AgencyZoom
Sales automation platform that handles administrative tasks and lead management for insurance agents
- Also known as
- agencyzoom
Available in: US · Popular in: US
What is AgencyZoom?
A CRM and sales automation suite designed for insurance agencies that streamlines lead management, customer engagement, and policy renewals while integrating with existing agency management systems.
AgencyZoom pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $99/month to $349/month. All plans include 7 users; additional seats available via sales. Annual billing offers 20% discount. 14-day free trial on Pro plan; free tier available.
Single Location Agency
Multiple Location Agency
- Comp calculator with chargebacks
- Goal management
- Lead vendor integration
- Sales goal management
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (iOS, Android)
- Multiple location management
Essential
Growth
Pro
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Events automation
- Service center
- Click to call
- AgencyHR
- Activity tracker
- Chat support
- Initial 1-on-1 Setup Help
What AgencyZoom does
The capabilities that matter for insurance agency management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Deployment model
- Cloud web app
- Ivans carrier policy download sync
- -
- Acord standard form library and mapping
- -
- Comparative rater quoting engine integration
- -
- Multi tier commission reconciliation and splits
- ✓
- Automated cross sell and policy renewal alerts
- ✓
- Customer self service certificate of insurance portal
- -
- Property casualty pc support
- -
- Life health and benefits support
- -
- Premium financing gateway integration
- -
- SOC2 type ii
- -
- ISO 27001
- -
- Pricing model
- Tiered by agency size
Platform & deployment
Independently observed- iOS
- Web
- Android
- Cloud / SaaS
Integrations (12)
Independently observed- AMS360
- Outlook
- Zapier
- Openly
- Ironpeak
- SIAA
- Fully Covered
- Coterie
- Forge3
- Missouri Farm Bureau
- MediaAlpha
- RiskAdvisor
AgencyZoom FAQ
Common questions about AgencyZoom, answered from independent, dated evidence.
What is AgencyZoom?
A CRM and sales automation suite designed for insurance agencies that streamlines lead management, customer engagement, and policy renewals while integrating with existing agency management systems. It is indexed under Insurance Agency Management.
Is AgencyZoom free?
AgencyZoom offers a free tier, so you can start without paying. Paid plans start at $99 per month. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.
What platforms does AgencyZoom support?
AgencyZoom supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.
Can AgencyZoom be self-hosted?
We have only confirmed a cloud / SaaS deployment for AgencyZoom, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
What does AgencyZoom integrate with?
We have confirmed 12 integrations for AgencyZoom, including AMS360, Outlook, Zapier, Openly, Ironpeak, SIAA, Fully Covered and Coterie, plus 4 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Where is AgencyZoom available?
AgencyZoom is available in the United States. Its primary market is the United States.
AgencyZoom alternatives
Other insurance agency management we track, ranked by the same independent score.
- NowCertsSmart, secure insurance agency management system that streamlines certificate issuance, commission tracking, and carrier data synclow · 48%
- HawkSoftDesktop software for managing insurance agencieslow · 7%
- AgencyBlocAgency management platform for handling leads, clients, policies, and operationslow · 14%
- Jenesis SoftwareCloud platform for managing independent insurance agency operationslow · 3%
Compare AgencyZoom
Side by side against other insurance agency management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for AgencyZoom, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 100 | 0.09 | 9.4 | ✓ |
| Price level | 25 | 0.10 | 2.6 | ✓ |
| Capabilities | 46 | 0.04 | 2.0 | ✓ |
| Integrations | 32 | 0.05 | 1.6 | ✓ |
| Reliability | 0 | 0.06 | 0.0 | - |
| Security posture | 0 | 0.04 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 6 items | mediumsource · 2026-09-10 · 63% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Pricing model: tiered_by_agency_size · Deployment model: cloud_web_app · Automated cross sell and policy renewal alerts: Yes · Multi tier commission reconciliation and splits: Yes | mediumsource · 2026-08-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 12 | mediumsource · 2026-08-24 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: regional · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-08-24 · 75% |
Pricing
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Tell us the job, the constraints and what you weigh most, and we will rank AgencyZoom against the rest of the insurance agency management we index, using the same dated evidence weighted your way.
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