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AgencyZoom Logo

Sales management for insurance agencies

Table of Contents

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Find out with a

AgencyZoom - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: November 2025

AgencyZoom overview

What is AgencyZoom?

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more, in order to help insurance agencies to save time and enhance sales and retention.

Designed specifically for P&C (property and casualty) agencies, AgencyZoom helps users to track sales, onboard clients, and manage their sales teams. Sales can be tracked within the platform, with tools such as real-time reports, feedback broadcasts to recognize high performing agents, and goal setting and tracking to motivate teams. AgencyZoom facilitates the management of client onboarding and allows users to generate welcome packs, coverage checklists, and more to share with new customers.

AgencyZoom allows businesses to automate processes such as welcome calls, post-sales tasks, renewal calls, and follow-up reminders in order to save time and optimize conversions. Commission can be calculated automatically within AgencyZoom and team members can track their commission in real time for added motivation.

Starting price

79per feature /
per month

Alternatives

with better value for money

AgencyZoom’s user interface

Ease of use rating:

AgencyZoom reviews

Overall rating

4.6

/5

14

Positive reviews

93

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.75/10
Rating distribution

5

4

3

2

1

10

3

1

0

0

Pros
“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.”
RW

Ryan W.

Partner

“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.”
RW

Ryan W.

Partner

“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.”
Verified reviewer profile picture

Mike B.

Allstate Agent

Cons
“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.”
TS

Tammy S.

Comm Acct Manager, P&C

“Integration with phone system presents problems sometimes.”
DJ

Daniel J.

Sales Development Rep

“There is no place to manually edit work flows, and the long term retention automation is not built out yet.”
NB

Nathan B.

Owner

Who uses AgencyZoom?

Based on 14 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Automotive

Use cases

- Not enough reviews
-
-
-
-
-

AgencyZoom's key features

Most critical features, based on insights from AgencyZoom users:

Workflow management
Commission management
Commission calculations
Lead management
Activity tracking
Policy management

All AgencyZoom features

Features rating:

Configurable workflow
Property & casualty
Reminders

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AgencyZoom pricing

Value for money rating:

Starting from

79

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about AgencyZoom price and value

Value for money rating:

To see what individual users think of AgencyZoom's price and value, check out the review snippets below.

“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.”
RW

Ryan W.

Partner

“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.”
RW

Ryan W.

Partner

AgencyZoom support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk

Training options

Webinars
Live Online
Documentation

AgencyZoom FAQs

Q. Who are the typical users of AgencyZoom?

AgencyZoom has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does AgencyZoom support?

AgencyZoom supports the following languages:
English


Q. Does AgencyZoom offer an API?

No, AgencyZoom does not have an API available.


Q. What level of support does AgencyZoom offer?

AgencyZoom offers the following support options:
Phone Support, Email/Help Desk

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