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AgencyZoom vs Zelis Comparison

Last updated:

AgencyZoom

4.6(5 reviews)

Starting at $89.10 /Month

  • Free Trial
  • Large Enterprises
  • Medium Business

AgencyZoom is an advanced, user-friendly platform designed to make sales, marketing, and customer service easier and more efficient for insurance agents. This modern solution maximizes productivity, simplifies daily task…

Zelis

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Zelis crafts a sophisticated platform allowing health insurers, suppliers, and consumers to be more connected with payment-related matters. This comprehensive platform transforms the financial world for over 700 payers,…

AgencyZoom leads on user satisfaction with a 4.6-star rating across 5 reviews.

AgencyZoom vs Zelis — at a glance

FeatureAgencyZoomZelis
Rating4.6 / 5
Reviews5
Starting price$89.10 /MonthContact for pricing
Free trial Yes No
Free version No No
Best forLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small Business
CategoryInsurance Agency Management SoftwareInsurance Agency Management Software
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud
API
Support modesOnlineOnline
CertificationsSOC 2HIPAA
Data residencyUSUS

Key differences between AgencyZoom and Zelis

  • Pricing: AgencyZoom starts at $89.10 /Month. Zelis pricing is not publicly listed.
  • Free trial: AgencyZoom offers a free trial; Zelis does not.
  • Deployment: AgencyZoom supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; Zelis supports SaaS/Web/Cloud.

AgencyZoom vs Zelis — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Insurance Agency Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

AgencyZoom - New SaaS Software
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Zelis - New SaaS Software
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Biggest differences

Start here before you go deeper into features.

AgencyZoom

Best for

Large Enterprises, Medium Business, Small Business

Zelis

Best for large health insurers managing complex payment workflows.

Choose if
  • You are a medium or large health insurer, TPA, or self-insured employer needing integrated payment solutions.
  • Your claims management and payment operations teams require a comprehensive platform connecting payers, providers, and consumers.
  • You manage complex, enterprise-level insurance payment workflows involving multiple stakeholders.
Consider alternatives if
  • You are a small business without complex payment workflows or limited healthcare insurance involvement.
  • You need transparent pricing or a simpler, more user-friendly claims management tool.

AgencyZoom typically suits Large Enterprises and Medium Business. Zelis tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

AgencyZoom is an advanced, user-friendly platform designed to make sales, marketing, and customer service easier and more efficient for insurance agents. This modern solution maximizes ... Read More about AgencyZoom

Zelis crafts a sophisticated platform allowing health insurers, suppliers, and consumers to be more connected with payment-related matters. This comprehensive platform transforms the ... Read More about Zelis

Entry Level Pricing

  • Starts from $89.10 , Billed Yearly
  • Not Available

Free Trial Availability

  • No free trial

User Ratings

Based on verified Spotsaas reviews

4.6

(5)

Best Company Size

Medium BusinessLarge Enterprises
Get pricing help
Get pricing help

Software Demo

Demo

No software demo available

Zelis has not given any software demo yet

If you're the owner of this profile, add your demo.Contact us

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Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

How do AgencyZoom and Zelis Compare on Features?

Total Features

7 Features

0 Features

Unique Features

No unique features

No features

Get Quote
Get Quote

Compare AgencyZoom and Zelis on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Starting From

      • $89.10 , Billed Yearly
      • Not Available

      Pricing Plans

      • Pro (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Growth (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Essential (Independent Agent)

        • Prospecting automation

        • Goal management

        • Zapier integration

        Show more +

      • Browse all pricing plans
      • Not Available

      Pricing Page

      AgencyZoom pricing

      Pricing information not available

      Other Details

      Organization Types supported

      • Large Enterprises
      • Small Business
      • Medium Business
      • Large Enterprises
      • Small Business
      • Medium Business

      Platforms Supported

      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Browser Based (Cloud)
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Browser Based (Cloud)

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Not Available
      • Not Available
      Get help choosing
      Get help choosing

      Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      SOC 2

      ✓ Yes

      HIPAA

      ✗ No
      ✓ Yes

      Data Encryption

      ✓ Yes
      ✓ Yes

      Data Residency

      🇺🇸 US
      🇺🇸 US

      AgencyZoom User Reviews & Rating Comparison

      User Ratings

      No reviews available for the product

      Rating Distribution

      10

      4

      1

      0

      0

      6

      2

      1

      0

      0

      Spotsaas Editor’s POV generated by AI

      Buyer sentiment

      Buyer sentiment is very strong across 15 reviews, with consistently positive feedback.

      What buyers like

      • User-friendly platform
      • Streamlines agency management
      • Maximizes productivity

      Common complaints

      • Limited customization options
      • May not suit large agencies
      • Pricing may be unclear

      Buyer sentiment

      Insufficient publicly available user reviews to determine overall sentiment.

      What buyers like

      • Platform comprehensiveness
      • Payer-provider connectivity
      • Industry trust

      Common complaints

      • Lack of pricing transparency
      • Limited user feedback

      Pros and Cons

      • Streamlines sales and customer service for insurance agents.

      • User-friendly design encourages quick adoption.

      • Maximizes productivity with integrated tools.

      • Limited customization may not meet all agency needs.

      • May not be suitable for larger agencies with complex requirements.

      • Comprehensive platform connecting payers, providers, and consumers

      • Supports complex payment-related workflows for large health plans

      • Trusted by over 700 payers including major insurers

      • Pricing is quotation-based and not publicly available

      • Limited information on user experience and ease of use

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      List of Customers

      Customers

      HORTON

      HORTON

      INSFINITY

      INSFINITY

      THE SIG INSURANCE

      THE SIG INSURANCE

      No Customers information available.

      Media and Screenshots

      Screenshots

      Lead

      2 Screenshots

      No screenshots available.

      Videos

      video-0

      1 Videos

      No videos available.

      Top Alternatives to AgencyZoom and Zelis in 2026

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      Search by product name to compare pricing, fit, and buyer feedback in one view.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, AgencyZoom or Zelis?
      AgencyZoom edges out the other on user ratings (4.6 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
      Do AgencyZoom and Zelis offer a free trial?
      AgencyZoom offers a free trial. Zelis does not.
      What is the starting price of AgencyZoom vs Zelis?
      AgencyZoom starts at $89.10 /Month. Zelis starts at Contact for pricing.
      What are the top alternatives to AgencyZoom?
      Top alternatives to AgencyZoom include Zomentum, MemberSuite, Service Provider Pro, Qualified, Agencyjoy.
      What are the top alternatives to Zelis?
      Top alternatives to Zelis include SAC (salud a un clic), Practice Management Bridge, InstaMed, Qualified, Workvivo.

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