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AgencyZoom Pricing 2026

Plans, hidden costs, and cheaper alternatives compared

Reviews onCapterra
5 plans tracked·Updated Jul 2026

Is AgencyZoom worth the price?

75/10

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 Trial

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

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 AgencyBloc, HawkSoft, Applied Epic, Vertafore AMS360. Compare them side-by-side on Toolradar.

Cheaper alternatives to AgencyZoom

Direct competitors with similar features. Many offer lower per-seat pricing or simpler tier structure.

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