AgencyZoom Pricing 2026
Plans, hidden costs, and cheaper alternatives compared
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.
Pricing Plans
Free TrialPro
$349/month
- 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
- Google Reviews
- 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
Growth
$199/month
- 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
- Google Reviews
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Chat support
- Initial 1-on-1 Setup Help
Essential
$149/month
- 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
- Chat support
- Initial 1-on-1 Setup Help
Multiple Location Agency
$129/month
- Lead management
- Comp calculator with chargebacks
- Goal management
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios, android)
- Multiple location management
- Chat support
- Initial 1-on-1 Setup Help
Single Location Agency
$99/month
- Lead management
- Comp calculator with chargebacks
- Goal management
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios, android)
- Chat support
- Initial 1-on-1 Setup Help
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
Which Plan Do You Need?
Small agencies needing core CRM
Growing agencies automating sales
Multi-location agencies optimizing operations
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.
AgencyZoom Pricing FAQ
How much does AgencyZoom cost?
AgencyZoom starts at $99/month on the Single Location Agency plan. It offers 5 paid tiers ranging from $99/month up to $99/month.
Does AgencyZoom have a free plan?
AgencyZoom does not offer a permanent free plan. However, a free trial is available.
Does AgencyZoom offer a free trial?
Yes, AgencyZoom offers a free trial. No credit card is typically required to start the trial, though this may vary.
What is the cheapest AgencyZoom paid plan?
The cheapest paid plan for AgencyZoom is "Single Location Agency" at $99/month. Key features include: Lead management, Comp calculator with chargebacks, Goal management.
Is there a cheaper alternative to AgencyZoom?
Yes. Popular alternatives to AgencyZoom include Nutshell, Copper, Insightly. Free alternatives include Insightly. Compare them side-by-side on Toolradar.
Cheaper alternatives to AgencyZoom
Direct competitors with similar features. Many offer free tiers or lower per-seat pricing.
