--- 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: '2026-08-06' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- ### AgencyZoom Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **workflow efficiency** of AgencyZoom, benefiting from seamless automation and integration with AMS360. [(6 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027253&qs=pros-and-cons#reviews) Users value the **seamless integrations** with various platforms, enhancing communication and workflow efficiency. [(5 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027233&qs=pros-and-cons#reviews) Users value the **responsive customer support** from AgencyZoom, making assistance easily accessible for various inquiries. [(4 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027249&qs=pros-and-cons#reviews) Users value the **customization options** in AgencyZoom, allowing tailored management for clients and efficient workflow. [(3 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027247&qs=pros-and-cons#reviews) Users find AgencyZoom extremely **easy to use and navigate** , enhancing efficiency and enabling quick training for others. [(3 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027251&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , often requiring additional training and support for effective system use. [(3 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027239&qs=pros-and-cons#reviews) Users find it challenging to **delete emails in bulk** and manage auto campaigns for clients with invalid email addresses. [(1 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027241&qs=pros-and-cons#reviews) Users find the **excessive clicking** for managing prewritten texts and emails time-consuming and frustrating in AgencyZoom. [(1 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027243&qs=pros-and-cons#reviews) Users experience **inefficient search functionality** , making it challenging to locate clients quickly and effectively. [(1 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=1955490&qs=pros-and-cons#reviews) Users express concerns over the **increasing pricing** of AgencyZoom, which affects overall satisfaction and budget considerations. [(1 mentions)](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027235&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of AgencyZoom ##### 1. Workflow Efficiency Users value the **workflow efficiency** of AgencyZoom, benefiting from seamless automation and integration with AMS360. [ See 6 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027253&qs=pros-and-cons#reviews) See Related User Reviews ![Paul P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul P.") PP Paul P. Small-Business (50 or fewer emp.) 5.0/5 "Simple yet powerful CRM" What do you like about AgencyZoom? I like the automation campaigns the best. NL Noah L. Mid-Market (51-1000 emp.) 5.0/5 "A Great Companion for AMS360" What do you like about AgencyZoom? My employer switched from Salesforce to AgencyZoom almost 2 years ago and the results have been great. AgencyZoom syncs up with AMS360 really well and ##### 2. Integrations Users value the **seamless integrations** with various platforms, enhancing communication and workflow efficiency. [ See 5 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027233&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "New business and integration has never been easier!" What do you like about AgencyZoom? Integration with multiple platforms, texting and emailing clients. NL Noah L. Mid-Market (51-1000 emp.) 5.0/5 "A Great Companion for AMS360" What do you like about AgencyZoom? My employer switched from Salesforce to AgencyZoom almost 2 years ago and the results have been great. AgencyZoom syncs up with AMS360 really well and ##### 3. Customer Support Users value the **responsive customer support** from AgencyZoom, making assistance easily accessible for various inquiries. [ See 4 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027249&qs=pros-and-cons#reviews) See Related User Reviews ![Jen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jen B.") JB Jen B. Small-Business (50 or fewer emp.) 5.0/5 "AgencyZoom has helped streamline our processes and improve our ability to track our goals." What do you like about AgencyZoom? The team at AgencyZoom is responsive to new ideas and suggestions for product improvement. Customer support is easy to access via the built in chat fe ![Aaron V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron V.") AV Aaron V. Small-Business (50 or fewer emp.) 5.0/5 "CS is very responsive to my questions and concerns" What do you like about AgencyZoom? I have had AZ for 3 years. It is great to have all our clients under 1 CRM. Customer Service is very responsive to my questions and concerns. ##### 4. Customization Users value the **customization options** in AgencyZoom, allowing tailored management for clients and efficient workflow. [ See 3 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027247&qs=pros-and-cons#reviews) See Related User Reviews ![Jen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jen B.") JB Jen B. Small-Business (50 or fewer emp.) 5.0/5 "AgencyZoom has helped streamline our processes and improve our ability to track our goals." What do you like about AgencyZoom? The team at AgencyZoom is responsive to new ideas and suggestions for product improvement. Customer support is easy to access via the built in chat fe BK Brandon K. Small-Business (50 or fewer emp.) 5.0/5 "Must have CRM!" What do you like about AgencyZoom? Its user friendly and easily customizable ##### 5. Ease of Use Users find AgencyZoom extremely **easy to use and navigate** , enhancing efficiency and enabling quick training for others. [ See 3 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027251&qs=pros-and-cons#reviews) See Related User Reviews ![Vergia R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vergia R.") VR Vergia R. Small-Business (50 or fewer emp.) 5.0/5 "AWESOME CRM" What do you like about AgencyZoom? I have been using AZ for years now and it is the best program for my insurance agency that I have ever invested in! The constant updates are amazing! BK Brandon K. Small-Business (50 or fewer emp.) 5.0/5 "Must have CRM!" What do you like about AgencyZoom? Its user friendly and easily customizable ### 5 Cons or Disadvantages of AgencyZoom ##### 1. Learning Curve Users find the **learning curve challenging** , often requiring additional training and support for effective system use. [ See 3 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027239&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "New business and integration has never been easier!" What do you dislike about AgencyZoom? Can be a little hard to use from time to time, more specifically when you have a current client. Probably just need more training to make this easier. ![Cheri M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cheri M.") CM Cheri M. Small-Business (50 or fewer emp.) 4.5/5 "Its AMAZING!" What do you dislike about AgencyZoom? I wish the trainings were a little more clear and easy to navigate. I have a couple mentors help me, thankfully but learning on your own is ALOT. ##### 2. Email Integration Users find it challenging to **delete emails in bulk** and manage auto campaigns for clients with invalid email addresses. [ See 1 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027241&qs=pros-and-cons#reviews) See Related User Reviews ![Robert D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert D.") RD Robert D. Small-Business (50 or fewer emp.) 5.0/5 "Ease of use" What do you dislike about AgencyZoom? It is hard to delete emails in bulk and stop auto campaigns for clients with bad email addresses. ##### 3. Excessive Clicking Users find the **excessive clicking** for managing prewritten texts and emails time-consuming and frustrating in AgencyZoom. [ See 1 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027243&qs=pros-and-cons#reviews) See Related User Reviews ![Aaron V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron V.") AV Aaron V. Small-Business (50 or fewer emp.) 5.0/5 "CS is very responsive to my questions and concerns" What do you dislike about AgencyZoom? I have a lot of prewritten emails and texts that I can not delete. They are tied up in automation I dont have the time to go through each automation. ##### 4. Inefficient Search Functionality Users experience **inefficient search functionality** , making it challenging to locate clients quickly and effectively. [ See 1 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=1955490&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Efficient and Organized!" What do you dislike about AgencyZoom? Sometimes I can't find clients I'm searching for. My search bar doesn't always work well, but I'm the only one in our office with this issue. ##### 5. Pricing Issues Users express concerns over the **increasing pricing** of AgencyZoom, which affects overall satisfaction and budget considerations. [ See 1 mentions ](https://www.g2.com/products/vertafore-agencyzoom/reviews?filters%5Bsentiment_snippet%5D=2027235&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Been Great for a New Agency Owner" What do you dislike about AgencyZoom? Agency Zoom has been great for my office but the pricing keeps increasing ![J W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "J W.") JW J W. Business Owner Small-Business (50 or fewer emp.) 5/18/2026 "AgencyZoom Makes Outreach and Follow-Ups Effortless" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12830771/official_response/edit) Thank you for your feedback, Michelle! We're glad to hear that AgencyZoom has met your epectations and boosted your productivity and visibility. Your satisfaction is our top priority. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Linda B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Linda B.") LB Linda B. District Support Manager Small-Business (50 or fewer emp.) 4/14/2026 "AgencyZoom Transformed Agent Performance Tracking and Productivity" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12628024/official_response/edit) 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! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Courtney P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney P.") CP Courtney P. Insurance Producer Small-Business (50 or fewer emp.) 5/18/2026 "Easy to Use, Seamless Integrations That Keep Customer Work Organized" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12830925/official_response/edit) Thanks for your review, Courtney! We're thrilled to hear that you find AgencyZoom easy to use and that it integrates seamlessly with your other apps. We're happy to be a part of your business and appreciate your feedback! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Monica P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Monica P.") MP Monica P. Licensed Customer Service Agent Small-Business (50 or fewer emp.) 4/9/2026 "Keeps Our Insurance Agency on Track and Enables Automation" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12608326/official_response/edit) 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! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Paul M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul M.") PM Paul M. Principal Agent Small-Business (50 or fewer emp.) 5/12/2026 "Easy Integrations and Powerful Automation That Saves Time" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is AgencyZoom solving and how is that benefiting you? Customer relations management, Lead Management, Marketing, & tying a lot of different services together. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12800379/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BC Brianna C. Licensed Sales Support Specialist Small-Business (50 or fewer emp.) 5/18/2026 "Keeps Our Agency Organized with Easy Delegation and Goal Tracking" 4.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12831060/official_response/edit) 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.   Current UserValidated ReviewerIncentivizedSource: Seller invite ![RJ M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RJ M.") RM RJ M. Small-Business (50 or fewer emp.) 4/17/2026 "Robust CRM with Handy Features, But Task Management Needs Work" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12648147/official_response/edit) 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. 6/1/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 5/18/2026 "Helpful Task Reminders and Clear Monthly Premium Snapshot." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12831023/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 5/18/2026 "Inaccurate Integrations Create Extra Double-Checking in the Workflow" 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12830870/official_response/edit) Thank you for letting us know what you think about AgencyZoom. We understand the challenges you've faced with inaccurate integrations, and we apologize for the inconvenience. Our team is always working on enhancing our software based on user feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Victoria W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victoria W.") VW Victoria W. Small-Business (50 or fewer emp.) 5/18/2026 "Seamless Sales Process with Great Integration" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of AgencyZoom [Editedit](https://www.g2.com/survey_responses/agencyzoom-review-12830817/official_response/edit) Thank you for your feedback, Victoria! We're glad to hear that you find AgencyZoom's integration with other agency programs fantastic and that it helps keep productivity high. Please don’t hesitate to reach out if you need anything in the future.   Validated ReviewerIncentivizedSource: Seller invite ## Top-Rated Alternatives [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Zoho CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zoho CRM") Zoho CRM 4.1/5(2,947) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Vtiger All-In-One CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vtiger All-In-One CRM") Vtiger All-In-One CRM 4.3/5(415) ](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/vertafore-agencyzoom/competitors/alternatives) ##### Categories on G2 [Insurance CRM](https://www.g2.com/categories/insurance-crm) ##### Explore More [What identity resolution tools connect well with Salesforce and HubSpot so the unified customer data actually flows into the CRM without manual data mapping?](https://www.g2.com/discussions/what-identity-resolution-tools-connect-well-with-salesforce-and-hubspot-so-the-unified-customer-data-actually-flows-into-the-crm-without-manual-data-mapping)[What is the most affordable meeting room booking software?](https://www.g2.com/discussions/what-is-the-most-affordable-meeting-room-booking-software)[Is Jobber worth it for property restoration software?](https://www.g2.com/discussions/is-jobber-worth-it-for-property-restoration-software) [Which contractor payment platforms have struggled with scheduled recurring payments for small team payroll runs and which ones have actually fixed it?](https://www.g2.com/discussions/which-contractor-payment-platforms-have-struggled-with-scheduled-recurring-payments-for-small-team-payroll-runs-and-which-ones-have-actually-fixed-it)[What are some email archiving solutions for financial services firms needing SEC and FINRA-compliant long-term retention?](https://www.g2.com/discussions/what-are-some-email-archiving-solutions-for-financial-services-firms-needing-sec-and-finra-compliant-long-term-retention%20)[Pros and Cons Details](https://www.g2.com/products/vertafore-agencyzoom/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)