SteadyOps
AgencyZoom Alternative for Small Independent Agencies
AgencyZoom is a respected insurance CRM that works alongside your AMS. SteadyOps takes a different approach — CRM, AI voice, and marketing in one platform, so small agencies don't need to stitch multiple tools together.
Where AgencyZoom fits
AgencyZoom (owned by Vertafore) is a sales-and-retention CRM designed to plug into your existing AMS. It shines at drag-and-drop pipelines, renewal tracking, and insurance-specific automation — when you already have a solid AMS underneath and just want a CRM layer on top.
- ✗Pricing starts at $79/mo for solo agents, scaling to $149-499/mo for mid-market teams
- ✗Insurance-native pipelines for P&C, life, and benefits books
- ✗Integrates with major AMS platforms (Vertafore, Applied, EZLynx, and others)
- ✗Automation tuned to renewals, onboarding, and X-date workflows
- ✗Requires a separate AMS — not a full agency operating system on its own
Where SteadyOps is different
SteadyOps is built for the 1-5 producer agency that wants fewer tools, not more integrations. We combine CRM, AI voice answering, AI proposals, marketing, and invoicing in one platform — at flat pricing that doesn't scale per seat.
- ✓Flat $79-349/mo for your whole team — no per-user fees
- ✓AI Voice Agent answers every call 24/7 and books appointments into your calendar
- ✓AI Copilot drafts quotes, renewal reminders, and client emails from plain English
- ✓Marketing automation, e-sign proposals, and client portal built in
- ✓Onboarding configures the insurance vertical: pipelines, email templates, voice scripts
- ✓Trade-off: SteadyOps is CRM-plus, not a full AMS — no ACORD forms or carrier downloads
What Makes SteadyOps Different
AI That Actually Works for You
AI Voice Agent
Never miss a call again. AI answers, qualifies, and books into your calendar 24/7 — AgencyZoom has no voice layer.
Flat Pricing at Any Team Size
One price covers 1 to 25 producers. No per-seat scaling — growing your agency doesn't grow your software bill.
AI Copilot
Ask your business in plain English: 'Draft a renewal reminder to the Hendersons' or 'Pull up overdue invoices' — done in seconds.
One Tool, Not Four
CRM + voice + proposals + marketing + invoicing in one platform, configured for insurance out of the box.
Pre-built Insurance Vertical
Onboarding sets up insurance pipelines, X-date tracking, renewal sequences, and voice scripts — no consultant required.
No Long Contracts
Month-to-month. Cancel anytime. Export your data whenever you want.
Frequently Asked Questions
Should I use AgencyZoom or SteadyOps?
If you already have a full AMS (Applied, Vertafore, EZLynx) and just need a CRM layer on top, AgencyZoom is a solid, insurance-native choice. If you're a small agency that would rather run one platform for CRM + voice + marketing — and you're comfortable running light on AMS features or pairing with a simpler AMS — SteadyOps is a better fit.
Can SteadyOps replace my AMS?
For many small and new agencies, yes — if you use carrier portals for policy management and don't need ACORD form production in-app. For larger agencies that require native ACORD, carrier downloads, or accounting-heavy AMS features, SteadyOps works best as a complement to a lightweight AMS rather than a full replacement.
Does SteadyOps integrate with my existing AMS?
Integrations are on the roadmap. Today, SteadyOps is used most often by agencies starting fresh or those comfortable running it as their primary CRM alongside carrier portals.
What's the real cost difference at 5 producers?
AgencyZoom mid-market plans run $149-499/mo. SteadyOps Growth is $149 flat for up to 10 producers, and Pro is $349 for up to 25 — the cost curve flattens as you grow.
Ready to let AI run your back office?
Plans from $79/mo. Cancel anytime. Set up in minutes.
See Pricing