Comparison · Insurance

AgencyZoom vs InsuredMine

AgencyZoom wins on a public $149 floor, producer pipelines, and a clear “not an AMS” FAQ. InsuredMine wins when Account 360, AMS sync, and renewal-risk on the in-force book are the job — neither holds the policy file.

Updated September 30, 2026

Higher scoreInsurance software

AgencyZoom

6.4

Fairout of 10

Sales CRM built for insurance producers — pipelines, AMS integration, renewal automation, and two-way texting. The vendor’s own FAQ says it does not replace the AMS. Independent plans publish Essential $149, Growth $199, and Pro $349 per month for up to seven seats.

From $149/mo (independent Essential, up to 7 users); Allstate from $99/mo; 14-day trial

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Insurance software

InsuredMine

6.3

Fairout of 10

Insurance CRM layered on the AMS — Account 360, pipeline, two-way AMS sync, native texting from the mobile app, and AI renewal/cross-sell flags. The homepage is explicit: the AMS stores the policy; InsuredMine works the relationship. 14-day trial; seat price is not a public number.

Contact for pricing

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Criteria where AgencyZoom wins

Ties

Criteria where InsuredMine wins

Editorial verdict

How to choose between them

Both sit on top of an AMS. Neither is Epic.

Pick AgencyZoom when producers need a scoreboard, published USD tiers, and renewal automation without pretending to hold the policy file. Pick InsuredMine when the pitch is Account 360, two-way AMS sync, and AI next-best-action on the book you already downloaded.

InsuredMine does not publish a seat price. AgencyZoom does not claim to be the policy system of record. Keep HawkSoft, EZLynx, or Epic underneath either way.

Score by criterion

In green, who wins the criterion. The overall score uses insurance weights: policies and book of business and commissions and carrier money weigh more.

CriterionAgencyZoomInsuredMine

Policies and book of business1.4×
Policy records — number, coverage, carrier, and status — without a parallel spreadsheet or a second system of record.
4.2
5.8
Commissions and carrier money1.2×
Commission tracking, splits, or carrier-statement reconciliation in the same product as the policy — not a sibling SKU or a spreadsheet.
4.0
4.0
Renewals and retention1.1×
Renewal workflow, alerts, and retention on the in-force book — not only a “won” stage or a new-business funnel.
8.2
8.4
Native messaging0.9×
Native SMS or messaging inbox on the client or policy card, with team history. WhatsApp Business API also counts. Portal-only chat and marketplace apps do not.
8.0
8.4
Price and transparency0.8×
Public plan in USD, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day AMS work lower the score.
8.0
4.4
Learning curve0.8×
English UI, policy and commission vocabulary, and time until a producer or CSR can work without a months-long implementation project.
8.2
7.6
Overall score
6.4
6.3

Native features

Only what is part of the product counts. Marketplace integrations or third-party apps are out.

FeatureAgencyZoomInsuredMine

Policy book of businessNoNo
Commissions & carrier moneyNoNo
Renewals & retentionYesYes
Multi-carrier quotingNoNo
Insurance complianceNoNo
Native messagingYesYes
Sales pipelineYesYes
Vendor mobile appYesYes

Compare with another rival

Each pair has its own page. The ranking only highlights the main duels — the rest are here and on each CRM profile.

Compare AgencyZoom with

Compare InsuredMine with