# AgencyZoom Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AgencyZoom Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/158243/AgencyZoom --- # AgencyZoom Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 13, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) AgencyZoom ## What is AgencyZoom? AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents. ## What is AgencyZoom used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AgencyZoom?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.agencyzoom.com/&name=AgencyZoom) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AgencyZoom 4.6 (14) VS. [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $79 Per Feature, Per Month Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (14) Ease Of Use 4.9 (247) Value For Money 4.7 (13) Value For Money 4.8 (241) Customer Service 4.6 (12) Customer Service 4.8 (227) ## AgencyZoom alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/158243/AgencyZoom/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Workflow Management 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Configurable Workflow 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Configure existing workflows to meet your organization's needs Lead Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Commission Calculations 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Calculate employees' commissions based on certain rules Policy Management 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Commission Management Tracking, calculating, and paying commissions and earnings to employees AgencyZoom 8 features Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Configure existing workflows to meet your organization's needs Store information about leads or contacts and track, manage and nurture them throughout the sales process Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Timed notification for any upcoming task, deadline, appointment, or activity Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (14) 4.6 Based on 14 reviews ## Pricing Value for money 4.7 (13) Free Trial Basic $79.00 Per Feature,Per Month Value for money 4.7 (13) 4.7 Based on 13 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (12) 4.6 Based on 12 reviews ## User reviews Overall rating 4.6 Based on 14 reviews Filter by rating 5(10) 4(3) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent DJ Daniel J. Sales Development Rep Insurance ### "Lead Management Tool works great for SDRs!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 28, 2025 I am currenty using AgencyZoom to manage my leads as an SDR, inbound leads fall into our customized column and are moved through other columns as we developed a process to work on them after we submit information on our website, with automation the process is easy to follow and the smartcycle function is great to manage follow ups. Im using frequently the customized templates for emails and SMS, this makes it easier for me to make several attempts to contact and it also allows me to leave notes and pin any relevant information. Pros Organization of columns, smart cycle function, template creation for emails and SMS, tags and history of events on leads. Cons Integration with phone system presents problems sometimes Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL judith l. office manager Automotive ### "track your leads" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 15, 2023 Pros it let you track your leads and sales as individual Cons I like the program, it is a really good option to manage our business. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TS Tammy S. Comm Acct Manager, P&C Insurance ### "Not much 'Zooming' going on..." 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 August 4, 2022 Not impressed with the product or the trainers. Pros The leads are the only aspect of the software that I find helpful. Cons No work flow. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Owner Insurance ### "Makes running an agency easy. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 1, 2021 So far so good. Support is available via chat, and the FB group really helps to voice your opinion on new updates. Pros The automation features really helps streamline my workflow. Without having to do manual follow ups I can use the extra time to talk to new clients. Cons There are some features that seem to me should be a part of an effective CRM. Good news is though they are always adding new features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Nik K. AGENCY OWNER Insurance ### "ZOOM YOUR WAY TO THE TOP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 22, 2020 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NB Nathan B. Owner Insurance ### "Great product on the rise" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 28, 2020 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. Reasons for choosing AgencyZoom Better Agency is a little more robust but incredibly expensive, Agency zoom is a more affordable solution for my size shop. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GS Glenda S. Insurance Agent Insurance ### "Ease of use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2019 Love the email reminders for customers to sign docs which helps with people who cant come to the office Pros The program works wonders and keeps all employees sales and commissions up to date. Vome end of month almost all calculations are done Cons Not all comissions percentages are calculated accuartely. Info is only as good as my employee putting it in. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RW Ryan W. Partner Insurance ### "Amazing Value Add" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 28, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CP Craig P. Allstate Agency Owner and CEO of Agency Vault ### "Incredibly Time Saving and Functional System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 January 22, 2018 Pros The commission calculator easily saves me a couple hours a month. It's live changing. to get back two hours is a NO-BRAINER. Staff also loves daily updates/emails/and tracking. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mike B. Allstate Agent ### "GREAT, MUST-HAVE PRODUCT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 6, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/158243/AgencyZoom/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)