AgencyZoom 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

AgencyZoom

4.6

(14)

Pricing

Starting at $79.00 per month

About AgencyZoom

AgencyZoom is a comprehensive sales management suite specifically designed for insurance agencies, catering to their unique needs and challenges. This cloud-based platform offers a range of powerful tools to streamline processes, save time, and boost sales and retention.

With AgencyZoom, insurance agencies can efficiently onboard clients using the built-in client onboarding tools. It allows agencies to generate essential documents such as welcome packs and coverage checklists, ensuring a smooth and professional onboarding experience for new customers.

The platform also provides robust sales tracking capabilities, allowing agencies to monitor sales performance in real time. Managers can utilize features like real-time reports, feedback broadcasts, and goal setting to recognize high-performing agents and motivate teams, ultimately driving sales growth.

In addition, AgencyZoom offers automated workflow management, empowering agencies to automate time-consuming tasks and optimize conversions. Processes like welcome calls, post-sales tasks, renewal calls, and follow-up reminders can be automated, freeing up valuable time for agents to focus on building relationships with clients.

An...

AgencyZoom Screenshots

AgencyZoom Pricing and Plans

Starting price: $79.00 per month

Free Trial

Free Version

Basic

$79.00

per feature, per month

No plan information available

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AgencyZoom Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of AgencyZoom
Commission Calculations
Commission Management
Configurable Workflow
Lead Management
Property & Casualty
Reminders

AgencyZoom User Reviews

Overall Rating

4.6

Ratings Breakdown

71%

21%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.6

Functionality

4.6

Mike B.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed November 2017

GREAT, MUST-HAVE PRODUCT

as noted earlier, a huge increase in accountability.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simple, easy-to-use, clear, intuitive interface. My 10-person agency uses Agency Zoom every day. It has resulted in a MASSIVE increase in accountability and results tracking. For 10+ years, I'd implement a goal, 'kinda' track it, and be sad/ frustrated when we didn't reach it. AGENCY ZOOM HAS SOLVED ALL THAT! Buy it! Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone. Buy and install it!

Cons:

Nothing. It's awesome. One new thing that might be a new feature is the option to track whether a sale is a 'bundle.' That is n Allstate-only feature, so perhaps not critical, but it is critical to me right now, but also a 'nice to have' vs. a requirement. It is a great product as is.

Daniel J.

Verified reviewer

Insurance

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed February 2025

Lead Management Tool works great for SDRs!

I am currenty using AgencyZoom to manage my leads as an SDR, inbound leads fall into our customized column and are moved through other columns as we developed a process to work on them after we submit information on our website, with automation the process is easy to follow and the smartcycle function is great to manage follow ups. Im using frequently the customized templates for emails and SMS, this makes it easier for me to make several attempts to contact and it also allows me to leave notes and pin any relevant information.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Organization of columns, smart cycle function, template creation for emails and SMS, tags and history of events on leads.

Cons:

Integration with phone system presents problems sometimes

Tammy S.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2022

Not much 'Zooming' going on...

Not impressed with the product or the trainers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The leads are the only aspect of the software that I find helpful.

Cons:

No work flow. Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.

Cory E.

Used daily for less than 2 years

Review source

Reviewed October 2017

A fantastic product for insurance agents. You're silly for not looking into this!!

Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software. The product works flawlessly! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the office! It tracks ALR appointments kept and Life policies sold. It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners! Everything this software claims to do, it does, amazingly! The creators are also constantly improving and adding functionality to their software! The customer service is second to none! I am an AgencyZoom customer for life!

Ryan W.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2019

Amazing Value Add

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We were introduced to Agency Zoom in 2018. We had a major need to focus on lead flow, follow up, and tracking new biz sales outside of a spreadsheet. AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE! In terms of support, our contact there is represenative He has been fantastic to work with - we've asked for some creative things and they have worked with us on implementing or are going to implement to even make the tech better. representative also has been great about sending video's on "how to" on some questions we've asked. The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.

Cons:

We have no cons. Initially we wanted this to integrate with our AMS, and they are working on this. It isn't necessary, but it will make our team happy b/c it's less work if it integrates.

Nik K.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2020

ZOOM YOUR WAY TO THE TOP

They have a Facebook group where you can ask questions and see some other best practices other agents are doing. In the short time we have been using it, the updates have been quick and fantastic with more to come in the months ahead. It's saved us time and improved our efficiency managing leads and tracking sales.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After testing and using many CRM's for insurance, Agency Zoom is amazing. The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention. Their mobile app is also effective.

Cons:

There are always improvements any user would like to see in any CRM. Agency Zoom listens to its users and does a nice job of constantly adding integrations and general improvements.

judith l.

Verified reviewer

Automotive

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2023

track your leads

Ratings Breakdown

Ease of use

Functionality

Pros:

it let you track your leads and sales as individual

Cons:

I like the program, it is a really good option to manage our business.

Matthew F.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed October 2017

Fantastic

Frees up time for me as an owner and keeps my team on track!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simplifies goals, compensation plans, and tracking for both the agent and staff. So simple and it just works. The staff love it.

Cons:

Not much really. The software just works and works well. Some ideas would be to someday integrate AgencyHR and a payroll service in one.

Verified

Reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2021

Makes running an agency easy.

So far so good. Support is available via chat, and the FB group really helps to voice your opinion on new updates.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients.

Cons:

There are some features that seem to me should be a part of an effective CRM. Good news is though they are always adding new features.

Cab C.

Verified reviewer

Insurance

Used daily for less than 2 years

Review source

Reviewed October 2017

Game Changing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Agency Zoom has changed our agency for the better. After figuring out how much better our agencies would run with it, it has exceeded my expectations. It makes it easy for everyone to know what's up. It does this and more: On boarding Payroll ALR scheduling Goal monitoring Customer service is awesome with quick turnaround with answers. I expect many new features to come too!

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