AgencyZoom
Claim this toolSales suite for insurance agents to automate processes, boost retention, and track growth.
From $99/mo (free plan available)Visit WebsiteThe Bottom Line
- Price
- From $99/mo (free plan available). Compare plans
Key facts
- Automates sales and lead management for insurance agents.
- Boosts customer retention through automated engagement and renewals.
- Provides performance tracking and automated Google Review collection.
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.
What is AgencyZoom?
Available on: Web, iOS, Android
Ratings Across the Web
AgencyZoom holds an aggregate rating of 4.6 out of 5 from 237 reviews across G2 and Capterra, last checked September 17, 2026.
Ratings aggregated from independent review platforms. Learn more
Key Features
- Smart Lead Manager/CRM
- Complete Lifecycle Automation (prospecting to renewal)
- Performance Tracking Dashboards
- Automated Google Reviews Collection
- Compensation Plan Automation
- AMS Integration
- 2-way Email Integration
- 2-way Texting Integration
Pricing Plans
Free TrialPricing checked Oct 2, 2026
| Plan | Price | Details |
|---|---|---|
| Pro | $349 / month |
+10 more Show less
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| Growth | $199 / month |
+6 more Show less
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| Essential | $149 / month |
+2 more Show less
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| Multiple Location Agency | $129 / month |
+7 more Show less
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| Single Location Agency | $99 / month |
+6 more Show less
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Included in all plans
- Goal management
- Revenue tracking
- Lead management
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
- Initial 1-on-1 Setup Help
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.
Reviews
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Across 237 verified user reviews on G2, Capterra
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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