AgencyZoom
A sales, onboarding and retention layer for insurance agencies, strongest for producer accountability, lead follow-up and renewal retention. Frequently deployed on top of an existing agency management system.
What it costs
Third-party directories report starting prices from roughly $49 to $149 per month depending on the source and tier, with real pricing quoted per agency. The vendor does not publish a full public rate card.
Trial and access: Demo-led; no public self-serve signup.
Who it suits
- Agencies focused on producer accountability and goals
- P&C agencies with a dedicated sales team
- Agencies layering sales tooling over an existing AMS
- Owners who manage by scoreboard
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Not stated |
| Commission tracking | Included |
| ACORD forms & certificates | Not offered |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Not stated |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Not stated |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Not stated |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Included |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Not stated |
| Self-serve signup | Not offered |
What it does well
- Producer scorecards, goal tracking and lead accountability are unusually strong and genuinely insurance-shaped.
- Renewal and retention automation is a first-class feature rather than something you build.
- Good onboarding workflows for new agents joining an agency.
- A reasonable amount of independent review and tutorial video exists.
Where it falls short
- Published pricing is inconsistent across third-party sources and the vendor does not confirm a public rate card.
- No self-serve signup; evaluation requires a demo.
- Leans toward property and casualty agency workflows more than health, ACA or Medicare.
- Usually an addition to an AMS rather than a replacement, so it is a second subscription.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used AgencyZoom. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
- Loading reviews…
Compare the others
AgencyBloc AMS+
Insurance-specific AMS and CRM
AgentCubed
Insurance-specific CRM with lead distribution
Applied Epic
Enterprise agency management system
Better Agency
Insurance CRM and AMS