AgencyZoom
Sales suite for the modern insurance agent
AgencyZoom is a sales and automation platform for property and casualty insurance agencies. It addresses the need to manage leads, automate customer engagement through the policy lifecycle, track producer and agency goals, and collect Google Reviews after policies are sold. The platform is designed to work alongside an agency management system rather than replace it.
Core capabilities include a lead manager and CRM with drag-and-drop pipelines, prospecting and onboarding automation, renewal automation, revenue and sales tracking, activity reports, task management, referral tracking, and Google Reviews collection. It offers two-way email and texting integrations, Zapier support, and direct integrations with agency management systems such as AMS360, QQCatalyst, Hawksoft, and EZLynx, as well as rater, lead generation, and communication tools. Mobile apps are available for iOS and Android.
AgencyZoom is built for independent agents and captive agency types, including Allstate, Farmers, Nationwide, and State Farm agents. Plans are offered in monthly and annual billing, with a 14-day free trial and an initial 1-on-1 setup help session. Each plan includes up to 7 seats, with additional seats available through the sales team. Editions include Essential, Growth, and Pro for standard agencies, plus Single Location and Multiple Location Agency plans.
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