--- 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: '2026-07-10' 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. Extremely User-Friendly with Prompt, Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon W. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Agency Zoom is extremely user-friendly and has a clean interface. The chat team is prompt, courteous, and always ready to help whenever I need it. **What do you dislike about AgencyZoom?** There have been very few things I haven’t liked about Agency Zoom, and nothing really stands out as a major issue. **What problems is AgencyZoom solving and how is that benefiting you?** It helps my workflow by giving me daily task reminders, keeping me on top of multiple potential customers, and making it easier for me to maintain my sales pipeline. ### 2. Post-Sale Google Review Automation That Really Helps **Rating:** 4.0/5.0 stars **Reviewed by:** John H. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about AgencyZoom?** The automation that triggers after a sale to request a Google Review. I think that's the most helpful feature. **What do you dislike about AgencyZoom?** There are only a few automations that come with it, anything after that are not included so you have to create them, or hire a third party to do it. Would be nice if they came out with updated automations from time to time. And/OR have training. I would attend classes to learn more about creating better automations and higher levels. **What problems is AgencyZoom solving and how is that benefiting you?** It keeps track of our HR items like time-off, birthdays, clocking in/out. Also helping us with follow ups after sale like sending a welcome packet and requesting a review. **Official Response from Nate McKissick:** > Thank you for providing your input on AgencyZoom, John! We appreciate your feedback about automations and will take it into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 3. All in one Client and Agent Program **Rating:** 4.5/5.0 stars **Reviewed by:** Bianca G. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AgencyZoom?** Everything is all in one place, which makes it much easier to manage. It really helps simplify our day-to-day tasks. **What do you dislike about AgencyZoom?** Notes on the new Business: You can’t highlight multiple pieces of text from different parts of a note and change their formatting at the same time (for example, color, bold, or italics). **What problems is AgencyZoom solving and how is that benefiting you?** All in one platform where all client information is there and you dont need to jot down anything on your ledger. ### 4. Extremely Helpful Chat Support and a Smooth Overall Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Priscilla N. | Transaction Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The extremely helpful and on spot assistance from Customer Service through the chat feature. **What do you dislike about AgencyZoom?** Honestly it is hard to single out anything, if there was one, I'd say the sync capabilities between Agency Zoom and QQ. It would be nice to see a more robust layout between the two where QQ provides more info back into Agency Zoom **What problems is AgencyZoom solving and how is that benefiting you?** Tracking new business sales, lost leads and details throughout the new business sales process. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom! We value your opinion and appreciate you taking the time to share your experience. We appreciate your feedback and look forward to continuing our partnership. ### 5. Effortlessly Customizable with Top Tier Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Steven K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love how easy AgencyZoom is to use and customize to fit my needs. It handles my specific processes for onboarding, service, and sales seamlessly. I also appreciate how it helps track goals, agency production, and revenue, which are really important to me. The analytics feature is great for understanding what works in different ZIP codes for marketing. **What do you dislike about AgencyZoom?** I would like a little bit more customizability when it comes to the list of views. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for my insurance agency. It organizes all client contact information, supports my onboarding, service, and sales processes, tracks agency goals, production, and revenue, and provides analytics for marketing in specific ZIP codes. ### 6. Maximized Outreach with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos N. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom allows us to reach out to a larger number of people, which results in more quotes and eventually more sales. It allows each agent to be accountable for making a significant number of calls each day. I also appreciate the setup process, which was pleasant and issue-free. Additionally, I like the fact that AgencyZoom offers chat support and customer service that is really well managed. **What do you dislike about AgencyZoom?** Would like to see more integration with Mav, Apex, and more third-party uses from it. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to maximize daily call volume, which helps reach more people, generate more quotes, and eventually increase sales. It keeps agents accountable for making calls. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Carlos! We're thrilled to hear that you are enjoying the outreach capabilities of our product. We appreciate your feedback and look forward to continuing our partnership. ### 7. On-Point Support and Automation That Boosts Our Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanna B. | Wealth Strategist & Insurance Broker , Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Customer Support with Agency Zoom is on point. I love the automation which allows us to be more efficient with our time **What do you dislike about AgencyZoom?** The only downside (which really isn’t one) is that there are a lot of features, and we want to implement them all immediately. We just need to slow down a bit to speed up, so to speak. **What problems is AgencyZoom solving and how is that benefiting you?** Agency Zoom is helping us avoid leads falling through the cracks ### 8. Effortless Integration with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Steven G. | Owner - Gazda Insurance Agency, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is easy to use and integrates smoothly into other systems like phones and lead management. It also offers automation capabilities, handling tasks that my agents might struggle to manage on their own. Another thing I appreciate is how AgencyZoom links phone systems and text messages directly into the system, which makes things more streamlined for us. The initial setup was very easy, with a clear step-by-step walkthrough and multiple phone calls to guide us, helping us reach where we needed to be. **What do you dislike about AgencyZoom?** I really wish that there was more set up in the beginning. And it would take a little less time to get going. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom handles automation that my agents can't manage, helping with insurance customer solicitation and cross-selling. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Steven! It's our goal to provide an exceptional customer experience, so we're glad to hear you find AgencyZoom easy to use. We appreciate your review and look forward to continuing our partnership. ### 9. Streamlined Communication and Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Nina M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love the ease of updating our automations in AgencyZoom and how it seamlessly connects with other systems. It allows us to instantly update our client communication, ensuring clarity. Plus, it integrates with many systems we use and even connects with Zapier for those it doesn't. **What do you dislike about AgencyZoom?** It would be fantastic if we could automatically move cards based on client responses, as well as allow us to add buttons to the automations. There are also some additional information added for Zapier to have access to. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom automates communication and client tracking, allows easy updates to automations, and supports integration with other systems through connections like Zapier. ### 10. Easy Task Visibility and Detailed Notes for Better Teamwork **Rating:** 4.5/5.0 stars **Reviewed by:** Robyn P. | Team Member, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about AgencyZoom?** I like that I can see my coworker's tasks and help them as well as keep detailed notes. **What do you dislike about AgencyZoom?** I wish the texting was less buggy. I wish it would notify me more as well. I would prefer to get an email when a text message hasn't been read after an hour. **What problems is AgencyZoom solving and how is that benefiting you?** It beats the heck out of using spreadsheets. ### 11. Streamlined Client Management with Robust Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Ulises G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about AgencyZoom?** I like that with AgencyZoom we can do a lot of automation depending on the stage of the customer, which helps us stay organized. The automation features are valuable because they automate a lot of tasks that are time-consuming. Having a CRM that's actually organized is great as it helps us keep all our clients and leads in one place, and manage everything we're working on daily. **What do you dislike about AgencyZoom?** I would like if we could do some other extra stuff like webhooks for outgoing triggers based on instances. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom solved the issue of using paper to manage clients by providing an organized CRM. It automates time-consuming tasks, helping us stay organized and efficient. **Official Response from Nate McKissick:** > Hello, Ulises! Thanks for your review of AgencyZoom! We're glad to hear that you find our automation features valuable and that they help you stay organized. We genuinely care for our customers and are delighted to know that our dedication shows. ### 12. Organized, Easy-to-Use Automation That Speeds Up Client and Task Management **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 how organized and easy it is to use. It makes managing clients, tasks, and follow-ups way faster and smoother. The automation features also help save a lot of time. **What do you dislike about AgencyZoom?** Sometimes it feels a bit clunky and slow. The UI can get overwhelming with too many tabs and steps. Some automations and integrations are limited unless you’re on higher plans. Notifications and task tracking could also be smoother. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps keep everything organized in one place. It makes follow-ups, leads, and client management way easier and faster. It also helps me stay on top of tasks and improves communication with clients. ### 13. Sales Pipeline Favorite—AgencyZoom Brought Order to Our Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Rex B. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The sales pipeline is our favorite feature. Our sales process was so disorganized before AgencyZoom! **What do you dislike about AgencyZoom?** I don't like that sometimes there will be confusion between AgencyZoom and AMS360 -- things not syncing correctly, duplicates, etc. **What problems is AgencyZoom solving and how is that benefiting you?** Communication in our sales team has been so much clearer -- the managers are able to keep an eye on all New Business that's currently in the pipeline. ### 14. Effortless Sales Tracking and Team Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Tonya H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I really appreciate AgencyZoom's ability to break down sales on multiple levels. It allows me to see numbers for the agency, individual producers, and CSRs, and it helps us identify who might need sales or cross-sale guidance. Also, the initial setup of AgencyZoom was extremely easy for my team. **What do you dislike about AgencyZoom?** It integrates with our Agency management system, but I have to click an extra button to make that happen. I'd like to see it happen automatically, without having to change my AMS. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps me manage leads, track sales and close ratios, do email blasts, and report on new business. It simplifies sales tracking and analysis at agency, producer, and CSR levels, helping us identify who needs sales guidance. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Tonya! We're thrilled to hear that our platform is helping you manage leads, track sales, and simplify sales tracking and analysis. We appreciate your feedback and look forward to continuing our partnership. ### 15. Excellent for Tracking Clients, Policies, and Renewals! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanne H. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** It keeps track of all of our clients and their policies, including renewals. If you have it set up correctly, it will also send emails and texts with all the policy information. **What do you dislike about AgencyZoom?** Nothing-it is great! I have not had any issues with Agency Zoom. **What problems is AgencyZoom solving and how is that benefiting you?** Updating clients about their insurance policy renewals-I do not have to personally reach out to each one. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Jeanne! We're thrilled to hear that our platform works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 16. Organized and Easy to Track Tasks and Leads **Rating:** 4.5/5.0 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 like how organized agency zoom is. it is easy to keep track of my tasks and my leads. i don't get overwhelmed by all the information. **What do you dislike about AgencyZoom?** the only thing i don't like is the lag. i put information in and it will take agency zoom up to like 20 minutes sometimes to process it. **What problems is AgencyZoom solving and how is that benefiting you?** like i said before, agency zoom is solving the issue of organization. with other platforms we have found it is hard to balance the amount of leads coming in and keeping track of which producer gets what lead- agency zoom solves this problem. ### 17. Keeps Leads Organized with Clear Sales Stages **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey A. | Sales Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The ability to have everything organized, the leads are available in stages to keep track of the quotes and sales. **What do you dislike about AgencyZoom?** Some automations are too much but we have the option to turn on and off specific automations and I love that! **What problems is AgencyZoom solving and how is that benefiting you?** It is solving the leads, automations and the renewals above and beyond what we could do before without it. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Lindsey! We're glad to hear that you find our sales stages and lead organization helpful. We appreciate your feedback and look forward to continuing our partnership. ### 18. Good Pipeline Management, Needs Improved Syncing **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like the pipeline view in AgencyZoom for tracking new account inquiries to binding. It allows us to put a mental picture as to where various accounts are at within the process and update or act accordingly. **What do you dislike about AgencyZoom?** The new business policy/premium syncing between AMS360 and AgencyZoom can be problematic. When we force sync from AgencyZoom to AMS360, the premiums routinely reset to $0. This requires manual, duplicate entry of data. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for tracking prospects and existing accounts. It solves issues in servicing, quoting, and communication tracking, and the pipeline view helps visualize account stages effectively. ### 19. Intuitive CRM that Retains Clients **Rating:** 4.0/5.0 stars **Reviewed by:** Kalpana S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is modern, clean, and easy to read. The referral portal, dragging between stages, and integrations are valuable as they help us retain business and keep clients happy. The initial setup was pretty simple, and the team is great. **What do you dislike about AgencyZoom?** I don't know yet as I am still fairly new. I will be importing from AMS360 soon, so I will know more about its cross functionality soon. Less buttons. Sometimes more is less, and some pages like the automation page just feel overwhelming. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps with client tracking and CRM, preventing follow-ups from slipping through the cracks, retaining clients, and keeping them happy. **Official Response from Nate McKissick:** > Hello, Kalpana. We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority! We're glad to hear you're enjoying our product's modern interface. Please don’t hesitate to reach out if you need anything as you get comfortable in the program! ### 20. Amazing Integrations That Keep Everything in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Bill M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** We use PL Rater and AMS360. The best part of AgencyZoom is that it connects to both of those services, along with my corporate email. The integrations are amazing, and it makes it much easier to keep everything in one place. **What do you dislike about AgencyZoom?** I think it would be amazing if it had a better built-in bulk email sending feature. **What problems is AgencyZoom solving and how is that benefiting you?** We’ve saved a lot of time just from the integrations alone. **Official Response from Nate McKissick:** > Thank you for your feedback, Bill! We're glad to hear that you are enjoying the integrations of AgencyZoom. We appreciate your review and look forward to continuing our partnership. ### 21. Easy Prospect Management, Pulse-on-Production Sales Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan T. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** ease of managing prospects and clients. the sales dashboard makes it super helpful to keep a thumb on the pulse of our agency production day-to-day. **What do you dislike about AgencyZoom?** we've struggled to connect our email platform to AgencyZoom since there is no native integration option for Proton **What problems is AgencyZoom solving and how is that benefiting you?** the biggest problem solved by AgencyZoom is housing all client communication in one place ### 22. Easy to use CRM for leads and retention **Rating:** 5.0/5.0 stars **Reviewed by:** Emiliano G. | Commercial Insurance Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Easy to use, multiple tools to help increase your sales and your client retention. **What do you dislike about AgencyZoom?** Not being able to merge my information from other softwares easier **What problems is AgencyZoom solving and how is that benefiting you?** I think they're including more AI to make it easier to use and merge information and they're constantly trying to integrate the system with more CRM's and softwares. ### 23. Highly Organized Platform with Clear, Easy-to-Follow Steps **Rating:** 5.0/5.0 stars **Reviewed by:** Cubssuck S. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** The platform is highly organized. I like that it keeps different things separate and that cuts down on confusion. Easy to follow steps make it a no brainer! **What do you dislike about AgencyZoom?** I do not like losing all my policies if someone happens to mess them up under Sold. That is about the only thing i can think of. **What problems is AgencyZoom solving and how is that benefiting you?** Communication, Filing, remembering, these are all things that are not my strong suits, but AZ has me covered **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom! We're glad to hear that you find our platform to be highly organized. We appreciate your review and look forward to continuing our partnership. ### 24. Transformed Our Agency Workflow With Intuitive Automation and Clear Pipeline Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** David R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about AgencyZoom?** AgencyZoom has transformed the way we operate. It brings together automation, organization, and client management in a way that actually makes sense for a modern insurance agency. The workflow tools are intuitive, the automation saves us hours every week, and the pipeline visibility helps us stay on top of every lead and renewal without anything slipping through the cracks. **What do you dislike about AgencyZoom?** Not as flexible on features, like scheduled text. **What problems is AgencyZoom solving and how is that benefiting you?** Lead management and client relations. **Official Response from Nate McKissick:** > Hello, David! Thank you for your review of AgencyZoom. It's fantastic to know that our software helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 25. The best prospecting and follow up tool in the business **Rating:** 5.0/5.0 stars **Reviewed by:** Josh U. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** That I can search and find policies that I've ever written, who was the agent that wrote it, any communications between the client and myself **What do you dislike about AgencyZoom?** sometimes the downloads do not hit correctly, and policies dont show up as active or in the client profile **What problems is AgencyZoom solving and how is that benefiting you?** agency management, but prospect management and automation is awesome and very helpful. ### 26. Intuitive, Easy to Adopt, and Integrates Seamlessly with Our Systems **Rating:** 4.5/5.0 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?** It integrates really well with the system we use for client management, quoting, and customer service. The layout is intuitive, straightforward, and easy to understand, so it’s simple to get up and running. **What do you dislike about AgencyZoom?** When there are technical issues, backend changes, or updates to settings, there’s little to no communication. I end up having to hound customer service just to find out what’s going on. **What problems is AgencyZoom solving and how is that benefiting you?** Don't know if it's a problem, but it's very easy to track potential clients, sales goals, and other info that helps me stay on track to hit my goals. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom! We value your opinion and strive to improve based on your suggestions. Our team is always working on enhancing our software based on user feedback. ### 27. Streamlined Policy Management and Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Zeltzin T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I like how AgencyZoom helps me automate engagement on quotes and leads, which increases retention. It's great for building an automated journey from prospecting to renewals and following up on quotes. I also appreciate how it customizes activity reports to manage our goals effectively. Policy management is easy with AgencyZoom, providing easy access and organization. **What do you dislike about AgencyZoom?** The layout could be better, and a tutorial video would be great. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to automate engagement on quotes and leads, increasing retention. It helps with policy management for easy access and organizes my tasks. It builds automated journeys from prospecting to renewals and customizes activity reports to manage our goals. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Zeltzin! We're pleased to hear that our platform helps you automate your work! We appreciate your inputand look forward to continuing our partnership. ### 28. Simple, Reliable, and Always-Supportive **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer T. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Very simple and easy to use. Never have any issues and support is always there if ever needed. **What do you dislike about AgencyZoom?** Not much that I dislike. I would like more color options for the graphs, but that's very minor. **What problems is AgencyZoom solving and how is that benefiting you?** It helps tracks sales, profit, revenue, items, premium and keeping track of productivity within our sales team. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Spencer! It's our goal to provide an exceptional user experience, so we're glad to hear you find AgencyZoom easy to use. We're happy to be a part of your business and appreciate your feedback! ### 29. Simple, Clear, and Intuitive Interface That’s Easy for Any Team to Adopt **Rating:** 4.5/5.0 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?** The interface is simple, clear, and intuitive, making it easy for teams of all sizes to adopt **What do you dislike about AgencyZoom?** navigation friction, search limitations, training clarity, integration hiccups **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps solve the biggest operational challenges in an insurance agency — disorganized lead tracking, inconsistent follow‑ups, and time‑consuming manual tasks. By automating workflows, managing leads in a structured pipeline, and giving clear visibility into team performance, it helps me stay organized, save time, and ensure nothing falls through the cracks. The result is a smoother sales process, better client communication, and more consistent growth **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom! We're glad to hear that you find our interface simple, clear, and intuitive. We appreciate your review and look forward to continuing our partnership. ### 30. Tasks, Pipelines, and Stages Keep Everything Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Neslyn M. | Commercial Lines Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The tasks, pipelines and stages makes it very organized **What do you dislike about AgencyZoom?** There are just a little hiccups on the policies where we cannot filter or organize it based on dates or alphabetically. **What problems is AgencyZoom solving and how is that benefiting you?** To make things organize for everyone. We know what to do every morning and it keeps us be on track on everything. ### 31. Clean, Legible Dashboard and Smooth Vertafore Integration at a Great Price **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher A. | Manager, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** The dashboard for Agencyzoom is my favorite part. It is clean and legible. I like that it integrates with Vertafore. It has always performed very well for me, and the pricing is very reasonable. **What do you dislike about AgencyZoom?** Onboarding coul dbe better. The introduction videos are not the best. **What problems is AgencyZoom solving and how is that benefiting you?** Agenczoom helps me stay on top of my pipeline. It also helps me know analytics **Official Response from Nate McKissick:** > Hello, Christopher, and thank you for your review of AgencyZoom! We're delighted that our product has met your expectations. Your satisfaction is our top priority. We understand the importance of a seamless onboarding experience and will take your input into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 32. An All-in-One Hub for Timesheets, Time Off, HR, and Compensation ! **Rating:** 5.0/5.0 stars **Reviewed by:** jessica m. | agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love that it tracks everything, a one stop shop for timesheets, time off, HR and compensation!!! Makes everything so easy! **What do you dislike about AgencyZoom?** Manual set up for everything when it comes to commission changes it gets a bit confusing I have to have someone walk me through it each year. **What problems is AgencyZoom solving and how is that benefiting you?** Time management!!! **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Jessica. We're thrilled that our platform has made time management easier for you. We appreciate your review and look forward to continuing our partnership. ### 33. Love the Lead Pipeline for Keeping Sales on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley S. | PL Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about AgencyZoom?** I absolutely love the lead pipeline because it helps me keep track of where I am in the process and how I can sell more business. **What do you dislike about AgencyZoom?** I dislike that there is less information regarding our clients compared to QQ Catalyst **What problems is AgencyZoom solving and how is that benefiting you?** It helps me remember when to follow up with people and automatically puts leads back into my pipeline when I tell it to **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Ashley! We're thrilled to hear that you love the lead pipeline feature. We're happy to be a part of your business and appreciate your feedback! ### 34. Automation Makes Managing Prospects Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Victor C. | Patient Enrollment Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** THE AUTOMATION ASPECT OF IT IS AMAZING, MAKES IT EASIER TO BE ABLE TO MANAGE AND DEAL WITH PROSPECTS. **What do you dislike about AgencyZoom?** it tends to freeze quite often, mostly when sending or receiving texts, n large batches **What problems is AgencyZoom solving and how is that benefiting you?** saving us time, in reaching people, we can cut out the yes and the no's ### 35. Pipeline Automation Features I Really Enjoy **Rating:** 4.5/5.0 stars **Reviewed by:** Paul H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about AgencyZoom?** I really enjoy the pipe line and automation features **What do you dislike about AgencyZoom?** Too many pipelines, there needs to be a way to look at pipelines for just one user instead of the entire agency. **What problems is AgencyZoom solving and how is that benefiting you?** It gives the link between the AMS and the producer. ### 36. Automates Renewals and Organizes Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Savannah L. | IT, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I love how AgencyZoom is automated, helping us track a lot of our renewal dates and leads. It keeps everything organized and in one place, which is a huge help for our insurance agency. I especially appreciate how it can keep track of renewal dates and sends reminders for policy updates, which assists our producers and account managers greatly. The initial setup was easy! **What do you dislike about AgencyZoom?** Not that I cant think of! We love AgencyZoom! **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to track renewal dates and leads. It automates reminders, keeps everything organized and in one place, and supports our producers and account managers effectively. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Savannah! We value your opinion and appreciate you taking the time to share your experience. We're happy to be a part of your business and appreciate your feedback! ### 37. Streamlined CRM with Effective Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Kayla Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** I love the automated emails. It's user-friendly, which makes managing tasks simpler. The integration with Google reviews is fantastic as it helps our online presence. I appreciate the ease of use for client retention, especially with the automations, and the initial setup was easy. **What do you dislike about AgencyZoom?** We had to automatically update renewals. We weren't able to integrate with Epic, our management system. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for CRM tasks. It helps keep the agency organized with automated emails and user-friendly features. Growing Google reviews improves our online presence, and it's easy to use for client retention. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Kayla! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product so user friendly. We're happy to be a part of your business and appreciate your feedback! ### 38. Limited Functionality for Remote Agents **Rating:** 2.5/5.0 stars **Reviewed by:** Wayne L. | Licensed Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I like the ability to access some basic information and contact details without needing the full AMS credentialled login. It also provides truncated policy numbers that I can use. **What do you dislike about AgencyZoom?** I find it very limited and wish it was improved. You have to have a full AMS access to get a copy of Declarations pages. AgencyZoom prompts you for the login, which does not help me as I choose not to pay for a separate login for AMS due to cost. **What problems is AgencyZoom solving and how is that benefiting you?** I like having access to some info without needing full AMS login, like contact info and truncated policy numbers. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AgencyZoom, Wayne. Your satisfaction is very important to us, and we will take your input into consideration for future updates. Our team is always working on enhancing our software based on user feedback. ### 39. AgencyZoom Keeps Outside Leads Organized and Makes Texting Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about AgencyZoom?** I love how AgencyZoom keeps me organize with outside leads as well as the ability to text. **What do you dislike about AgencyZoom?** When I am working on other platforms, I don't get notifications on my screen if there is a text notification. Only when I am in Agency Zoom. We see duplicate leads at times. **What problems is AgencyZoom solving and how is that benefiting you?** Before AgencyZoom we did not have a platform that would show all the incoming leads. I had to manually type in emails and text messages. AgencyZoom helps keep me organized as to what leads I have assigned to myself. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom! We value your opinion and appreciate you taking the time to share your feedback. Please don’t hesitate to reach out if you need anything in the future. ### 40. AgencyZoom Brings Structure, Accountability, and Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** The ability to create structure, accountability, and consistency across our workflows. AgencyZoom has helped us better organize leads, automate follow-up, track production, and create more visibility into team activity and pipeline management. **What do you dislike about AgencyZoom?** There can be a learning curve and it requires consistent management to get the most out of it. **What problems is AgencyZoom solving and how is that benefiting you?** The platform has helped us centralize our sales pipeline, automate repetitive follow-up tasks, and create more visibility into team activity and production. This has improved accountability, response times, and overall workflow management within the agency. **Official Response from Nate McKissick:** > Thank you for your feedback! It's fantastic to hear that AgencyZoom has helped centralize your sales pipeline, automate repetitive tasks, and improve visibility into team activity and production. We appreciate your review and look forward to continuing our partnership. ### 41. Easy to Use, Easy to Integrate—Automation That’s Essential **Rating:** 5.0/5.0 stars **Reviewed by:** cara W. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** Easy to use, easy to modify, easy to integrate and the automation is essential. **What do you dislike about AgencyZoom?** It would be great if automated communications could be update by AI, especially if similar messages have been sent in the past. **What problems is AgencyZoom solving and how is that benefiting you?** Helps organize and ensure the smooth processing of leads across the decision period. Also saves a lot of time and energy by automating communications. **Official Response from Nate McKissick:** > Hello, Cara! We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority. We're happy to be a part of your business and appreciate your feedback! ### 42. Easy Integrations, But Recent Search Changes Make Client Lookup Harder **Rating:** 3.5/5.0 stars **Reviewed by:** Trinity R. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** We like that it is easily integrated with so many other programs **What do you dislike about AgencyZoom?** We dislike the recent changes that were made. For example, we can’t look up a client under the secondary named insured anymore, and now we have to spell the entire first or last name exactly to find the client. **What problems is AgencyZoom solving and how is that benefiting you?** So far none of our suggestions have been fixed **Official Response from Nate McKissick:** > Thank you for taking the time to provide your input, Trinity. We're glad to hear you're enjoying AgencyZoom's integrations, and we appreciate your feedback on insured lookup. We will take your input into consideration for future updates. We value your business and aim to provide the best experience possible. ### 43. Boosts Sales Morale with Effortless Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I really like the automatic emails in AgencyZoom that get sent out with sales, which our team can reply to. This helps involve the whole team and builds morale. I also appreciate that it incentivizes other sales personnel to achieve their own sales and goals. Plus, the initial setup of AgencyZoom was very easy. **What do you dislike about AgencyZoom?** No problems works great for our agency needs. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for commercial sales tracking, which keeps track of our monthly sales easily. The automatic emails involve our whole team and build morale, incentivizing sales personnel to reach their goals. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom! We're thrilled to hear that our platform works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 44. Easy to Use and Packed with Features **Rating:** 5.0/5.0 stars **Reviewed by:** Myrna F. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** It is easy to use, you can do so many things from AZ. we like it here in our office. **What do you dislike about AgencyZoom?** Wish that we could integrate our phone texting from GoTo **What problems is AgencyZoom solving and how is that benefiting you?** Using AZ has been a great tool, it solves communication with co workers. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Myrna. We're glad to hear that you find our product easy to use and packed with features. We appreciate your feedback and look forward to continuing our partnership. ### 45. Seamless Integrations, Needs More Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Matt O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about AgencyZoom?** I use AgencyZoom as our CRM because it integrates well with our existing tools like email, phone system, and AMS. I really like its integrations, as we want everything connected to avoid duplicate entries. The initial setup of AgencyZoom was pretty easy for us. **What do you dislike about AgencyZoom?** I wish they had templates already made, and then we could edit instead of building it out ourselves. You shouldn't have to pay for training. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for its excellent integrations with our email, phone system, and AMS, which helps us avoid duplicate entries by keeping everything connected. **Official Response from Nate McKissick:** > Hello, Matt! Thank you for your review of AgencyZoom! We're thrilled to hear that our product integrates so well with your existing tech stack. 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. ### 46. Powerful Workflow Options and Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren W. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The workflow options and the integrations. **What do you dislike about AgencyZoom?** It is confusing to see the difference between a Commercial Acct versus a Personal Lines Acct. I wish there were more reporting options. **What problems is AgencyZoom solving and how is that benefiting you?** Daily reminders for servicing policies, organization and prioritizing tasks, customizing customer accounts/information. ### 47. Keeps My Agency Organized and Makes Outreach Automation Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Blake F. | Insurance Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** It helps me keep my agency organized, and it makes outreach and follow-up automation much easier to manage. **What do you dislike about AgencyZoom?** I wish there were more helpful tips for setup. I feel like I don’t fully understand everything it can do. **What problems is AgencyZoom solving and how is that benefiting you?** Insurance agency **Official Response from Nate McKissick:** > Thank you for your review, Blake! We're glad to hear that AgencyZoom is helping you keep your agency organized and making outreach automation easier for you. Please don’t hesitate to reach out if you need anything in the future.   ### 48. Easy Account Tracking and Clear Status Updates **Rating:** 4.5/5.0 stars **Reviewed by:** Karla H. | Part Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Being able to kee[ track of all my accounts and what status they're in. **What do you dislike about AgencyZoom?** The endorsement portion is a bit difficult to figure out. **What problems is AgencyZoom solving and how is that benefiting you?** The sales pipeline and keeping my agency in check with digital, organized notes on each client. **Official Response from Nate McKissick:** > Hello, Karla! Thank you for your review of AgencyZoom. We value your opinion and appreciate you taking the time to share your experience. ### 49. Agency Zoom Boosted Our Productivity and Visibility at a Glance **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Agency Principal, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** We’re managing our book of business so much better with Agency Zoom. It’s made us more productive, and we can see everything at a quick glance. **What do you dislike about AgencyZoom?** that it doesn't sync everything with QQC **What problems is AgencyZoom solving and how is that benefiting you?** Managing renewals with a true system ### 50. Effortless Lead Management with AgencyZoom **Rating:** 5.0/5.0 stars **Reviewed by:** Iyana W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like AgencyZoom because it is easy to use. This ease of use is very important for me as I work in a fast-paced environment where something that’s easy to handle is needed for my performance. I also found the initial setup of AgencyZoom to be very easy. **What do you dislike about AgencyZoom?** I have no dislikes **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to check my leads, view and separate information as needed, making it easy to handle in a fast-paced environment. ## 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?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-11+17%3A19%3A11+-0500&secure%5Bsession_id%5D=c5030f6c-9017-4629-8bf9-76edf7f98ad2&secure%5Btoken%5D=cf26bc0a1c316e81d866c6f63799784f9ba344a708d190ff41bb0ec5056315e6&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 (13,261 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,835 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews)