AgencyZoom

AgencyZoom provides sales, marketing, and service automation solution for insurance agencies. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Alongside the main category they mention CRM, Insurance and InsurTech. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

AgencyZoom is based in Denver, Colorado and around since 2016. Their site is agencyzoom.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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