AgencyZoom

About AgencyZoom

AgencyZoom is a sales, marketing, and service automation solution for insurance agencies that want modern, easy-to-use software to help streamline their employees' days and provide a consistent customer experience.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $79.00.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

AgencyZoom Features

Show Feature Explanation

Commission Management

Helps in managing and tracking the commission amounts and simplify as such calculations

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Dashboard

A digital insight of reports and other workings on a single screen

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

AgencyZoom Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Pro (Independent Agent) $224.10 $249.00 per month

Features

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)

Note:

All plans include up to 15 users

Growth (Independent Agent) $143.10 $159.00 per month

Features

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)

Note:

All plans include up to 15 users

Essential (Independent Agent) $89.10 $99.00 per month

Features

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)

Note:

All plans include up to 15 users

Multiple Location Agency (Allstate Agent) $99.00 $99.00 per month

Features

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

Single Location Agency (Allstate Agent) $79.00 $79.00 per month

Features

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

Pro (Farmers Agent) $224.10 $249.00 per month

Features

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)

Growth (Farmers Agent) $143.10 $159.00 per month

Features

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)

Essential (Farmers Agent) $89.10 $99.00 per month

Features

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)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 28/08/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about AgencyZoom Pricing