Independent agent
Professional – $249/mo
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Or $224.10/month if paid annually for 10% discount
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Prospecting automation
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Goal management
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Zapier integration
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AMS integration
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Onboarding automation
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Revenue tracking
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Lead management
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Lead integration
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Rater integration
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Sales tracking
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Activity reports
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Task management
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Referral tracking
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Google Reviews
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Renewal automation
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2-way email integration
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2-way texting integration
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Events automation
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Service center
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Click to call
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AgencyHR
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Producer referral sites
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Activity tracker
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Chat support
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Setup Help (1-on-1)
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Training (1-on-1)
*All plans include up to 15 users
Or $224.10/month if paid annually for 10% discount
-
Prospecting automation
-
Goal management
-
Zapier integration
-
AMS integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Rater integration
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Events automation
-
Service center
-
Click to call
-
AgencyHR
-
Producer referral sites
-
Activity tracker
-
Chat support
-
Setup Help (1-on-1)
-
Training (1-on-1)
*All plans include up to 15 users
Growth – $159/mo
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Or $143.10/month if paid annually for a 10% discount
-
Prospecting automation
-
Goal management
-
Zapier integration
-
AMS integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Rater integration
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Or $143.10/month if paid annually for a 10% discount
-
Prospecting automation
-
Goal management
-
Zapier integration
-
AMS integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Rater integration
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Essential – $99/mo
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Or $89.10/month if paid annually for a 10% discount
-
Prospecting automation
-
Goal management
-
Zapier integration
-
AMS integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Rater integration
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Or $89.10/month if paid annually for a 10% discount
-
Prospecting automation
-
Goal management
-
Zapier integration
-
AMS integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Rater integration
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Allstate agent
Multi-Location Agency – $99/mo
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Lead management
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Comp calculator with chargebacks
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Goal managеment
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Revenue tracking
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Lead integration
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Sales tracking
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Activity reports
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Task management
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Renewal automation
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Referral tracking
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Lead vendor integration
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Sales goal management
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Producer referral sites
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Activity tracker
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Winback automation
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Custom lead pipelines
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New business checklist
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Mobile App (ios, android)
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Multiple location management
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Chat support
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Setup Help (1-on-1)
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Group Training
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Lead management
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Comp calculator with chargebacks
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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)
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Multiple location management
-
Chat support
-
Setup Help (1-on-1)
-
Group Training
Single Location Agency – $79/mo
View More
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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
-
Setup Help (1-on-1)
-
Group Training
-
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
-
Setup Help (1-on-1)
-
Group Training
Farmer's agent
Professional – $249/mo
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Or $224.10/month if paid annually for 10% discount
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Folio Sales Report
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Prospecting automation
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Goal management
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Zapier integration
-
Onboarding automation
-
Revenue tracking
-
Lead management
-
Lead integration
-
Lead management
-
Sales tracking
-
Activity reports
-
Task management
-
Referral tracking
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Events automation
-
Service center
-
Click to call
-
AgencyHR
-
Producer referral sites
-
Activity tracker
-
Chat support
-
Setup Help (1-on-1)
-
Training (1-on-1)
*All plans include up to 15 users
Or $224.10/month if paid annually for 10% discount
-
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
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Events automation
-
Service center
-
Click to call
-
AgencyHR
-
Producer referral sites
-
Activity tracker
-
Chat support
-
Setup Help (1-on-1)
-
Training (1-on-1)
*All plans include up to 15 users
Growth – $159/mo
View More
Or $143.10/month if paid annually for a 10% discount
-
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
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Or $143.10/month if paid annually for a 10% discount
-
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
-
Google Reviews
-
Renewal automation
-
2-way email integration
-
2-way texting integration
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Essential – $99/mo
View More
Or $89.10/month if paid annually for a 10% discount
- 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
-
Lead management
-
Lead management
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Or $89.10/month if paid annually for a 10% discount
- 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
-
Lead management
-
Lead management
-
Chat support
-
Setup Help (1-on-1)
-
Training (Group)
*All plans include up to 15 users
Frequently asked questions
Can I cancel anytime?
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If you're on the month to month plan then you can cancel at anytime. If you select the annual plan and pay upfront then you're able to cancel or renewal at the end of your term.
How many users licenses are included?
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Each plan comes with 15 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. Ideally, you will only need two tools in your agency. Your AMS and AgencyZoom.
Is AgencyZoom integrated with any Agency Management Systems?
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We are integrated with some top management systems (e.g. QQ, AMS360, Hawksoft, NowCerts). To find out more please email info@agencyzoom.com.
Will my credit card be charged now?
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Don’t worry you won’t be charge today! Your first payment will occur after your trial period ends.
Can I change my payment method later?
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Yes! You can change your payment method at anytime
Yes! You can change your payment method at anytime
I can’t live without this tool now. My agency has not only grown, we’re thriving."Mark Bailey
Co-Founder, Bailey Family Insurance