AgencyZoom
AgencyZoom is a sales and automation platform for insurance agents and agencies, with a lead manager for tracking opportunities through a pipeline.
What AgencyZoom is
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 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.
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
Watch out
- No free plan is listed
- Texting is limited to Growth and Pro plans
- Click-to-call is limited to Pro
Who it suits
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.
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.
Plans and prices
From AgencyZoom's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Allstate Single Location Agency | $99 a month | 14-day free trial · $99/monthly |
| Allstate Multiple Location Agency | $129 a month | 14-day free trial · $129/monthly |
| Farmers Essential | $149 a month | up to 7 users · 14-day free trial · $149/monthly |
| Independent Essential | $149 a month | up to 7 users · 14-day free trial · $149/monthly |
| Independent Growth | $199 a month | up to 7 users · 14-day free trial · $199/monthly |
| Farmers Growth | $199 a month | up to 7 users · 14-day free trial · $199/monthly |
| Independent Pro | $349 a month | up to 7 users · 14-day free trial · $349/monthly |
| Farmers Pro | $349 a month | up to 7 users · 14-day free trial · $349/monthly |
The facts
Each one read from AgencyZoom's own pages, with the date it was checked.
What it does
- 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.checked 29 Sep 2026
- Analytics
- AgencyZoom includes performance tracking and reports for agency and producer goals.checked 29 Sep 2026
- Automation
- The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks.checked 29 Sep 2026
- CRM
- Its lead manager lets users track opportunities and move leads through a pipeline.checked 29 Sep 2026
- Feature limits
- Texting is available on Growth and Pro plans, while click-to-call is available on Pro only.checked 29 Sep 2026
- Integrations
- The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC.checked 29 Sep 2026
- Purpose
- AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies.checked 29 Sep 2026
- Security
- The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021.checked 29 Sep 2026
- Support
- The contact page directs existing customers to the in-product chat bubble for customer support.checked 29 Sep 2026
- VoIP
- Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma.checked 29 Sep 2026
The company
- Headquarters
- Columbus, Ohio, United Stateschecked 28 Sep 2026
- Headquarters and origin
- Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021.checked 29 Sep 2026
Where it runs
- 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.checked 29 Sep 2026
Money
- Plan limits
- The plan guide says plans include up to seven users and a 14-day free trial.checked 29 Sep 2026
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