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AgencyZoom alternatives

Real options for independent agencies, and when each one fits.

Why agencies look past AgencyZoom

  • They want a built-in dialer. AgencyZoom’s calling is click-to-call through a phone company you connect, on its Pro plan.
  • They want AI call notes, so agents stop writing notes by hand.
  • They want one simple plan instead of choosing which features they can afford.

What to look for

  • Calling that keeps agents talking: a dialer that rings the agent first and calls more than one lead at a time.
  • Insurance-shaped records: policies, renewals, cross-sell and lead sources, not just contacts and deals.
  • Pricing you can predict for your team size: flat per agency or per user, and what calls and texts cost on top.
  • A way to bring your book with you, without retyping it.

The options

  1. LeadPilotOS

    Insurance agency CRM with a built-in auto-dialer

    Built for independent agencies working leads by phone. The auto-dialer rings the agent first, then calls two leads at once; AI Call Copilot writes suggested notes after recorded calls; Smart Import reads AgencyZoom exports.

    Price
    $299/month, everything included
    Best for
    Small agencies that buy or generate internet leads

  2. Close

    Sales CRM with built-in dialers

    A polished general sales CRM. A power dialer is included from its Growth plan and a predictive dialer on its Scale plan. Its site lists no insurance features such as policies or renewals.

    Price
    $99 to $149 per user a month for plans with a dialer (about $693 to $1,043 a month for 7 users), plus calls; checked October 2026
    Best for
    Calling-heavy teams that don’t need insurance records

  3. GoHighLevel

    All-in-one marketing platform

    A broad marketing and CRM toolkit sold mainly to marketing agencies, with unlimited users. It has a built-in browser dialer on every plan; calls and texts are billed by usage, its multi-line (parallel) dialer was in private beta, and its site lists no insurance features.

    Price
    $97 to $497 a month, plus usage; checked October 2026
    Best for
    Agencies with someone who will build and maintain the setup

  4. Staying on AgencyZoom

    The option you already have

    If your biggest need is retention and service automation tied to your agency management system, AgencyZoom does that well, and staying may be the right call.

    Price
    $149 to $349 a month for independent agencies
    Best for
    Retention-first agencies

Facts about other companies come from their own websites, checked October 2026. See the full LeadPilotOS vs. AgencyZoom comparison.

Questions

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