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Insurance · head to head

AgencyZoom vs InsurancePro

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite
I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

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; InsurancePro commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • They diverge on capability: AgencyZoom covers Policy management, InsurancePro covers Policy and client records.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

Only the attributes on which AgencyZoom and InsurancePro actually diverge.

Attributes where AgencyZoom and InsurancePro differ
AttributeAgencyZoomInsurancePro
Starting price$99/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, Windows, iOS, Android
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
  • Document management
  • Carrier downloads
  • Client portal
  • Mobile app
  • QuickBooks

Only in InsurancePro

  • Policy and client records
  • TurboRater integration
  • Commission tracking
  • ACORD forms and certificates
  • Automated task lists
  • Document storage
  • Download processing

Both cover

  • Reporting

What people use each for

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

AgencyZoom

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

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot AgencyZoom
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot AgencyZoom
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot AgencyZoom
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot 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

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

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

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

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 InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro review

Questions people ask

Is AgencyZoom or InsurancePro better?
Neither clearly leads. AgencyZoom starts at $99/month and InsurancePro at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or InsurancePro?
AgencyZoom starts at $99/month and InsurancePro at On request.
Does AgencyZoom or InsurancePro run on more platforms?
AgencyZoom runs on Web, Ios, Android. InsurancePro runs on Web, Windows, iOS, Android.
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 InsurancePro is typically brought in for.
What can AgencyZoom do that InsurancePro cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Document management. InsurancePro covers Policy and client records, TurboRater integration, Commission tracking, ACORD forms and certificates. Both handle Reporting.

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
InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

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
InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

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
InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed separately.

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