AgencyZoom
Claim this toolSales suite for insurance agents to automate processes, boost retention, and track growth.
Visit WebsiteThe Bottom Line
Entry price
Free plan available, paid tiers above
Biggest pro
Specifically built for various insurance agency types, offering tailored solutions.
Biggest con
AMS integration may require additional costs for some systems.
TL;DR - AgencyZoom
- Automates sales and lead management for insurance agents.
- Boosts customer retention through automated engagement and renewals.
- Provides performance tracking and automated Google Review collection.
What is AgencyZoom?
Available on: Web, iOS, Android
Pros & Cons
Pros
- Specifically built for various insurance agency types, offering tailored solutions.
- Automates time-consuming tasks, allowing agents to focus on selling.
- Helps improve online reputation by automatically collecting 5-star Google Reviews.
- Integrates with major agency management systems for a seamless workflow.
- Includes a mobile app for managing leads and activities on the go.
Cons
- AMS integration may require additional costs for some systems.
- The platform is paid, with no free tier available beyond a trial.
- Initial setup and onboarding can take 2-4 weeks.
Ratings Across the Web
AgencyZoom holds an aggregate rating of 4.6 out of 5 from 14 reviews across Capterra, last checked March 19, 2026.
Ratings aggregated from independent review platforms. Learn more
Key Features
Pricing Plans
Free TrialPricing checked Aug 22, 2026
Pro
$349 / month
Everything in all plans, plus:
- Prospecting automation
- Zapier integration
- AMS integration
- Onboarding automation
- Rater integration
- Google Reviews
- Renewal automation
- 2-way email integration
Growth
$199 / month
Everything in all plans, plus:
- Prospecting automation
- Zapier integration
- AMS integration
- Onboarding automation
- Rater integration
- Google Reviews
- Renewal automation
- 2-way email integration
Essential
$149 / month
Everything in all plans, plus:
- Prospecting automation
- Zapier integration
- AMS integration
- Onboarding automation
- Rater integration
Multiple Location Agency
$129 / month
Everything in all plans, plus:
- Comp calculator with chargebacks
- Renewal automation
- Lead vendor integration
- Sales goal management
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
Single Location Agency
$99 / month
Everything in all plans, plus:
- Comp calculator with chargebacks
- Renewal automation
- Lead vendor integration
- Sales goal management
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
Included in all plans
- Goal management
- Revenue tracking
- Lead management
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
Is AgencyZoom worth the price?
AgencyZoom's pricing structure is a bit complex with two distinct sets of tiers, but generally fair for the comprehensive features offered.
The 'Single Location Agency' at $99/month offers good value for smaller operations, while the 'Pro' tier at $349/month provides extensive automation and integrations for larger, more established agencies. It's best for insurance agencies looking for an all-in-one sales and retention platform.
Hidden Costs & Gotchas
Potential for integration setup fees
Higher tiers unlock crucial communication features
No clear annual discount mentioned
Specific AMS integrations might incur extra costs
How AgencyZoom Compares to Competitors
Compared to platforms like Radiusbob, which can start around $59/month for basic CRM, AgencyZoom's 'Single Location Agency' at $99/month offers more robust sales and retention automation. Versus more enterprise-focused solutions like Salesforce Financial Services Cloud (which can be thousands per month), AgencyZoom provides a more tailored and cost-effective solution specifically for insurance agencies.
Reviews
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Best AgencyZoom Alternatives
Top alternatives based on features, pricing, and user needs.
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Still deciding?
Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.
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AgencyZoom FAQ
Can AgencyZoom replace my existing Agency Management System (AMS)?
How many user licenses are included with each AgencyZoom plan?
What does the initial 1-on-1 setup help entail?
Is it possible to cancel an AgencyZoom subscription at any time?
Does AgencyZoom offer a mobile application for agents?
Source: agencyzoom.com