AgencyZoom vs. Insureio Comparison Chart

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.

Phonexa is an enterprise-grade tracking and distribution platform for calls, leads, fraud, and compliance, in addition to a fully integrated stack of tools that enable marketers to track and optimize performance. At the core of the Phonexa ecosystem are LMS Sync for intelligent lead management and lead distribution, and Call Logic for advanced call tracking, routing, AI Call Agents, and pay-per-call campaigns, each enhanced by automation and real-time analytics. With a global presence, Phonexa supports clients across diverse industries, including insurance, financial services, home services, and beyond.

Virtuoso QA is an enterprise agentic test automation platform setting the standard of proof for software releases. As AI accelerates how software is built, Virtuoso QA helps organisations release with confidence through governed, agentic automation for functional, regression and end-to-end testing across any browser-based application, from Dynamics 365, Salesforce and SAP to Guidewire and custom-built systems. Virtuoso QA turns requirements, designs, live applications or existing suites into executable journeys. Through Touchstone, its agentic layer, brings in 30+ specialised agents to do the work, grounded in your sources and standards. The Analyst turns documentation into source-cited test requirements, the Architect designs the journeys that prove them, and Autopilot builds each one. Your team reviews and approves each stage, so nothing enters the suite on trust. Tests run on a deterministic engine within existing CI/CD pipelines, and self-healing fixes are proposed as reviewable diffs, keeping test suites current without manual rework. Every release is backed by evidence of what was tested, what changed and who approved it. That is why organisations in financial services, insurance, healthcare and the public sector trust Virtuoso QA where releases carry consequences.

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Bigly Sales is a fully managed AI calling platform for sales teams, lead generation companies and call centers. AI voice agents call, qualify, nurture and live-transfer leads around the clock, answer inbound calls, and book appointments, while every outcome writes back to your CRM. You don't assemble the stack yourself. Bigly writes your call scripts with Claude, ChatGPT and other leading LLMs, then tests script versions against each other on live traffic and keeps the one that converts best. Phone numbers, carrier registration, more than 200 whitelisted lines with local presence, spam monitoring, call routing and campaign setup are handled for you before the first dial. Each call is checked against consent, suppression lists, known TCPA litigants and state and federal calling rules, including quiet hours, before it is placed. Reporting is built around the result you pay for. The dashboard tracks success rate per lead, cost per transfer and cost per human contact, plus a dial-to-transfer funnel that shows where calls drop off: no answer, DNC request, failed qualification, or a transfer the agent never picked up. Leads can arrive in real time from API vendors or as uploaded lists, and every source is ranked by success rate and cost, so you can see which lead vendors pay off. An hour-by-hour view shows when your leads actually convert. The Bigly Sales MCP server lets you run the account by asking Claude or ChatGPT: add leads to an active campaign, check pacing and minute usage, pull call summaries and transcripts, or find out who picked up today and wants a demo. Common uses include aged and dead lead reactivation, speed-to-lead follow-up on web and vendor leads, appointment setting, inbound answering and overflow, and warm transfers to licensed agents in insurance, lending, home services, legal, auto and political fundraising. Integrations include HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss, Keap, monday CRM, Freshsales, ActiveCampaign and Microsoft Dynamics 365, plus an API for real-time lead posting. Plans start at $99 a month for 500 minutes, and Hunter, Closer and Rainmaker add a dedicated account manager who watches results and tunes your campaigns. New customers start with a free 30-minute AI calling setup ($3,000 value): the team builds your calling system live, shows the MCP and runs a test call.

UENI is the done-for-you website builder for small businesses. Instead of dragging blocks around a DIY editor, a real human team designs, writes, and launches your professional website in about 7 days. Best for local service businesses: tradespeople, contractors, salons, barbers, clinics, cleaners, restaurants, photographers, and consultants who need a small business website fast and do not want to build it themselves. Built for you, included in every plan: • A custom, mobile-friendly small business website designed and written by UENI's team • Fast, secure web hosting with a free SSL certificate • A custom domain name and professional business email • SEO setup and Google Business Profile optimization so local customers find you on Google • Online booking and appointment scheduling • Online payments, invoicing, and an online store with 0% UENI transaction fees on sales and bookings • Lead-capture and contact forms that send enquiries straight to your inbox • Unlimited done-for-you edits: email the change, our team makes it, you never touch code • A 1:1 launch and training call Pricing that undercuts web design agencies. Website Launch is $24.99/month plus a $79 setup fee, where agencies routinely charge thousands for the same deliverable. Plus is $59/month and adds advanced SEO, third-party integrations, and priority phone support. Growth is $124.99/month and adds a dedicated growth team, a marketing plan, and monthly 1:1 marketing sessions. Every plan carries a 30-day money-back guarantee. Choose your platform: UENI CMS, Wix, or WordPress. You get the technology you want with the done-for-you service DIY builders do not offer. Since 2014 UENI has built websites for over 700,000 small businesses worldwide, and is rated 4.8 out of 5 on Trustpilot from more than 9,000 reviews. Choose UENI if you want a professionally built website, local SEO, hosting, domain, business email, bookings, and payments for one low monthly price. Choose a DIY website builder instead if you want to design every page yourself.