Works with / AgencyZoom

HarborIQ instead of AgencyZoom.

AgencyZoom is a well-built sales pipeline that sits on top of your AMS and syncs with it. HarborIQ is a different shape: one record per client with policies, renewals, tasks and inbox, plus carrier answers from your own guides. One price for the whole agency, no seat count.

Start Intelligence, $29 a monthBook a 20-minute walkthrough
JobAgencyZoomHarborIQ
Sales pipeline, Google review requestsAgencyZoom—
Client record with policies, renewals, tasks and inboxSynced from the AMSHarborIQ
Carrier appetite answers from your own guides, page cited—HarborIQ
Renewal list built from expiration dates, with ownersReminders as automationsHarborIQ
Underwriter contacts and portal links—HarborIQ
Price$99 to $349 a month, seven seats included$49 a month, whole agency

AgencyZoom's plans and prices as published on its pricing page, November 2026. AgencyZoom has been part of Vertafore since 2022.

What the record looks like without the sync

Your book comes in from the AMS export. Renewals, tasks and the inbox live on the record, and the carrier answers sit beside it.

  1. Carrier guides and PDFs

    Answers cited to the page

    CSR, Client, Carrier win

  2. Your book

    Renewals in order

    Producer, Owner win

  3. Your inbox

    Follow-ups that get done

    CSR, Client win

  4. Underwriter contacts and portals

    Who writes what, by state

    Producer, Carrier win

Export the book once. Every policy with a date becomes a renewal with an owner and a days-out count.

  • Your documents and data are never used to train AI models
  • Every answer shows the carrier page it came from
  • Encrypted in transit and at rest
  • One price for the whole agency, never per seat
  • Export everything, any month, and cancel any month
  • Built and run by an agency operator, not a software vendor

Frequently asked questions

Does HarborIQ have a sales pipeline?

Yes. The free CRM includes a sales pipeline with stages and follow-ups, and Intelligence adds the carrier answers beside it. If the pipeline is the only thing you use AgencyZoom for, start free and see whether it covers you.

Does HarborIQ request Google reviews?

No. If that automation matters to you, keep AgencyZoom for it.

How do I move over?

Export your book from the AMS and your contacts from AgencyZoom as CSV. HarborIQ maps the columns and we check the first import with you.