🆕 Release Note
ZoInsure Now Seamlessly Integrates Zoho Sites & Zoho Social
Release Date: May 6, 2025
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:
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Build & Launch Websites Easily: Use drag-and-drop tools to create a fully customized, mobile-responsive website without coding.
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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.
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Lead Capture Integration: Connect site forms directly to your CRM and automation workflows within ZoInsure.
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SEO & Analytics Tools: Monitor site performance with integrated SEO features and real-time traffic analytics.
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Custom Domain & SSL: Launch on your agency’s custom domain with built-in SSL security.
📣 Zoho Social Integration
Social media management is now smarter and streamlined:
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Unified Social Dashboard: Schedule, publish, and analyze posts across Facebook, Instagram, LinkedIn, and more—all from your ZoInsure dashboard.
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AI-Driven Suggestions: Leverage AI-powered content recommendations and hashtag optimizations.
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Engagement & Monitoring: Monitor conversations, reply to messages, and manage engagement in real time.
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Client-Facing Tools: Agencies offering marketing services can manage multiple brands/accounts through team roles and permissions.
🔗 Unified Experience Inside ZoInsure
This integration means:
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No extra logins or disjointed tools
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Connected branding, lead generation, and automation
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Smarter workflows: Website leads flow directly into your quote & CRM pipelines
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Analytics and reporting consolidated with your core agency KPIs
🎯 Who Benefits?
Independent Agencies looking for a professional web presence without relying on third parties
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Marketing-Focused Teams wanting centralized control over brand messaging and lead engagement
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Multi-location Agencies who need consistent branding across sites and social channels
✅ Getting Started
Navigate to “Web & Social” in your ZoInsure admin panel
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Select “Launch Website Builder” or “Connect Social Accounts”
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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.