AgencyZoom
You sell the policy. We automate the rest — a sales suite built for the modern insurance agent.
About AgencyZoom
AgencyZoom is an insurance-specific sales and CRM platform designed to help insurance agents and agencies close more deals, retain customers, and grow their book of business. The platform combines lead management, lifecycle automation, and performance reporting into a single suite tailored for both independent and captive agents (including Allstate, Farmers, Nationwide, and State Farm agents).
The tool automates the entire customer journey from prospecting through renewals, reducing time-consuming manual tasks and keeping customers engaged at every stage. It also features automated Google Review collection after each policy sale, helping agencies build their online reputation effortlessly.
AgencyZoom is used by over 35,000 users and is owned by Vertafore. It is accessible on web, iOS, and Android, enabling producers and agency owners to manage leads, track performance, and run their pipeline from anywhere. The platform integrates with hundreds of third-party tools for unlimited scalability.
Key Features
- ✓Insurance-specific CRM with drag-and-drop lead pipeline management
- ✓Complete lifecycle automation from prospecting to policy renewal
- ✓Performance dashboards and goals tracking for producers and agency owners
- ✓Automated Google Review collection after every policy sold
- ✓Mobile app for lead management and producer tracking on iOS and Android
- ✓Hundreds of third-party integrations for expanded functionality
Details
- Pricing Model
- Freemium
Service Verticals
Building an AI tool for service businesses?
Get listed in front of buyers actively searching for solutions.
Submit Your ToolMore Insurance Agencies Tools
The voice operating layer that answers, verifies, routes, and acts across your live business systems.
AI-powered agentic workforce for multi-location marketing across local search, social, and reviews.
24/7 AI receptionists and live human agents working together as one intelligent front office workforce.
One platform connecting brokers, carriers, and distributors across the full commercial insurance workflow.
Is this your tool? Upgrade your listing →