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Overview of Plan Types in AgencyZoom

Overview of all plans for AgencyZoom and their pricing
All plans include up to 7 users and come with a 14-day free trial

Independent

  • Essential
    At $149/monthly

At $119.20/monthly with a 20% discount if on an annual charge

  • Growth
    At $199/monthly

At $159.20/monthly with a 20% discount if on an annual charge

  • Pro
    At $349/monthly

At $279.20/monthly with a 20% discount if on an annual charge

Allstate

  • Multiple Location Agency
    At $129/monthly

  • Single Location Agency
    At $99/monthly

Farmers

  • Essential
    At $149/monthly

At $119.20/monthly with a 20% discount if on an annual charge

  • Growth
    At $199/monthly

At $159.20/monthly with a 20% discount if on an annual charge

  • Pro
    At $349/monthly

At $279.20/monthly with a 20% discount if on an annual charge

Overview of all plans for AgencyZoom and what features are included


Independent
Essential

  • Prospecting automation

  • Goal management

  • Zapier integration

  • AMS integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Rater integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Chat support

  • Initial 1-on-1 Setup help

Growth

  • Prospecting automation

  • Goal management

  • Zapier integration

  • AMS integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Rater integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Google Reviews

  • Renewal automation

  • 2-way email integration

  • 2-way texting integration

  • Chat support

  • Initial 1-on-1 Setup help

Pro

  • Prospecting automation

  • Goal management

  • Zapier integration

  • AMS integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Rater integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Google Reviews

  • Renewal automation

  • 2-way email integration

  • 2-way texting integration

  • Events automation

  • Service center

  • Click to call

  • AgencyHR

  • Activity tracker

  • Chat support

  • Initial 1-on-1 Setup help

Allstate
Single Location Agency

  • Lead management

  • Comp calculator with chargebacks

  • Goal management

  • Revenue tracking

  • Lead integration

  • Sales tracking

  • Activity reports

  • Task management

  • Renewal automation

  • Referral tracking

  • Lead vendor integration

  • Sales goal management

  • Producer referral sites

  • Activity tracker

  • Winback automation

  • Custom lead pipelines

  • New business checklist

  • Mobile App (ios, android)

  • Chat support

  • Initial 1-on-1 Setup help

Multiple Location Agency

  • Lead management

  • Comp calculator with chargebacks

  • Goal management

  • Revenue tracking

  • Lead integration

  • Sales tracking

  • Activity reports

  • Task management

  • Renewal automation

  • Referral tracking

  • Lead vendor integration

  • Sales goal management

  • Producer referral sites

  • Activity tracker

  • Winback automation

  • Custom lead pipelines

  • New business checklist

  • Mobile App (ios, android)

  • Multiple location management

  • Chat support

  • Initial 1-on-1 Setup help

Farmers
Essential

  • Folio Sales Report

  • Prospecting automation

  • Goal management

  • Zapier integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Lead management

  • Chat support

  • Initial 1-on-1 Setup help

Growth

  • Folio Sales Report

  • Prospecting automation

  • Goal management

  • Zapier integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Google Reviews

  • Renewal Automation

  • 2-way email integration

  • 2-way texting integration

  • Chat support

  • Initial 1-on-1 Setup help

Pro

  • Folio Sales Report

  • Prospecting automation

  • Goal management

  • Zapier integration

  • Onboarding automation

  • Revenue tracking

  • Lead management

  • Lead integration

  • Sales tracking

  • Activity reports

  • Task management

  • Referral tracking

  • Producer referral sites

  • Google Reviews

  • Renewal Automation

  • 2-way email integration

  • 2-way texting integration

  • Events automation

  • Service center

  • Click to Call

  • AgencyHR

  • Activity tracker

  • Chat support

  • Initial 1-on-1 Setup help

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