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Insurance · head to head

AgencyZoom vs Policyholders

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite
P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: AgencyZoom covers Integrated accounting, Policyholders covers Commission tracking.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which AgencyZoom and Policyholders actually diverge.

Attributes where AgencyZoom and Policyholders differ
AttributeAgencyZoomPolicyholders
Founded20092010

Identical on both: starting price ($99/month), 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

  • Integrated accounting
  • Reporting
  • Document management
  • Carrier downloads
  • Client portal
  • Docusign
  • Zapier
  • Data encryption

Only in Policyholders

  • Commission tracking
  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • IVANS
  • Outlook
  • Google Workspace

Both cover

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

Policyholders

  • Policy administrationnot AgencyZoom
  • Client managementnot AgencyZoom
  • Commission trackingnot AgencyZoom
  • Agency operationsnot 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

Policyholders

Nothing recorded yet. See the Policyholders review.

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose AgencyZoom if

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

Choose Policyholders if

  • You need commission tracking.
  • You work on Web, Ios, Android.
  • You also want document storage.
Policyholders review

Questions people ask

Is AgencyZoom or Policyholders better?
Neither clearly leads. AgencyZoom starts at $99/month and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or Policyholders?
AgencyZoom starts at $99/month and Policyholders at $99/month.
Does AgencyZoom or Policyholders 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 Policyholders is typically brought in for.
What can AgencyZoom do that Policyholders cannot?
AgencyZoom covers Integrated accounting, Reporting, Document management, Carrier downloads. Policyholders covers Commission tracking, Document storage, Task management, Calendar integration. Both handle Policy management, Client management, Mobile app, QuickBooks.

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
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
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
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