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AgencyZoom is insurance agency management software offering a sales and service automation platform that boosts lead conversion and retention for agencies. Founded in 2017 and based in Charlotte, North Carolina, USA, AgencyZoom helps agencies focused on sales performance and retention manage policies, clients, servicing and sales in one platform.
AgencyZoom is built for agencies focused on sales performance and retention. It suits agencies that want sales pipeline and lead management without manual processes and disconnected tools.
Compared with alternatives like Better Agency, AgencyZoom differentiates on sales pipeline and lead management. Pricing is quote-based and scoped to your users and agency size.
Pricing Model
Quote-based
Starting Price
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Free Options
Free trial
Core AgencyZoom for a single agency. Contact for a quote.
Advanced AgencyZoom for larger agencies and networks. Contact for a quote.
| Feature | Agency Popular | Enterprise |
|---|---|---|
| sales pipeline and lead management | , | |
| onboarding and retention automation | , | |
| Carrier integrations | , | |
| Reporting | , | |
| Standard support | , | |
| Everything in Agency | , | |
| goal tracking and gamification | , | |
| reporting and dashboards | , | |
| Advanced analytics | , | |
| Priority support and onboarding | , |
Other
CRM
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Agency management for health and life insurance
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