This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

AgencyZoom Pricing, Features, Reviews and Alternatives

AgencyZoom product overview

Price starts from

$

79

/momonth
Per Feature

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.

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 pricing information

Value for money

4.9

/5

11

Price starts from

$

79

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

AgencyZoom features

Functionality

4.9

/5

11
Total Features7 1 categories

Most valued features by users

Policy Management
Property & Casualty
Configurable Workflow
Commission Management
Lead Management
Workflow Management
Commission Calculations

Functionality contenders

AgencyZoom users reviews

Overall rating

4.8

/5

11

Positive reviews

100%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.9/10
Rating distribution

5

4

3

2

1

9

2

0

0

0

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

GREAT, MUST-HAVE PRODUCT

Reviewed 4 years ago

as noted earlier, a huge increase in accountability.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

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

Reviewed 4 years ago

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

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...

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Great product on the rise

Reviewed 2 years ago

Great, I am confident that the couple things I feel are lacking will be added soon, they have been great to work with.

Pros

Incredible user interface, easy and intuitive which makes it a breeze for new agents. They are incredibly open to agent feedback, and take solving issues seriously, even if it technically is not an Agency Zoom issue they will help the agent root cause it so the agency can use their software effectively.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Amazing Value Add

Reviewed 2 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ZOOM YOUR WAY TO THE TOP

Reviewed 2 years ago

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.

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.

AgencyZoom FAQs and common questions

AgencyZoom has the following pricing plans:
Starting from: $79.00/month
Pricing model: Subscription
Free Trial: Available


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


AgencyZoom supports the following languages:
English


No, AgencyZoom does not have an API available.


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

Common AgencyZoom comparisons

AgencyZoom logoAgentero logo
AgencyZoomvsAgentero
AgencyZoom logoVelocity logo
AgencyZoomvsVelocity

Related categories