AgencyZoom
A sales and retention CRM for P&C agencies, from Vertafore, that sits alongside your agency management system and automates lead follow-up, onboarding and renewal outreach.
AI features
- Renewal automation and 2-way email and texting (Growth and Pro plans)
- Prospecting and onboarding automation, lead and rater integrations
- AMS integration (most major systems; some may cost extra)
- Google Reviews requests, referral tracking and producer goal tracking
Pricing
For independent agencies, Essential $149, Growth $199 and Pro $349 per month as listed on AgencyZoom's pricing page, each including up to 7 users; annual prepay is advertised at 20% off. Separate plans exist for Allstate and Farmers agents. 14-day free trial.
Best for
Making sure no renewal, lead or cross-sell follow-up slips through the cracks.
Watch out for
It doesn't replace your AMS. Its renewal and follow-up features are automated workflows you set up yourself, so check during the trial which features actually use AI. Renewal automation isn't listed on the Essential plan.
Playbooks that use AgencyZoom
Sources
Last verified 2026-10-18.