Binder vs AgencyZoom
AgencyZoom starts around $149/month with a 7-seat minimum whether you fill those seats or not. Binder lets you organize your entire book for free, and when you want automation features like x-date campaigns and cross-sell sequences, it's $30/user/month. That's still less than AgencyZoom for most small teams.
No credit card · No sales call · Live in minutes
What you actually pay
Up to 5 users: pipeline, CRM, policies, tasks, forms
Everything free, plus automation, docs, team permissions
- No seat minimum: 1 user pays for 1 user
- No credit card to start
- No demo or sales call
- Organize your book for free, automate when ready
Essential, Growth, and Pro tiers, each bundling up to 7 seats.
- 7-seat cap per tier, pay whether you fill them or not
- More than 7 users requires a sales conversation
- No free tier
- Demo-led purchase process
AgencyZoom pricing based on publicly listed rates at agencyzoom.com/pricing as of early 2026. Verify at agencyzoom.com.
How Binder's two tiers work
The free plan handles the fundamentals. The paid plan adds the tools to grow your book.
- Pipeline & lead tracking
- Contact and account records
- Policy tracking & x-date queue
- Tasks and follow-up reminders
- Client intake forms
- Core reporting dashboards
- Everything in Free
- X-date & renewal campaigns
- Automated quote follow-up sequences
- Cross-sell campaign automation
- Document storage & management
- Team roles & permissions
- Producer scorecards & forecasts
Side by side
AgencyZoom pricing based on publicly reported figures as of early 2026. Verify current pricing at agencyzoom.com.
Which one is right for you?
- You want a real CRM free, not a 14-day trial, at any team size
- You don't want to talk to a salesperson before you can see the product
- You want to start organized for free and unlock automation later at $30/user
- You sell any mix of P&C, life, or health lines
- You want transparent, predictable per-seat pricing as you grow
- You're already locked into the Vertafore ecosystem and want native AMS360 sync
- You want a sales rep and a demo before you're allowed to see the product
- Your agency is P&C only
- You like the idea of a big-company support queue
- You want AgencyHR bundled in alongside the CRM
Try Binder free. No sales call required.
Create your account, import your book, and be up and running today. Organize for free, upgrade to automation when you're ready. No credit card needed to start.