# AgencyZoom > Sales and lifecycle automation platform built specifically for insurance agents and agencies\. ## At a glance | Field | Value | | --- | --- | | Category | Agency CRM & Sales Automation | | Type | Solutions Provider | | Region | NA | | Headquarters | Columbus, Ohio | | Founded | 2016 | | Stage | Growth | | Employees | 11-50 | | Funding | 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 ## Category & focus - 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 ## Notable customers - Missouri Farm Bureau Insurance \(Enterprise\) - Portal Insurance - The Horton Group - The SIG Insurance Agencies - Ironpeak \(agency network, 2,200\+ member agencies\) - SIAA member agencies ## Links - Website: - Directory profile: - Blog: - Pricing: - Linkedin: - Partners: - Integrations: - Vertafore product page: --- *Last updated: 2026\-04\-09*