AgencyZoom Pricing in 2026: Plans, Annual Discount and Extra Costs
AgencyZoom costs $149, $199 or $349 a month with 7 users included, or 20% less billed annually. Allstate and Farmers plans, extra costs and alternatives.
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TL;DR
- Independent agency plans: Essential $149, Growth $199 and Pro $349 a month. Annual billing takes 20% off, which works out to $119.20, $159.20 and $279.20 a month.
- Seven users are included on every plan. Extra seats are priced by AgencyZoom's sales team.
- Captive plans: Allstate agencies pay $99 a month (single location) or $129 (multiple locations). Farmers agencies get the same $149, $199 and $349 ladder with a Folio Sales Report.
- Possible extras: AgencyZoom says some agency management system integrations require additional costs. There is a 14-day free trial, and monthly plans can be cancelled anytime.
AgencyZoom is a sales and retention CRM for property and casualty agencies, owned by Vertafore. It sits next to your agency management system rather than replacing it. AgencyZoom publishes its prices, so the main questions are which plan you need, whether annual billing makes sense, and what an AMS integration or extra seats add.
How much does AgencyZoom cost?
| Plan | Monthly billing | Annual billing (per month) | Users included |
|---|---|---|---|
| Essential | $149 | $119.20 | 7 |
| Growth | $199 | $159.20 | 7 |
| Pro | $349 | $279.20 | 7 |
These are the independent agency prices on AgencyZoom’s pricing page as of October 2026. Annual billing is paid upfront; AgencyZoom says annual customers can cancel or renew at the end of the term, while month-to-month customers can cancel anytime (source).
What does each AgencyZoom plan include?
Essential ($149) covers prospecting automation, goal management, a Zapier integration, the AMS integration, onboarding automation, revenue tracking, lead management and lead integration, rater integration, sales tracking, activity reports, task management, referral tracking and producer referral sites.
Growth ($199) adds Google Reviews, renewal automation, two-way email integration and two-way texting integration.
Pro ($349) adds events automation, a service center, click to call, AgencyHR and an activity tracker.
All three include chat support and initial one-on-one setup help. AgencyZoom says training and onboarding take two to four weeks on average.
What are AgencyZoom’s Allstate and Farmers plans?
AgencyZoom prices captive agencies separately:
| Agency type | Plan | Monthly price |
|---|---|---|
| Allstate | Single Location Agency | $99 |
| Allstate | Multiple Location Agency | $129 |
| Farmers | Essential / Growth / Pro | $149 / $199 / $349 |
The Allstate plans include a comp calculator with chargebacks, winback automation, custom lead pipelines, a new business checklist and the mobile app. The Farmers plans add a Folio Sales Report and drop the AMS integration line that appears on the independent plans.
What can add to the AgencyZoom price?
- AMS integration costs. AgencyZoom says its integration covers most major agency management systems, but “some may require additional costs to access the integration.”
- More than 7 users. Extra seats go through sales; no per-seat price is published.
- The AMS itself. AgencyZoom does not replace policy servicing or accounting, so you still pay for an AMS such as EZLynx, HawkSoft or Vertafore’s own systems.
Is AgencyZoom cheaper than other insurance CRMs?
| CRM | Published price | Users |
|---|---|---|
| AgencyZoom | $149 to $349 / month | 7 included |
| InsuredMine | $118 / user / month, or $106 billed annually | Per user |
| Agency Revolution Fuse | From $249 / month plus $500 setup | Marketing automation, not a sales CRM |
AgencyZoom charges a flat price for up to 7 users, so on list price Essential ($149) costs less than InsuredMine for any team of two or more ($212 to $236 a month for two users). For a solo producer, InsuredMine’s $106 to $118 is lower. Agency Revolution solves a different problem (retention and cross-sell campaigns) and is often used alongside a CRM. Sources: InsuredMine pricing, Agency Revolution.
Questions to ask AgencyZoom before you sign
- Does the integration with our AMS carry an extra fee, and how much?
- What does each seat beyond 7 cost?
- Which features on Growth or Pro would we use in the first 90 days?
- If we pay annually, what happens to the price at renewal?
For the full field of sales CRMs, see our insurance CRM software guide. Agencies choosing a management system at the same time can compare costs in the AMS pricing table.
FAQs
How much does AgencyZoom cost per month?
For independent agencies, AgencyZoom costs $149 a month for Essential, $199 for Growth and $349 for Pro, billed monthly. Each plan includes up to 7 users.
Does AgencyZoom offer an annual discount?
Yes. Annual billing is 20% cheaper: $119.20 a month for Essential, $159.20 for Growth and $279.20 for Pro on AgencyZoom's pricing page.
How many users does AgencyZoom include?
Every plan includes up to 7 users. If you need more seats, AgencyZoom says to contact its sales team; it does not publish a per-seat price.
Does AgencyZoom have a free trial?
Yes, every plan has a 14-day free trial, and AgencyZoom says your card is not charged until the trial ends.
Does AgencyZoom replace an agency management system?
No. AgencyZoom describes itself as an extension of your AMS. It integrates with most major agency management systems, but some integrations carry additional costs.
What's the difference between AgencyZoom Essential, Growth and Pro?
Essential covers lead management, sales tracking, goals, referrals and onboarding automation. Growth adds Google Reviews, renewal automation and two-way email and texting. Pro adds events automation, a service center, click to call, AgencyHR and an activity tracker.
How much does AgencyZoom cost for Allstate agents?
AgencyZoom lists a Single Location Agency plan at $99 a month and a Multiple Location Agency plan at $129 a month for Allstate agencies, both with a comp calculator with chargebacks and a mobile app.