[Home](https://www.selecthub.com/) \> [Insurance Management](https://www.selecthub.com/category/insurance/) \> [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) \> [AgencyZoom](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) \> AgencyZoom vs CSR24 # AgencyZoom vs CSR24 Last Updated: June 1st, 2026 Our analysts compared [AgencyZoom](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) vs [CSR24](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) based on data from our 400+ point analysis of [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/), user reviews and our own crowdsourced data from our [free software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Insurance Agency Management Systems&cta=insurance-agency-management-systems). [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![AgencyZoom Software Tool](https://cdn.selecthub.com/products/6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b/resources/normal/logo.png?1739992951)](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) [ ![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg) ](#awards-section) Remove Add to Compare [![CSR24 Software Tool](https://cdn.selecthub.com/products/f4f1f13c8289ac1b1ee0ff176b56fc60-6c38823cc7778444d50616ede2e323f4/resources/normal/logo.png?1693318651)](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=AgencyZoom&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b%2Fresources%2Fnormal%2Flogo.png%3F1739992951) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=AgencyZoom&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b%2Fresources%2Fnormal%2Flogo.png%3F1739992951) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AgencyZoom&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b%2Fresources%2Fnormal%2Flogo.png%3F1739992951&price=3) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AgencyZoom&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b%2Fresources%2Fnormal%2Flogo.png%3F1739992951&price=3) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=CSR24&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff4f1f13c8289ac1b1ee0ff176b56fc60-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318651) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=CSR24&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff4f1f13c8289ac1b1ee0ff176b56fc60-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318651) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=CSR24&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff4f1f13c8289ac1b1ee0ff176b56fc60-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318651&price=3) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=CSR24&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff4f1f13c8289ac1b1ee0ff176b56fc60-6c38823cc7778444d50616ede2e323f4%2Fresources%2Fnormal%2Flogo.png%3F1693318651&price=3) ### Products Insights Product Ranking ## #5 among all Insurance Agency Management Systems ## #19 among all Insurance Agency Management Systems [Find out who the leaders are](https://pmo.selecthub.com/request-custom-scorecard?post%5Ftype=auto%5Fvs%5Farticle&category%5Fslug=insurance-agency-management-systems&product%5Fslug=agencyzoom&category=Insurance+Agency+Management+Systems) Price Starts From $119.20 Monthly [ 14 Day Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=AgencyZoom&category=Insurance Agency Management Systems&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/6774b4304eb6167c263fa777644370aa-a3fcada8d49bad4e839c426ac68fd64b/resources/normal/logo.png?1739992951) Custom Quote i Free Trial is unavailable → Pros What we like about AgencyZoom and CSR24: **Increased Sales:** User reviews highlight an average sales increase of 4.5% with AgencyZoom. **Time Savings:** Users report saving over 30 hours per month due to streamlined operations. **Improved Accountability:** The intuitive interface provides a clear visual of team performance and progress towards goals. **Enhanced Efficiency:** AgencyZoom automates tasks such as sales tracking and lead management, freeing up time for other tasks. **24/7 Self-Service:** User reviews praise CSR24 for empowering clients with 24/7 access to policy documents, certificates, and even claims submission, freeing up CSRs for more complex tasks. **Time Savings for CSRs:** By automating tasks like certificate issuance and document retrieval, CSR24 allows customer service representatives to focus on more demanding and specialized client needs. **Improved Client Experience:** User reviews often cite the enhanced client experience as a significant benefit, as clients appreciate the convenience and speed of self-service options. Cons What we dislike about AgencyZoom and CSR24: **Search Functionality:** User reviews have reported inefficiencies with the search functionality within the software. **Workflow Management:** Some users have found the workflow management features to be less effective than desired. **Processing Delays:** User reviews mention occasional delays in processed items appearing in the Agency Management System, which can disrupt workflows and require additional follow-up. **Outdated User Interface:** Some users have reported that the user interface can feel outdated and unintuitive, potentially leading to a steeper learning curve for new users and slower navigation for experienced users. **Manual Client Setup:** User reviews indicate that setting up client access can be a manual and time-consuming process, potentially impacting efficiency, especially for agencies with a large client base. **Limited Farm Insurance Support:** Some users have expressed that support for Farm insurance clients seems to be lacking, potentially posing challenges for agencies specializing in this area. ### Our Review How do you make an insurance agency zoom past the competition? User reviews from the past year suggest AgencyZoom might hold the answer. Users rave about its intuitive interface and effectiveness in streamlining agency operations, particularly praising its sales tracking, goal setting, and customer retention features. For instance, one user highlighted how AgencyZoom transformed their agency's approach to goal setting, shifting from vague tracking and frequent disappointment to clear visualization, consistent progress monitoring, and ultimately, a massive increase in accountability and results. This sentiment is echoed by numerous users who report saving significant time, with some claiming over 30 hours saved per month. However, some users point out limitations in search functionality and workflow management, wishing for better integration between the sales and service centers. While AgencyZoom excels in sales and customer management, its weaknesses lie in specific workflow functionalities. Overall, AgencyZoom emerges as a powerful tool for insurance professionals, particularly those seeking to boost sales, enhance team accountability, and streamline client management. Its user-friendly design and automation capabilities make it ideal for agencies of all sizes looking to optimize their operations and propel their business forward. Show more Is Applied CSR24 the "key" to unlocking 24/7 customer service in the insurance world? User reviews from the past year suggest it might just be the right "policy" for many agencies. Users consistently praise CSR24 for its time-saving features, particularly the ability for clients to self-service tasks like issuing certificates. This not only streamlines operations for the agency but also empowers clients with 24/7 access to their insurance information, a major win in today's on-demand world. However, like any good insurance policy, CSR24 has its fine print. Some users point out the need for a more modern user interface, citing occasional unintuitiveness and delays in updates. Additionally, the process of manually granting client access has been flagged as an area for improvement. Despite these minor drawbacks, the overwhelming sentiment is positive. Users find the platform's strengths, particularly its self-service capabilities and document management, far outweigh its weaknesses. CSR24 is best suited for insurance agencies of all sizes looking to enhance operational efficiency and client satisfaction. Its ability to automate tasks, empower clients, and free up staff to focus on more complex issues makes it a valuable asset in today's fast-paced insurance landscape. While there's room for improvement in terms of user interface and update processes, CSR24's core functionality and positive user feedback solidify its position as a strong contender in the insurance agency management software market. Show more ### User Sentiment Summary AgencyZoom has a user sentiment rating of 94 based on 12 reviews. CSR24 has a user sentiment rating of 89 based on 39 reviews. ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 12 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 39 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 94% of users recommend this product AgencyZoom has a 'excellent' User Satisfaction Rating of 94% when considering 12 user reviews from 1 recognized software review sites. 89% of users recommend this product CSR24 has a 'great' User Satisfaction Rating of 89% when considering 39 user reviews from 3 recognized software review sites. User Review Scores **G2.com, Inc** n/a **4.2** (15) **Software Advice, Inc** n/a **4.58** (12) **Capterra Inc** **4.7** (12) **4.6** (12) ### Awards SelectHub awards earned by these products based on a comprehensive analysis by our research analysts. AgencyZoom stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() No awards. ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [ AgencyZoom Alternatives](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom/alternatives/) [ CSR24 Alternatives](https://www.selecthub.com/insurance-agency-management-systems/csr24/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features * **Lead Management:** Streamlines the process of capturing, tracking, and nurturing leads with automated workflows and follow-up reminders. * **Sales Pipeline:** Visualizes the sales process with customizable stages, allowing agents to track prospects from initial contact to closing. * **Task Automation:** Automates routine tasks such as sending emails and scheduling follow-ups, freeing up time for more strategic activities. * **Client Communication:** Facilitates communication with clients through integrated email and text messaging, ensuring timely and effective interactions. * **Performance Analytics:** Provides detailed reports and dashboards to monitor sales performance, helping agencies identify trends and areas for improvement. read more... * **Document Visibility:** Categorize documents for a streamlined viewing experience for policyholders. Edit document access to safeguard sensitive information. * **Claims Access:** Insureds can track and initiate claims from the same module. Directly upload image documentation for associated events. * **Policy Management:** Allow policyholders to request the addition or removal of vehicles to/from existing policies directly from the application. Provide unrestricted access to benefits information and documentation. * **Mobile Application:** Create tailored user interfaces for mobile to meet the requirements of individual policyholders. Ensure an uninterrupted transmission of information between the app and the portal. Accept direct-billed policy payments directly through the app. * **Self-Service Portal Analytics:** View visitor heatmaps of the self-service portal. Optimize regions with more traffic for a consistent experience. read more... ### Top Alternatives in Insurance Agency Management Systems [ Agency Advantage ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-advantage/) [ Agency Matrix ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) [ agencybloc ](https://www.selecthub.com/p/insurance-agency-management-systems/agencybloc/) [ AgencyPro ](https://www.selecthub.com/p/insurance-agency-management-systems/agencypro/) [ AgentCubed ](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [ AMS360 ](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) [ Applied Epic ](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) [ Better Agency ](https://www.selecthub.com/p/insurance-agency-management-systems/better-agency/) [ Broker Buddha ](https://www.selecthub.com/p/insurance-agency-management-systems/broker-buddha/) [ CSR24 ](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) [ EZLynx ](https://www.selecthub.com/p/insurance-agency-management-systems/ezlynx/) [ Gen4 ](https://www.selecthub.com/p/insurance-agency-management-systems/gen4/) [ HawkSoft ](https://www.selecthub.com/p/insurance-agency-management-systems/hawksoft/) [ Jenesis ](https://www.selecthub.com/p/insurance-agency-management-systems/jenesis/) [ NextAgency ](https://www.selecthub.com/p/insurance-agency-management-systems/nextagency/) [ NowCerts ](https://www.selecthub.com/p/insurance-agency-management-systems/nowcerts/) [ QQCatalyst ](https://www.selecthub.com/p/insurance-agency-management-systems/qqcatalyst/) [ Sircon ](https://www.selecthub.com/p/insurance-agency-management-systems/sircon/) [ Smart Agent ](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) [ Veruna ](https://www.selecthub.com/p/insurance-agency-management-systems/veruna/) ### Related Categories AgencyZoom and CSR24 can also be found with other leading products in these categories: [ Insurance Software ](https://www.selecthub.com/c/insurance-software/) Show more [ Insurance Software ](https://www.selecthub.com/c/insurance-software/) Show more ### Head-to-Head Comparison ![AgencyZoom Software Tool]() ![Agency Matrix Software Tool]() [AgencyZoom VS Agency Matrix](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-agency-matrix/) ![AgencyZoom Software Tool]() ![agencybloc Software Tool]() [AgencyZoom VS agencybloc](https://www.selecthub.com/insurance-agency-management-systems/agencybloc-vs-agencyzoom/) ![AgencyZoom Software Tool]() ![AMS360 Software Tool]() [AgencyZoom VS AMS360](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-agencyzoom/) ![AgencyZoom Software Tool]() ![Applied Epic Software Tool]() [AgencyZoom VS Applied Epic](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-applied-epic/) ![AgencyZoom Software Tool]() ![Better Agency Software Tool]() [AgencyZoom VS Better Agency](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-better-agency/) ![AgencyZoom Software Tool]() ![EZLynx Software Tool]() [AgencyZoom VS EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-agencyzoom/) ![AgencyZoom Software Tool]() ![Gen4 Software Tool]() [AgencyZoom VS Gen4](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-gen4/) ![AgencyZoom Software Tool]() ![HawkSoft Software Tool]() [AgencyZoom VS HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-hawksoft/) ![AgencyZoom Software Tool]() ![Jenesis Software Tool]() [AgencyZoom VS Jenesis](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-jenesis/) ![AgencyZoom Software Tool]() ![NowCerts Software Tool]() [AgencyZoom VS NowCerts](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-nowcerts/) ![AgencyZoom Software Tool]() ![QQCatalyst Software Tool]() [AgencyZoom VS QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-qqcatalyst/) ![AgencyZoom Software Tool]() ![Sircon Software Tool]() [AgencyZoom VS Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-agencyzoom/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() ![SelectHub Products Cost and Pricing Guide]() **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. [Close](#) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Insurance Management", "item": "https://www.selecthub.com/category/insurance/" }, { "@type": "ListItem", "position": 3, "name": "Insurance Agency Management Systems", "item": "https://www.selecthub.com/c/insurance-agency-management-systems/" }, { "@type": "ListItem", "position": 4, "name": "AgencyZoom", "item": "https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/" }, { "@type": "ListItem", "position": 5, "name": "AgencyZoom Vs CSR24" } ] } ```