--- 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: '2026-07-30' 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 value the **workflow efficiency** of AgencyZoom, benefiting from seamless automation and integration with AMS360. (6 reviews) - Users value the **seamless integrations** with various platforms, enhancing communication and workflow efficiency. (5 reviews) - Users value the **responsive customer support** from AgencyZoom, making assistance easily accessible for various inquiries. (4 reviews) - Users value the **customization options** in AgencyZoom, allowing tailored management for clients and efficient workflow. (3 reviews) - Users find AgencyZoom extremely **easy to use and navigate** , enhancing efficiency and enabling quick training for others. (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 challenging** , often requiring additional training and support for effective system use. (3 reviews) - Users find it challenging to **delete emails in bulk** and manage auto campaigns for clients with invalid email addresses. (1 reviews) - Users find the **excessive clicking** for managing prewritten texts and emails time-consuming and frustrating in AgencyZoom. (1 reviews) - Users experience **inefficient search functionality** , making it challenging to locate clients quickly and effectively. (1 reviews) - Users express concerns over the **increasing pricing** of AgencyZoom, which affects overall satisfaction and budget considerations. (1 reviews) - System Instability (1 reviews) - Update Issues (1 reviews) ## AgencyZoom Reviews ### 1. Powerful Automations and Task Management for Customer Service. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about AgencyZoom?** Having the automations to service customers and the tasks section. **What do you dislike about AgencyZoom?** I don't like to don't have an integration with Farmers APEX **What problems is AgencyZoom solving and how is that benefiting you?** Servicing and tracking policies sold. Also tracking interactions with the customer. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Jonathan! We're glad to hear that you're enjoying the automations and task management features. Please don’t hesitate to reach out if you need anything in the future.   ### 2. Easy Tracking for Leads and Renewals—When Data Is Accurate **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?** easy to track items leads, renewals, etc as long as the data is accurated **What do you dislike about AgencyZoom?** some features don't work and i dislike the chat that when the convo is completed, the chat keeps opening up. i dislike that when i click on a link in an email.. it just takes me to ALL tasks for all clients, kind of defeats the purpose of an email reminder. **What problems is AgencyZoom solving and how is that benefiting you?** closing a task that wouldn't close for me. **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 experience. ### 3. The Apple of CRM Systems: Clean, User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Lance O. | Customer Service Team Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Its user friendly clean. The Apple of CRM systems **What do you dislike about AgencyZoom?** search function sucks. At times there are various issues but most are resolved fairly quickly. **What problems is AgencyZoom solving and how is that benefiting you?** allowing me to properly handle customer requests and maintanence of renewal.s **Official Response from Nate McKissick:** > Thank you so much for the kind words, Lance! We value your opinion and appreciate you taking the time to share your experience with AgencyZoom. Please don’t hesitate to reach out if you need anything in the future! ### 4. Easy Lead and Task Tracking with Smooth Follow-Ups **Rating:** 4.5/5.0 stars **Reviewed by:** Luis B. | Customer service specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about AgencyZoom?** How I can input new leads and or tasks and follow up with them **What do you dislike about AgencyZoom?** It sends too many automated emails for new things **What problems is AgencyZoom solving and how is that benefiting you?** Client follow-ups, sales follow-ups and overall task management **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Luis! We're glad to hear that you find our lead and task tracking system easy to use for inputting new leads and tasks. We appreciate your review and look forward to continuing our partnership. ### 5. Easy-to-Use Hub for Managing All Customer Interactions **Rating:** 5.0/5.0 stars **Reviewed by:** Santos P. | President & Principal Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AgencyZoom?** It’s easy to use, and I can manage all of my customer interactions from one system. **What do you dislike about AgencyZoom?** Sometimes accounts get created twice, which leads to extra work because I then have to go in and delete the duplicates. **What problems is AgencyZoom solving and how is that benefiting you?** It connects with my AMS and my rater, which helps keep everything integrated. **Official Response from Nate McKissick:** > Thanks for taking the time to share your experience with AgencyZoom, Santos. It's fantastic to know that it helps you and your agency succeed. We appreciate your review and look forward to continuing our partnership. ### 6. Streamlined Workflow That Keeps the Whole Team on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Eliana M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** I like the ability to streamline all my work flow and make it easier for my team to keep track of their work. **What do you dislike about AgencyZoom?** Nothing, there has been nothing I do not care for at this time. **What problems is AgencyZoom solving and how is that benefiting you?** Keeping the workflow in order. Organizing my leads, emails, texts. Saves me time out of my day. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Eliana! We're thrilled to hear that you're enjoying the ability to streamline your workflows and are finding it beneficial for your team. We're happy to be a part of your business and appreciate your feedback! ### 7. Intuitive and Efficient with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Peyton K. | SPCA Worker **Reviewed Date:** May 07, 2026 **What do you like best about AgencyZoom?** I like using AgencyZoom for creating alerts for agents. It's really useful because it gets the information the agents need quickly and easily. I particularly appreciate the intuitive UI, which is very easy to use and understand. The initial setup of AgencyZoom was also very easy. **What do you dislike about AgencyZoom?** N/a **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to create alerts for agents and it gets the information they need quickly and easily. The intuitive UI makes it very easy to use and understand. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Peyton! We're glad to hear you are enjoying the alerts feature so much. We genuinely care for our customers and are delighted to know that our dedication shows. ### 8. Efficient and Intuitive Agency Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Kaylyn G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is easy to use and understand. It saves me time when reading notes and allows me to pick up behind someone and follow their work efficiently. The initial setup was very easy, which is great. Everything is working fine with it. **What do you dislike about AgencyZoom?** graphs **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for documenting customer changes and sending mass emails. It's easy to use, saving time when picking up where others left off. **Official Response from Nate McKissick:** > Thank you for your review, Kaylyn! 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.   ### 9. Automation and Clear Pipeline Delineation That Keeps Deals Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Kelyn C. | Lead Agent / Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** the automation and clear pipeline delineation **What do you dislike about AgencyZoom?** clunky sometimes to upload quotes or email through system/leads **What problems is AgencyZoom solving and how is that benefiting you?** automations. saves time and energy on low priority leads while bumping higher priority leads to the forefront **Official Response from Nate McKissick:** > Hello, Kelyn! Thank you for your review of AgencyZoom! We're glad to hear that the automation and pipeline features are benefiting you. We're happy to be a part of your business and appreciate your feedback! ### 10. Agency zoom is helpful for me. **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph N. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** the automation is the most helpful for my business **What do you dislike about AgencyZoom?** The customer service aspect can be difficult at times. **What problems is AgencyZoom solving and how is that benefiting you?** It sends the messages to my customers for me so I don't have too. **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 experience. Please don’t hesitate to reach out if you need anything in the future.   ### 11. Convenient and Effortless Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Paul L. | Principle, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is convenient and easy to use. I appreciate that it allows for communication and usage across multiple platforms. The setup was exceptionally simple, which was a huge plus. **What do you dislike about AgencyZoom?** Two way synchronization from their sister product QQ Catalyst. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to prepare for renewals and improve customer communication. It creates tasks and events for each communication and renewal, helping maintain communication until events are closed. **Official Response from Nate McKissick:** > Thanks for your feedback, Paul! We're glad to hear that you find AgencyZoom convenient and easy to use. We're happy to be a part of your business and appreciate your feedback! ### 12. Excellent Automation for Commercial Accounts, Renewals, and Leads **Rating:** 4.5/5.0 stars **Reviewed by:** Kym H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about AgencyZoom?** The automation for commercial accounts, renewals and leads **What do you dislike about AgencyZoom?** The reports that I would find helpful don't seem to exist. I basically have no use for the current reports in the system **What problems is AgencyZoom solving and how is that benefiting you?** It helps me keep track of my commercial renewals **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Kym. 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. ### 13. Effortless Automation with Minor Learning Curves **Rating:** 5.0/5.0 stars **Reviewed by:** Elliott G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about AgencyZoom?** I like AgencyZoom's automation and lead source tracking features. It helps with automating sales funnels and sales reporting. I also appreciate the sales producer tracking and commissions capabilities. The initial setup was easy, which was a plus for me. **What do you dislike about AgencyZoom?** Maybe some AI features, and automation can be tricky. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom to automate sales funnels and sales reporting, improving efficiency. It helps with automation, lead source tracking, sales producer tracking, and commissions, making my agency run smoother. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Elliott! We're glad to hear that you are enjoying our automation and lead source tracking features. We're happy to be a part of your business and appreciate your feedback! ### 14. Effortless Automations and Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Mandy S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I appreciate AgencyZoom for its ease of use and tracking capabilities. The automations are a big time-saver, and I enjoy the integrations it offers. We have a 'get a quote' form on our website that integrates directly into AgencyZoom, which automatically pops new inquiries into our business pipeline and starts the process seamlessly. It's a very efficient and straightforward experience. **What do you dislike about AgencyZoom?** pl rater **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom automates tasks, saving me time. It's easy to use and track, with useful integrations that streamline our processes like new business pipelines. **Official Response from Nate McKissick:** > Hello, Mandy! Thank you for your review. We're thrilled to hear that AgencyZoom is such a timesaver in your work. We're happy to be a part of your business and appreciate your feedback! ### 15. Powerful Pipeline Customization and Automation for our agency leads organization and agent **Rating:** 4.0/5.0 stars **Reviewed by:** JESSICA C. | Sales Team Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The customization with pipelines and automation. **What do you dislike about AgencyZoom?** Not knowing all the capabilities. Having to use zapier to integrate with other vendors. **What problems is AgencyZoom solving and how is that benefiting you?** lead management, automation to leads, reminders and tasks, cross selling **Official Response from Nate McKissick:** > Thank you for your review, Jessica. We're glad to hear that you are enjoying the powerful customization and automation features of AgencyZoom! 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. ### 16. User-Friendly but Setup Takes Time **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like AgencyZoom for its ease of use, which is a big plus for me. I also appreciate the HR department feature because it lets us keep track of our employees' time off. **What do you dislike about AgencyZoom?** I guess downloading. And we are actually still setting it up after two years? **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for insurance agency filing and marketing. It's user-friendly, and the HR feature helps track employee time off. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Stephanie! It's our goal to provide an exceptional customer experience, so we're glad to hear you find it easy to use. Please don’t hesitate to reach out if you need anything in the future.   ### 17. Automation Excellence with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love the customer support at AgencyZoom. They are so easy to speak to and help you right away. Automation is key for me, and that's a big one. The initial setup was very easy, which made the transition smooth. **What do you dislike about AgencyZoom?** I wish I could learn how to use it better. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom makes it easier to follow up with clients through automation, which is key for my work. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Matthew! We're thrilled to hear that you love our customer support and find our automation features helpful. Please don’t hesitate to reach out if you need anything in the future.   ### 18. Great Daily Task List, but Chat Threads Get Buried by Automated Texts. **Rating:** 3.5/5.0 stars **Reviewed by:** Jeff E. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** The daily task list helps organize my day. **What do you dislike about AgencyZoom?** The chat feature needs more options. My ongoing conversations aren't easy to keep at the top of my text list. Automated outbound texts keep pushing my actual conversations down the list. **What problems is AgencyZoom solving and how is that benefiting you?** Automated texts that are very customizable. **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. ### 19. Simple Workflow Visibility That Keeps Everyone Aligned! **Rating:** 5.0/5.0 stars **Reviewed by:** Richard S. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Workflow simplicity and the ability to see where everyone is in the flow. **What do you dislike about AgencyZoom?** Some data has to me manually uploaded from Apex. **What problems is AgencyZoom solving and how is that benefiting you?** Tracking and follow up on leads. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Richard! We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.   ### 20. User-Friendly CRM with Great Training Support **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel M. | Commercial Lines Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is both user-friendly and has a lot of learning materials. It has been easy to train people who may not be fluent with technology. It's nice to have a CRM that is responsive and user-friendly. Switching from Applied, I found the initial setup process extremely easy. **What do you dislike about AgencyZoom?** Often there are bugs or fixes that impact users - they last 5-10 minutes. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for customer management to manage leads, establish workflows, and track performance. **Official Response from Nate McKissick:** > Thanks for your review, Daniel! We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority. We're happy to hear that you found the initial setup process easy and that our product is responsive and user-friendly. We appreciate your review and look forward to continuing our partnership. ### 21. Amazing Automation and Major Time-Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Karlee M. | Creative Administrator, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The automation amazes me every day! The service center is also a major time saver. **What do you dislike about AgencyZoom?** The reports aren't as comprehensive as we'd like. **What problems is AgencyZoom solving and how is that benefiting you?** Documentation time **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Karlee! 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.   ### 22. Improved Organization and Communication, with Minor Email Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Lexi E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like AgencyZoom for its accessibility. I find the organization, communication, and data handling capabilities really beneficial in the insurance domain. Additionally, I value specific features like text and pipelines, which enhance my workflow. **What do you dislike about AgencyZoom?** Sometimes my emails don't deliver to the intended recipient and it says they were bounced. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps with organization, communication, and data in insurance, offering great accessibility. **Official Response from Nate McKissick:** > Thank you for your review, Lexi. We're glad to hear that you find AgencyZoom's accessibility, organization, communication, and data handling capabilities beneficial for your insurance work. We value your business and aim to provide the best experience possible. ### 23. Great Workflow for Tracking Sales Numbers and Clients. **Rating:** 4.0/5.0 stars **Reviewed by:** Matt D. | Insurance Agent / Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Workflow and tracking sales numbers and clients. **What do you dislike about AgencyZoom?** Customer support and training is lacking. **What problems is AgencyZoom solving and how is that benefiting you?** I am not sure of any at this time. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AgencyZoom, Matt. We're happy to be a part of your business and appreciate your feedback! ### 24. Automation-Driven Efficiency with AgencyZoom **Rating:** 4.0/5.0 stars **Reviewed by:** L. A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about AgencyZoom?** I like the automation features of AgencyZoom, particularly for reviews, as they help in managing clients' live reviews on Google, which people read. Additionally, the initial setup was easy. **What do you dislike about AgencyZoom?** more drip campaign templates needed and ability to add users without waiting for someone at their end to do it **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for automation, like sending notices and managing client reviews on Google, which helps with cross-selling. **Official Response from Nate McKissick:** > Hello, and thank you for taking the time to share your experience with our product! We're glad to hear you are enjoying the automation features of AgencyZoom. We value your business and aim to provide the best experience possible. ### 25. Great tool for tracking sales and leads **Rating:** 4.5/5.0 stars **Reviewed by:** Darrell D. | Farmers Insurance Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** Ability to establist goals for each employee, automation and reporting. Especially, for my payroll. **What do you dislike about AgencyZoom?** It would be nice if it had a integrated tool to collect declaration pages from leads. **What problems is AgencyZoom solving and how is that benefiting you?** Keeping track of our leads, sales and revenue and accountability. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Darrell! We're thrilled to hear that our platform is helping you keep track of leads and sales. We appreciate your input and look forward to continuing our partnership. ### 26. Easy to Use at a Reasonable Cost **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff L. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** It is easy to use and the cost is reasonable. **What do you dislike about AgencyZoom?** The system limits several functions that I need as the manager **What problems is AgencyZoom solving and how is that benefiting you?** The system integrates my customers into my business programs. **Official Response from Nate McKissick:** > Thanks for your feedback, Jeff! We're delighted that AgencyZoom has met your expectations. We value your opinion and appreciate you taking the time to share your experience. Customer input drives our software improvements. ### 27. Automation with current clients **Rating:** 5.0/5.0 stars **Reviewed by:** Cheyenne G. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** The task management, the integration with hawk soft **What do you dislike about AgencyZoom?** i dislike the task integration with hawk soft **What problems is AgencyZoom solving and how is that benefiting you?** automation with servicing clients **Official Response from Nate McKissick:** > Hello, Cheyenne! Thank you for taking the time to share your experience with AgencyZoom. We value your opinion and strive to improve based on your suggestions. ### 28. Convenient and User-Friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** I really like the convenience of having everything in one place on AgencyZoom. It provides easy access to information and is a major time saver for me. Additionally, I found it easy to navigate from the first use. **What do you dislike about AgencyZoom?** n/a **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom keeps everything in one place, preventing me from searching multiple places for information. It's easy access and a time saver. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Sarah! We are happy to hear that our product is helping you save time and access information easily. We genuinely care for our customers and are delighted to know that our dedication shows. ### 29. User-Friendly Software That Keeps Everything Organized **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?** The automation, organazation, follow up and overall how user friendly the software is **What do you dislike about AgencyZoom?** It can be overwhelming with the amount of things the program can do **What problems is AgencyZoom solving and how is that benefiting you?** The integration it has with my Ring Central helps us not miss anything. The performance of the automation also helps us with closing business that would otherwise have been missed **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. ### 30. Great product! Would highly recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly R. | VP Agency Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** The organization, the ability for producers to enter the information into AZ **What do you dislike about AgencyZoom?** As an ADMIN, there are a lot of different things to learn and moving parts. **What problems is AgencyZoom solving and how is that benefiting you?** Getting leads into the system & tracking **Official Response from Nate McKissick:** > Thanks for your review, Kimberly! We're thrilled to hear that you are enjoying AgencyZoom's organization. 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! ### 31. Great Custom Organization and Tracking with Agency Zoom **Rating:** 5.0/5.0 stars **Reviewed by:** Jake A. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** Custom organization and tracking is great **What do you dislike about AgencyZoom?** I cannot really think of any downsides of agency zoom **What problems is AgencyZoom solving and how is that benefiting you?** Connecting my leads directly to quoting software and tracking follow ups **Official Response from Nate McKissick:** > Hi, Jake! Thank you so much for your kind words! It's fantastic to know that AgencyZoom helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 32. Effortless CRM Management with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany W. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I love that AgencyZoom helps manage my CRM for my agency by keeping all my customers' policy information in one place. I appreciate its ease of use, and I find the integrations are very easy to use. The initial setup was fairly easy once I got the hang of it. **What do you dislike about AgencyZoom?** The automations were a little difficult at first. **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom helps keep all my customers' policy information in one place. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Brittany! We're glad to hear that you find our product helpful in managing your CRM and integrating seamlessly with your workflow. We're happy to be a part of your business and appreciate your feedback! ### 33. Effortlessly Organized and User-Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** andrew p. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I love how organized AgencyZoom is and appreciate how easy the functionality is. It's not overcomplicated, and the initial setup seemed very easy and user-friendly. **What do you dislike about AgencyZoom?** nothing at the moment **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom organizes everything and uploads customer information for me. I love how organized it is, and the functionality is easy without being overcomplicated. **Official Response from Nate McKissick:** > Hello, Andrew. We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future.   ### 34. Great Integrations and Automations That Deliver. **Rating:** 5.0/5.0 stars **Reviewed by:** jimmy w. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** The integrations and the automations are great **What do you dislike about AgencyZoom?** The lack of phone support with Zoom Phone **What problems is AgencyZoom solving and how is that benefiting you?** Keeping track of my revenue and monthly sales **Official Response from Nate McKissick:** > Hello, Jimmy! Thank you for your review! We value your opinion and appreciate you taking the time to share your experience with AgencyZoom. Please don’t hesitate to reach out if you need anything in the future. ### 35. Smooth Quoting Thanks to Strong Software Integrations **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?** the way it bridges with other software makes the quoting process a lot smoother **What do you dislike about AgencyZoom?** sometimes there can be issues with integrations with EZLynx which our agency uses, and it can be a bit slow to load performance wise **What problems is AgencyZoom solving and how is that benefiting you?** it keeps all of your prospects files very easily accessible and consolidated **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. ### 36. Simple, Easy Production Tracking **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?** How simple it is to use, view and track your production. **What do you dislike about AgencyZoom?** I think there is a glitch when a policy is marked as SOLD. We have to keep reentering the company name and premium info. **What problems is AgencyZoom solving and how is that benefiting you?** It has helped keep things up to date and right in front of everyone. **Official Response from Nate McKissick:** > Thank you for taking the time to share your feedback on AgencyZoom! We value your opinion and appreciate you taking the time to share your experience. ### 37. Highly Customizable—AgencyZoom Fits My Agency Perfectly **Rating:** 4.5/5.0 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 love being able to adjust everything manually so AgencyZoom fits my agency. **What do you dislike about AgencyZoom?** Realized that when you have an x date for a customer and they come to the end of a flow or you don't close the policy, it doesn't automatically create an xdate to put back in your pipe line **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom is helping with automation and helping create better communication with customers. **Official Response from Nate McKissick:** > Thanks for your review! We're thrilled to hear that AgencyZoom works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 38. Essential for Insurance Agencies, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Craig A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** I really like that AgencyZoom is insurance specific, which helps with my customer management. I enjoy the integrations it offers, which suit my needs. The initial setup was very easy, especially logging in and chatting for help. **What do you dislike about AgencyZoom?** more customization **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for customer management and appreciate that it's insurance specific. I enjoy the integrations. **Official Response from Nate McKissick:** > Thank you for your review, Craig! We're thrilled to hear that AgencyZoom is helping with your customer management and that you found the setup process easy. We're happy to be a part of your business and appreciate your feedback! ### 39. User-Friendly CRM with Integration Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Kylie B. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AgencyZoom?** I like how AgencyZoom is user-friendly, making it easy to use. It's great because I can just set it and forget it, which simplifies managing multiple policies. **What do you dislike about AgencyZoom?** I find the integration and uploading of my information with AgencyZoom problematic. The initial setup was a bit overwhelming and time-consuming. **What problems is AgencyZoom solving and how is that benefiting you?** I use AgencyZoom for storing multiple policies in one central location and follow-up. **Official Response from Nate McKissick:** > Thanks for your review of AgencyZoom, Kylie! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product easy to use. Please don’t hesitate to reach out if you need anything in the future. ### 40. Super Responsive, Helpful Chat Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AgencyZoom?** Chat feature is super responsive and helpful. **What do you dislike about AgencyZoom?** Some of the “quirks” during automation setup can be frustrating at first. But once you understand how it works, you’re good to go. **What problems is AgencyZoom solving and how is that benefiting you?** Agency Zoom helps us run outreach programs and keeps all of our client information in one place, which makes it easier to stay organized. **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom. We're happy to be a part of your business and appreciate your feedback! ### 41. Agency Zoom Streamlined Our Internet Lead Follow-Up Process **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick H. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about AgencyZoom?** agency zoom has streamlined our internet lead follow up process **What do you dislike about AgencyZoom?** not having the ability to mass reassign tasks. **What problems is AgencyZoom solving and how is that benefiting you?** internet lead follow up **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Patrick! 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. ### 42. Makes Lead Tracking Much Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Ethan C. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** Makes keeping track of leads much easier. **What do you dislike about AgencyZoom?** There is a lot you have to go in depth with in terms of automation, but honestly, is that a bad thing? **What problems is AgencyZoom solving and how is that benefiting you?** Lead tracking, it allows me to be more consitent. **Official Response from Nate McKissick:** > Thanks for your feedback, Ethan! We're glad to hear that AgencyZoom is making lead tracking easier for you! We appreciate your review and look forward to continuing our partnership. ### 43. Automation and Client Profile Management That Covers Everything We Need **Rating:** 5.0/5.0 stars **Reviewed by:** John V. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about AgencyZoom?** the automation and management of the client profiles and follow up. **What do you dislike about AgencyZoom?** not a dislike, I think it handles almost everything, if not everything, I need. **What problems is AgencyZoom solving and how is that benefiting you?** client outreach and consistent customer support and marketing. **Official Response from Nate McKissick:** > Thank you for taking the time to share your feedback with us, John! We're glad to hear that you are enjoying the automation and client management features of AgencyZoom. Customer input drives our software improvements. ### 44. Too Much Overlap with AMS 360 Despite Helpful Claims Monitoring **Rating:** 2.5/5.0 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?** It allows us to monitor claims and it is easy to opt in for email soliciation. **What do you dislike about AgencyZoom?** For an account manager, there is too much overlap with AMS 360. **What problems is AgencyZoom solving and how is that benefiting you?** It allows us to track our claims for followup and to make sure they are being handled the way we would like them to be. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AgencyZoom. We appreciate your input and will take it into consideration for future updates. Should you ever need immediate assistance, please reach out to our support team at 1.800.444.4813, and we'll work to address the situation. ### 45. User-Friendly and Easy to Set Up **Rating:** 4.0/5.0 stars **Reviewed by:** Garrett W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about AgencyZoom?** I like that AgencyZoom is user friendly, making organization easy and easy to understand. The initial setup was also easy. **What do you dislike about AgencyZoom?** nothing stands out **What problems is AgencyZoom solving and how is that benefiting you?** AgencyZoom solves organization and communication issues within my agency, making things easy to manage and understand. **Official Response from Nate McKissick:** > Thank you for your review, Garrett! It's our goal to provide an exceptional user experience, so we're glad to hear you find AgencyZoom easy to use. We appreciate your feedback and look forward to continuing our partnership. ### 46. Agency Zoom’s Automation Options Are a Game-Changer **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?** Love all of the automation options! It's great to know Agency Zoom is working for me! **What do you dislike about AgencyZoom?** Would like to be able to mark leads with no phone number accordingly **What problems is AgencyZoom solving and how is that benefiting you?** No problems so far! **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. Please don’t hesitate to reach out if you need anything in the future.   ### 47. Easy to Use, Highly Customizable, and Works Great **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 EASE AND USE OF IT, VERY USER FRIENDLY AND YOU CAN CUSTOMIZE IT **What do you dislike about AgencyZoom?** NOTHING, IT WORKS FINE............................ **What problems is AgencyZoom solving and how is that benefiting you?** KEEPING THE PIPELINE SEPARATE AND USER FRIENDLY FOR MULTIPLE USERS...BEING ABLE TO ADJUST AS NEEDED **Official Response from Nate McKissick:** > We're delighted that AgencyZoom has met your expectations. Your satisfaction is our top priority. 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.   ### 48. AgencyZoom is a great source for leads. **Rating:** 3.5/5.0 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?** Organization and a great note keeper for all leads. AZ also has great service with chat help. **What do you dislike about AgencyZoom?** Automation messages could be easier to fix **What problems is AgencyZoom solving and how is that benefiting you?** No problems this is just a good lead source **Official Response from Nate McKissick:** > Thank you for leaving a comment. Your input is essential in shaping AgencyZoom. We appreciate your input and will take it into consideration for future updates. We value your business and aim to provide the best experience possible. ### 49. Smooth AMS Integration, but Pricey for Basic Pipeline Management **Rating:** 3.0/5.0 stars **Reviewed by:** Ben G. | Insurance Advisor | Broker - Serving Personal & Commercial Clients, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about AgencyZoom?** It tied directly into our AMS, as it was made by the same company. **What do you dislike about AgencyZoom?** Was very pricey for what should have been a saimple pipeline management tool. **What problems is AgencyZoom solving and how is that benefiting you?** pipeline management. Increased performance by allowing visualization of prospect journey **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us, Ben. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 50. Flexible Pipelines **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AgencyZoom?** I like that we have different pipelines for quotes - new business, remarkets etc **What do you dislike about AgencyZoom?** The servicing pipelines are confusing and repetitive **What problems is AgencyZoom solving and how is that benefiting you?** cleaning up the servicing is in process and will help **Official Response from Nate McKissick:** > Thank you for your review of AgencyZoom, Tiffany. We appreciate your feedback on the pipeline features and will take them into consideration for future updates. 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+02%3A36%3A41+-0500&secure%5Bsession_id%5D=d58b32e0-b84a-4b4b-bf25-e3312f8587f7&secure%5Btoken%5D=850c2791e747ca7002587f37eee20861b80f80d01e434c1ec298c46679646657&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) - [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 (13,286 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,838 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews)