Simulation Software
Monthly,Yearly
About
AgencyZoom provides insurance agencies with sales, marketing, and service automation software that is modern and easy-to-use. The software helps streamline employees' days and provides a consistent customer experience.
Key Features
- ✓ Dashboard
- ✓ Lead Management
- ✓ Task Management
- ✓ CRM
- ✓ Property Management
- ✓ Commission Management
- ✓ Lifecycle Management
Pricing
Pro (Independent Agent)
USD
249
/Month
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Google Reviews
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Events automation
- Service center - BETA
- Click to call
- AgencyHR
- Producer referral sites
- Activity tracker
- Chat support
- Setup Help (1-on-1)
- Training (1-on-1)
- All plans include up to 15 user
Growth (Independent Agent)
USD
159
/Month
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Google Reviews
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Chat support
- Setup Help (1-on-1)
- Training (Group)
- All plans include up to 15 users
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue
Essential (Independent Agent)
USD
99
/Month
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Chat support
- Setup Help (1-on-1)
- Training (Group)
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral
Multiple Location Agency (Allstate Agent)
USD
99
/Month
- Lead management
- Comp calculator with chargebacks
- Goal managеment
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios
- android)
- Multiple location management
- Chat support
- Setup Help (1-on-1)
- Group Training
- Lead management
- Comp calculator with chargebacks
- Goal managеme
Single Location Agency (Allstate Agent)
USD
79
/Month
- Lead management
- Comp calculator with chargebacks
- Goal managеment
- Revenue tracking
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Renewal automation
- Referral tracking
- Lead vendor integration
- Sales goal management
- Producer referral sites
- Activity tracker
- Winback automation
- Custom lead pipelines
- New business checklist
- Mobile App (ios
- android)
- Chat support
- Setup Help (1-on-1)
- Group Training
- Lead management
- Comp calculator with chargebacks
- Goal managеment
- Revenue tracking
- Lead inte
Pro (Farmers Agent)
USD
249
/Month
- Folio Sales Report
- Prospecting automation
- Goal management
- Zapier integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Lead management
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Google Reviews
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Events automation
- Service center - BETA
- Click to call
- AgencyHR
- Producer referral sites
- Activity tracker
- Chat support
- Setup Help (1-on-1)
- Training (1-on-1)
- Folio Sales Report
- Prospectin
Growth (Farmers Agent)
USD
159
/Month
- Folio Sales Report
- Prospecting automation
- Goal management
- Zapier integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead management
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Google Reviews
- Renewal automation
- 2-way email integration
- 2-way texting integration
- Chat support
- Setup Help (1-on-1)
- Training (Group)
- Folio Sales Report
- Prospecting automation
- Goal management
- Zapier integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lea
Essential (Farmers Agent)
USD
99
/Month
- Folio Sales Report
- Prospecting automation
- Goal management
- Zapier integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead management
- Lead integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Lead management
- Lead management
- Chat support
- Setup Help (1-on-1)
- Training (Group)
- Folio Sales Report
- Prospecting automation
- Goal management
- Zapier integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead management
- Lead integration
- Sales tracking
- Activit
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Frequently Asked Questions
How much does AgencyZoom cost?
▼
AgencyZoom offers 8 pricing plan(s):
- Pro (Independent Agent) — USD249.00 /Month
- Growth (Independent Agent) — USD159.00 /Month
- Essential (Independent Agent) — USD99.00 /Month
- Multiple Location Agency (Allstate Agent) — USD99.00 /Month
- Single Location Agency (Allstate Agent) — USD79.00 /Month
- Pro (Farmers Agent) — USD249.00 /Month
- Growth (Farmers Agent) — USD159.00 /Month
- Essential (Farmers Agent) — USD99.00 /Month
What is AgencyZoom used for?
▼
AgencyZoom is a Simulation Software solution. Top features include:
- Dashboard
- Lead Management
- Task Management
- CRM
- Property Management
Does AgencyZoom offer a free trial?
▼
Yes, AgencyZoom offers a 0-day free trial.
What support does AgencyZoom provide?
▼
AgencyZoom provides Online (Ticket) support.
Is AgencyZoom cloud-based or on-premise?
▼
AgencyZoom is Cloud Hosted software.
What training resources does AgencyZoom offer?
▼
AgencyZoom provides Help Guides,Blogs,Video Guides for training.