AgencyZoom

Name: AgencyZoom
Price: 99 USD

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Score6.2

Rank#6 of 27

From$99/mo

Free planNo

Free trialYes

Runs onAndroid, iOS, Web

Summary

AgencyZoom is a sales and automation platform for insurance agents and agencies, with a lead manager for tracking opportunities through a pipeline. It automates customer engagement from prospecting through onboarding, renewals, and winbacks, and includes performance reports for agency and producer goals. Listed platforms are web, iOS, and Android, though the maker's 2025 device note says Android is supported only on older versions. Integrations listed for agency management systems include AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. Phone integrations include Twilio, RingCentral, Webex, and Ooma, among others. Plans start at $99.00 USD per month for the Allstate Single Location Agency plan, with a 14-day trial; other listed plans range from $129.00 to $349.00 USD per month. Plans include up to seven users where specified. Texting is limited to Growth and Pro plans, and click-to-call to Pro. Some AMS integrations may involve additional costs.

Who it is for

AgencyZoom is for insurance agents and agencies that want to manage leads, automate customer engagement, and track agency or producer goals. Its plans and integrations may suit agencies already using an agency management system.

What is good

Tracks opportunities through sales pipelines
Automates engagement through renewals and winbacks
Reports on agency and producer goals
Lists integrations with multiple AMS and phone platforms

What to know first

No free plan is listed
Plans start at $99.00 USD per month
Texting is limited to Growth and Pro plans
Click-to-call is limited to Pro

Verdict

AgencyZoom focuses on insurance sales workflows, lead tracking, and customer engagement automation. Check plan limits and potential AMS integration costs against the features your agency needs.

AgencyZoom plans and pricing

All plans

Allstate Single Location Agency $99/mo $99/monthly 14-day free trial support.agencyzoom.com · 29 Sept 2026

Allstate Multiple Location Agency $129/mo $129/monthly 14-day free trial support.agencyzoom.com · 29 Sept 2026

Independent Essential $149/mo $149/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Farmers Essential $149/mo $149/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Independent Growth $199/mo $199/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Farmers Growth $199/mo $199/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Compared on insurance CRM software

Free plan: Noagencyzoom.com
Sales pipelines: Yesagencyzoom.com
Renewal tracking: Yesagencyzoom.com
Agent management: Yesagencyzoom.com
Email automation: Yesagencyzoom.com
Mobile apps: Yesagencyzoom.com

Facts

Purpose: AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies.agencyzoom.com · 29 Sept 2026
CRM: Its lead manager lets users track opportunities and move leads through a pipeline.agencyzoom.com · 29 Sept 2026
Automation: The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks.agencyzoom.com · 29 Sept 2026
Analytics: AgencyZoom includes performance tracking and reports for agency and producer goals.agencyzoom.com · 29 Sept 2026
Integrations: The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC.support.agencyzoom.com · 29 Sept 2026
VoIP: Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma.support.agencyzoom.com · 29 Sept 2026
Plan limits: The plan guide says plans include up to seven users and a 14-day free trial.support.agencyzoom.com · 29 Sept 2026
Feature limits: Texting is available on Growth and Pro plans, while click-to-call is available on Pro only.support.agencyzoom.com · 29 Sept 2026
Support: The contact page directs existing customers to the in-product chat bubble for customer support.agencyzoom.com · 29 Sept 2026
Mobile app: The maker says the app supports iOS on all devices and Android only on older versions, as of its 2025 device availability note.support.agencyzoom.com · 29 Sept 2026
Security: The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021.app.agencyzoom.com · 29 Sept 2026
AMS relationship: The pricing page says AgencyZoom acts as an extension to an agency management system, and notes some AMS integrations may require additional costs.agencyzoom.com · 29 Sept 2026

Company

Headquarters and origin: Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021.vertafore.com · 29 Sept 2026
Headquarters: Columbus, Ohio, United Statesagencyzoom.com · 28 Sept 2026