AgencyZoom Review: Is It The Right Insurance Agency Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
SOC 2Starts from $89.10 / Month when Billed Yearly
HORTON
INSFINITY
THE SIG INSURANCETrusted by teams including HORTON
Overview
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What is AgencyZoom?
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 tasks, and provides a standardized customer care experience. Join the modern agents and simplify your work with AgencyZoom: the easy-to-use sales suite for the 21st century insurance representative.
Pricing
Starts from $89.10 / Month when Billed Yearly
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
AgencyZoom Software Demo
AgencyZoom was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider AgencyZoom
- Team types
- Large Enterprises, Medium Business
Why teams choose AgencyZoom
Streamlines sales and customer service for insurance agents.
User-friendly design encourages quick adoption.
Maximizes productivity with integrated tools.
Is AgencyZoom right for you?
What buyers should know before shortlisting AgencyZoom
AgencyZoom is a modern insurance agency management platform designed to enhance productivity and streamline operations. Its user-friendly interface makes it accessible for agents looking to improve their workflow.
AgencyZoom pros and cons
- AgencyZoom pros
Streamlines sales and customer service for insurance agents.
User-friendly design encourages quick adoption.
Maximizes productivity with integrated tools.
- AgencyZoom cons
Limited customization may not meet all agency needs.
May not be suitable for larger agencies with complex requirements.
Ready to try it?
Get started with AgencyZoom
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare AgencyZoom side-by-side with top Insurance Agency Management Software alternatives.
What is the pricing of AgencyZoom?
AgencyZoom Pricing Plans
Pro (Independent Agent)
Prospecting automation
Goal management
Zapier integration
AMS integration
Onboarding automation
Show more +
Growth (Independent Agent)
Prospecting automation
Goal management
Zapier integration
AMS integration
Onboarding automation
Show more +
Essential (Independent Agent)
Prospecting automation
Goal management
Zapier integration
AMS integration
Onboarding automation
Show more +
Multiple Location Agency (Allstate Agent)
Lead management
Comp calculator with chargebacks
Goal managеment
Revenue tracking
Lead integration
Show more +
Weighing your options?
Not sure if AgencyZoom fits your budget?
AgencyZoom reviews and ratings
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
Are you using AgencyZoom?
What users are saying
AH
Alexis H
11/07/23
"AZ makes it easy for the team to see the goals."
What do you like best about AgencyZoom? The price is right and the value is exceptional. It makes it so easy to stay in touch with our clients. What ...
Read more
KS
Kelli S
11/02/23
"New to it and super easy to use and figure out"
What do you like best about AgencyZoom? customer info and leads at your fingertips What do you dislike about AgencyZoom? You can not filter the ...
Read more
LH
Lance H
10/19/23
"Great CRM"
What do you like best about AgencyZoom? Integrations with Agency Management System, integration with Phone, texting system and also the integration ...
Read more
MW
Marrissa W
05/25/22
"Great Resource"
What do you like best about AgencyZoom? Agency zoom works with QQ & PL Rater, we enjoy how flexible it is & the ease of use!! We use the pipeline ...
Read more
TS
Tammy S
04/19/22
"Learning it - with much hope that I am only touching the iceberg of capabilities available."
What do you like best about AgencyZoom? Unfortunately, I'm not sure I've found much, if anything, that I do like. The instruction that has been ...
Read more
CY
Cy Y
03/29/22
"Agency Zoom Review"
What do you like best about AgencyZoom? Kat and the team are great to work with! They put their clients in a position to succed. What do you dislike ...
Read more
- See if AgencyZoom fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of AgencyZoom?
Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…
Commission management is a crucial feature in software used by businesses that employ commission-based sales teams. It allows for the effici…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…
Lifecycle Management is a business management technique that may be used to improve the sustainability performance of all types of businesse…
Property management refers to the supervision, monitoring, and maintenance of real estate properties by a designated professional known as a…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
AgencyZoom security and data handling
Key compliance certifications and security features for IT and security teams evaluating AgencyZoom.
Certifications
Security features
Developer & data
Alternatives to AgencyZoom
AgencyZoom Customers
HORTON
INSFINITY
THE SIG INSURANCE
AgencyZoom Support Options
Frequently Asked Questions About AgencyZoom
Common questions buyers ask before choosing AgencyZoom.
AgencyZoom is a Insurance Agency Management Software. AgencyZoom offers CRM, Task Management, Lead Management, Property Management, Commission Management and many more functionalities.
Buyers commonly note the following limitations of AgencyZoom: Limited customization may not meet all agency needs.; May not be suitable for larger agencies with complex requirements.; Pricing details may not be transparent..
Some top alternatives to AgencyZoom includes Zomentum, MemberSuite, Service Provider Pro, Qualified and IFTTT.
AgencyZoom offers Free Trial, Subscription pricing models
The starting price of AgencyZoom is $89.10/Month when Billed Yearly
Ready to try it?
Get started with AgencyZoom
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].