--- description: Review of AgencyZoom Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AgencyZoom | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Insurance Software](/directory/4506/insurance/software) > [AgencyZoom](/software/75174/agency-zoom) # AgencyZoom Canonical: https://www.softwareadvice.co.uk/software/75174/agency-zoom Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/75174/agency-zoom?page=2) > AgencyZoom is a comprehensive sales management suite specifically designed for insurance agencies, catering to their unique needs and challenges. This cloud-based platform offers a range of powerful tools to streamline processes, save time, and boost sales and retention. With AgencyZoom, insurance agencies can efficiently onboard clients using the built-in client onboarding tools. It allows agencies to generate essential documents such as welcome packs and coverage checklists, ensuring a smooth and professional onboarding experience for new customers. The platform also provides robust sales tracking capabilities, allowing agencies to monitor sales performance in real time. Managers can utilize features like real-time reports, feedback broadcasts, and goal setting to recognize high-performing agents and motivate teams, ultimately driving sales growth. In addition, AgencyZoom offers automated workflow management, empowering agencies to automate time-consuming tasks and optimize conversions. Processes like welcome calls, post-sales tasks, renewal calls, and follow-up reminders can be automated, freeing up valuable time for agents to focus on building relationships with clients. Another standout feature is the commission calculation tool, which automatically calculates commissions within AgencyZoom. Team members can track their commissions in real time, providing transparency and motivation to drive sales results. > > Verdict: Rated **4.6/5** by 14 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 14 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: AgencyZoom - **Location**: columbus, US - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$79.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: $79/month: single location $99/month: multiple locations - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Commission Calculations - Commission Management - Configurable Workflow - Lead Management - Policy Management - Property & Casualty - Reminders - Workflow Management ## Support Options - Email/Help Desk - Phone Support ## Category - [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.softwareadvice.co.uk/software/108153/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.softwareadvice.co.uk/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.softwareadvice.co.uk/software/441710/applied-epic) — 4.2/5 (141 reviews) 4. [Agency Matrix](https://www.softwareadvice.co.uk/software/187168/agency-matrix) — 3.7/5 (104 reviews) 5. [EZLynx](https://www.softwareadvice.co.uk/software/74031/ezlynx) — 3.7/5 (73 reviews) ## Reviews ### "GREAT, MUST-HAVE PRODUCT" — 5.0/5 > **Mike** | *6 November 2017* | Recommendation rating: 10.0/10 > > **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. > > as noted earlier, a huge increase in accountability. ----- ### "Lead Management Tool works great for SDRs\!" — 4.0/5 > **Daniel** | *28 February 2025* | Insurance | Recommendation rating: 8.0/10 > > **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 > > 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. ----- ### "Not much 'Zooming' going on..." — 3.0/5 > **Tammy** | *4 August 2022* | Insurance | Recommendation rating: 0.0/10 > > **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. > > Not impressed with the product or the trainers. ----- ### "A fantastic product for insurance agents. You're silly for not looking into this\!\!" — 5.0/5 > **Cory** | *24 October 2017* | Recommendation rating: 10.0/10 > > **Pros**: Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software. The product works flawlessly\! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the office\! It tracks ALR appointments kept and Life policies sold. It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office\! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners\! Everything this software claims to do, it does, amazingly\! The creators are also constantly improving and adding functionality to their software\! The customer service is second to none\! I am an AgencyZoom customer for life\! > > Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic\! ----- ### "Amazing Value Add" — 5.0/5 > **Ryan** | *28 October 2019* | Insurance | Recommendation rating: 10.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/75174/agency-zoom?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/75174/agency-zoom) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data