AgencyZoom review

AgencyZoom is the most focused sales tool on this list for P&C agencies. It does not try to replace the agency management system; it sits on top of it, pulls in policy data through AMS integrations and turns that data into pipelines for new business, renewals and cross-sells. The Essential plan for independent agencies costs $149 per month and covers prospecting automation, lead integration, rater integration, onboarding automation, revenue tracking and producer referral sites, with up to 7 users included. Growth, at $199, adds renewal automation, Google Reviews requests and two-way email and texting, while Pro adds event automation, a service center, click to call and an activity tracker. Annual billing takes 20% off. The catch is that you pay for this alongside your AMS, and the pricing page notes that some AMS integrations may carry extra costs. For agencies that already have a policy system, it is the best way to make producers accountable.

Who it is for

Independent P&C agencies that want lead, renewal and producer tracking on top of the AMS they already use.

Price

Independent agency plans from $149 per month (Essential) for up to 7 users; 20% off with annual billing.

Essential $149 /month
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Lead management, lead integration and prospecting automation
• Renewal automation and onboarding automation
• AMS and rater integrations
• Revenue, sales and activity tracking with goal management
• Producer referral sites and Google Reviews requests

Strengths and weaknesses

• Strength: Every plan includes up to 7 users
• Strength: Separate plan tracks for independent, Allstate and Farmers agents
• Strength: 14-day free trial and month to month billing
• Weakness: Not an AMS, so you still need a separate policy system
• Weakness: Two-way email and texting start on the Growth plan at $199 per month
• Weakness: Some AMS integrations may cost extra, according to the pricing page

Key facts

• Independent plans: Essential $149, Growth $199, Pro $349 per month
• Users included: Up to 7 on every plan
• Owner: Vertafore

Where it ranks

AgencyZoom is No. 1 in our Best CRM for Insurance Agents verdict.