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Independent. No paid placement.Editorial policyCorrectionsUpdated Oct 21, 2026
AI Insurance ToolsThe independent reference for AI in insurance
AgencyZoom logoSOC 2 unverifiedFrom $149Agency sales CRM

AgencyZoom

Sales and retention CRM for property and casualty agencies, with published monthly plans.

By VertaforeLast verified Oct 21, 2026How we evaluate
At a glance
  • What it does: AgencyZoom is a sales suite for insurance agencies that sits on top of an agency management system. Its pricing page lists Essential, Growth and Pro plans for independent agencies at $149, $199 and $349 a month, each including seven users, with a 14-day free trial.
  • Best for: P&C agencies that want pipeline, lead, renewal and goal tracking connected to their AMS.
  • Not a fit for: Agencies that want one system for policy servicing and accounting; AgencyZoom does not replace an AMS.
  • Pricing: From $149 (Monthly plans with 7 users included); free trial: 14 days

Pricing

Independent agency plans: Essential $149/month, Growth $199/month, Pro $349/month; annual billing is discounted 20%. All plans include up to 7 users. AMS integrations may require additional costs.

Common questions

How much does AgencyZoom cost?

AgencyZoom pricing starts at $149 (Monthly plans with 7 users included). Independent agency plans: Essential $149/month, Growth $199/month, Pro $349/month; annual billing is discounted 20%. All plans include up to 7 users. AMS integrations may require additional costs. Free trial: 14 days.

Who is AgencyZoom best for?

P&C agencies that want pipeline, lead, renewal and goal tracking connected to their AMS. It is a weaker fit for agencies that want one system for policy servicing and accounting; AgencyZoom does not replace an AMS.

What are the best AgencyZoom alternatives?

Other agency tools tools we track include Agency Revolution, AgencyBloc, Applied Epic, Bold Penguin, EZLynx. See our AgencyZoom alternatives page for a side-by-side.

Sources

  1. AgencyZoom pricing
  2. AgencyZoom