AgencyZoom review

AgencyZoom is a CRM built for the sales and retention side of a property and casualty agency, and it is designed to run alongside an agency management system rather than replace it. The pricing page lists three independent agency plans, Essential at $149, Growth at $199 and Pro at $349 per month, and each includes up to 7 users, which works out to about $21 per user on Essential for a full seven-person team. Annual billing cuts each price by 20 percent. Essential covers lead management, sales pipelines, a rater integration, referral tracking, producer referral sites and AMS integration. Growth adds Google Reviews requests, renewal automation and two-way email and texting, and Pro adds events automation, a service center, click to call and AgencyHR. The trade-off is that policy records and accounting still live in your AMS, so you pay for two systems, and the vendor notes that some AMS integrations may cost extra.

Who it is for

independent P&C agencies that want a producer pipeline next to their AMS

Price

Essential from $149 per month with up to 7 users; $119.20 per month on annual billing.

Essential $149 /month Schedule a Demo 14-day free trial
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Lead management, sales pipelines and a commission calculator with chargebacks
• Renewal automation, Google Reviews requests and producer referral sites
• AMS and rater integrations, plus a Zapier integration
• Two-way email and texting integration on Growth and Pro
• Onboarding automation, revenue tracking and goal management on every independent agency plan

Strengths and weaknesses

• Strength: Every plan includes up to 7 users
• Strength: 14-day free trial and month-to-month billing
• Strength: Annual billing takes 20% off the monthly price
• Weakness: Not a replacement for an AMS, by the vendor's own FAQ
• Weakness: Two-way email and texting start on Growth at $199 per month
• Weakness: Some AMS integrations may carry extra costs

Key facts

• Plans: Essential, Growth, Pro
• Users included: Up to 7 on every plan
• Pro: $349 per month, or $279.20 billed annually

Where it ranks

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