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Software · head to head

AgencyZoom vs PolicyGenius

AgencyZoom logo

AgencyZoom

Software

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite
PolicyGenius logo

PolicyGenius

Software

Simplified insurance shopping platform

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only PolicyGenius 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; PolicyGenius pricing is quote only; the site states the final insurance policy premium for any policy is determined by the underwriting insurance company following application, with no rates published on site.
  • They diverge on capability: AgencyZoom covers Integrated accounting, PolicyGenius covers Quote comparison.

Where they differ

Only the attributes on which AgencyZoom and PolicyGenius actually diverge.

Attributes where AgencyZoom and PolicyGenius differ
AttributeAgencyZoomPolicyGenius
Starting price$249/monthFree
Pricing modelsubscriptionfreemium
Free tierNoYes
Founded20092014

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

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

Only in PolicyGenius

  • Quote comparison
  • Policy application
  • Digital underwriting
  • Claims filing
  • Document storage
  • Expert advisors
  • Multiple carriers
  • Banking systems

Both cover

  • Policy management
  • Mobile app
  • Cloud deployment
  • Web support
  • Ios support
  • Android 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 PolicyGenius
  • Automated follow-up and winback campaignsnot PolicyGenius
  • Producer goal tracking and commission calculationnot PolicyGenius
  • Collecting Google reviews from policyholdersnot PolicyGenius
  • Multi-location management for captive agency groupsnot PolicyGenius

PolicyGenius

  • Life insurance shoppingnot AgencyZoom
  • Home insurance comparisonnot AgencyZoom
  • Policy managementnot AgencyZoom
  • Financial protectionnot 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

PolicyGenius

  • Pricing is quote only; the site states the final insurance policy premium for any policy is determined by the underwriting insurance company following application, with no rates published on site.

Pricing, plan by plan

AgencyZoom

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

PolicyGenius

Free
  • Free Quote ToolFree
    • Compare life insurance quotes
    • Home insurance quotes
    • Auto insurance quotes
  • Premium Support$undefined/month
    • Expert advisor consultation
    • Personalized recommendations
    • Policy comparison

Which should you pick?

Choose AgencyZoom if

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

Choose PolicyGenius if

  • You need quote comparison.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want policy application.
PolicyGenius review

Questions people ask

Is AgencyZoom or PolicyGenius better?
Neither clearly leads. AgencyZoom starts at $249/month and PolicyGenius at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or PolicyGenius?
PolicyGenius has a free tier; the other does not. Paid plans start at $249/month for AgencyZoom and Free for PolicyGenius.
Does AgencyZoom or PolicyGenius run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use PolicyGenius for free?
Yes. PolicyGenius 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 PolicyGenius is typically brought in for.
What can AgencyZoom do that PolicyGenius cannot?
AgencyZoom covers Integrated accounting, Client management, Reporting, Document management. PolicyGenius covers Quote comparison, Policy application, Digital underwriting, Claims filing. Both handle Policy management, Mobile app, Cloud deployment, Web support.
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Related pages

More on AgencyZoom

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