AgencyZoom vs PolicyTek

AgencyZoom8.1Visit PolicyTek8.0Visit

Higher score AgencyZoom #3 in Insurance CRM Software 8.1/10 From $99/mo · 14-day trial ✓ 5 of 6 features Visit AgencyZoom

vs

PolicyTek #4 in Insurance CRM Software 8.0/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek

• AgencyZoom fits best

  Agencies focused on sales and renewals

• PolicyTek fits best

  Multi-agent agencies needing insurance controls

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature	AgencyZoom 8.1/10 Visit ↗	PolicyTek 8.0/10 Visit ↗
At a glance
Editor score	8.1	8.0
Ranking	#3 in Insurance CRM Software	#4 in Insurance CRM Software
Best for	Agencies focused on sales and renewals	Multi-agent agencies needing insurance controls
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	—	Not published
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Support	Live chat, Docs	Email, Docs
Integrations	20 integrations	5,000+ integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features AgencyZoom 5/6 · PolicyTek 5/6
Sales pipelines	✓	✓
Renewal tracking	✓	✓
Agent management	✓	✓
Email automation	✓	✓
Policyholder portal	Not published	✓ (best)
Mobile apps	✓ (best)	Not published
Our review
Pros	Configurable pipelines cover leads, opportunities, quotes, and policies. Renewal automation supports retention and customer lifecycle workflows. Insurance-system integrations, mobile apps, API access, and compensation tools.	Tracks leads, policies, renewals, commissions, and pipeline stages Combines calling, recording, AI summaries, SMS, email, and task automation Supports hierarchy, portals, reporting, and multi-agency management
Cons	Pricing varies by agency type and plan. Advanced capabilities are concentrated in higher-priced tiers. Its focus on insurance workflows may not suit general-purpose CRM needs.	Pricing requires contacting sales The platform is positioned specifically around life insurance workflows Multi-agent and multi-agency controls are reserved for higher plans
Our verdict	AgencyZoom is a cloud-based CRM and sales automation platform for insurance agencies and producers. It brings lead management, configurable sales and service pipelines, prospecting, onboarding, renewal workflows, policy tracking,… Read the review →	PolicyTek is a CRM and agency management platform for life insurance agents, independent producers, and agencies. It combines visual pipeline management, lead capture and routing, client records, policy and renewal tracking, commission… Read the review →

Strengths and trade-offs

• AgencyZoom — where it wins

  • Configurable pipelines cover leads, opportunities, quotes, and policies.
  • Renewal automation supports retention and customer lifecycle workflows.
  • Insurance-system integrations, mobile apps, API access, and compensation tools.

  Where it doesn't

  • Pricing varies by agency type and plan.
  • Advanced capabilities are concentrated in higher-priced tiers.
  • Its focus on insurance workflows may not suit general-purpose CRM needs.

• PolicyTek — where it wins

  • Tracks leads, policies, renewals, commissions, and pipeline stages
  • Combines calling, recording, AI summaries, SMS, email, and task automation
  • Supports hierarchy, portals, reporting, and multi-agency management

  Where it doesn't

  • Pricing requires contacting sales
  • The platform is positioned specifically around life insurance workflows
  • Multi-agent and multi-agency controls are reserved for higher plans

• AgencyZoom8.1/10 · From $99/mo · 14-day trial

  A focused insurance CRM for managing sales, renewals, producers, and agency workflows.

  Visit AgencyZoomFull verdict →
• PolicyTek8.0/10 · Pricing on request

  A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.

  Visit PolicyTekFull verdict →