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AgencyZoom

AgencyZoom Verified

By AgencyZoom

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
Screenshots
AgencyZoom screenshot 1
Screenshot 1
AgencyZoom screenshot 2
Screenshot 2
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
Contact Sales
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
Contact Sales
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
Contact Sales
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
Contact Sales
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
Contact Sales
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
Contact Sales
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
Contact Sales
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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.

Tool Info
Company AgencyZoom
HQ Denver, Colorado United States
Starting price USD249 /Month
Deployment Cloud Hosted
Languages English
Free Trial 0 Days
Best For
Enterprises SMEs SMEs
Customization
No
Categories