AgencyZoom
Sales and retention CRM for insurance agencies that runs alongside the agency management system.
- Starting price
- From $99 / month
- Free trial
- 14-day free trial on every plan; the first payment follows the end of the trial
- API
- API reference published at app.agencyzoom.com/openapi, plus Zapier
Overview
AgencyZoom is a sales and retention CRM for insurance agencies from Vertafore, built to work alongside an agency management system rather than replace it. It tracks leads in a pipeline, automates emails from prospecting through onboarding and renewal, and reports on producer performance. It runs in the browser and in apps for iOS and Android, with separate plans for independent, Allstate and Farmers agencies. Plans are billed monthly or annually, include up to seven users and start with a 14-day free trial.
Our take
Pick AgencyZoom if you already have a management system and the gap is follow-up: leads that go cold, renewals nobody calls and producer numbers you cannot see. If you are choosing your first system, it is not the starting point, because it sits on top of one and shows policies only through that integration. If you are a captive agent, compare the plans for your own carrier, since their feature lists differ from the independent ones.
Key Facts
| Category | |
|---|---|
| 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. |
| Free trial | 14-day free trial on every plan; the first payment follows the end of the trial |
| API | API reference published at app.agencyzoom.com/openapi, plus Zapier |
| Users | Up to 7 users on every plan; more seats through the sales team |
Features
- 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
- 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
- Comparative rating and quoting
- Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies
- 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
- 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
- Commissions and agency accounting
- Revenue tracking, and a comp calculator with chargebacks on the Allstate plans
- 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
- Reports and exports
- Month-to-month producer analytics, daily sales goals, lead source and activity reports, and an activity tracker on the Pro plan
- 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
- AMS360
- QQCatalyst
- Xanatek
- HawkSoft
- Momentum (NowCerts)
- EZLynx Sales Center
- PL Rating
- Tarmika
- Zapier
- Twilio
- Gmail
- Outlook
- RingCentral
- Canopy Connect
- QuoteWizard
- Google Reviews
- ActiveCampaign
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Support
-
- Chat
- Onboarding
-
- Documentation and knowledge base
- Guided onboarding
Pros and Cons
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
Pricing
-
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.
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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.
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Multiple Location Agency
$129
Per month for Allstate agencies, up to 7 users. Adds multiple location management.
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