--- title: AgencyZoom Reviews meta_title: 'AgencyZoom Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 222 reviews by the users' company size, role or industry to find out how AgencyZoom works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 222 scale: '5' date_modified: '2026-07-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # AgencyZoom Reviews **Vendor:** Vertafore **Category:** [Insurance CRM Software](https://www.g2.com/categories/insurance-crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 222 ## About AgencyZoom AgencyZoom helps turn more opportunities into revenue and become a more scalable business. Purpose-built for P&C insurance agencies, AgencyZoom is a sales automation solution that connects sales, service, and marketing in one platform. It gives agency owners and leaders clear visibility into performance, streamlines day-to-day operations, and ensures every lead, task, and client interaction is managed with consistency. Drive more predictable revenue growth: AgencyZoom brings structure to the sales process, so opportunities are consistently captured, tracked, and worked. Agencies using AgencyZoom have reported an average of 4.5% increase in sales. Key capabilities: - Lead automation with customizable pipelines and workflows - Video marketing and quoting to engage prospects Strengthen retention and client relationships: With automated touchpoints, and a complete view of client activity, teams can stay ahead of things from onboarding to renewal. This helps improve responsiveness, increase engagement, and protect long-term revenue. Key capabilities: - Service Center to track and manage service-related activities - Google Reviews integration to strengthen reputation Improve efficiency across your agency: AgencyZoom reduces manual work and fragmented processes by automating lead management, task assignments, and communication. Agencies save an average of 30 hours per month, allowing teams to focus more on being trusted advisors to clients. Key capabilities: - Automated task assignments and reminders - Centralized workflows across sales and service Gain clear visibility into performance: Real-time reporting provides a clear view of pipeline health, team activity, and overall performance. Agency leaders can identify trends, spot gaps early, and make informed decisions to keep the business on track. Key capabilities: - Dashboards for performance tracking and monitoring - Seamless integrations with agency management systems and tools Built specifically for insurance agencies: AgencyZoom is designed for how insurance agencies operate, with pre-built sales and service pipelines and flexible automation that can be customized in just a few clicks. Integrate it into your existing tech stack without adding complexity. ## AgencyZoom Pros & Cons **What users like:** - Users appreciate the **workflow efficiency** of AgencyZoom, benefiting from seamless automation and integration with AMS360. (6 reviews) - Users value the **s seamless integrations** with various platforms, enhancing communication and workflow efficiency. (5 reviews) - Users value the **responsive customer support** of AgencyZoom, appreciating its accessibility and quick assistance for inquiries. (4 reviews) - Users appreciate the **customization options** of AgencyZoom, allowing tailored management for clients, staff, and agency needs. (3 reviews) - Users highlight the **ease of use** of AgencyZoom, making it simple to implement and navigate for all staff. (3 reviews) - Efficiency (3 reviews) - Helpful (3 reviews) - Tracking (3 reviews) - Client Management (2 reviews) - Continuous Improvement (2 reviews) **What users dislike:** - Users find the **learning curve steep** , requiring additional training and guidance to navigate the system effectively. (3 reviews) - Users find it challenging to **delete emails in bulk** and manage auto campaigns effectively for clients with bad email addresses. (1 reviews) - Users find the **excessive clicking** required to manage automations frustrating, hindering their efficiency and productivity. (1 reviews) - Users experience **inefficient search functionality** that makes finding clients difficult, although it may be an isolated issue. (1 reviews) - Users are frustrated by the **increasing pricing** of AgencyZoom, which impacts their overall satisfaction with the product. (1 reviews) - System Instability (1 reviews) - Update Issues (1 reviews) ## AgencyZoom Reviews ### 1. AgencyZoom Makes Outreach and Follow-Ups Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** J W. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** AgencyZoom is extremely useful for automating outreach and follow-up with both prospects and current customers. The performance is top notch and does not lag. **What do you dislike about AgencyZoom?** AgencyZoom feels somewhat limited when it comes to its built-in data analysis, and it requires a higher-tier plan to access features that, in my opinion, should already be included. Support and onboarding leave a bit to be desired, since it isn’t easy to get quick answers to questions when they come up. The AI capabilities of the software also still feel limited compared to competitors, although I’m sure it will catch up over time. **What problems is AgencyZoom solving and how is that benefiting you?** It helps solve the problem of leads and customers falling through the cracks and getting lost in the noise of a CRM. By integrating with other software I am able to send my customers text messages, automated emails, and recycle them for annual reviews. The UI layout and design makes it easy to navigate as well compared to other CRMs ### 2. AgencyZoom Transformed Agent Performance Tracking and Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Linda B. | District Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** We’ve had an outstanding experience using AgencyZoom across our district. It has truly transformed the way we track and manage agent production. The platform provides incredible visibility into performance, allowing us to easily monitor activity, identify trends, and coach our agents more effectively. The dashboards are intuitive, and the reporting tools make it simple to stay on top of key metrics without wasting time digging through data. One of the biggest advantages is how it drives accountability and consistency across our teams. Our agents know exactly where they stand, what’s expected, and how to improve. It has helped create a culture of transparency, motivation, and growth. Additionally, the automation features save a significant amount of time, allowing our team to focus more on selling and less on administrative work. From pipeline management to follow-ups, everything is streamlined and efficient. Overall, AgencyZoom has become an essential part of our daily operations. If you’re looking to increase productivity, improve tracking, and elevate agent performance, this is a must-have tool. **What do you dislike about AgencyZoom?** One area for improvement is recruiting functionality. We would love to see AgencyZoom expand its capabilities to better support recruiting efforts, as this is a critical part of growing and maintaining a strong district. Having recruiting tools integrated into the platform would make it even more valuable as an all-in-one solution. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom has helped us create a more disciplined, data-driven, and performance-focused culture. It’s not just a tracking tool. It’s a system that actively improves productivity, coaching effectiveness, and overall results across our district. **Official Response from Nate McKissick:** > Thank you for your feedback, Linda! It's fantastic to hear that AgencyZoom has had such a positive impact on your district's operations! Reviews like this make us excited to come to work each day! ### 3. Easy to Use, Seamless Integrations That Keep Customer Work Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney P. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love how easy it is to use and how seamlessly it connects with every app we rely on. It makes it straightforward to track every interaction we have with a customer and keep all of their files stored together in one place. We can also create tasks for ourselves or assign them to other co-workers, which makes it much easier to stay organized and keep everything moving in the right direction. **What do you dislike about AgencyZoom?** Maybe how the Leads are set up? It doesn't seem as easy to keep track of new prospects as it is with current customers. **What problems is AgencyZoom solving and how is that benefiting you?** What I mentioned earlier - keeping track of every interaction either with or about a customer is one of the most important things we need to do, & I love that this offers that option. ### 4. Keeps Our Insurance Agency on Track and Enables Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Monica P. | Licensed Customer Service Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I've used a CRM in the past when I worked in property management. I know how well it can help streamline processes, in any industry. This is a new platform in our small insurance agency, but has really helped keep our tasks on track and help see where we're all at in quoting clients. Helps to make sure nothing falls through the cracks. **What do you dislike about AgencyZoom?** I wish we could upload or import a CSV to create unique email lists for blasting clients that meet certain criteria. As it is now, we have to create a unique tag for clients to create those specialisted email lists. That takes a lot of time. I also wish when we upload our book of business that tags would generate based on the types of policies each client has. Right now we're having to manually add tags to each client. If there's a better way, we're not aware of it. **What problems is AgencyZoom solving and how is that benefiting you?** We're hoping to have even better success with AZ once we have a 100% integration with our AMS. The developers are our AMS are actively working with AZ and are in the final testing phase before rolling it out live. I think that will address a lot of the automation issues we'd like to have resolved. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Monica. We're delighted that our platform has met your expectations. Your satisfaction is our top priority. We're happy to be a part of your business and appreciate your feedback! ### 5. Easy Integrations and Powerful Automation That Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Paul M. | Principal Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** Integration & Automation. Easy to integrate with multiple systems/services. Easy to automate workflows, marketing & servicing, saving us significant amounts of time and effort. **What do you dislike about AgencyZoom?** Differentiating where automations are sent can be difficult -- ie, does this email need to go to a specific contact under a customer account? Or should it be sent to the primary contact under a customer account? Changing the intended recipient can be difficult. Also difficult to understand all the automations which are being sent to an individual -- there could be Customer-level automations (onboarding and similar), Service-level automations, and Lead-level automations all being sent to the same individual, and it is possible to overwhelm people without intending to do so. **What problems is AgencyZoom solving and how is that benefiting you?** Customer relations management, Lead Management, Marketing, & tying a lot of different services together. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Jeff. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 6. Keeps Our Agency Organized with Easy Delegation and Goal Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Brianna C. | Licensed Sales Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that we can keep all of our business and outside business in agency zoom. We can also delegate all service requests in agency zoom between all customer service reps. We can also keep track of our goals for the office **What do you dislike about AgencyZoom?** The chatting/ support needs some assistance. Sometimes it takes 30 minutes to get an answer and it feels like its dragging to get an answer. Not sure if the chat reps are real people bc the avatar/profile pics look like AI **What problems is AgencyZoom solving and how is that benefiting you?** I like that it helps us stay organized and keep all our business in one place like a master policy. I also like that we can keep leads and keep track of the lead pipeline for sales reps **Official Response from Nate McKissick:** > Thanks for your review, Brianna! We're glad to hear that AgencyZoom has been helpful in keeping your business organized and streamlining delegation and goal tracking. Please don’t hesitate to reach out if you need anything in the future.   ### 7. Robust CRM with Handy Features, But Task Management Needs Work **Rating:** 5.0/5.0 stars **Reviewed by:** RJ M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about AgencyZoom?** I find AgencyZoom very powerful with a lot of features, not just as a CRM but also as an outreach tool. It helps us keep our outreach efforts organized when we have different teams like the appointment setting team and the sales team. We're able to quickly take a lead and move it between teams or steps within our sales pipeline. Additionally, the dashboard view helps us understand what's pending from a bigger picture. Setting up AgencyZoom was pretty easy and straightforward, especially with the RingCentral integration for sending texts and making calls. There are many prebuilt automations, which are very helpful for outreach and process management. I have recommended AgencyZoom to a couple of colleagues. **What do you dislike about AgencyZoom?** One of the main issues I have with AgencyZoom is the task management portion. Each lead or customer has a place to create tasks to keep track of what's pending, but it's a bit clunky compared to Asana, which I used in the past for task and project management. AgencyZoom has limited task management features. I still use Asana and link back to AgencyZoom, but there's no way to sync tasks inside AgencyZoom with our Asana tasks. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for managing client communications and tracking sales performance. It helps organize outreach efforts across teams and tracks leads' stages, guiding next steps and offering a big-picture view with its dashboard. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, RJ! It's great to hear that our software is making a difference in managing customer outreach for your insurance agency. We appreciate your feedback on task management and will take it into consideration for future updates. We appreciate your input and look forward to continuing our partnership. ### 8. Helpful Task Reminders and Clear Monthly Premium Snapshot. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like the tasks you can set to remind yourself or other agents when policies need follow up or attention. I do like that you can see the snapshot of where you are for the month in new business written premium. **What do you dislike about AgencyZoom?** I do not like that if a renewal is not integrated into the system for some reason, when you go to add it as a renewal, it adds it as new business written premium instead of renewal. We need to code it as a rewrite for it not to count in new business written premium. I would also like to see a renewal column for each month so we know how much premium is renewing, set to renew, along those lines. **What problems is AgencyZoom solving and how is that benefiting you?** AZ is helping us to work more efficiently with all clients in one place and to allow us to upload and keep documents in one spot. It also allows us to see where we are for the month and manage communications out to our clients at the push of a button or message. **Official Response from Nate McKissick:** > We're delighted that AgencyZoom has met your expectations. We're thrilled that you find our task reminders and premium snapshot valuable for managing your business. We appreciate your review and look forward to continuing our partnership. ### 9. Inaccurate Integrations Create Extra Double-Checking in the Workflow **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I'm liking the integration with using QQ alongside it and being able to pull in the information easily from our books and see the reports in real time as well as be able to reference a workflow as to who needs renewals, extra outreach, etc. There's been a few frustrating aspects of the workflow but overall it seems to be running smoothly, and love having the ability to message clients directly in the portal. I'm not on the management side to know the pricing or the ROI, but it seems to be doing everything we need it to do plus more. Training and onboarding were helpful. I do wish that there were modules we could learn from and reference at anytime to further our training versus attending zoom calls. **What do you dislike about AgencyZoom?** not all integration has been accurate, I have had to go back through our systems and double check information so clients don't get confused. ie. policy numbers, and effective dates are main things that I've seen not align, so when I'm sending out renewal reminders it's frustrating to the clients when it's not matching. **What problems is AgencyZoom solving and how is that benefiting you?** speeding up the processes for renewals for me personally & making sure we are in contact with more people. Before we didn't have a clear system for outreach so this has been great with more contact. ### 10. Seamless Sales Process with Great Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom for my Sales Pipeline, and it really makes the sales process seamless and fail-proof. One of my favorite aspects is how it can be tailored to personal preferences, which is super handy. I also love that it integrates well with other agency programs. This integration is fantastic because it keeps productivity high by eliminating the need to duplicate prospect or client information. Creating different marketing campaigns is a breeze and helps us focus on our lead sources from various avenues. The initial setup was very easy and user-friendly, which is a big plus. **What do you dislike about AgencyZoom?** The only improvement is some data do not transfer over. Date of birth has to be manually entered. For documents, you have to prompt them with a sync button for them to transfer over. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom makes the sales process seamless and fail proof. It integrates with our agency management system, keeping productivity high by avoiding duplicate entries and helps us hone in on lead sources through tailored marketing campaigns. ### 11. Streamlined CRM with Exceptional Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Deena M. | Sales And Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love that we have specific automations for every pipeline in AgencyZoom, which really streamlines the processes and makes our lives easier. The DocuSigning feature is a great addition, allowing us to handle documents effectively. I also love how well it integrates with other systems we use like RingCentral for calling and texting. It's fantastic that AgencyZoom houses all the files we need to ensure a well-managed customer experience. Overall, I'm a big fan of how these features work in the background to improve our workflow. **What do you dislike about AgencyZoom?** The DocuSign feature is a bit inconsistent; sometimes it works and sometimes it doesn't. It appears like it goes out to the client, but often they're telling me they can't find it anywhere, not even in spam. That's something that probably could be tweaked. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom solves many problems with its key automations, letting me focus on each client individually. I love the specific automations for every pipeline, DocuSign integration, and it manages customer experience well while integrating with other systems like RingCentral. ### 12. Effortless Automations with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I really like that AgencyZoom is simple and easy to use. A lot of people understand how to use it and are willing to help us set stuff up. It's accessible across multiple different platforms which makes it broadly used. The chat feature is pretty awesome too, making it easy to find help if I have a question. Moe did a great job building it out. It's very user-friendly. The initial setup was super simple because the support was very helpful. **What do you dislike about AgencyZoom?** I wish you all had a CanopyLink option instead of us having to use the agent Link. Canopy link is so broadly used. You all should have an option to be able to add it in there. Currently, we have a workaround where we put our Canopy link for Canopy Connect in our agent meeting link and we share that for our automation sequences. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for automating tasks and managing leads. It's easy to handle all service tasks for the entire agency. ### 13. Streamlines Insurance Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Trever B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I find AgencyZoom incredibly useful for insurance leads and pipeline management. It allows us to manage our agency's leads effectively and helps us keep track of our weekly and monthly goals more specifically. The automation and reminders to clients have been very helpful. When we sign up a new client, it automatically provides them with emails about our agency, which legitimizes our contact with them. We switched from Monday.com because we found AgencyZoom to be much more effective and it meets our needs better. The initial setup was very easy too. **What do you dislike about AgencyZoom?** It would be nice if all of our live lead sources could be automatically uploaded into AgencyZoom. Right now, the process of doing so is a bit cumbersome. The process to get them connected is not as quick as us just manually entering them by client. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps manage our insurance leads and tracks our goals weekly and monthly. The automation and client reminders are very helpful, as they automatically provide new clients with emails about our agency, legitimizing our contact. **Official Response from Nate McKissick:** > Thank you for your review, Trever! We're glad to hear that AgencyZoom has been incredibly useful for managing your insurance leads and pipeline. We're happy to be a part of your business and appreciate your feedback! ### 14. Useful Sales Tool, Needs Feature Enhancements **Rating:** 3.5/5.0 stars **Reviewed by:** Jacob L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like how every person has their own goals in AgencyZoom, and they can check where they're at month to date. It holds them a little bit accountable to their own goal. **What do you dislike about AgencyZoom?** I love the compensation app, but it does have a lot of spottiness as far as I often hear that's not working as designed. Just the overall ease of use would be as far as features that can be improved. Ways that I could edit just double click in and edit as opposed to needing to go to different screens. As far as the spotiness, just when a report change, it takes a little bit for in AgencyZoom to catch up to Allstate's change reports. There are a couple things that still don't make sense, such as lead sources, I have a hard time running iVantage reports. **What problems is AgencyZoom solving and how is that benefiting you?** We mostly use AgencyZoom as a scoreboard and sales reporting tool to track contact rate, quote rate, and close rate for each producer. ### 15. Efficient, User-Friendly CRM with Room for Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I really like AgencyZoom because it's very user-friendly. It helps me streamline activities and processes, making it easier to track activity. I especially enjoy how it lets me keep track of data, customer notes, and sales pipelines. The customer notes feature is great for tracking customer interactions, and the pipelines and lead management tools are some of the best ways for me to track sales and ROI, as well as the production standards I set for my employees. Plus, the initial setup was very easy. **What do you dislike about AgencyZoom?** I wish there were more ways I could customize things. I also wish it would integrate with more online tools. I would like to be able to set triggers on a case-by-case basis, and I would like it to be able to integrate with Outlook. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to streamline activities and processes, track customer interactions, manage lead pipelines, and monitor sales ROI and production standards. It's user-friendly, making it easy to track data, customer notes, and sales pipelines. ### 16. Highly Customizable, Essential for Sales Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan C. | President CIG, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2025 **What do you like best about AgencyZoom?** I like that AgencyZoom is customizable in so many ways. We can make it do exactly what we need when we need it and add any other steps to our automation. The pipeline customization is really helpful too, allowing us to build out stages that match our real sales flow, including quote started, remarket, binding, onboarding, etc. It integrates well with tools like Zapier, Cognito Forms, Twilio, and our AMS. **What do you dislike about AgencyZoom?** It's time consuming to set up, but gets quicker and easier as you build the system to match your needs. **What problems is AgencyZoom solving and how is that benefiting you?** I track and manage leads from start to close, automate follow-ups, and keep workflows consistent with AgencyZoom. It offers customizable pipelines that match our sales flow, which is super valuable for our business goals. ### 17. Streamlined CRM with Outstanding Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Agency Owner **Reviewed Date:** May 07, 2026 **What do you like best about AgencyZoom?** I love that with Nerdphone, calls and texts are logged on each account. AgencyZoom keeps me in constant contact with prospects and customers through automation, and helps me stay on top of tasks and easily schedule meetings. The customer onboarding and support are outstanding, and I can update automation and system tags to meet my business needs. The onboarding was easy and quick, saving me time. I also appreciate that the tags allow us to understand the value of a prospect at a glance, which is crucial for an ever-changing business like mine. Being able to quickly and easily change automation helps evolve my prospect connections. AgencyZoom makes managing prospects and customers streamlined and professional. **What do you dislike about AgencyZoom?** The only improvement I would suggest is for Farmers Apex to integrate with AgencyZoom. This will allow seamless customer service and logged interactions in Apex. We spend a lot of time logging customer interactions in two places - having integration would eliminate double work and save us time. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom keeps us in contact with prospects and customers through automation, streamlines task management, and simplifies meeting scheduling. Its onboarding saves me time, and system tags help quickly assess prospects' value, allowing my business to adapt as it evolves. **Official Response from Nate McKissick:** > Thanks for leaving a review, Amanda! We're glad to hear that AgencyZoom is helping you stay in contact with prospects and customers while saving you time. We're happy to be a part of your business and appreciate your feedback! ### 18. Automates Sales Processes Seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Amber F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I find AgencyZoom amazing because it saves tons of man hours by automating and keeping track of our daily activity. The automation within the pipelines contacts leads from start to finish depending on where they are in the process, and once they are sold, they receive all of our onboarding info without any manual effort from us. I also appreciate how it connects with multiple tools like our phone system Ring Central, Zapier, and our Google business pages. The initial setup was very easy, and the staff is amazing at helping. **What do you dislike about AgencyZoom?** We haven't run into any issues that we don't like so far. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for managing customers, leads, and sales, automating tasks, and keeping track of activities, saving tons of man hours. It simplifies manual calculations, tracks lead status, and automates communication, removing the need for sending texts and emails manually. ### 19. Automated Efficiency with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Cody B. | Protege Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about AgencyZoom?** I think the user interface of AgencyZoom is very clear and easy to use. The automations save us a tremendous amount of time, allowing me to focus on phone calls without worrying about whether I've sent certain text messages or emails. The task integration is also extremely helpful, as well as the integration with our lead vendor, which makes it efficient since leads come directly into AgencyZoom, and I can work them straight from there. **What do you dislike about AgencyZoom?** Recently, we tried to pull a report for how long it took from the time a lead came in until we got to them, so speed to lead, and then also reports for how long our sales cycle is from the point that a lead comes in to when it's sold. Being able to identify which types of leads are closing at a higher rate versus a lower rate is not super easy in AgencyZoom right now. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom tracks leads from entry through the sales process, automates emails and texts, tracks voicemails, and aids onboarding, saving me time. However, reporting on lead response time and sales cycle duration is currently challenging. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Cody! We're glad to hear that you find our user interface clear and easy to use, and that our automations are saving you time. We appreciate your feedback about the reporting feature, and will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 20. Streamlined Client Management, Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew H. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom syncs and links everything together, whether it's text, email, or policies, if done right. The API integrations with Farmers and Alta are fantastic. It streamlines everything so we don't have to enter data into multiple systems. I appreciate being able to pull data like a driver's license, date of birth, name, and address, making it easier to replicate into different carrier corp systems. The setup was pretty seamless, with just a bit of data remodification needed to get the majority of what I needed in there. **What do you dislike about AgencyZoom?** Some communication issues when I send in a ticket. I often don't have the bandwidth that day to respond, and this makes it challenging when tickets are left open. I also encounter problems with integrations, malfunctions, and data entry. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to manage client policies and service work, solving communication issues with customers, renewals, and being proactive with service tasks. It syncs everything, reducing data entry across systems with its integrated API. **Official Response from Nate McKissick:** > Thanks for your feedback, Andrew! We're glad to hear that you are enjoying the seamless integration and data syncing capabilities of AgencyZoom. We genuinely care for our customers and are delighted to know that our dedication shows. Please don’t hesitate to reach out if you need anything in the future. ### 21. Simplifies Insurance Operations, Room for HR Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** RANI A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is easy to learn and simple to understand. I also enjoy working with the pipelines and lifecycle automations because they offer the flexibility to create automations, which makes managing our customer service and lead process simpler. **What do you dislike about AgencyZoom?** I don't think the HR component works very well at all. I think it's clunky and it's old. There's not a lot of ways to edit it and create maybe templates or anything HR wise. Secondly, I don't like that there isn't a recurring email feature. So I could set up recurring reminders, for example, like recurring tasks that aren't related to a service ticket or a stage of a pipeline. I also think you could improve the reporting features to help managers get better insights automatically. Automatically runs certain reports and send them to me weekly. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to manage my outbound lead process and customer service, preventing things from falling through the cracks. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Rani! We're pleased to hear that our platform has made managing your customer service and lead process simpler. We appreciate your review and look forward to continuing our partnership! ### 22. Intuitive CRM with Robust Automation, Needs Better Dialer Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Zachary W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about AgencyZoom?** I really appreciate AgencyZoom's ease of use and the fact that it requires very little training time. The built-in automation is a big plus, allowing us to send text messages and emails automatically to touch leads we haven't connected with yet, saving us time to focus on making phone calls. I also find the pipeline management to be very nice and clean, which helps manage leads effectively. The initial setup was incredibly easy and intuitive, almost like walking through everything step by step, making the process very smooth. **What do you dislike about AgencyZoom?** I'm not crazy about the additional fee for the click to dial feature that integrates with RingCentral. I wish there was more of an auto dialer or power dialer built in, like Ricochet. The dialing situation is a bit slow, which is why I'm hesitant to give it a higher score. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for new lead outreach and pipeline organization, which saves time by letting us focus on phone calls while it automatically sends texts and emails. The pipeline management is clean, helping manage leads smoothly. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Zachary. Your input is essential in shaping AgencyZoom. We appreciate your feedback on the click-to-dial feature. We value your business and aim to provide the best experience possible. ### 23. Centralized CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Michael K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom acts as a centralized platform where we can consolidate many technology features, making it easier for our team. It helps us avoid having to learn and master multiple different tools, allowing everyone to focus within one system. I also find it very helpful to make phone calls with just a click of a button and to send and receive text messages that automatically sync across our CRM without needing extra notes. The ability and flexibility to customize the system to shape the customer experience is a huge factor for us. I'm also pleased about the prospects of AgencyZoom getting better with its open API platform, which lets us integrate several tools, and we're constantly improving it over time. Integrations with other tools like AMS 360 and PL rating add to the benefits, which I find valuable. **What do you dislike about AgencyZoom?** I would like the integration between AMS 360 to be perfected and tweaked. For example, we really need to have our customized activities list sync properly, which right now they don't. I would like the sales pipeline to be enhanced so that we have different distribution methods. Right now, it seems there's just the ability to have a round robin assignment, but I wish there was a 'shark tank' distribution method. The initial setup of AgencyZoom wasn't very easy, and even though it's been over a year, the initiation is still going on. There's still a lot of frustrations and hurdles that we're trying to overcome, as well as continuing to customize and fine-tune the system, which isn't quite working well so far. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom as a primary CRM platform for client communications, tracking activities, and managing leads. It improves our efficiency by integrating tools like phone and messaging systems. I appreciate its centralization, which reduces the need to learn multiple tools. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Michael. We are glad to hear that our platform serves as a centralized location for your business. We appreciate your feedback on integrations and will take it into consideration for future updates. We're happy to be a part of your business and appreciate your review! ### 24. Intuitive CRM with Room for Enhanced Features **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I like that the design is very user-friendly, and new producers and service people can start clicking around quickly and understand how things work. The onboarding process is smoother and shorter due to this, which helps everyone get up to speed more quickly. It cuts down the time and money spent on training, as people can quickly get into the system and be productive using AgencyZoom's easy-to-use functions. **What do you dislike about AgencyZoom?** I think some things that are lacking are just the task management feature. You can't really click to dial right from the task list. You have to go into each additional contact card, which slows down making those calls. It would be nice to see some sort of dialer function that would allow those to go much more quickly with voicemail drops, some of these features that other CRMs have. And then, of course, I would love to see more AI in there as far as AI note-taking, linking AI to reply to our Google reviews as we get them, things of that nature that would make the flows easier and more automated, and just from a functionality standpoint, require less manual work. Another challenge was getting the sync between our AMS and AgencyZoom to sync properly with Nowcerts. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps me get to leads faster and manage workflows effectively so no one slips through the cracks. It automates service notifications to keep clients aware of policy changes, ensuring no cancellations go unnoticed. **Official Response from Nate McKissick:** > Thank you for your detailed feedback of AgencyZoom, Daniel! We're glad to hear that you find our product's design user-friendly and that it helps with onboarding new team members. We appreciate your input on the task management feature and will take it into consideration for future updates. We're delighted to be a part of your business and appreciate your feedback! ### 25. Powerful Automation but Overwhelming Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I love the integration with RingCentral, as it automatically saves recorded phone calls, text messages, and integrates well with our email system, which means it saves emails too. This feature helps ensure we don't forget to add important notes from conversations with leads or current insured clients. I love that I can adjust some automations very easily based on the success of our campaigns or approaches. It's also convenient to have everything in one place with AgencyZoom, where I can manage texting and move leads along the process, and I find the texting templates really helpful. **What do you dislike about AgencyZoom?** I find it frustrating that you cannot customize pipelines in AgencyZoom. We just have a new life application within the carrier I work with, and since the existing pipelines are already set up and cannot be edited, they don't work with our new process. I would also love for there to be an option in the automation to automatically send an email or text when certain tasks are completed, like if we call a lead and they don't answer, it would be great if marking the call as complete could automatically trigger a text message. Additionally, the initial setup was pretty overwhelming, especially for someone not using those pre-built automations. There's a lot AgencyZoom can do, which can be overwhelming when trying to build out your automation. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for automation, keeping staff accountable, and fostering healthy office competitiveness. It integrates well with RingCentral, saving calls and texts, and supports easy automation adjustments for campaign success. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Kristin! We're thrilled that you are benefiting from the integration and automation capabilities of our platform. We appreciate your feedback on customizable pipelines and will take it into consideration for future updates. ### 26. Essential CRM with Stellar Outreach Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel R. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom for my Farmers Insurance Agency and really appreciate its ability to help me track my producers' production each month. The software is very well organized and allows for a good process in reaching out to leads. The feature I like most is the consistent communication, which synchronizes with other apps to schedule text messaging and email, making it possible to communicate with potential customers en masse. This is a real lifesaver, especially for reaching out to old, dated leads that weren't closed before but might be in the future. I also find its ease of setup impressive, probably easier than setting up any sort of social media account. **What do you dislike about AgencyZoom?** I'm not too big of a fan of the tasks feature in AgencyZoom. I can appreciate what it's meant to do, and it seems like it could be very useful, but honestly, it's not too accurate. It's not the best at determining the actual task needed for the day. I feel that it could be reformed to be a little more accurate and more convenient in setting a good to-do list and determining which lead needs attention. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to track monthly production, reach out to leads efficiently, and send automated emails and texts. It's organized and helps contact old leads we couldn't close before, which aids in improving customer acquisition. **Official Response from Nate McKissick:** > Thank you for being a loyal user of AgencyZoom, Daniel. We're glad to hear that our software has been helpful in tracking your producers' production and reaching out to leads. We appreciate your review and look forward to continuing our partnership. ### 27. Vital Tool for Insurance Agency Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Trever B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I love how the dashboard and leads portions of AgencyZoom help us maintain our agency's goals and hit our numbers. The dashboard is very specific, letting us reflect on the types of leads being sold and identify markets we're not accessing enough. It enhances our conversations with producers by making discussions about their progress more specific and engaged. The leads portion allows us to monitor clients who need follow-ups to secure their insurance at the right time. The initial setup was very easy, with Joseph being instrumental in assisting with any setup or navigation questions. Overall, AgencyZoom has been vital in helping our agency hit our goals and grow, and as a Sales Manager, it's truly helped us add more agents to our agency. **What do you dislike about AgencyZoom?** The differentiation between personal lines and commercial lines leads seems redundant. If we list them as commercial leads, then they are placed in a different space which makes navigating and monitoring those more cumbersome. We have just been adding commercial leads in our personal lines section and listing the policies quoted/sold as specific commercial policies so we can keep those numbers in the same agency bucket. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to track and monitor our book of business, better monitor our producers' pipeline, and connect with prospects more consistently. The dashboard and leads portions help maintain agency goals, reflect on lead types, and focus on specific clients. **Official Response from Nate McKissick:** > Thank you for your review, Trever! We're thrilled to hear that AgencyZoom works so well for your agency. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 28. Streamlines Processes with Intuitive Features **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom for every single touchpoint: sales, service, quotes, and even document uploads. It provides a central nervous system with everything in one spot, which makes a huge difference from the scramble system I used to have. I love the pipeline and all its features, especially the color tags—those are mind-blowing! The more color coding AgencyZoom has, the better. Being able to personalize tags and pipeline boxes is fantastic, with specific spots for service, leads, and even today's tasks. It's easy, simple, and so needed! The ability to customize colors helps me quickly see what each client needs, like a purple tag for new purchases and a bright green tag for DMI inspections scheduled. The setup was really easy, even for someone like me who's not great with tech. I also use it with Lightspeed VOIP phones, which is the best part. Overall, I find AgencyZoom to be an incredible system I didn't even know could exist. **What do you dislike about AgencyZoom?** Sometimes making changes to contact info already added is tricky. Maybe just this. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom centralizes information, preventing leads from slipping through the cracks and transforming my reactive sales approach to a proactive one. It's like having a clear, organized space instead of drowning in scattered notes. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience, Stephanie! We're thrilled to hear that AgencyZoom has helped streamline your processes and provide a centralized system for your sales and service needs! We appreciate your review and look forward to continuing our partnership. ### 29. Efficient CRM with Unmatched Support **Rating:** 5.0/5.0 stars **Reviewed by:** Anita D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom to manage the sales cycle in my office, and I find it to be a very user-friendly CRM tool, probably the most useful I've ever used. I love the chat with support feature; it's useful, fast, and efficient, making the customer support the best I've ever used. No question or issue has been too big or too small for them. They help quickly and effectively, even with setup in a continuously changing environment. The follow-up automation with options to use video, text, or email along with call reminders is excellent. It allows me to easily find prospects when the end of the month approaches, giving a needed push to close sales. Thanks to all these features, I have already recommended AgencyZoom to other agency owners. **What do you dislike about AgencyZoom?** I have not yet had anything to dislike about AgencyZoom **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to manage the sales cycle, track quote requests, automate follow-ups, and onboard new clients. It customizes follow-ups using video, text, or email and provides call reminders, helping me push prospects to decide at month's end. **Official Response from Nate McKissick:** > Thank you for the positive feedback, Anita! We're glad to hear that you find AgencyZoom to be a very user-friendly CRM tool and that our customer support has been efficient and helpful. We genuinely care for our customers and are always delighted to know that our dedication shows. ### 30. AgencyZoom Revolutionized Our Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jason L. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I love that AgencyZoom serves as the brains for my entire agency, handling prospecting outreach, client communications, and service management all in one place. It's incredibly valuable that all customer communication and notes are centralized, which really streamlines our operations. The automations are powerful and make a huge difference. I really appreciate the ease of use, and how easy it is to customize the pipelines. The automated emails and texts are invaluable. Plus, the direct integration with my phone system is great for ensuring all call recordings and notes are stored together. The integration capabilities, especially the direct integration with RingCentral, Google for reviews and email, and through Zapier with Slack, Jotform, and Canopy Connect, are fantastic. Setting up was very easy, and customizing tasks is a breeze. I’d rate my likelihood to recommend AgencyZoom a 10 out of 10. **What do you dislike about AgencyZoom?** customization of task lists **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom streamlines operations by centralizing customer communication and notes, making it the brains for my agency. It enhances efficiency with powerful automations and direct integrations that manage communications seamlessly. **Official Response from Nate McKissick:** > Thank you for being a loyal user of AgencyZoom, Jason! We're thrilled to hear that our platform has revolutionized your agency management! It's great to know that our platform has streamlined your operations and provided valuable integrations. We're happy to be a part of your business and appreciate your feedback! ### 31. Automation That Keeps Us on Track with Reminders and Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan N. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about AgencyZoom?** I like the automation the most. The reminders and follow ups in case we get to busy to do ti ourselves. **What do you dislike about AgencyZoom?** I wish they would separate the automation for emails and text messaging in the system settings for off hours. They have them grouped together, so I have to turn them either both off or both on during non-business hours. I would like to send emails during non-business hours and text messages during business hours only due to TCA Compliance rules. **What problems is AgencyZoom solving and how is that benefiting you?** It's helping to solve calendar and scheduling issues/ follow ups. It requires constant tweaking here and there. Work in progress to fine tune it, but worth the efforts. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Bryan! We're thrilled to hear you enjoy the automation so much. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 32. Easy to Use and Highly Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Maegan L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The ease of use. It is almost like a smart phone where you do not need a lot of instruction on how to use it and able to learn as you go. There are tons of help videos and the chat features is nice too when you need it. AZ is super customizable and flexible to business needs. **What do you dislike about AgencyZoom?** I have not found one yet in 6 years of using. **What problems is AgencyZoom solving and how is that benefiting you?** We love that is keeps on on track of quotes and follow ups. Saves us so much time with all the automations. ### 33. Streamlined Sales and Service Management with Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sara E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I really appreciate how AgencyZoom works great for keeping track of sales pipelines and quotes. It's awesome how easily AgencyZoom integrates with our email provider, and most of our servicing has been able to be automated through it. The automations are great, and I really like the way our VOIP provider integrates with AgencyZoom and how it keeps track of calls in and out. **What do you dislike about AgencyZoom?** I would love it if there was a little more focus on keeping track of policies/policy information. The system doesn't require much and so there's not a lot entered. It does sometimes make servicing policies really cumbersome. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom tracks sales pipelines and quotes, integrates easily with our email provider, and automates most of our servicing. Its integration with our VOIP provider efficiently tracks calls. ### 34. Perfect CRM for Managing Leads Efficiently **Rating:** 5.0/5.0 stars **Reviewed by:** Adam J. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AgencyZoom?** I love that I can have everything in one spot with AgencyZoom, both my leads and clients. I use it as my CRM and lead management system, which allows me to keep track of all my customers and leads in one place. The integration with my other systems and lead vendors works great, and even though I have a different phone system and lead vendor, it integrates with all those programs. The automation is key and easy to set up. I get reminders when I need to follow up on leads and clients. The initial setup was easy, which is a huge plus. **What do you dislike about AgencyZoom?** There are slowdowns at times and leads aren't put into the system right away. **What problems is AgencyZoom solving and how is that benefiting you?** I keep track of customers and leads in one place, get reminders for follow-ups, and integrate different systems. Automation is easy to set up, streamlining processes efficiently. ### 35. Streamlined Processes with Intuitive Setup, Needs Better Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Kim B. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** I love the visibility of what my team is working on and the status. It's simple for others to jump in and help if someone is out unexpectedly. I also love the efficiency gained from having robust automations. AgencyZoom keeps our workflows streamlined and our outreach organized. It's very intuitive, making the setup easy. Additionally, our contact rates doubled when we switched from Ricochet. **What do you dislike about AgencyZoom?** The integration with DocuSign does not seem to work well. It acts as if it is sending things out for signature but does not actually complete the task. There is a significant lag in the text and email integrations as well - the notifications arrive hours later. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to manage pipelines, organize outreach, and automate tasks, keeping workflows streamlined and efficient. **Official Response from Nate McKissick:** > Thank you for your review! We're pleased to hear AgencyZoom is helping your agency automate work. We genuinely care for our customers and are delighted to know that our dedication shows. ### 36. User-Friendly Tracking with Stellar Real-Time Support **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca T. | Owner/Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** It is so user friendly and tracks just about anything you are looking for. The service team is stellar with real time answers and help. Things don't fall through the cracks anymore! **What do you dislike about AgencyZoom?** I wish I could order the pipelines and the items stay in the order I put them with new items dropping in at the bottom of the list. I wish the contact info gave a place for relationship to the primary. I would personally like a cross sell leads list to be in the customer service side so that existing customers could have their own leads vs new prospects **What problems is AgencyZoom solving and how is that benefiting you?** It manages leads, tracks quotes, sales, and service types, and keeps my notes organized with files easy to access. It really does everything! **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Rebecca! We're thrilled to hear that you find our platform user-friendly and that our support team has been helpful to you in real time. We're happy to be a part of your business and appreciate your feedback! ### 37. Automation Nice, Needs Better Integration **Rating:** 2.5/5.0 stars **Reviewed by:** Breanna H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about AgencyZoom?** I like how AgencyZoom has automations for reminders to requote or email people. I also like the flow of how it tracks stuff that's in the process of quoting and being sold. AgencyZoom is valuable to me because it makes the quoting process easier to track. **What do you dislike about AgencyZoom?** I wish AgencyZoom would correspond with HawkSoft better because right now we have to type all the information in twice. It would be nice if it would all integrate into HawkSoft on its own. The initial setup was okay, but kind of confusing at first. We're still getting to know it because we're new to it. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom tracks insurance quotes and automates reminders for requoting or emailing clients, making the quoting process easier. It simplifies follow-ups for quotes not accepted, using smart cycles. **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us, Breanna. We appreciate your input about AgencyZoom integrating with other products and will take it into consideration for future updates. Our team is always working on enhancing our software based on user feedback. ### 38. Agency Zoom’s Custom Automations Keep Lead Follow-Ups on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that Agency Zoom helps with leads by sending out custom automations. Makes is easier if i can not get to calling a lead; they still receive a text and email following up, making sure I do not miss any sales. **What do you dislike about AgencyZoom?** The only downside i would say is how specific the search has to be. If i am looking up a customer and I have one thing off it will not find it. It would be easier if i can look up the policy number versus customer details, as sometimes they are input incorrectly **What problems is AgencyZoom solving and how is that benefiting you?** It is helping us track and monitor service activity and sale activity for the agency. As a lead maanger, it is very helpful to keep our team accountable. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom! We're glad to hear that you find our custom automations helpful for lead follow-ups. Please don’t hesitate to reach out if you need anything in the future.   ### 39. User Friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany C. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AgencyZoom?** Interface/platform is easy to use and understand. It was easy to setup our pipelines, train, and begin using it with customers. Saved us so much time! **What do you dislike about AgencyZoom?** I wish it wasn't tiered levels - and simply a flat rate price for all features. **What problems is AgencyZoom solving and how is that benefiting you?** Saving time on communication, follow up's, and tracking to do's as well as keeping leads straight on where they are at in the process. The whole team is able to use it and know what they need to accomplish. It's given us more effectiveness in our follow up's and the ability to complete them in a more timely manner. **Official Response from Nate McKissick:** > Hello, Brittany! Thanks for your review of AgencyZoom! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our software so easy to use. We're happy to be a part of your business and appreciate your feedback! ### 40. Streamlined Insurance Management with AgencyZoom **Rating:** 5.0/5.0 stars **Reviewed by:** Julio B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I enjoy AgencyZoom's simplicity and directness. It's easy to navigate, set up, and recall things precisely, which makes it very user-friendly. The navigation is straightforward and the UI is attractive because it's not cluttered. Everything is well-labeled and highlighted, so you know where you're going and nothing is too hidden. **What do you dislike about AgencyZoom?** The advanced setting options are typically very hidden. The only thing that's felt kinda weird was how service and sales have different customer folders for their replies and templates, and sometimes that's not exactly outlined when creating said templates. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom solves file management and automation issues, making service tasks quick with a few clicks. It streamlines work equivalent to 10 people, letting one person automate, handle, and manage multiple accounts efficiently. ### 41. Streamlines Customer Management, Needs Better Syncing Options **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom keeps track of all our leads and customers. It's really helpful because it sets tasks to remind us to call people, send people mail, or email their documents. Additionally, having it set up with RingCentral is nice, as it offers good integration for our purposes. For me, as a producer, setting up was super easy, and everything synced up well. **What do you dislike about AgencyZoom?** I would love to be able to better download or input our customers or kind of sync them on a nightly or weekly basis without a third-party software like Ivan's. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to set tasks for reminders, send documents via email, and track production. It manages all our leads and customers effectively. ### 42. Streamlined Renewals and Automated Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Brad W. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AgencyZoom?** I like using AgencyZoom for managing insurance renewal processes and new business sales tracking. It makes it easy for me to see where a renewal is at in the process and gives me visibility into who is performing what tasks. I appreciate the ability to automate communication with my clients throughout various stages of the customer lifecycle, which saves my staff and me time in our day. The initial data load was a very simple and seamless process for us, which I found very helpful. **What do you dislike about AgencyZoom?** The integration with my current agency management system could definitely be improved. I would like the data flow to work better when coming from my AMS. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom makes it easy to track renewals and task assignments. It automates client communication, saving my staff and me time each day. **Official Response from Nate McKissick:** > Thanks for your review, Brad! It's fantastic to know that AgencyZoom helps you and your agency succeed. We're glad to hear that you find AgencyZoom helpful for managing insurance renewals and new business sales tracking. We genuinely care for our customers and are delighted to know that our dedication shows. ### 43. Streamlined Insurance Operations and Boosted Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Wesley J. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I like the visual layout of the different pipelines and buckets to place customers in. It makes it very easy to manage new leads and customers. I also appreciate the automation, which is easy to set up and compatible with other programs, including our calendar and email. **What do you dislike about AgencyZoom?** The one thing that I would like with AgencyZoom is more of a shark tank method of the leads. You always have to assign a lead to a specific producer. There are some workarounds that we've been able to figure out with that, but there are other ways besides round robin to assign leads. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom keeps us organized, automates email and texting, and manages follow-ups. It helps service current customers with notes on cancellations and claims, manages renewal pipelines, and replaces the need for certain staff members, enhancing efficiency. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Wesley! It's our goal to provide an exceptional user experience, so we're glad to hear you find the lead management features easy to use. We appreciate your feedback and look forward to continuing our partnership. ### 44. AgencyZoom Streamlines Policy Management with Time-Saving Emails and Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Lacey C. | Customer Service and Licensed Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** What I like most about AgencyZoom is that it keeps all of our policies in one place, which makes everything easier to find and manage. The automated email features save us a lot of time, and it also integrates really well with Salesforce, so our workflow stays smooth and consistent. **What do you dislike about AgencyZoom?** I wish I could see sales broken down by producer. It would also be easier if I could change basic information more easily. **What problems is AgencyZoom solving and how is that benefiting you?** Time management and efficiency through automation. ### 45. Managing Leads and Assigning Tasks makes Sales Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jay G. | Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The most helpful thing by a longshot is Pinning information to the top of my leads. Where I leave notes etc. The second most helpful thing is the lead organization and tasks software. **What do you dislike about AgencyZoom?** The only issue I have is not being able to access my notes and update them after I sell a policy. It makes me make a new note. **What problems is AgencyZoom solving and how is that benefiting you?** Agency Zoom helps me keep track of my leads which is crucial in my ability to make sales. ### 46. Fantastic Prospect Management with Intuitive Features **Rating:** 5.0/5.0 stars **Reviewed by:** Kiley F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom for prospect management and client management, and I find it fantastic, especially for prospect management. I love the x date feature, it's really, very intuitive. I also like the email and texting features. The x date feature is fabulous because it allows me to keep prospects on a cycle of contact every six to twelve months, which is great with the mindset that even if I don't win them today, I will at some point. **What do you dislike about AgencyZoom?** I wish it would integrate with Google Voice. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for prospect management. It keeps prospects on a contact cycle every six to twelve months, which helps in eventually winning them over. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Kiley! We're thrilled to hear that you are enjoying our product's prospect management features. We're happy to be a part of your business and appreciate your feedback! ### 47. Agency Zoom Stays Up to Date and Keeps Getting More User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin W. | Licensed Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about AgencyZoom?** It really helps that Agency Zoom stays up to date. They’re consistently fixing both small and big issues, and those ongoing improvements make the platform even more user-friendly. They offer different performance tiers and price points so you have options for you business. Helps you stay organized **What do you dislike about AgencyZoom?** It isn’t compatible yet with my preferred calling/dialer platform. You could become compatible with Ricochet- I could utilize even more of the benefits that you guys offer **What problems is AgencyZoom solving and how is that benefiting you?** I do not have a problem. The quick and honest communication, with REAL humans- is awesome. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Kristin! We're glad to hear that you appreciate our efforts to stay up to date and improve user-friendliness. We're happy to be a part of your business and appreciate your feedback! ### 48. Great Tool for Tracking and Management, Initial Setup Needs Support **Rating:** 5.0/5.0 stars **Reviewed by:** Christian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I really like the look and interface of AgencyZoom, which helps in keeping everything organized. I appreciate the ability to keep track of renewals and leads along with status updates. These features help us ensure that nothing slips through the cracks by effectively managing our projects and information. **What do you dislike about AgencyZoom?** I find the onboarding and introduction to the product and features challenging. We've had the product for many years, and our agency didn't have someone dedicated to learning or finding the resources to understand how to actually use it. We also needed assistance from support to ensure the initial setup was correct. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps our agency track new leads, emails, and renewals efficiently, reducing the need for manual integration and document management. Its interface keeps our projects organized, ensuring nothing falls through the cracks. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Christian! We're pleased to hear you enjoy the interface design of our platform. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future! ### 49. Streamlined Project Management with Setup Challenges **Rating:** 4.5/5.0 stars **Reviewed by:** David R. | agent principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about AgencyZoom?** I appreciate that AgencyZoom keeps all of the current projects top of mind and automates communication so things don't die on the vine. It's easy to understand, and I like how it puts tasks in a timeline that goes from left to right. Unlike other CRMs that are more client-oriented, AgencyZoom focuses more on process management, which organizes everything in chronological order. Also, it's nice that it interfaces with our Agency Management System. **What do you dislike about AgencyZoom?** It was difficult to set up. We needed to bring in a specialist. There should be more templates for common agency tasks. We shouldn't really have had to build it out. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom keeps all current projects top of mind and automates communication so things don't die on the vine. **Official Response from Nate McKissick:** > We're glad to hear that AgencyZoom has met your expectations, David! We're thrilled to hear that it is helping you keep track of current projects and automate communication. We appreciate your feedback about setup. Our team is always working on enhancing our software based on user feedback. ### 50. Effortless Automation and Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** casey c. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about AgencyZoom?** I like AgencyZoom for its ease of function. It integrates with so many different platforms and systems, which keeps my data in one place and helps me keep track of my sales process. The initial setup is fairly easy, and I even recommended it to my entire district. **What do you dislike about AgencyZoom?** I don't like that it takes some of the most coveted features and makes them available only in the highest paid tier. I think the mid-grade tier should have the function of linking my phone system with dialing out from AgencyZoom and not having to copy-paste into my dialer. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for daily automation, customer communication, storing notes and call recordings, and tracking my sales process. It optimizes organization, ensures customer care, and balances back office books. **Official Response from Nate McKissick:** > Thanks for your review, Casey! It's our goal to provide an exceptional user experience, so we're glad to hear you find AgencyZoom easy to use. Please don’t hesitate to reach out if you need anything in the future! ## AgencyZoom Discussions - [What is AgencyZoom used for?](https://www.g2.com/discussions/what-is-agencyzoom-used-for) - 1 comment - [View AgencyZoom pricing details and edition comparison](https://www.g2.com/products/vertafore-agencyzoom/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-07+14%3A55%3A42+-0500&secure%5Bsession_id%5D=159b8da4-a6f2-48c8-9ca3-2cd87753af4f&secure%5Btoken%5D=05b0c30f8173cebca2bbd0dadf5b9d71dde0227e4a3b5d0d676d09ce84d8f513&format=llm_user) ## AgencyZoom Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [APEX](https://www.g2.com/products/leandna-apex/reviews) - [Certus AI](https://www.g2.com/products/certus-ai/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Cognito Forms](https://www.g2.com/products/cognito-forms/reviews) - [Composio](https://www.g2.com/products/composio/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [DYL Business Phone Service](https://www.g2.com/products/dyl-business-phone-service/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [Insurance.io](https://www.g2.com/products/insurance-io/reviews) - [Intermedia Unite](https://www.g2.com/products/intermedia-unite/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Lightspeed365](https://www.g2.com/products/lightspeed365/reviews) - [MediaAlpha](https://www.g2.com/products/mediaalpha/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) - [nerd.vision](https://www.g2.com/products/nerd-vision/reviews) - [Ooma Office](https://www.g2.com/products/ooma-office/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - [Ricochet360](https://www.g2.com/products/speed-to-contact-llc-ricochet360/reviews) - [RingCentral AI Receptionist (AIR)](https://www.g2.com/products/ringcentral-ai-receptionist-air/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salt Adaptive](https://www.g2.com/products/salt-adaptive/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Xanatek IMS](https://www.g2.com/products/xanatek-ims/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) ## AgencyZoom Features **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Document Management - Insurance CRM** - Documentation handling **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics ## Top AgencyZoom Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,257 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,831 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews)