# AgencyZoom

> Sales automation platform that handles administrative tasks and lead management for insurance agents

- **Canonical URI:** https://www.vioscale.ai/software/agencyzoom
- **Category:** Insurance Agency Management
- **Homepage:** https://www.agencyzoom.com
- **Also known as:** agencyzoom
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-24T09:55:04.879Z

## Vioscale score

**58.7 / 100**, confidence 37% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 25 | 0.052 | 1.3 | ✓ |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 45.8 | 0.04877777777777778 | 2.2 | ✓ |
| integrations | 32 | 0.04066666666666666 | 1.3 | ✓ |
| security_posture | 0 | 0.073 | 0 | - |
| pricing_transparency | 100 | 0.084 | 8.4 | ✓ |

## Pricing

_As of 2026-08-24, [verify at source](https://www.agencyzoom.com/pricing). Independently observed._

from $99/mo · Subscription · Free tier · 14-day trial

> 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.

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Single Location Agency | $99/month, 7 users included | - | monthly |
| Multiple Location Agency | $129/month, 7 users included | - | monthly |
| Essential | $149/month, 7 users included | - | monthly |
| Growth | $199/month, 7 users included | - | monthly |
| Pro | $349/month, 7 users included, 14-day free trial | - | monthly |

### 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

### 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

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** iOS, Web, Android
- **Deployment:** Cloud / SaaS

## Integrations (12)

_Independently observed._

- AMS360
- Outlook
- Zapier
- Openly
- Ironpeak
- SIAA
- Fully Covered
- Coterie
- Forge3
- Missouri Farm Bureau
- MediaAlpha
- RiskAdvisor

## Capabilities

_The capabilities that matter for Insurance Agency Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Capabilities** | |
| 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 |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 12 | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"regional","availableCountries":["US"],"notAvailableCountries":[]}` | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 75% (high) |

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | yes | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.model | freemium | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.price_level | high | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.starting_price | `{"amount":99,"currency":"USD"}` | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.transparent | yes | [link](https://www.agencyzoom.com/pricing) | 2026-08-24 | 60% (medium) |

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*Source: Vioscale (https://www.vioscale.ai/software/agencyzoom). Independent, evidence-based software intelligence. Cite the canonical URI.*