--- title: "AgencyZoom Software Reviews, Demo & Pricing - 2026" description: "Review of AgencyZoom Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/agency-zoom-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / AgencyZoom Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/agency-zoom-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/agency-zoom-profile/alternatives/) # AgencyZoom Review From $79/month Free trial 1 plan Wondering if AgencyZoom is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview AgencyZoom 4.6 [(14)](https://www.softwareadvice.com/insurance/agency-zoom-profile/reviews/) Pricing Starting at $79.00 per feature 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... other standout feature is the commission calculation tool, which automatically calculates commissions within AgencyZoom. Team members can track their commissions in real time, providing transparency and motivation to drive sales results. Wondering if AgencyZoom is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## AgencyZoom User Interface ## Popular AgencyZoom Alternatives Main Product AgencyZoom 4.6 [(14)](https://www.softwareadvice.com/insurance/agency-zoom-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.69Value for money - 4.58Customer support - 4.64Functionality Pricing Starting at $79.00 per month Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.85Ease of use - 3.74Value for money - 4.21Customer support - 4.07Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/) 3.7 [(103)](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.73Value for money - 3.39Customer support - 3.42Functionality Pricing Available upon request Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(75)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.68Ease of use - 3.39Value for money - 3.34Customer support - 3.37Functionality Pricing Available upon request Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 ## AgencyZoom customer ratings - Overall rating: 4.6/5 - Total reviews: 14 ### Rating distribution - 5 stars: 10 reviews (71%) - 4 stars: 3 reviews (21%) - 3 stars: 1 reviews (7%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.7/5 - Customer support: 4.6/5 - Functionality: 4.6/5 --- ### GREAT, MUST-HAVE PRODUCT - Overall rating: 5/5 - Reviewer: Mike B. - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered as noted earlier, a huge increase in accountability. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Lead Management Tool works great for SDRs! - Overall rating: 4/5 - Reviewer: Daniel J. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Not much 'Zooming' going on... - Overall rating: 3/5 - Reviewer: Tammy S. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Not impressed with the product or the trainers. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 2/5 - Functionality: 2/5 #### 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. --- ### A fantastic product for insurance agents. You're silly for not looking into this!! - Overall rating: 5/5 - Reviewer: Cory E. - Product usage: Used daily for less than 2 years - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Amazing Value Add - Overall rating: 5/5 - Reviewer: Ryan W. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### ZOOM YOUR WAY TO THE TOP - Overall rating: 5/5 - Reviewer: Nik K. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### track your leads - Overall rating: 5/5 - Reviewer: judith l. - Verified reviewer: Yes - Industry: Automotive - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Fantastic - Overall rating: 5/5 - Reviewer: Matthew F. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered Frees up time for me as an owner and keeps my team on track! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Makes running an agency easy. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Game Changing - Overall rating: 5/5 - Reviewer: Cab C. - Verified reviewer: Yes - Industry: Insurance - Product usage: Used daily for less than 2 years - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- Showing 1 - 10 of 14 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/agency-zoom-profile/reviews/) ## AgencyZoom Popular Comparisons [ePayPolicy vs AgencyZoom](https://www.softwareadvice.com/insurance/agency-zoom-profile/vs/epaypolicy/) [Compare All Alternatives](https://www.softwareadvice.com/insurance/agency-zoom-profile/alternatives/) ## Other Top Recommended Insurance Software [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **9** times [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **6** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **5** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **3** times Stuck Between Options? 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