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AgencyZoom
What AgencyZoom is
AgencyZoom is a sales and automation platform built for insurance agents and agencies. Its lead manager tracks opportunities and supports moving prospects through sales pipelines. Automation covers customer engagement across prospecting, onboarding, renewals, and winbacks, while performance tracking and reports address agency and producer goals. The support center lists agency management integrations such as AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC, plus phone integrations including Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma. Plans include a 14-day trial, and listed options range from $99 a month for Allstate Single Location Agency to $349 a month for Independent Pro and Farmers Pro. Several plans specify a limit of seven users. Texting is available on Growth and Pro, while click-to-call is limited to Pro. The maker describes the product as an extension to an agency management system and says some AMS integrations may cost extra. Its 2025 device note says iOS works on all devices and Android only on older versions.
Who it suits
AgencyZoom suits insurance agencies that want to manage leads, automate customer engagement, and monitor agency or producer goals. Teams should check the listed plan limits, their AMS integration needs, and the maker's device note before choosing a plan.
What it does well
- Lead manager tracks opportunities through pipelines
- Automates renewals and winbacks
- Reports track agency and producer goals
- 14-day free trial
- Integrations include multiple AMS and phone platforms
What to know first
- No free plan
- Some AMS integrations may cost extra
- Texting is limited to Growth and Pro
- Click-to-call is Pro only
Limits
AgencyZoom has no free plan, and its listed plans include a 14-day trial. Plans with stated user limits allow up to seven users. Texting requires Growth or Pro, and click-to-call requires Pro.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Allstate Multiple Location Agency | $129/monthly · 14-day free trial | $129 a month |
| Farmers Essential | $149/monthly · up to 7 users · 14-day free trial | $149 a month |
| Independent Essential | $149/monthly · up to 7 users · 14-day free trial | $149 a month |
| Independent Growth | $199/monthly · up to 7 users · 14-day free trial | $199 a month |
| Farmers Growth | $199/monthly · up to 7 users · 14-day free trial | $199 a month |
| Independent Pro | $349/monthly · up to 7 users · 14-day free trial | $349 a month |
| Farmers Pro | $349/monthly · up to 7 users · 14-day free trial | $349 a month |
| Allstate Single Location Agency | $99/monthly · 14-day free trial | $99 a month |
As agencyzoom.com lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- Open the AgencyZoom website.
- Choose the plan for your agency type and location.
- Start the 14-day free trial.
- Use the web platform or install the iOS or Android app, subject to the maker’s device availability note.
- Connect a listed AMS platform or phone integration if it fits your setup.
Verdict
AgencyZoom brings insurance sales pipelines, customer engagement automation, and performance reporting together. Its plan pricing is listed, but feature access varies by tier and some AMS integrations may involve added costs.
Questions
How much does AgencyZoom cost?
Listed monthly plans range from $99.00 USD for Allstate Single Location Agency to $349.00 USD for Independent Pro or Farmers Pro. A 14-day free trial is included.
Is there a free plan?
No. AgencyZoom offers a 14-day free trial.
Which platforms does AgencyZoom support?
The listed platforms are web, iOS, and Android. The maker’s 2025 device note says iOS is supported on all devices and Android only on older versions.
Which agency management systems integrate with AgencyZoom?
Listed AMS integrations include AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. Some AMS integrations may involve additional costs.
Which features are limited to higher plans?
Texting is available on Growth and Pro plans. Click-to-call is available only on Pro.
How many users are included?
Plans that state a user limit include up to seven users.
Facts from AgencyZoom's own pages
- AMS relationship
- The pricing page says AgencyZoom acts as an extension to an agency management system, and notes some AMS integrations may require additional costs. · agencyzoom.com, 29 Sept 2026
- Analytics
- AgencyZoom includes performance tracking and reports for agency and producer goals. · agencyzoom.com, 29 Sept 2026
- Automation
- The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks. · agencyzoom.com, 29 Sept 2026
- CRM
- Its lead manager lets users track opportunities and move leads through a pipeline. · agencyzoom.com, 29 Sept 2026
- Feature limits
- Texting is available on Growth and Pro plans, while click-to-call is available on Pro only. · support.agencyzoom.com, 29 Sept 2026
- Headquarters
- Columbus, Ohio, United States · agencyzoom.com, 28 Sept 2026
- Headquarters and origin
- Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021. · vertafore.com, 29 Sept 2026
- Integrations
- The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. · support.agencyzoom.com, 29 Sept 2026
- Mobile app
- The maker says the app supports iOS on all devices and Android only on older versions, as of its 2025 device availability note. · support.agencyzoom.com, 29 Sept 2026
- Plan limits
- The plan guide says plans include up to seven users and a 14-day free trial. · support.agencyzoom.com, 29 Sept 2026
- Purpose
- AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies. · agencyzoom.com, 29 Sept 2026
- Security
- The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021. · app.agencyzoom.com, 29 Sept 2026
- Support
- The contact page directs existing customers to the in-product chat bubble for customer support. · agencyzoom.com, 29 Sept 2026
- VoIP
- Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma. · support.agencyzoom.com, 29 Sept 2026
Where AgencyZoom stands on Freedom251
- Insurance CRM Software#9 of 31