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Insurance · head to head

AgencyZoom vs EIS Group

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite
EIS Group logo

EIS Group

Insurance

Coretech platform for insurers, strongest in group and voluntary benefits

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier; EIS Group implementations run for years and the integrator you choose determines whether the programme lands, so a strong software evaluation with a weak partner selection still fails.
  • They diverge on capability: AgencyZoom covers Policy management, EIS Group covers Group and voluntary benefits.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which AgencyZoom and EIS Group actually diverge.

Attributes where AgencyZoom and EIS Group differ
AttributeAgencyZoomEIS Group
Starting price$99/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, API
Founded2009Unknown

Identical on both: free tier (No), user rating (Not yet rated), category (Insurance).

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
  • Reporting
  • Document management
  • Carrier downloads
  • Client portal
  • Mobile app

Only in EIS Group

  • Group and voluntary benefits
  • OneSuite core applications
  • Open API layer
  • Cloud-native deployment
  • Multi-line support
  • Digital engagement

What people use each for

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

AgencyZoom

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

EIS Group

  • A carrier launching worksite or voluntary benefits products that need employer group and enrolment modellingnot AgencyZoom
  • A multi-line insurer consolidating property, life and benefits books onto one core vendornot AgencyZoom
  • A mainframe replacement where the target architecture must run in the carrier own cloud accountnot AgencyZoom
  • An insurer that needs core services callable individually rather than one monolithic suitenot 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

EIS Group

  • Implementations run for years and the integrator you choose determines whether the programme lands, so a strong software evaluation with a weak partner selection still fails.
  • The name recognition gap against Guidewire and Duck Creek means your reinsurers, auditors and incoming executives will ask you to justify the choice repeatedly over the life of the system.
  • Benefits strength does not transfer to personal lines, where you are comparing on general capability and the incumbents have more comparable references.
  • The microservices architecture that makes the platform flexible also raises the operational bar; carriers without a mature platform engineering function end up paying the vendor or an integrator to run it.
  • Licence costs are quoted per programme and scale with premium or policy volume, so a book that grows faster than forecast produces a renewal conversation you have little leverage in.

Pricing, plan by plan

AgencyZoom

$99/month
  • Essential$149/month
    • Up to 7 seats
    • 14-day free trial
    • Most limited offering
  • Growth$199/month
    • Up to 7 seats
    • 14-day free trial
    • Excludes events automation and service center
  • Pro$349/month
    • Up to 7 seats
    • 14-day free trial
    • Full feature set

EIS Group

On request
  • EIS OneSuite$undefined/year
    • Policy, billing, claims and customer applications
    • Cloud deployment
    • API access

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 EIS Group if

  • You need group and voluntary benefits.
  • You work on Web, API.
  • You also want onesuite core applications.
EIS Group review

Questions people ask

Is AgencyZoom or EIS Group better?
Neither clearly leads. AgencyZoom starts at $99/month and EIS Group at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or EIS Group?
AgencyZoom starts at $99/month and EIS Group at On request.
Does AgencyZoom or EIS Group run on more platforms?
AgencyZoom runs on Web, Ios, Android. EIS Group runs on Web, API.
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 EIS Group is typically brought in for.
What can AgencyZoom do that EIS Group cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Reporting. EIS Group covers Group and voluntary benefits, OneSuite core applications, Open API layer, Cloud-native deployment.

Answered from the vendors’ own pages

AgencyZoom: What is the maximum number of team seats included in AgencyZoom plans?

All AgencyZoom plans (Essential at $149/month, Growth at $199/month, and Pro at $349/month) include up to 7 seats for team members. Additional seats beyond 7 require contacting the sales team.

Source
EIS Group: Who is EIS actually best for?

Carriers writing group or voluntary benefits, where the alternative is heavy customisation of a property and casualty platform that was never designed to model an employer group.

AgencyZoom: Can I pay AgencyZoom annually for a discount?

Yes. AgencyZoom offers a 20 percent discount when billing annually instead of month-to-month across all plans (Essential, Growth, and Pro). Month-to-month cancellation is available on all tiers.

Source
EIS Group: Can it run in our own cloud account?

Yes. It is container-based and is deployed in customer-controlled cloud tenancies as well as the vendor cloud, which matters for carriers with data residency obligations.

AgencyZoom: How long is the free trial for AgencyZoom?

AgencyZoom offers a 14-day free trial on all three plan tiers (Essential, Growth, and Pro). The trial includes full platform access to evaluate features before committing to a paid subscription.

Source
EIS Group: How much of the outcome depends on the integrator?

Most of it. Budget for the delivery partner as the larger line item and check references for the specific practice team, not the firm.

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