PolicyTek vs AgencyZoom

PolicyTek9.1Visit AgencyZoom8.9Visit

Higher score PolicyTek #3 in Insurance CRM Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek

vs

AgencyZoom #4 in Insurance CRM Software 8.9/10 14-day trial Free trial✓ 5 of 6 features Visit AgencyZoom

• PolicyTek fits best

  Multi-agent agencies needing insurance controls

• AgencyZoom fits best

  Agencies focused on sales and renewals

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Side by side

Feature	PolicyTek 9.1/10 Visit ↗	AgencyZoom 8.9/10 Visit ↗
At a glance
Editor score	9.1	8.9
Ranking	#3 in Insurance CRM Software	#4 in Insurance CRM Software
Best for	Multi-agent agencies needing insurance controls	Agencies focused on sales and renewals
Pricing model	Paid	Paid
Starting price	—	$99/mo
Free plan	Not checked yet	—
Free trial	—	14 days
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Email, Docs	Live chat, Docs
Integrations	5,000+ integrations	20 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features PolicyTek 5/6 · AgencyZoom 5/6
Sales pipelines	✓	✓
Renewal tracking	✓	✓
Agent management	✓	✓
Email automation	✓	✓
Policyholder portal	✓ (best)	Not checked yet
Mobile apps	Not checked yet	✓ (best)
Our review
Pros	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	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.
Cons	Pricing requires contacting sales The platform is positioned specifically around life insurance workflows Multi-agent and multi-agency controls are reserved for higher plans	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.
Our verdict	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 →	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 →

Strengths and trade-offs

• 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

• 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.

• PolicyTek9.1/10 · Pricing on request

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

  Visit PolicyTekFull verdict →
• AgencyZoom8.9/10 · 14-day trial

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

  Visit AgencyZoomFull verdict →