AgencyZoom
An insurance sales and service CRM, acquired by Vertafore in 2021, built around pipelines, automation, and AMS sync.
Overview
AgencyZoom started as an independent insurance-focused CRM and was acquired by Vertafore in November 2021, joining a portfolio that includes AMS platforms like AMS360. The product itself is built around sales and service pipelines specifically for insurance workflows: lead stages, renewal reminders, and producer accountability reporting. That’s different from a generic CRM with insurance fields added on.
Pricing is published rather than quote-only: independent agencies choose between three tiers, and Allstate and Farmers captive agents have their own published rates, a detail worth noting in a software category where most vendors require a sales call before naming a price.
Integrations
The most thoroughly documented integration is with HawkSoft: both companies publish a dedicated partner page describing a bi-directional sync intended to keep client and policy data consistent between the CRM and the AMS without manual re-entry. AgencyZoom also advertises connections to several other agency management platforms, reflecting its role as a CRM layer meant to sit alongside an agency’s existing AMS, not replace it.
Key Features
- Pre-built sales and service pipelines
- Task automation and producer-accountability dashboards
- Renewal automation and cross-sell reminders
- Two-way email and texting on higher plan tiers
- Native, bi-directional integration with HawkSoft, plus connections to several other AMS platforms
Pricing
AgencyZoom publishes tiered pricing for independent agencies at $149, $199, and $349 per month, each including seven seats, with separate published rates for Allstate ($99–$129/month) and Farmers captive agents.
Integration Partners
Who It's Best For
Independent agencies that want a dedicated sales and service pipeline layered on top of their existing AMS.
Independent agencies, plus dedicated plan tiers for Allstate and Farmers captive agents.
Pros & Cons
Pros
- Published, tiered pricing rather than a mandatory custom quote
- Deep, publicly documented integration with HawkSoft
- Reports a large existing installed base (35,000+ users across 6,000+ agencies as of its public figures)
Cons
- Two-way texting and email are gated to higher-priced tiers
- As a Vertafore product, long-term roadmap is tied to Vertafore's broader platform strategy
Frequently Asked Questions
Who owns AgencyZoom?
AgencyZoom was acquired by Vertafore in November 2021 and now operates as part of Vertafore's agency technology portfolio.
Does AgencyZoom integrate with HawkSoft?
Yes, AgencyZoom and HawkSoft publish a native, bi-directional integration designed to eliminate double data entry between the CRM and the AMS.