AgencyZoom
AgencyZoom is a sales, marketing, and service automation CRM purpose-built for independent and captive insurance agencies, offering lead management, lifecycle automation, and deep integrations with major agency management systems, operating as a Vertafore product.
- Company typePrivate
- Founded2016
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgencyZoom does
AgencyZoom is a sales, marketing, and service automation platform purpose-built for the insurance industry, operating as an integrated product within Vertafore's insurance technology portfolio. Founded in 2016 and headquartered in Denver, the company targets independent insurance agencies and captive agents (Allstate, Farmers, Nationwide, State Farm) with a vertically specialized CRM covering lead management and pipeline tracking, lifecycle automation from prospecting through renewal, commission calculation, Google Reviews automation, and mobile applications on iOS and Android. The platform supports 35,000+ users and integrates with major agency management systems (AMS360, Hawksoft, NowCerts, QQCatalyst), comparative raters (Tarmika, PL Rating), and communications platforms (RingCentral, Twilio, Bridge, Lightspeed, Ooma, Webex).
The company generates revenue through tiered SaaS subscriptions priced between $99 and $349 per agency per month, with annual billing offering approximately a 20% discount and a 14-day free trial supporting product-led evaluation. Distribution combines self-serve onboarding, inside sales via Calendly, captive carrier programs (Farmers at $99/month; Allstate at $169–$244.30/month), and an extensive channel network led by the SIAA Strategic Agency Alliance and its seven territory partners. The product embeds third-party AI capabilities including LeO (sales assistant), GAIL by LULA (generative AI), seeb.ai (virtual receptionist), and DONNA by Aureus Analytics (data analytics), and recently introduced an MCP integration enabling connection to Claude Code AI agents. Co-founders Tolga Demirel and Moe Latif lead the business; headcount is reported in the 11–50 range.
AgencyZoom firmographics
Firmographics- Name
- AgencyZoom
- Legal name
- AgencyZoom
- Website
- https://agencyzoom.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AgencyZoom is a sales, marketing, and service automation CRM purpose-built for independent and captive insurance agencies, offering lead management, lifecycle automation, and deep integrations with major agency management systems, operating as a Vertafore product.
- Ownership category
- akta.pro rank
AgencyZoom industry classification
Industry- Product category
- Insurance CRM Software
- NAICS
- Offices of Real Estate Agents and Brokers (531210)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Marketing Automation & Campaign Management CRM (HDAEAFAB)
- akta.pro secondary industries
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), Business Rules Management Systems (BRMS) & Decision Automation (HDAEAHAE)
Keywords
Where AgencyZoom is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AgencyZoom business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: AgencyZoom generates revenue through recurring subscription fees. The platform offers tiered pricing plans (Essential, Growth, Pro) with monthly and annual billing options. Annual subscriptions offer approximately 20% discount. Revenue is recurring in nature with land-and-expand potential as agencies grow.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Essential - Core CRM and lead management features |
| Subscription | Monthly | Growth - Expanded features for scaling agencies |
| Subscription | Monthly | Pro - Enterprise-level features for larger agencies |
| Subscription | Monthly | Single Location Agency |
| Subscription | Monthly | Multiple Location Agency |
| Subscription | Monthly | Farmers Agency Plan |
| Subscription | Monthly | Allstate Agency Plan |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
AgencyZoom product offering
Product offeringCore offering
AgencyZoom is a cloud-based sales CRM and automation platform purpose-built for insurance agencies. It provides lead management, pipeline tracking, automated customer engagement, commission calculations, and performance analytics, with deep integrations into agency management systems, comparative raters, and carrier-specific workflows for independent agents and captive agents (Allstate, Farmers, Nationwide, State Farm).
Product overview
AgencyZoom is a sales CRM and automation platform specifically designed for insurance agencies, built by Vertafore. The platform operates as a unified system with specialized modules including: the core CRM with lead management and pipeline tracking, Lead Automation for intelligent lead routing and nurturing, Onboarding & Retention for customer lifecycle automation, Goals & Reporting for performance analytics, Google Reviews for reputation management, and Commission Calculator (Comp) for compensation tracking. The platform offers agency-specific variants for Independent Agents, Allstate Agents, and Farmers Agents, each with tailored features. Additional capabilities include a mobile app (iOS/Android), Text and Email integration, Click-to-Call functionality, and API access. The product integrates with multiple Agency Management Systems (AMS360, QQCatalyst, Hawksoft, NowCerts), comparative raters (PL Rating, Tarmika), communication tools (Twilio, RingCentral, Bridge, Lightspeed Voice), and supports 35,000+ users across the insurance industry.
Differentiator
Problem solved
Functional benefit
Companies that use AgencyZoom
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
AgencyZoom technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration37 records
AI capability7 records
Feature4 records
AgencyZoom partnerships and signals
Strategic signalPartnerships
33 partnerships are on record, tiered flagship, core and minor.
- VertaforeflagshipVertafore is the parent company of AgencyZoom, providing strategic direction and resources for the insurance technology portfolio.
- QQCatalystcoreAgency Management System integration with QQCatalyst for seamless data synchronization and workflow management.
- AMS360coreAgency Management System integration with AMS360 for policy and customer data synchronization.
- HawksoftcoreAgency Management System integration with Hawksoft for agency operations and customer management.
- NowCerts/MomentumcoreAgency Management System integration with NowCerts/Momentum for policy management and agency workflows.
- TarmikacoreCommercial rater integration with Tarmika for commercial insurance quoting.
- PL RatingcoreComparative rater integration with PL Rating for insurance product comparison and quoting.
- RingCentralcoreCloud communications integration with RingCentral for voice, video, and team messaging within the AgencyZoom platform.
- TwiliocoreCommunications platform integration with Twilio for SMS, voice, and messaging capabilities.
- LeO (AI Sales Assistant)coreAI-powered sales assistant designed for insurance agencies to automate lead engagement and improve conversion rates.
- GAIL by LULAcoreGenerative AI tool by LULA integrated into AgencyZoom for workflow automation and intelligent assistance.
- seeb.aicoreAI virtual receptionist for insurance agencies to handle incoming calls and inquiries automatically.
- SIAA (Strategic Agency Alliance)flagshipStrategic Agency Alliance serves as a marketing partner and referral partner for AgencyZoom, driving customer acquisition through a network of independent insurance agencies across multiple territories.
- SIANOcoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in their region.
- Assure AlliancecoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in their region.
- Tague AlliancecoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in their region.
- United Group AlliancecoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in their region.
- SAN FloridacoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in Florida region.
- SIAAZcoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies in Arizona region.
- VIAAcoreSIAA territory partner for distribution and referral of AgencyZoom to independent insurance agencies.
- OpenlyminorInsurance carrier partnership for distribution of AgencyZoom to Openly agent network.
- CoterieminorInsurance carrier partnership for distribution of AgencyZoom to Coterie agent network.
- Forge3/ActiveAgencyminorAgency technology partner for joint go-to-market activities.
- MediaAlphaminorInsurance lead generation partnership for customer acquisition.
- RiskAdvisorminorInsurance distribution partnership for risk management focused agencies.
- IronpeakminorInsurance distribution partnership.
- Missouri Farm BureauminorRegional insurance partnership for distribution to Missouri Farm Bureau member agents.
- Accelerated AutomationminorSales and consulting partner that has scaled AgencyZoom implementation to 650+ agencies, providing onboarding and optimization services.
- Premier Strategy BoxminorConsulting partner for agency strategy and AgencyZoom implementation.
- Agency Performance PartnersminorConsulting partner for agency performance optimization and AgencyZoom implementation.
- Lava AutomationminorAutomation consulting partner specializing in AgencyZoom workflow optimization.
- Robertson ConsultingminorInsurance agency consulting partner for AgencyZoom implementation and training.
- AZ Done EZminorAgency services partner for AgencyZoom implementation and support.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
AgencyZoom competitors and assessment
Company assessmentDirect peers
- EZLynx: EZLynx is an insurance quoting and agency management platform with comparative raters, agency websites, and a sales center that overlap with AgencyZoom's lead and pipeline tooling. It targets the same independent agency segment.
- Applied Systems: Applied Systems is a leading insurance agency management system (Applied Epic) with embedded CRM, automation, and client portal capabilities. It is the closest competitor to AgencyZoom in serving independent agencies with combined AMS + CRM functionality.
- HawkSoft: HawkSoft is an insurance agency management system with native pipeline, marketing automation, and client management. It competes with AgencyZoom for the independent agency CRM/automation budget and is itself one of AgencyZoom's key AMS integration partners.
- Pipedrive: Pipedrive is a sales-focused CRM for SMBs and mid-market companies with pipeline management and workflow automation. It competes with AgencyZoom for sales pipeline and automation budgets in small agencies, though without insurance-specific depth.
- NowCerts: NowCerts/Momentum is an insurance agency management system with CRM-style features for pipeline, automation, and policy management. It competes directly with AgencyZoom, while also being a listed integration partner — a dual competitor/partner dynamic.
- QQCatalyst: QQCatalyst is a Vertafore-sibling insurance AMS with pipeline, automation, and client engagement features. It overlaps with AgencyZoom in serving independent agencies and is also an AgencyZoom integration partner.
Broad incumbents
- Salesforce: Salesforce is the dominant enterprise CRM, often customized for insurance agency use via AppExchange partners. It overlaps with AgencyZoom on core CRM, automation, and reporting, but its SMB-friendliness and insurance vertical depth are weaker.
- HubSpot: HubSpot is a broad horizontal CRM and marketing automation suite widely adopted by SMBs. It competes for the same insurance-agency CRM budget as AgencyZoom, but lacks AgencyZoom's insurance-specific workflows, AMS/rater integrations, and captive-agent SKUs.
- Zoho CRM: Zoho CRM is a low-cost, broad horizontal CRM with workflow automation, marketing, and AI features targeting SMBs. It competes with AgencyZoom on price-sensitive insurance agency CRM deals, particularly for smaller independent agencies.
Emerging players
- Insureio: Insureio is a sales automation and lead management platform built specifically for insurance agents. It is a smaller, more focused competitor to AgencyZoom in the insurance CRM/pipeline niche.
Market position
Strengths1 record
Weaknesses5 records
Competitive moat4 records
Key highlights7 records
Customer concentration
AgencyZoom social profiles
Digital presenceAgencyZoom compliance and trust
Trust signalCompliance1 record
AgencyZoom financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgencyZoom leadership team
Management profileNumber of profiles
Profiles2 records
AgencyZoom funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgencyZoom M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgencyZoom
What does AgencyZoom do?
AgencyZoom is a cloud-based sales CRM and automation platform purpose-built for insurance agencies. It provides lead management, pipeline tracking, automated customer engagement, commission calculations, and performance analytics, with deep integrations into agency management systems, comparative raters, and carrier-specific workflows for independent agents and captive agents (Allstate, Farmers, Nationwide, State Farm).
Is AgencyZoom a public or private company?
AgencyZoom is a private company. It is classified as corporate owned and is currently operating.
When was AgencyZoom founded?
AgencyZoom was founded in 2016. It employs 11 to 50 people.
Where is AgencyZoom based?
AgencyZoom is headquartered in Denver, United States, in the North America region.
How does AgencyZoom make money?
One revenue line is on record: saaS Subscription.
Who are AgencyZoom's main competitors?
Direct peers on record are EZLynx, Applied Systems, HawkSoft, Pipedrive, NowCerts and QQCatalyst. Broad incumbents are Salesforce, HubSpot and Zoho CRM. Insureio is listed as an emerging player.
Does AgencyZoom have an API?
Yes. AgencyZoom exposes a public API. Developer documentation is at app.agencyzoom.com/openapi.
What industry is AgencyZoom in?
AgencyZoom's product category is Insurance CRM Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 531210 and its SIC code is 8741.