# Agencyzoom — Automate your insurance agency

> Mobile app for insurance agencies to manage leads, sales, tasks, and customer data. (iPhone/iPad app by Agency Zoom, LLC.)

- Source: https://appshunter.io/ios/app/agencyzoom/id1483423556 (this page in markdown: same URL + `.md`)
- Developer: [Agency Zoom, LLC](https://appshunter.io/developer/1483423165)
- Category: Business, Productivity
- Price: Free
- Rating: 4.45/5 from 38 App Store ratings · 12 written reviews indexed
- Age rating: 4+
- Requires: iOS 11.0 · 56 MB
- Languages: English
- Released: 2019-12-26
- Data updated: 2026-08-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/agencyzoom/id1483423556/reviews.md

## What is Agencyzoom?

Managing an insurance agency doesn't have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere.

With AgencyZoom you can do all of the following.

Manage leads:
With the mobile lead manager you'll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone

Track sales and daily goals:
Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers' performances stack up.

Organize daily tasks:
Create and manage tasks directly from your phone. Never miss another todo!

Review Customer Information :
Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details.

Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.

## Key features

- Lead management
- Sales tracking
- Task organization
- Customer information review
- Real-time sales notifications
- Quote capture

## Recent user reviews (10 of 12)

All indexed reviews: https://appshunter.io/ios/app/agencyzoom/id1483423556/reviews.md

### 3/5 — We need an IPAD Version

*2026-02-26*

Good app but we need an IPAD version!!!!! Please make one

### 1/5 — Missing Fundamental Features

*2025-05-11*

There is no way to view contacts or assigned agency personnel.  A CRM /sales solution that leaves out the key people on an account is not very valuable.

### 2/5 — Seems fine but cannot add a lead

*2024-03-07*

All required info is entered but cannot add the lead. Pressing the + Add Lead button does nothing. : (

### 1/5 — Waiting for their rep…..still

*2021-09-30*

Still awaiting for your rep to get back to me.

### 4/5 — I love the website

*2020-04-15*

I love the website but the app needs work. I’d like to be able to view all the contact info. Address, email, phone, without having to hit the make a call button. You have the Quote tab and Opportunity tab but no contact tab.

### 4/5 — Doesn’t have all options Desktop version gives.

*2020-01-06*

This app is great for viewing who is selling, but it doesn’t have all options that are available on the Website. I would love it if there was an option to clock in and out, view timesheet, request time off, etc.

### 5/5 — MUST HAVE!

*2020-01-03*

This app is amazing at letting me track and analyze what my team is doing. It’s one of the tools I attribute to my double digit growth in 2019!

### 5/5 — Fantastic App!!

*2020-01-03*

The AgencyZoom app is the perfect addition to the system. You can be updated for each sale and see your agency production in live time, right from your phone!

### 2/5 — Not impressed

*2020-01-03*

Display is horrible. Will continue to use desktop version until this app improves.

### 5/5 — Great app

*2020-01-03*

Having a mobile option is a great addition!

## Frequently asked questions about Agencyzoom

### What can I do with Agencyzoom?

Agencyzoom allows you to manage leads, track sales performance, organize daily tasks, and review customer policy information directly from your mobile device. You can update lead statuses, take notes, send emails, capture quotes, and even sell policies.

### Is Agencyzoom free to use?

Yes, Agencyzoom is available for free. It does not have any in-app purchases or advertisements, offering a completely free experience for users.

### What devices does Agencyzoom support?

Agencyzoom is available on iPhone and iPod devices. It is designed to be accessible on the go for users of these Apple mobile devices.

### How often is Agencyzoom updated?

The latest version of Agencyzoom, 1.2.0, was released on July 21, 2023. This indicates that the app receives regular updates to improve functionality and reliability.

### What is the age rating for Agencyzoom?

Agencyzoom has an age rating of 4+. This means it is suitable for users of all ages and does not contain any content that would be inappropriate for children.

### How does Agencyzoom help track sales?

Agencyzoom provides real-time notifications when a policy is sold, allowing you to monitor sales performance on the go. You can track what was sold, who sold it, and how your producers' performances compare.

### Can I manage customer information with Agencyzoom?

Yes, you can look up customer policy information directly from your phone using Agencyzoom. The app also allows you to take notes, schedule meetings, and review policy details for each customer.

### Does Agencyzoom have ads?

No, Agencyzoom does not contain advertisements. The app is completely free and ad-free, ensuring an uninterrupted user experience for managing your insurance agency.

## Version history (last 5 releases)

### 1.2.0 — 2023-07-21

Bug fixes.

### 1.1.9 — 2023-04-14

- Fix Dashboard UI bugs
- Add V4sso login
- Other modifications

### 1.1.8 — 2022-06-24

- Add cancel account feature
- Other bug fixes

### 1.1.7 — 2022-04-09

- bug fixes

### 1.1.6 — 2022-02-17

- Add custom fields support for leads
- Add CSR support when create or edit a lead
- Add upload and change file name for lead
- New UI
- Bug fixes

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## Related topics

[agency zoom](https://appshunter.io/ios/topics/agency-zoom) · [agencybloc](https://appshunter.io/ios/topics/agencybloc) · [howden insurance brokers](https://appshunter.io/ios/topics/howden-insurance-brokers) · [agency root](https://appshunter.io/ios/topics/agency-root) · [insurors indemnity companies](https://appshunter.io/ios/topics/insurors-indemnity-companies)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-04.*