Software · head to head
AgencyZoom vs Policyholders
AgencyZoom
Software
Unified agency management and brokerage platform
- From
- $249/month
- Rated
- -
P
Policyholders
Software
Insurance platform for brokers and agents
- From
- $99/month
- Rated
- -
The short version
- They diverge on capability: AgencyZoom covers Integrated accounting, Policyholders covers Commission tracking.
Where they differ
Only the attributes on which AgencyZoom and Policyholders actually diverge.
| Attribute | AgencyZoom | Policyholders |
|---|---|---|
| Starting price | $249/month | $99/month |
| Founded | 2009 | 2010 |
Identical on both: pricing model (subscription), free tier (No), 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
- 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
$249/month- Professional$249/month
- Policy management
- Accounting
- Client management
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.
Choose Policyholders if
- You need commission tracking.
- You work on Web, Ios, Android.
- You also want document storage.
Questions people ask
- Is AgencyZoom or Policyholders better?
- Neither clearly leads. AgencyZoom starts at $249/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 $249/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.