AgencyZoomvs
Duck Creek
Duck Creek: Intelligent digital insurance platform
AgencyZoom
Unified agency management and brokerage platform
As of 30 August 2026, AgencyZoom starts at $99/month. AgencyZoom is a modern agency management platform that combines policy administration, accounting, client management, and carrier integration. Softwr lists it under Insurance. AgencyZoom is launched in 2009, available on Web, iOS, Android.
Overview
What AgencyZoom does
AgencyZoom is a modern agency management platform that combines policy administration, accounting, client management, and carrier integration. It enables insurance agencies to run their entire business from a single, intuitive platform.
What people use it 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
- Multi-location management for captive agency groups
Related searches
The honest half
Where it falls short
Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about 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
Cross-shopped
What people choose instead of AgencyZoom
Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.
- AgencyZoomvsDuck Creek Policy
Duck Creek Policy: Flexible policy administration for modern insurers
- AgencyZoomvsGuidewire ClaimCenter
Guidewire ClaimCenter: Modern claims management for P&C insurers
- AgencyZoomvsGuidewire InsuranceNow
Guidewire InsuranceNow: Cloud platform for modern insurance operations
Pricing
What AgencyZoom costs
Taken from the vendor's own pricing page. Prices move, so check before you buy.
Essential
$149 /mo
- Up to 7 seats
- 14-day free trial
- Most limited offering
Growth
$199 /mo
- Up to 7 seats
- 14-day free trial
- Excludes events automation and service center
Pro
$349 /mo
- Up to 7 seats
- 14-day free trial
- Full feature set
Capabilities
Features
Policy management
Integrated accounting
Client management
Reporting
Document management
Carrier downloads
Client portal
Mobile app
QuickBooks
Integration with QuickBooks
Carrier APIs
Integration with Carrier APIs
Docusign
Integration with Docusign
Zapier
Integration with Zapier
Answered, with sources
Questions people ask
Each answer names the page it came from, so you can check it rather than take our word for it.
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.
SourceCan 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.
SourceHow 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.
SourceBehind it
Who makes AgencyZoom
- Company
- AgencyZoom
- Based in
- Philadelphia, PA
Keep looking
Where to go from AgencyZoom
- AgencyZoom alternativesEvery product people weigh against it
- AgencyZoom pricingPlans, floors and what the tiers exclude
- AgencyZoom badgesWhich rules it meets, and the figure behind each
- All Insurance softwareThe full category
- Best Insurance softwareThe shortlist, and how it was cut
Best Insurance software for
Compare AgencyZoom with
- Duck Creek Policy
- Guidewire ClaimCenter
- InsuredMine
- Duck Creek
- EZLynx
- HawkSoft
- Vertafore AMS360
- AgencyBloc
- Policyholders
- Applied Epic
- InsurancePro
- Root Insurance
- Semsee
- Shift Technology
- Socotra
- Splice Software
- TurboRater
- Guidewire InsuranceNow
Other Insurance software
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Pricing on request11 researched notesAgency management system for small US personal lines insurance agencies, now sold by Zywave
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Pricing on request11 researched notesCloud platform for modern insurance operations
Pricing on request7 researched notes
Softwr does not host reviews and shows no star rating for AgencyZoom, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.
More on AgencyZoom
AgencyZoom alternatives
What people switch to, and what they give up
AgencyZoom pricing
Every tier, and where the cost actually lands
Compare AgencyZoom
Put it head to head with anything we hold
AgencyZoom badge
Its rating, and an embed for your own site
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