Softwr

Insurance · head to head

AgencyZoom vs Embroker

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite
Embroker logo

Embroker

Insurance

Enterprise insurance platform for teams

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; Embroker pricing is not published; the site states "Services and pricing may vary by state, and are subject to application and underwriting requirements" and pricing is obtained only through a quote application.
  • They diverge on capability: AgencyZoom covers Policy management, Embroker covers Benefits management.

Where they differ

Only the attributes on which AgencyZoom and Embroker actually diverge.

Attributes where AgencyZoom and Embroker differ
AttributeAgencyZoomEmbroker
Starting price$249/monthOn request
Founded20092017

Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), 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
  • QuickBooks

Only in Embroker

  • Benefits management
  • Policy administration
  • Employee portal
  • Analytics and reporting
  • Claims management
  • Compliance tools
  • Integration support
  • HR systems

Both cover

  • 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 Embroker
  • Automated follow-up and winback campaignsnot Embroker
  • Producer goal tracking and commission calculationnot Embroker
  • Collecting Google reviews from policyholdersnot Embroker
  • Multi-location management for captive agency groupsnot Embroker

Embroker

  • Employee benefits managementnot 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

Embroker

  • Pricing is not published; the site states "Services and pricing may vary by state, and are subject to application and underwriting requirements" and pricing is obtained only through a quote application.

Pricing, plan by plan

AgencyZoom

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

Embroker

On request
  • Professional$undefined/month
    • Benefits management
    • Policy administration
    • Employee portal

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 Embroker if

  • You need benefits management.
  • You work on Web, Ios, Android.
  • You also want policy administration.
Embroker review

Questions people ask

Is AgencyZoom or Embroker better?
Neither clearly leads. AgencyZoom starts at $249/month and Embroker at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or Embroker?
AgencyZoom starts at $249/month and Embroker at On request.
Does AgencyZoom or Embroker run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
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 Embroker is typically brought in for.
What can AgencyZoom do that Embroker cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Reporting. Embroker covers Benefits management, Policy administration, Employee portal, Analytics and reporting. Both handle Mobile app, Data encryption, Cloud deployment, Web support.
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Related pages

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