AgencyZoom
223
Reviews
4.6
Star rating
#1
Rank in Insurance CRM
Pros and cons
Pros
- Workflow Efficiency
- Integrations
- Customer Support
- Customization
- Efficiency
- Helpful
Cons
- Learning Curve
- Excessive Clicking
- Update Issues
- System Instability
- Inefficient Search Functionality
- Email Integration
Traffic & LLM citations
Source: G2 review data
Key stats
-99.4%
73
Small Business
1
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 96.4% |
| Mid-Market | 3.2% |
| Enterprise | 0.5% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 2 | 5.0 |
| 2025 Q1 | 20 | 4.7 |
| 2025 Q2 | 9 | 4.4 |
| 2025 Q3 | 2 | 4.5 |
| 2026 Q1 | 4 | 3.6 |
| 2026 Q2 | 163 | 4.7 |
| 2026 Q3 | 1 | 4.0 |
Satisfaction ratings
Ease of Use9.1
Ease of Setup8.6
Quality of Support9.0
Meets Requirements9.1
What reviewers say
Fantastic Prospect Management with Intuitive Features
5.0
“I use AgencyZoom for prospect management and client management, and I find it fantastic, especially for prospect management. I love the x date feature, it's really, very intuitive. I also like the email and texting features. The x date feature is fabulous because it allows me to ”
Easy Task Visibility and Detailed Notes for Better Teamwork
4.5
“I like that I can see my coworker's tasks and help them as well as keep detailed notes.”
Powerful Automations and Task Management for Customer Service.
5.0
“Having the automations to service customers and the tasks section.”