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 $99.00 USD per month for Allstate Single Location Agency to $349.00 USD per 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 is for
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 is good
- 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
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.
Get started with AgencyZoom
- 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.
Limits to know first
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.
Questions about AgencyZoom
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.
AgencyZoom plans and pricing
All plansCompared on insurance CRM software
- Free plan
- No
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
- Mobile apps
- Yes
