# 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

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# 

 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.

[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/)

Overall rating

Based on 14 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$79

Per Feature, Per Month

Free trial  
available

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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

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

[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

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## 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/)

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