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Software · head to head

Policyholders vs AgencyZoom

P

Policyholders

Software

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite
AgencyZoom logo

AgencyZoom

Software

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Policyholders covers Commission tracking, AgencyZoom covers Integrated accounting.

Where they differ

Only the attributes on which Policyholders and AgencyZoom actually diverge.

Attributes where Policyholders and AgencyZoom differ
AttributePolicyholdersAgencyZoom
Starting price$99/month$249/month
Founded20102009

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 Policyholders

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

Only in AgencyZoom

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

Both cover

  • Policy management
  • Client management
  • Mobile app
  • Carrier APIs
  • QuickBooks
  • Cloud deployment
  • Web support
  • Ios support

What people use each for

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

Policyholders

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

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

Where each one falls short

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

Policyholders

Nothing recorded yet. See the Policyholders review.

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

Policyholders

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

AgencyZoom

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

Which should you pick?

Choose Policyholders if

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

Choose AgencyZoom if

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

Questions people ask

Is Policyholders or AgencyZoom better?
Neither clearly leads. Policyholders starts at $99/month and AgencyZoom at $249/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Policyholders or AgencyZoom?
Policyholders starts at $99/month and AgencyZoom at $249/month.
Does Policyholders or AgencyZoom run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
What is Policyholders best used for?
Policyholders is most often used for policy administration, client management, commission tracking, agency operations. Of those, policy administration and client management are not what AgencyZoom is typically brought in for.
What can Policyholders do that AgencyZoom cannot?
Policyholders covers Commission tracking, Document storage, Task management, Calendar integration. AgencyZoom covers Integrated accounting, Reporting, Document management, Carrier downloads. Both handle Policy management, Client management, Mobile app, Carrier APIs.
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Related pages

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