AgencyView vs Zoho CRM
Side-by-side from the Top 11 rankings of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) and HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026. Last verified October 31, 2026.
The short answer
Zoho CRM ranks higher on Top 11 (#2 vs #5) for Owners, principals and operations leads of United States insurance agencies, independent property and casualty, Medicare, health, benefits and life, who have decided to buy a CRM and want to know which one will agree with the agency management system they already run. / Small business owners choosing a CRM (HubSpot vs Salesforce vs Zoho). Unbeatable value with a massive feature set, though it can feel complex.
At a glance
| AgencyView | Zoho CRM | |
|---|---|---|
| Top 11 rank | #5 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #2 / HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026 |
| Score (out of 9.4) | 6.9 | 9.1 |
| Best for | Health and life agents who want a free start | Best value for an all-in-one suite |
| Pricing | $ (Newly Licensed free to 25 clients or policies; Independent Agent $29 a month to 50; Insurance Broker $49 unlimited; Agency $199 a month for 5 users, $20 per extra user; Enterprise $300 a month plus Agency and a $2,000 build fee; Marketing Suite $50 a month) | $ ($0 to $65/user/mo) |
| HQ | — | Chennai, India |
| Founded | — | 1996 |
AgencyView
Free plan, printed prices and commission tracking for health and life. Six reviews.
www.myagencyview.com/See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.