AgencyZoom

6.7easy start · #6 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $99/mo.

AgencyZoom is ranked #6 of 27 in insurance CRM software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $99/mo.

AgencyZoom plans and pricing

All plans

Allstate Single Location Agency $99/mo $99/monthly 14-day free trial support.agencyzoom.com · 29 Sept 2026

Allstate Multiple Location Agency $129/mo $129/monthly 14-day free trial support.agencyzoom.com · 29 Sept 2026

Independent Essential $149/mo $149/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Farmers Essential $149/mo $149/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Independent Growth $199/mo $199/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Farmers Growth $199/mo $199/monthly up to 7 users · 14-day free trial support.agencyzoom.com · 29 Sept 2026

Compared on insurance CRM software

Free plan: No
Sales pipelines: Yes
Renewal tracking: Yes
Agent management: Yes
Email automation: Yes
Mobile apps: Yes

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The record

Purpose: AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies.
CRM: Its lead manager lets users track opportunities and move leads through a pipeline.
Automation: The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks.
Analytics: AgencyZoom includes performance tracking and reports for agency and producer goals.
Integrations: The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC.
VoIP: Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma.
Plan limits: The plan guide says plans include up to seven users and a 14-day free trial.
Feature limits: Texting is available on Growth and Pro plans, while click-to-call is available on Pro only.
Support: The contact page directs existing customers to the in-product chat bubble for customer support.
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.
Security: The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021.
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.
Headquarters and origin: Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021.
Headquarters: Columbus, Ohio, United States
Price from: $99/mo

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#6 of 27

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Sources

agencyzoom.com· checked 29 Sept 2026
agencyzoom.com/info/info-engage· checked 29 Sept 2026
agencyzoom.com/info/info-goals· checked 29 Sept 2026
support.agencyzoom.com/en/collections/9649285-integrations· checked 29 Sept 2026
support.agencyzoom.com/en/articles/4960563-text-voip-integrati· checked 29 Sept 2026
support.agencyzoom.com/en/articles/16131002-overview-of-plan-t· checked 29 Sept 2026
agencyzoom.com/contact-us· checked 29 Sept 2026
support.agencyzoom.com/en/articles/12481064-mobile-app-v1-0-cr· checked 29 Sept 2026
app.agencyzoom.com/content/agencyzoom-privacy-policy.pdf· checked 29 Sept 2026
agencyzoom.com/pricing· checked 29 Sept 2026
vertafore.com/resources/press-releases/vertafore-acqu· checked 29 Sept 2026