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 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 · 36%
- HawkSoftA system that helps insurance agencies automate client management and sales trackinglow · 8%
- AgencyBlocPlatform for managing insurance agency operationslow · 20%
Compare AgencyZoom
Side by side against other insurance agency management, attribute by attribute, with a source on every value.
The Vioscale 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 | 0.08 | 8.4 | ✓ |
| Capabilities | 46 | 0.05 | 2.2 | ✓ |
| Price level | 25 | 0.05 | 1.3 | ✓ |
| Integrations | 32 | 0.04 | 1.3 | ✓ |
| Reliability | 0 | 0.07 | 0.0 | - |
| Security posture | 0 | 0.07 | 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.
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% |