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Software · head to head

AgencyZoom vs Bold Penguin

AgencyZoom logo

AgencyZoom

Software

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite
Bold Penguin logo

Bold Penguin

Software

Business insurance marketplace for brokers

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Bold Penguin has a free tier, so it costs nothing to try first.
  • Each has a real cost: AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier; Bold Penguin sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • They diverge on capability: AgencyZoom covers Policy management, Bold Penguin covers Multi-carrier quoting.

Where they differ

Only the attributes on which AgencyZoom and Bold Penguin actually diverge.

Attributes where AgencyZoom and Bold Penguin differ
AttributeAgencyZoomBold Penguin
Starting price$249/monthFree
Pricing modelsubscriptiontransaction
Free tierNoYes
Founded20092019

Identical on both: platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in AgencyZoom

  • Policy management
  • Integrated accounting
  • Client management
  • Document management
  • Carrier downloads
  • Client portal
  • QuickBooks
  • Carrier APIs

Only in Bold Penguin

  • Multi-carrier quoting
  • Instant quotes
  • Online binding
  • Customer portal
  • Commission tracking
  • API access
  • Multiple carriers
  • Agency management systems

Both cover

  • Reporting
  • Mobile app
  • Data encryption
  • Cloud deployment
  • Web support
  • Ios support
  • Android support
  • English language support

What people use each for

The jobs each tool is most often brought in to do.

AgencyZoom

  • Lead management and prospecting for insurance agenciesnot Bold Penguin
  • Automated follow-up and winback campaignsnot Bold Penguin
  • Producer goal tracking and commission calculationnot Bold Penguin
  • Collecting Google reviews from policyholdersnot Bold Penguin
  • Multi-location management for captive agency groupsnot Bold Penguin

Bold Penguin

  • Routing and triaging commercial insurance submissionsnot AgencyZoom
  • Automating submission to bind through the Terminal platformnot AgencyZoom
  • Handling complex middle market submissions with SubmissionLinknot AgencyZoom
  • Policy checking with ClauseLinknot AgencyZoom

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

AgencyZoom

  • Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • All plans include up to 7 user seats and extra seats require contacting sales
  • Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
  • AgencyHR, the service centre and events automation are Pro only
  • Integrating with an agency management system may cost extra depending on the system

Bold Penguin

  • Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • Pricing is not published

Pricing, plan by plan

AgencyZoom

$249/month
  • Professional$249/month
    • Policy management
    • Accounting
    • Client management

Bold Penguin

Free
  • Broker AccessFree
    • Multi-carrier quotes
    • Instant quoting
    • Commission tracking

Which should you pick?

Choose AgencyZoom if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want integrated accounting.
AgencyZoom review

Choose Bold Penguin if

  • You need multi-carrier quoting.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want instant quotes.
Bold Penguin review

Questions people ask

Is AgencyZoom or Bold Penguin better?
Neither clearly leads. AgencyZoom starts at $249/month and Bold Penguin at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or Bold Penguin?
Bold Penguin has a free tier; the other does not. Paid plans start at $249/month for AgencyZoom and Free for Bold Penguin.
Does AgencyZoom or Bold Penguin run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use Bold Penguin for free?
Yes. Bold Penguin has a free tier, so you can try it without paying. AgencyZoom starts at $249/month.
What is AgencyZoom best used for?
AgencyZoom is most often used for lead management and prospecting for insurance agencies, automated follow-up and winback campaigns, producer goal tracking and commission calculation, collecting google reviews from policyholders. Of those, lead management and prospecting for insurance agencies and automated follow-up and winback campaigns are not what Bold Penguin is typically brought in for.
What can AgencyZoom do that Bold Penguin cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Document management. Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. Both handle Reporting, Mobile app, Data encryption, Cloud deployment.
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Related pages

More on AgencyZoom

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