AgencyZoom

Sales and lifecycle automation platform built specifically for insurance agents and agencies.

Agency CRM & Sales Automation Growth Acquired

Overview

AgencyZoom is a cloud-based sales automation and CRM platform built expressly for insurance agencies. Founded in 2016 in Columbus, Ohio by Moe Latif and Tolga Demirel, the platform helps agencies manage the entire customer lifecycle -- from lead capture and pipeline management through policy binding, renewals, and retention. Over 35,000 users across 5,000 agencies rely on AgencyZoom to drive growth and streamline operations.

In November 2021, AgencyZoom was acquired by Vertafore, a leading insurance distribution software provider, and is now part of Vertafore's suite of agency solutions. The platform operates as a complementary extension to agency management systems (AMS) rather than a replacement, integrating deeply with systems like QQCatalyst, AMS360, HawkSoft, and Momentum. Agencies using AgencyZoom report an average of 40% growth in their first year on the platform.

AgencyZoom serves independent agencies as well as captive agency networks including Allstate, Farmers, Nationwide, and State Farm. Its enterprise offering extends these capabilities to multi-location agencies and agency networks with unified dashboards and cross-location analytics.

Products & Services

Lead Management & CRM

A visual, drag-and-drop interface for managing prospects and clients through the full sales and service funnel. Tracks every opportunity from initial contact through close, with real-time pipeline visibility for producers and agency owners.

Key Features

Drag-and-drop lead pipeline management
SmartSearch unified search across leads, policies, contacts, and service requests
Mobile app for iOS and Android
Custom lead pipelines and stages

Target Users: Insurance producers, agency owners

Lifecycle Automation

Automated workflows that trigger communications and tasks from prospect outreach through renewal and re-marketing. Reduces manual follow-up while ensuring consistent customer engagement.

Key Features

Prospecting and onboarding automation sequences
Renewal reminder and winback automation
Automated email, text, and task triggers
Google Reviews solicitation after policy sales

Target Users: Agency owners, producers, service teams

Performance Dashboard & Reporting

Agency-level and producer-level performance analytics covering pipeline, conversion, retention, and revenue metrics. Enables data-backed decisions for agency growth.

Key Features

Real-time goal tracking and leaderboards
Revenue and conversion analytics
Activity reports by producer
Agency-wide performance benchmarking

Target Users: Agency owners, sales managers

AgencyZoom Enterprise

Designed for multi-location agencies, corporate offices, networks, and associations. Provides unified cross-location visibility and standardized workflows.

Key Features

360-degree multi-location dashboard
Content distribution for communication consistency
Standardized workflows and onboarding templates
Strategic reporting across all locations

Target Users: Agency networks, franchise groups, corporate offices

Producer Compensation Automation

Tools for designing, calculating, and administering producer commission and bonus plans, including chargeback handling.

Key Features

Commission calculator with chargeback support
Producer bonus plan management
Allstate and Farmers-specific compensation tracking
AgencyHR suite integration

Target Users: Agency principals, HR administrators

At a Glance

Founded: 2016
Headquarters: Columbus, Ohio
Employees: 11-50
Funding: Acquired

Category & Focus

Category: Agency CRM & Sales Automation
Subcategories: Lead Management Lifecycle Automation Performance Analytics Producer Compensation Reputation Management
Insurance Verticals: P&C Life & Annuity Group Benefits
Target Customers: Independent Agents, Captive Agents, Agencies, Agency Networks