AgencyZoom review for insurance agencies: pricing, lead routing and integrations
AgencyZoom is Vertafore's sales CRM for P&C agencies. It takes in leads from your lead vendors and website, hands each one to a producer and keeps follow-up going with emails, texts and tasks until the lead is sold or closed.
Plans are priced per agency with up to seven users, in versions for independent, Farmers and Allstate agencies. There's a 14-day free trial, and it syncs both ways with AMS360, QQCatalyst and NowCerts.
- Best for
- P&C agencies, independent or captive, that buy internet leads and want follow-up, renewals and producer pay in one place
- Price
- From $119.20 a month billed yearly, or $149 month to month
- Free trial
- 14 days. Billing starts when it ends
- Lead intake
- A post URL and an email address for each lead source. QuoteWizard and CarrierIQ built in
- Assignment
- Round robin, one named producer or an assignment group. Timers (shot clocks) pass idle leads to someone else
- Texting and calling
- Texts on Growth and Pro, click-to-call on Pro, through the phone provider you connect
- Agency systems
- Two-way sync with AMS360, QQCatalyst and NowCerts. HawkSoft sends data in
- Contract
- Month to month, or a year paid upfront
Our take
Pick AgencyZoom if you run a P&C agency, independent or captive, that buys internet leads and wants every one worked. Vendor leads post straight in and get a producer and a service rep. Pipelines then send the emails and texts for you.
Growth is where most agencies land, because Essential has no texting or renewal automation. Pro adds click-to-call and a service desk, which matters once your CSRs live in it.
The limit to know is seven users. A bigger team needs a quote.
Pros
- Each lead source gets its own post URL and email address
- Timers (shot clocks) hand off leads nobody has worked
- Two-way sync with AMS360, QQCatalyst and NowCerts
- Separate plans and prices for Farmers and Allstate agencies
- Reports tie sales and lost leads back to each lead source
- Published prices and a 14-day free trial
Cons
- No texting on Essential, and click-to-call needs Pro
- More than seven users needs a quote
- HawkSoft data flows in only, and EZLynx books come in by file
- Duplicate leads are merged by hand
- Phone service and texting are billed by a separate provider
Plans and pricing
| Plan | Month to month | Yearly, independent | Yearly, Farmers | What it adds |
|---|---|---|---|---|
| EssentialLead follow-up and the AMS link | $149 | $119.20 | $104.30 | Lead intake, pipelines, automated email and tasks, AMS and rater links, Zapier and reports |
| GrowthAgencies that want texting and renewalsWhere most agencies start | $199 | $159.20 | $139.30 | Two-way texting, renewal automation, booking links, review requests and producer referral sites |
| ProAgencies that also run service in it | $349 | $279.20 | $244.30 | Click-to-call, Service Center, event automation, AgencyHR, activity tracking and one-on-one training |
Prices are per agency each month, as of October 2026, from agencyzoom.com/pricing and the sign-up checkout. Yearly plans are paid upfront. Independent agencies save 20% on a yearly plan and Farmers agencies save 30%.
| Plan | Month to month | What it includes |
|---|---|---|
| Allstate Single LocationOne Allstate office | $99 | Lead vendor connections, custom lead pipelines, win-back automation, pay and chargeback tracking, reports and the mobile app |
| Allstate Multiple LocationAllstate owners with several offices | $129 | Everything in Single Location plus management across locations |
| EnterpriseAgency networks | Quote only | Shared pipelines, automations and lead sources across agencies, with central reports |
Good to know before you buy
- Every plan covers up to seven users. More users need a quote.
- Every plan comes with chat support and a one-on-one setup session.
- Your AMS, phone service and Zapier accounts are billed by those companies.
- Payments aren't refunded, including a yearly plan you stop using.
Calls and texts
AgencyZoom doesn't sell minutes or texts. They run through the phone provider you connect, such as RingCentral, Twilio or Ooma, and that provider bills you for them.
Which plan has it
| Feature | Essential | Growth | Pro |
|---|---|---|---|
| Users included | 7 | 7 | 7 |
| Lead intake by post URL and email | |||
| Pipelines, tasks and automated email | |||
| AMS and rater connections | |||
| Zapier connection | |||
| Two-way texting | |||
| Booking links on your calendar | |||
| Renewal automation | |||
| Review requests and referral sites | |||
| Click-to-call | |||
| Service Center for service requests | |||
| AgencyHR and activity tracking | |||
| Ongoing training | Group | Group | One-on-one |
Farmers plans follow the same three tiers and add Farmers Folio reports. Allstate plans are packaged separately, as shown above.
Getting started
Start the 14-day trial
Pick the independent, Farmers or Allstate version. You aren't charged until the trial ends.
Connect your AMS
AMS360, QQCatalyst and NowCerts sync both ways. The first AMS360 sync takes at least a day, and QQCatalyst usually takes one to two.
Add your lead sources
Each source gets its own post URL and email address. Start with the vendor that sends you the most leads.
Decide who gets each lead
Set round robin, a named producer or an assignment group for each source, then turn on shot clocks.
Train the team
AgencyZoom puts training and onboarding at two to four weeks.
Support is by chat and the help center. Book imports bring over clients, contacts, policies, dates, notes, tags and custom fields.
Lead intake
Each lead source gets a post URL (a webhook) for instant delivery and an email address that AgencyZoom reads and turns into a lead.
- Ways leads come in
- Post URL, email, API, CSV import, web forms, Zapier, incoming email or typed in by hand
- Built-in lead vendors
- QuoteWizard and CarrierIQ
- Current policy details
- Canopy Connect and SALT pull in what a prospect has now
- Duplicates
- Merged by hand, and only within the same pipeline and stage
- Leads you don't want
- Move them to Dead with a loss reason, or delete them
- Between offices
- Send a lead to another AgencyZoom account with its pipeline, producer and tags
Assignment rules
Round robin
New leads from a source take turns across everyone with a producer or service role.
One named person
Every lead from the source goes to the producer or service rep you pick.
Assignment group
Leads take turns within a smaller group of users you set up.
- On every lead
- A producer, a service rep and an office location
- If nobody works it
- A neglected-lead shot clock hands it to someone else
- If it sits too long
- An aged-lead shot clock moves it to another stage or pipeline, marks it Dead or parks it in SmartCycle
- SmartCycle
- Brings a parked lead back to the active pipeline later, with its owner and history
Follow-up and calling
Each pipeline stage can send emails and texts and create tasks on a schedule. A sequence stops on its own when the lead replies.
- Texting
- Growth and Pro, through Twilio, RingCentral, Bridge, Lightspeed Voice, NerdPhone, Vonix or Ooma
- Calling
- Click-to-call on Pro, through the same phone providers
- Booking links
- Growth and Pro, for each producer or team
- Opt-outs
- A STOP reply or an email unsubscribe blocks that channel for the lead
- Texting registration
- US phone carriers require business texting numbers to be registered (10DLC, the US registry for business texting numbers). Your phone provider handles it, not AgencyZoom
- When follow-up stops
- Marking a lead Sold closes its open tasks. Marking it Dead cancels them
Client and policy records
A sold lead becomes a customer with its contacts, policies and service requests. Commercial accounts can hold several contacts.
- Policy details
- Carrier, type, number, premium, effective and expiration dates, producer and service rep
- With an AMS
- Your AMS stays the source of truth for the policies it syncs
- Without an AMS
- AgencyZoom holds the policies itself
Renewals, retention and cross-sell
New clients and renewals
Onboarding automations start a set number of days after the effective date. Retain automations start before each renewal and repeat every term, filtered by carrier, policy type and tags.
Win-backs
A renewal or service ticket closed as canceled can become a win-back. It comes back a set number of days before the x-date.
Cross-sell
Imported books can be filtered for cross-sell. Several policies sold within 14 days count as one sale by default.
Turning 65
A daily scan of your book can create a lead before a client turns 65.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| AMS360 | Agency system | Built in | Your book comes in and leads become AMS360 prospects. Notes, tasks, quotes and sold policies move both ways |
| QQCatalyst | Agency system | Built in | Two-way sync of leads, tasks, notes and policy lookups |
| NowCerts | Agency system | Built in | Two-way sync |
| HawkSoft | Agency system | Built in | Sends book and client data into AgencyZoom, mainly one way |
| EZLynx | Agency system | File import | Your book comes in from a scheduled report |
| Applied Epic | Agency system | File import | Client and policy reports come into AgencyZoom |
| AgencyMatrix and TAM | Agency system | File import | Customer files come into AgencyZoom |
| PL Rating | Rater | Built in | Sends applicant details to the rater, and quote results come back as leads |
| Tarmika | Rater | Built in | Sends basic applicant details to Tarmika |
| QuoteWizard and CarrierIQ | Lead vendor | Built in | Send leads straight into AgencyZoom |
| Canopy Connect and SALT | Policy data | Built in | Bring in a prospect's current policy details |
| Twilio, RingCentral, Ooma and four other phone providers | Phone | Built in | Texts on Growth and Pro, click-to-call on Pro. Recording depends on the provider |
| Gmail, Outlook and Yahoo | Built in | Two-way email on every plan | |
| Google and Microsoft calendars | Calendar | Built in | Booking links and appointments tied to a lead, on Growth and Pro |
| Webex | Video | Built in | Video meetings |
| Zapier | Automation | Zapier | Triggers and actions for other apps, on every independent plan |
| ActiveCampaign and Thanks.io | Marketing | Zapier | Listed among AgencyZoom's Zapier connections |
The other phone providers are Bridge, Lightspeed Voice, NerdPhone and Vonix. Zapier connections need a Zapier account, which Zapier bills separately.
Commissions
AgencyZoom works out producer pay from base pay, tiers, life and health commission, bonuses and disqualifiers. It handles producer splits, and managers can email pay statements. Allstate agencies can import DASH and iVantage production and commission reports.
Client portal and mobile app
- Apps
- iPhone and Android
- What you can do
- Work leads, tasks, notes, emails and quotes, see reports and get notifications
Reporting
Reports you get
- Lead source saved on every lead
- Lead volume and conversion by producer and source
- Why leads were lost
- Calls, emails, texts and tasks by user
- Quotes by producer, policy type and carrier
- Sales, revenue, goals and referrals by producer
- Renewal and service dashboards
- Reports across all agencies on Enterprise
What users say
What reviewers say most often, as of October 2026.
What users like
- Saves time on daily work
- Connections to other systems
- Customer support
- Customization
- Lead and sales tracking
- Automated follow-up
- Goals, commissions and payroll reports
What users dislike
- Takes training to learn
- Limits on bulk email and campaigns
- Too many clicks for routine tasks
- Search could be better
- Price
- Wish lists for more workflows and phone features
Contract and cancellation
- Term
- Month to month, or a year paid upfront
- Canceling
- Month to month cancels any time. A yearly plan runs to the end of its term
- Renewal notice
- On a yearly plan, give written notice 60 days before renewal if you don't want it to renew
- Refunds
- Payments aren't refunded
- Your data
- Ask within 30 days of leaving. A full data extraction is billed at Vertafore's service rates and may need payment first
From AgencyZoom's pricing FAQ and Vertafore's standard terms dated August 2026.
AgencyZoom alternatives
- InsuredMineFrom $106 a user per month, billed yearlyPriced per user, with an Applied Epic and AMS360 sync
- GloveBox CRMFrom $41.65 a month, billed yearlySolo and team plans for small P&C agencies
- EZLynxQuote onlyLead follow-up inside the EZLynx rater and agency system
- Ricochet360From $20 a user per month, yearly contractCalling and texting built in, with a Farmers package
See every option in insurance lead management software.
Frequently asked questions
How much does AgencyZoom cost?
Essential, Growth and Pro cost $149, $199 and $349 a month on a monthly plan, for up to seven users. Paying yearly brings Essential to $119.20 a month, and Allstate plans start at $99.
Does AgencyZoom have a free trial?
Yes, 14 days on every plan. The first payment comes after it ends.
Can AgencyZoom take leads from my lead vendors?
Yes. Any vendor that can post to a URL or send an email can deliver to it, and QuoteWizard and CarrierIQ connect directly.
Which agency management systems does AgencyZoom connect to?
It syncs both ways with AMS360, QQCatalyst and NowCerts. HawkSoft sends data in, and EZLynx and Applied Epic books come in by file import.
Does AgencyZoom do round robin?
Yes. Each lead source can rotate leads across your producers and service reps, or across a smaller group.
Can I cancel AgencyZoom any time?
On a month-to-month plan, yes. A yearly plan runs to the end of the term and isn't refunded.
How we researched this review. We based this review on the pricing, terms and product pages published by AgencyZoom, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan AgencyZoom quit selling or a contract term that reads different now, let us know and send the link to the page where AgencyZoom has it. Somebody here pulls up that page and checks it before we change anything on ours.