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AgencyZoom
Columbus, Ohio, United States
What it is
AgencyZoom is an insurance-focused sales and automation platform for agents and agencies. Its lead manager tracks opportunities and moves leads through a pipeline. The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks, and includes performance reporting for agency and producer goals. It is available on web, iOS, and Android, though the maker's 2025 availability note says iOS is supported on all devices and Android only on older versions. Listed agency management system integrations include AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC. Phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma. Plans include up to seven users where specified; texting is available on Growth and Pro plans, while click-to-call is limited to Pro. The pricing page describes AgencyZoom as an extension to an agency management system, and some AMS integrations may have additional costs. The Allstate Single Location Agency plan is $99 a month and has a 14-day free trial; other listed plans range up to $349 a month.
For and against
For
- Tracks opportunities through sales pipelines
- Automates engagement through renewals and winbacks
- Reports on agency and producer goals
- Offers a 14-day free trial
Against
- No free plan
- Texting is limited to Growth and Pro plans
- Click-to-call is limited to Pro
- Some AMS integrations may involve additional costs
The verdict
AgencyZoom brings lead management, engagement automation, and performance tracking together for insurance agencies. Review the plan-specific communication limits and any integration costs before choosing a plan.
Who it suits
AgencyZoom suits insurance agents and agencies looking to manage leads, automate customer engagement, and track sales goals. Its integrations may be relevant to agencies already using listed management systems or phone services.
Plans and prices
Allstate Single Location Agency
14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Allstate Multiple Location Agency
14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Farmers Essential
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Independent Essential
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Independent Growth
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Farmers Growth
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Independent Pro
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
Farmers Pro
up to 7 users · 14-day free trial
Read 29 Sep 2026 · support.agencyzoom.com
On the record
- 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 · read 29 Sep 2026
- Analytics
- AgencyZoom includes performance tracking and reports for agency and producer goals.agencyzoom.com · read 29 Sep 2026
- Automation
- The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks.agencyzoom.com · read 29 Sep 2026
- CRM
- Its lead manager lets users track opportunities and move leads through a pipeline.agencyzoom.com · read 29 Sep 2026
- Feature limits
- Texting is available on Growth and Pro plans, while click-to-call is available on Pro only.support.agencyzoom.com · read 29 Sep 2026
- Headquarters and origin
- Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021.vertafore.com · read 29 Sep 2026
- Integrations
- The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC.support.agencyzoom.com · read 29 Sep 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 · read 29 Sep 2026
- Plan limits
- The plan guide says plans include up to seven users and a 14-day free trial.support.agencyzoom.com · read 29 Sep 2026
- Purpose
- AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies.agencyzoom.com · read 29 Sep 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 · read 29 Sep 2026
- Support
- The contact page directs existing customers to the in-product chat bubble for customer support.agencyzoom.com · read 29 Sep 2026
- VoIP
- Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma.support.agencyzoom.com · read 29 Sep 2026
