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Software · head to head

Bold Penguin vs AgencyZoom

Bold Penguin logo

Bold Penguin

Software

Business insurance marketplace for brokers

From
Free
Rated
-
Full reviewWebsite
AgencyZoom logo

AgencyZoom

Software

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite

The short version

  • Only Bold Penguin has a free tier, so it costs nothing to try first.
  • Each has a real cost: Bold Penguin sold to brokers, carriers and MGAs rather than to the businesses buying insurance; AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • They diverge on capability: Bold Penguin covers Multi-carrier quoting, AgencyZoom covers Policy management.

Where they differ

Only the attributes on which Bold Penguin and AgencyZoom actually diverge.

Attributes where Bold Penguin and AgencyZoom differ
AttributeBold PenguinAgencyZoom
Starting priceFree$249/month
Pricing modeltransactionsubscription
Free tierYesNo
Founded20192009

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 Bold Penguin

  • Multi-carrier quoting
  • Instant quotes
  • Online binding
  • Customer portal
  • Commission tracking
  • API access
  • Multiple carriers
  • Agency management systems

Only in AgencyZoom

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

Both cover

  • Mobile app
  • Reporting
  • 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.

Bold Penguin

  • Routing and triaging commercial insurance submissionsnot AgencyZoom
  • Automating submission to bind through the Terminal platformnot AgencyZoom
  • Handling complex middle market submissions with SubmissionLinknot AgencyZoom
  • Policy checking with ClauseLinknot AgencyZoom

AgencyZoom

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

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Bold Penguin

  • Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • Pricing is not published

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

Pricing, plan by plan

Bold Penguin

Free
  • Broker AccessFree
    • Multi-carrier quotes
    • Instant quoting
    • Commission tracking

AgencyZoom

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

Which should you pick?

Choose Bold Penguin if

  • You need multi-carrier quoting.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want instant quotes.
Bold Penguin review

Choose AgencyZoom if

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

Questions people ask

Is Bold Penguin or AgencyZoom better?
Neither clearly leads. Bold Penguin starts at Free and AgencyZoom at $249/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Bold Penguin or AgencyZoom?
Bold Penguin has a free tier; the other does not. Paid plans start at Free for Bold Penguin and $249/month for AgencyZoom.
Does Bold Penguin or AgencyZoom run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use Bold Penguin for free?
Yes. Bold Penguin has a free tier, so you can try it without paying. AgencyZoom starts at $249/month.
What is Bold Penguin best used for?
Bold Penguin is most often used for routing and triaging commercial insurance submissions, automating submission to bind through the terminal platform, handling complex middle market submissions with submissionlink, policy checking with clauselink. Of those, routing and triaging commercial insurance submissions and automating submission to bind through the terminal platform are not what AgencyZoom is typically brought in for.
What can Bold Penguin do that AgencyZoom cannot?
Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. AgencyZoom covers Policy management, Integrated accounting, Client management, Document management. Both handle Mobile app, Reporting, Data encryption, Cloud deployment.
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Related pages

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