting Started

• Navigate to “Web & Social” in your ZoInsure admin panel
• Select “Launch Website Builder” or “Connect Social Accounts”
• Use our prebuilt templates and setup guides to get live quickly

  
  

📌 Final Notes

This is a significant step toward our vision of a fully integrated insurance agency operating system. With your website, social media, CRM, automation, and e-forms all under one roof—ZoInsure is now your true one-stop agency platform

Need help? Contact our support team through your dashboard.