AgencyZoom
AgencyZoom is a comprehensive sales and customer relationship management (CRM) platform specifically designed for insurance agents.
Our verdict
Who it's for
Sales suite for insurance agents to automate processes, boost retention, and track growth.
Who should look elsewhere
AMS integration may require additional costs for some systems.
Pros
- +Specifically built for various insurance agency types, offering tailored solutions.
- +Automates time-consuming tasks, allowing agents to focus on selling.
- +Helps improve online reputation by automatically collecting 5-star Google Reviews.
- +Integrates with major agency management systems for a seamless workflow.
- +Includes a mobile app for managing leads and activities on the go.
Cons
- −AMS integration may require additional costs for some systems.
- −The platform is paid, with no free tier available beyond a trial.
- −Initial setup and onboarding can take 2-4 weeks.
Key features
- ✓Smart Lead Manager/CRM
- ✓Complete Lifecycle Automation (prospecting to renewal)
- ✓Performance Tracking Dashboards
- ✓Automated Google Reviews Collection
- ✓Compensation Plan Automation
- ✓AMS Integration
- ✓2-way Email Integration
- ✓2-way Texting Integration
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Pro | $349 | month | Prospecting automation; Goal management; Zapier integration |
| Growth | $199 | month | Prospecting automation; Goal management; Zapier integration |
| Essential | $149 | month | Prospecting automation; Goal management; Zapier integration |
| Multiple Location Agency | $129 | month | Lead management; Comp calculator with chargebacks; Goal management |
| Single Location Agency | $99 | month | Lead management; Comp calculator with chargebacks; Goal management |