Person - Decorative background
Person - Decorative background
Person - Decorative background
Person - Decorative background
Person - Decorative background
Person - Decorative background

Come for the lead manager. Stay for everything else!

Independent
Allstate
Farmers
Monthly
Annually -20% Discount
Monthly
Annually -20% Discount

Pro

$349

/month
Schedule a Demo
14-day free trial
  • Prospecting automation
  • Goal management
  • Zapier integration
  • AMS integration
    ?
    This includes most major agency management systems. Some may require additional costs to access the integration. Please chat with us for additional information
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
  • Referral tracking
  • Producer referral sites

  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration
  • Events automation
  • Service center
  • Click to call
  • AgencyHR
  • Activity tracker

  • Chat support
  • Initial 1-on-1 Setup Help

Growth

$199

/month
Schedule a Demo
14-day free trial
  • Prospecting automation
  • Goal management
    Zapier integration
  • AMS integration
    ?
    This includes most major agency management systems. Some may require additional costs to access the integration. Please chat with us for additional information
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
    Referral tracking
    Producer referral sites

  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration

  • Chat support
  • Initial 1-on-1 Setup Help

Essential

$149

/month
Schedule a Demo
14-day free trial
  • Prospecting automation
  • Goal management
  • Zapier integration
  • AMS integration
    ?
    This includes most major agency management systems. Some may require additional costs to access the integration. Please chat with us for additional information
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
    Referral tracking
    Producer referral sites

    • Chat support
    • Initial 1-on-1 Setup Help

    Pro

    $349

    /month
    Schedule a Demo
    14-day free trial
    • Folio Sales Report
    • Prospecting automation
    • Goal management
    • Zapier integration
    • Onboarding automation
    • Revenue tracking
    • Lead management
    • Lead integration
    • Lead management
    • Sales tracking
    • Activity reports
    • Task management
    • Referral tracking
    • Producer referral sites

    • Google Reviews
    • Renewal automation
    • 2-way email integration
    • 2-way texting integration
    • Events automation
    • Service center
    • Click to call
    • AgencyHR
    • Activity tracker

    • Chat support
    • Initial 1-on-1 Setup Help

    Growth

    $199

    /month
    Schedule a Demo
    14-day free trial
    • Folio Sales Report
    • Prospecting automation
    • Goal management
    • Zapier integration
    • Onboarding automation
    • Revenue tracking
    • Lead management
    • Lead management
    • Lead integration
    • Sales tracking
    • Activity reports
    • Task management
      Referral tracking
      Producer referral sites

    • Google Reviews
    • Renewal automation
    • 2-way email integration
    • 2-way texting integration

    • Chat support
    • Initial 1-on-1 Setup Help

    Essential

    $149

    /month
    Schedule a Demo
    14-day free trial
    Folio Sales Report
    • Prospecting automation
    • Goal management
    • Zapier integration
    • Onboarding automation
    • Revenue tracking
    • Lead management
    • Lead management
    • Lead integration
    • Sales tracking
    • Activity reports
    • Task management
      Referral tracking
      Producer referral sites

    • Lead management
    • Lead management

    • Chat support
    • Initial 1-on-1 Setup Help

    Multiple Location Agency

    $129

    /month
    Schedule a Demo
    14-day free trial
    • Lead management
    • Comp calculator with chargebacks
    • Goal managеment
    • Revenue tracking
    • Lead integration
    • Sales tracking
    • Activity reports
    • Task management
    • Renewal automation
    • Referral tracking

    • Lead vendor integration
    • Sales goal management
    • Producer referral sites
    • Activity tracker
    • Winback automation
    • Custom lead pipelines
    • New business checklist
    • Mobile App (ios, android)
    • Multiple location management

    • Chat support
    • Initial 1-on-1 Setup Help

    Single Location Agency

    $99

    /month
    Schedule a Demo
    14-day free trial
    • Lead management
    • Comp calculator with chargebacks
    • Goal managеment
    • Revenue tracking
    • Lead integration
    • Sales tracking
    • Activity reports
    • Task management
    • Renewal automation
    • Referral tracking

    • Lead vendor integration
    • Sales goal management
    • Producer referral sites
    • Activity tracker
    • Winback automation
    • Custom lead pipelines
    • New business checklist
    • Mobile App (ios, android)

    • Chat support
    • Initial 1-on-1 Setup Help
    All plans include up to 7 users

    Not sure yet?

    Frequently
    asked questions

    Can I cancel anytime?

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    If you're on the month-to-month plan, you can cancel at anytime. If you select the annual plan and pay upfront, you're able to cancel or renew at the end of your term.

    How many users licenses are included?

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    Each plan comes with 7 seats. If you need additional seats just contact our sales team for more information.

    Does this replace my AMS?

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    No, AgencyZoom acts as an extension to your AMS. Integrating your AMS with AgencyZoom lets the two work together even more seamlessly.

    What does the initial 1-on-1 setup help include? 

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    This includes training on basic setup, pipelines, automation, data sync, user training, and a final Q&A session. Please watch your inbox for a welcome call from our team to get scheduled. Training and onboarding take 2-4 weeks on average, we're here to ensure you hit the ground running with your new account!

    Will my credit card be charged now?

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    Don’t worry- you won’t be charged today! Your first payment will occur after your trial period ends.

    Can I change my payment method later?

    Chevron Icon - Down

    Yes! You can change your payment method at any time.

    Team members
    Mark Bailey, Co-Founder, Bailey Family Insurance
    I can’t live without this tool now. My agency has not only grown, we’re thriving.

    Join over 35,000+ users
    boosting their book of business

    Sell. Retain. Analyze.

    Built to grow your book of business, AgencyZoom helps you automate time wasting tasks, grow faster, and retain more customers.