Best for
Best for insurance agencies that already run a management system and want a pipeline and automated follow-up on top of it.
Insurance Agency Software Comparison
AgencyZoom vs. QQCatalyst
At a glance
At a glance
Best for
Best for small independent agencies writing mostly personal lines that quote through PL Rating.
- Small and mid-sized
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | AgencyZoom | QQCatalyst |
|---|---|---|
| Starting price | From $99 / month Single Location Agency plan for Allstate agencies, billed monthly. Plans for independent and Farmers agencies start at $149 / month (Essential), or $119.20 / month billed annually. Every plan includes up to 7 users. | Not stated Prices are not published. |
| Free trial | 14-day free trial on every plan; the first payment follows the end of the trial | Not stated |
| Users | Up to 7 users on every plan; more seats through the sales team | Not stated |
| API | API reference published at app.agencyzoom.com/openapi, plus Zapier | Not stated |
| Hosting | Not stated | Cloud-based |
| Clients and policies | Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it | Policy and client information in one place, with a summary of all current and future policies for existing and prospective customers, and a dashboard of alerts and upcoming tasks |
| Lines of business and markets | Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 | Personal and commercial lines. The carrier partner list covers private passenger auto, homeowners, dwelling fire, inland marine, umbrella and watercraft, and business auto, general liability, property, workers compensation and commercial inland marine. |
| Comparative rating and quoting | Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies | Two-way integration with Vertafore's PL Rating, a personal lines comparative rater with over 300 real-time carrier connections: quotes bridge into QQCatalyst as customers or prospects, and existing policies bridge back to PL Rating to be remarketed |
| Carrier downloads and connectivity | Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each | Vertafore publishes a carrier partner list that shows, per carrier, downloads for personal and commercial lines policies, initial load, direct bill commission and claims |
| Sales pipeline and renewals | Drag-and-drop lead pipeline that triggers automation as leads move, custom lead pipelines, lead source reports, and automated sequences from prospecting and onboarding through renewal and winback | Salesroom, an integrated sales pipeline manager for new business, rounding out accounts and prospect sales cycles; prospects from PL Rating land in Salesroom, Smartflows send automated communication, and Agency Intelligence runs email marketing campaigns |
| Commissions and agency accounting | Revenue tracking, and a comp calculator with chargebacks on the Allstate plans | Not stated |
| Client portal and certificates | A service center on the Pro plan, Google Reviews requested after every policy sold, and 2-way email and texting on the Growth and Pro plans | Not stated |
| Reports and exports | Month-to-month producer analytics, daily sales goals, lead source and activity reports, and an activity tracker on the Pro plan | 50+ pre-built and customizable reports from top clients to monthly production, a book of business breakdown, Employee Productivity activity tracking and an Employee Time Clock with payable clock-out reasons |
| Integrations and API | API reference and Zapier, with integrations for AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum (NowCerts), EZLynx Sales Center via Zapier, and communication tools such as RingCentral and Twilio; the pricing page notes that some AMS integrations may cost extra | Integrations with PL Rating and AgencyZoom, plus portals, mobile, e-payments and multi-channel communications through Vertafore's Orange Partners tech hub |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Support | Chat | Not stated |
| Onboarding | Documentation and knowledge base, Guided onboarding | Not stated |
| Company size | Not stated | Small and mid-sized |
| Integrations | more entries AMS360, QQCatalyst, Xanatek, HawkSoft, Momentum (NowCerts), EZLynx Sales Center, PL Rating, Tarmika, Zapier, Twilio, Gmail, Outlook, RingCentral, Canopy Connect, QuoteWizard, Google Reviews, ActiveCampaign | PL Rating, AgencyZoom |
Add a tool
Adds a column to the table, from the tools in this category.
Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Clients and policies AgencyZoom Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it QQCatalyst Policy and client information in one place, with a summary of all current and future policies for existing and prospective customers, and a dashboard of alerts and upcoming tasks
- Lines of business and markets AgencyZoom Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 QQCatalyst Personal and commercial lines. The carrier partner list covers private passenger auto, homeowners, dwelling fire, inland marine, umbrella and watercraft, and business auto, general liability, property, workers compensation and commercial inland marine.
- Comparative rating and quoting AgencyZoom Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies QQCatalyst Two-way integration with Vertafore's PL Rating, a personal lines comparative rater with over 300 real-time carrier connections: quotes bridge into QQCatalyst as customers or prospects, and existing policies bridge back to PL Rating to be remarketed
- Carrier downloads and connectivity AgencyZoom Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each QQCatalyst Vertafore publishes a carrier partner list that shows, per carrier, downloads for personal and commercial lines policies, initial load, direct bill commission and claims
- Sales pipeline and renewals AgencyZoom Drag-and-drop lead pipeline that triggers automation as leads move, custom lead pipelines, lead source reports, and automated sequences from prospecting and onboarding through renewal and winback QQCatalyst Salesroom, an integrated sales pipeline manager for new business, rounding out accounts and prospect sales cycles; prospects from PL Rating land in Salesroom, Smartflows send automated communication, and Agency Intelligence runs email marketing campaigns
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
AgencyZoom
Strengths
- 14-day free trial on every plan, charged only after the trial ends
- Published prices from $99 / month, with 20% off on annual billing for the independent and Farmers plans
- Integrations with AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum
- Apps for iOS and Android
Limitations
- Not an agency management system; policy data depends on a connected AMS
- The pricing page notes that some AMS integrations may cost extra
- Seats beyond seven are priced through the sales team
QQCatalyst
Strengths
- Two-way data bridge with PL Rating for personal lines quoting and remarketing
- Carrier downloads listed per carrier in a published partner list, including direct bill commission and claims
- 50+ pre-built and customizable reports
- Employee time clock built in
Limitations
- Prices are not published
- Comparative rating runs through PL Rating, a separate Vertafore product
- The official pages describe no agency accounting, client portal or certificates
Plans
Pricing
AgencyZoom
- Essential $149 Per month, up to 7 users; $119.20 / month billed annually. For independent agencies: prospecting and onboarding automation, AMS, rater and Zapier integration. Farmers agencies get plans with the same names and prices and a different feature list.
- Growth $199 Per month, up to 7 users; $159.20 / month billed annually. Adds renewal automation, Google Reviews and 2-way email and texting.
- Pro $349 Per month, up to 7 users; $279.20 / month billed annually. Adds events automation, service center, click to call, AgencyHR and activity tracker.
- Single Location Agency $99 Per month for Allstate agencies, up to 7 users. Lead management, comp calculator with chargebacks, renewal and winback automation, mobile app.
- Multiple Location Agency $129 Per month for Allstate agencies, up to 7 users. Adds multiple location management.
QQCatalyst
- QQCatalyst Not stated Prices are not published.
What users say
Review Scores · opens after launch
AgencyZoom
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
QQCatalyst
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
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Where this comes from
Where this comes from
AgencyZoom https://www.agencyzoom.com/ · checked against the official source on 2026-11-05
QQCatalyst https://www.vertafore.com/products/insurance-management-software/qqcatalyst · checked against the official source on 2026-11-06
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.