An AgencyZoom alternative with the phone system built in
AgencyZoom calls itself a sales suite for the modern insurance agent. Insurance CRM is a CRM with the agency's phone system, texting, carrier quotes and AI agents built in. Here's what each one does, so you can see which fits your agency.
What AgencyZoom says it does
From its own website, checked November 7, 2026.
- Describes itself as a "sales suite for the modern insurance agent."
- Built for independent agents and for captive agents of Allstate, Farmers, Nationwide and State Farm.
- Lists a sales pipeline, an automated customer journey from prospecting to renewal, and goal dashboards for producers.
- Automates Google review requests after each policy sold, winback of terminated clients, and producer comp plans.
- Has a mobile app to track producer performance, add leads on site, and take calls and meeting notes.
- Advertises a free trial and an unlimited number of users. The site's copyright is held by Vertafore.
What Insurance CRM includes
Every feature here is in the app today.
- A VoIP phone system built in: a browser phone that rings every agent at once, plus desk phones and an iPhone app on your agency numbers
- Drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID
- Two-way texting with A2P 10DLC registration done inside the app, and email from the contact
- Automatic Progressive and National General quotes, with the premiums on the contact
- Policies pulled from those carriers, renewals and cancellations flagged, ID cards, certificates of insurance and e-signatures
- Sales recorded from the carrier's data, with reports by producer, carrier and line
- AI voice, text and email agents that answer, follow up and book callbacks on the schedule you set
- Starting at $199/month, with a live demo you can open without signing up
Where AgencyZoom may suit you better
If automated Google review requests, winback campaigns and producer comp-plan automation are what you're shopping for, those are on AgencyZoom's feature list. It's also built for captive agents at Allstate, Farmers, Nationwide and State Farm, while Insurance CRM is built for independent agencies.
Where Insurance CRM is different
The phone system is part of the CRM. Calls ring every agent at once, park and transfer with drag and drop, and are recorded on the contact. Texts go out on the same numbers, registered for A2P 10DLC inside the app, and Progressive and National General quotes run on their own when a lead arrives. Read more about the insurance agency phone system.
Price you can see
Insurance CRM starts at $199/month. AgencyZoom's home page links to its own pricing page; check there for its current plans.
How to decide
Open both and run a real day: a lead arriving at 4:55 pm, a caller who needs to be parked and handed to a teammate, a renewal that went up. Our checklist for choosing the best CRM for insurance agents lists the questions to ask.
FAQ
Questions agencies ask
- Is Insurance CRM a good AgencyZoom alternative?
- It is if you want your phones, texting, carrier quotes and AI agents in the same system as your contacts. If you mainly want a sales pipeline next to a phone system you already like, compare both on a demo.
- Does Insurance CRM connect to AgencyZoom?
- No. There's no connection between Insurance CRM and AgencyZoom today. You can import your contacts into Insurance CRM from a spreadsheet, and policy data from Progressive and National General is pulled in from the carriers.
- How much does Insurance CRM cost?
- Starting at $199/month. You can open the live demo and explore a sample agency without signing up.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.
Sources
What this page says about other companies comes from their own websites, checked November 7, 2026. Features and prices change, so confirm anything important with them. Product names are trademarks of their owners.
- AgencyZoom: https://www.agencyzoom.com/