AgencyZoom

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Output—per 1M tokens

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About

AgencyZoom is ranked #11 of 27 in insurance CRM software on Inferse. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $99/mo.

Compared on insurance CRM software

Free plan: Noagencyzoom.com
Sales pipelines: Yesagencyzoom.com
Renewal tracking: Yesagencyzoom.com
Agent management: Yesagencyzoom.com
Email automation: Yesagencyzoom.com
Mobile apps: Yesagencyzoom.com

Facts

Purpose: AgencyZoom is an insurance-specific sales and automation platform for insurance agents and agencies.agencyzoom.com · 29 Sept 2026
CRM: Its lead manager lets users track opportunities and move leads through a pipeline.agencyzoom.com · 29 Sept 2026
Automation: The platform automates customer engagement from prospecting through onboarding, renewals, and winbacks.agencyzoom.com · 29 Sept 2026
Analytics: AgencyZoom includes performance tracking and reports for agency and producer goals.agencyzoom.com · 29 Sept 2026
Integrations: The support center lists integrations for AMS platforms including AMS360, QQCatalyst, EZLynx, NowCerts, Hawksoft, and EPIC.support.agencyzoom.com · 29 Sept 2026
VoIP: Listed phone integrations include Twilio, RingCentral, Bridge, NerdPhone, Vonix, Lightspeed Voice, Webex, and Ooma.support.agencyzoom.com · 29 Sept 2026
Plan limits: The plan guide says plans include up to seven users and a 14-day free trial.support.agencyzoom.com · 29 Sept 2026
Feature limits: Texting is available on Growth and Pro plans, while click-to-call is available on Pro only.support.agencyzoom.com · 29 Sept 2026
Support: The contact page directs existing customers to the in-product chat bubble for customer support.agencyzoom.com · 29 Sept 2026
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.support.agencyzoom.com · 29 Sept 2026
Security: The privacy policy describes safeguards including firewalls, password and access controls, and SSL encryption in transit; it is dated July 22, 2021.app.agencyzoom.com · 29 Sept 2026
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.agencyzoom.com · 29 Sept 2026

Company

Headquarters and origin: Vertafore described AgencyZoom as a Columbus, Ohio-based company when it announced its acquisition in November 2021.vertafore.com · 29 Sept 2026
Headquarters: Columbus, Ohio, United Statesagencyzoom.com · 28 Sept 2026