Getting the foundation right
Account settings, roles, pipelines, lead sources, and the core workflows your team needs.
Explore AgencyZoom setup →Pricing
AgencyZoom management.
$250 per month.
Setup, training, and ongoing support for your whole agency. No setup fee or per-user service fee.
Your whole agency.
One monthly service.
$250 per agency per month. No Insurance CRM Pros setup fee. No Insurance CRM Pros per-user service fee. Onboarding, new employee training, and ongoing administration are included.
We work with your existing AgencyZoom account, or help you configure a new one. Your service priorities and billing arrangements are agreed before work begins.
AgencyZoom is the software.
We’re the people who manage it.
You pay AgencyZoom for your license. You pay Insurance CRM Pros for hands-on administration and support.
$250/ month
Your outsourced AgencyZoom administration team.
- Setup & account configuration
- Pipelines & automation
- Integrations & lead routing
- Ongoing monthly administration
- Staff training & new hire onboarding
- Optimization & troubleshooting
- Support requests accepted 24/7
The $250 monthly price covers Insurance CRM Pros services only. AgencyZoom licenses, AMS subscriptions, communication providers, Zapier, lead vendors, and other third-party fees are separate. Available configurations and integrations depend on your AgencyZoom plan and connected systems. Insurance CRM Pros is independent of AgencyZoom and Vertafore — not affiliated, sponsored, or endorsed by either company.
What your monthly service covers
Keeping things working
Ongoing changes to supported configurations, automations, and integrations as your agency evolves.
Explore AgencyZoom management →Helping your people
Training for existing employees, onboarding for new hires, and refreshers when the process changes.
Explore AgencyZoom training →Answering the next question
Troubleshooting, configuration assistance, and support requests you can submit any time.
Explore AgencyZoom support →What is billed separately?
AgencyZoom software, AMS tools, texting or calling providers, lead vendors, Zapier, and other third-party subscriptions or usage charges are not included. We do not mark up those subscriptions. Custom software outside supported CRM administration is not automatically included; any separate work must be discussed and agreed first.
Before you start
A contact request does not enroll you in a subscription or authorize a charge. We first discuss your current setup, confirm the work is feasible with your tools, and agree on scope, billing, cancellation, and support expectations. There is no checkout or automatic recurring charge on this website.
CLEAR EXPECTATIONS
A few common
pricing questions.
Let’s take CRM work
off your plate.
Tell us what your agency needs. We’ll discuss the next step.