insurance, crm, retention

AgencyZoom

Sales and retention software for insurance agencies that sits alongside the agency management system: lead pipeline with automation, renewal automation, email and text integration, referral tracking and Google review requests.

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Pricing

$149 a month to start

Independent agency plans, 7 users included: Essential $149 a month, Growth $199 a month and Pro $349 a month on monthly billing; the page says annual billing is 20% cheaper. Renewal automation, two-way email and texting integration and Google Reviews start on Growth. Extra seats through sales.

Price checked on AgencyZoom's own site on October 18, 2026. Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use AgencyZoom

Insurance Agents

Quote follow-up pipeline for insurance agents

Every quote sits in an AgencyZoom pipeline with tasks and automation, so no producer forgets to follow up. Essential $149£112€133A$215C$211 a month for 7 users.

Costs $119–149£89–112€106–133A$172–215C$168–211/mo
Worth $288£217€258A$416C$407/mo
Pays for itself in about two weeks
Some setup needed

Insurance Agents

Renewal remarketing reminders with AgencyZoom

AgencyZoom runs a renewal sequence of emails, texts and tasks so a licensed agent reviews each renewal before the client shops it. Growth $199£150€178A$287C$281 a month.

Costs $159–199£120–150€142–178A$230–287C$225–281/mo
Worth $324£244€290A$468C$458/mo
Pays for itself within the month
Some setup needed