--- description: Detailed reviews on AgencyZoom based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare AgencyZoom with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: AgencyZoom Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Insurance Software](/directory/664/insurance/software) > [AgencyZoom](/software/120895/agencyzoom) # AgencyZoom Canonical: https://www.getapp.ca/software/120895/agencyzoom Page: 1 / 2\ Next: [Next page](https://www.getapp.ca/software/120895/agencyzoom?page=2) > AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more. > > Verdict: Rated **4.6/5** by 14 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 14 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support Software | 4.6/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: AgencyZoom - **Location**: columbus, US - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$79.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: $79/month: single location $99/month: multiple locations - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Commission Calculations - Commission Management - Configurable Workflow - Lead Management Software - Policy Management Software - Property & Casualty - Reminders - Workflow Management Software ## Support Options - Email/Help Desk - Phone Support ## Category - [Insurance Software](https://www.getapp.ca/directory/664/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.getapp.ca/software/163719/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.getapp.ca/software/120315/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.getapp.ca/software/122115/applied-epic) — 4.2/5 (141 reviews) 4. [Agency Matrix](https://www.getapp.ca/software/9381/agency-matrix) — 3.7/5 (104 reviews) 5. [EZLynx](https://www.getapp.ca/software/122419/ezlynx) — 3.7/5 (73 reviews) ## Reviews ### "GREAT, MUST-HAVE PRODUCT" — 5.0/5 > **Mike** | *November 6, 2017* | Recommendation rating: 10.0/10 > > **Pros**: Simple, easy-to-use, clear, intuitive interface. My 10-person agency uses Agency Zoom every day. It has resulted in a MASSIVE increase in accountability and results tracking. For 10+ years, I'd implement a goal, 'kinda' track it, and be sad/ frustrated when we didn't reach it. AGENCY ZOOM HAS SOLVED ALL THAT\! Buy it\! Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone. Buy and install it\! > > **Cons**: Nothing. It's awesome. One new thing that might be a new feature is the option to track whether a sale is a 'bundle.' That is n Allstate-only feature, so perhaps not critical, but it is critical to me right now, but also a 'nice to have' vs. a requirement. It is a great product as is. > > as noted earlier, a huge increase in accountability. ----- ### "Lead Management Tool works great for SDRs\!" — 4.0/5 > **Daniel** | *February 28, 2025* | Insurance Software | Recommendation rating: 8.0/10 > > **Pros**: Organization of columns, smart cycle function, template creation for emails and SMS, tags and history of events on leads. > > **Cons**: Integration with phone system presents problems sometimes > > I am currenty using AgencyZoom to manage my leads as an SDR, inbound leads fall into our customized column and are moved through other columns as we developed a process to work on them after we submit information on our website, with automation the process is easy to follow and the smartcycle function is great to manage follow ups. Im using frequently the customized templates for emails and SMS, this makes it easier for me to make several attempts to contact and it also allows me to leave notes and pin any relevant information. ----- ### "Not much 'Zooming' going on..." — 3.0/5 > **Tammy** | *August 4, 2022* | Insurance Software | Recommendation rating: 0.0/10 > > **Pros**: The leads are the only aspect of the software that I find helpful. > > **Cons**: No work flow. Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software. > > Not impressed with the product or the trainers. ----- ### "A fantastic product for insurance agents. You're silly for not looking into this\!\!" — 5.0/5 > **Cory** | *October 24, 2017* | Recommendation rating: 10.0/10 > > **Pros**: Agency Zoom... The on-boarding, trailing document, ALR, and payroll program to end all programs. If they charged 3 times the amount currently charged, I would still happily use this software. The product works flawlessly\! It streamlines my agency when at point of sale. It tracks item count and premium sold in real time. It motivates my LSPs because it give a minute to minute update of sales in the office\! It tracks ALR appointments kept and Life policies sold. It calculates payroll accurately by integrating its software with DASH reports. I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office\! If you don't believe me, go to the website, watch the videos, and schedule a webinar from Tolga or Moe the owners\! Everything this software claims to do, it does, amazingly\! The creators are also constantly improving and adding functionality to their software\! The customer service is second to none\! I am an AgencyZoom customer for life\! > > Streamlined payroll, sales tracking, customer service, customer retention, automated task reminders based upon product sold. This product is fantastic\! ----- ### "Amazing Value Add" — 5.0/5 > **Ryan** | *October 28, 2019* | Insurance Software | Recommendation rating: 10.0/10 > > **Pros**: We were introduced to Agency Zoom in 2018. We had a major need to focus on lead flow, follow up, and tracking new biz sales outside of a spreadsheet. AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE\! In terms of support, our contact there is represenative He has been fantastic to work with - we've asked for some creative things and they have worked with us on implementing or are going to implement to even make the tech better. representative also has been great about sending video's on "how to" on some questions we've asked. The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better. > > **Cons**: We have no cons. Initially we wanted this to integrate with our AMS, and they are working on this. It isn't necessary, but it will make our team happy b/c it's less work if it integrates. ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.ca/software/120895/agencyzoom?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/120895/agencyzoom) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data