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AgencyZoom, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your AgencyZoom account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 99 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What AgencyZoom is

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

You paste in a key from your own AgencyZoom account. It is kept encrypted, and you can withdraw it from inside AgencyZoom whenever you like.

How a run works

One message in, the work done in AgencyZoom.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in AgencyZoom. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own AgencyZoom account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

99 tools it already has

What it can do in AgencyZoom

These are the ready-made tools your AI employee already has in AgencyZoom. It is not limited to them, but it never has to be taught these.

  • Add tags to a policyAdds new comma-separated tagnames to a policy, requiring tagnames and identification by either policyid or amspolicyid; if amspolicyid is provided, policyid is ignored, and existin
  • Authenticate for JWT via V4 SSOAuthenticates a user via v4 single sign-on (sso) using the provided callback code (typically required for success) to retrieve a jwt and initial user session information.
  • Batch create contactsCreates 1 to 5 new contacts in agencyzoom in a single batch api call.
  • Batch create leadsCreates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization name is required if isbusiness is true.
  • Batch delete tasksDeletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
  • Change lead statusUpdates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
  • Create a customer noteAdds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
  • Create a driver for an opportunityCreates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this act
  • Create a lead noteAdds a new note to an existing lead in agencyzoom, identified by leadid.
  • Create a lead opportunityAdds a new sales opportunity to an existing lead in agencyzoom, requiring a valid leadid, carrierid, productlineid, and that custom field names match existing definitions in agency
  • Create a lead quoteCreates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payme
  • Create a vehicle for an opportunityAdds a new vehicle record to a specified opportunity; opportunityid must refer to a valid, existing opportunity.
  • Create an opportunityCreates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
  • Create business leadCreates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
  • Create leadCreates a new lead or updates an existing one in agencyzoom; ensure pipelineid, stageid, leadsourceid, and assignto reference valid, existing entities.
  • Create task post endpointCreates a new task in agencyzoom; ensure assigneeid, customerid, or leadid are valid existing entities if provided, and use contactemail, customerid, or leadid to link the task to
  • Delete a customerIrreversibly deletes a customer and all associated data in agencyzoom using their customerid; useful for offboarding or data privacy compliance.
  • Delete a customer policyPermanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.
  • Delete a lead opportunityPermanently deletes an existing opportunity (by opportunityid) associated with an existing lead (by leadid) when it's irrelevant, closed, or erroneous; the lead itself remains.
  • Delete a lead quoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
  • Delete a taskPermanently and irreversibly deletes an existing task, identified by its taskid.
  • Delete a vehiclePermanently deletes a vehicle record by its vehicleid, which must correspond to an existing vehicle in the agencyzoom system.
  • Delete an opportunityPermanently deletes a specific opportunity by its unique id; this action is irreversible and requires a valid, existing opportunityid.
  • Delete an opportunity driver by IDPermanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid driverid; this action is irreversible.
  • Delete customer filePermanently deletes a specific file, identified by fileid, associated with a customer, identified by customerid.
  • Delete email threadPermanently deletes a specific email thread from the agencyzoom system, identified by its threadid (expected by the endpoint), provided the thread exists.
  • Delete file from leadDeletes a specific file (identified by fileid) associated with an existing lead (identified by leadid); this operation is irreversible.
  • Delete thread messageDeletes a specific message from an email thread within agencyzoom, where the message id is implicitly handled (e.g., via url path or session) as the request schema is empty.
  • Get a list of assign groupsRetrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units.
  • Get a list of carriersRetrieves all insurance carriers from agencyzoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage informati
  • Get a list of CSRsFetches all customer service representatives (csrs), including their id and name, returning an empty list if none are configured.
  • Get a list of custom fieldsRetrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
  • Get a list of drivers for an opportunityRetrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing opportunityid in a
  • Get a list of employeesRetrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
  • Get a list of life professionalsRetrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the agencyzoom platform.
  • Get a list of locationsRetrieves all agency locations or branches from agencyzoom; filtering options are not available.
  • Get a list of pipelinesRetrieves all pipelines and their stages from agencyzoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks)
  • Get a list of producersRetrieves a list of all producers from agencyzoom, typically related to text thread functionalities.
  • Get a list of recycle eventsRetrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in agencyzoom.
  • Get AMS policies for a customerRetrieves a customer's synchronized agency management system (ams) policy data (typically a single policy); requires an active ams integration, may return empty/default values if d
  • Get auth URL for V4 SSORetrieves a fresh authentication url for agencyzoom's v4 single sign-on (sso) process; call before each sso attempt as the url may change and should not be cached.
  • Get departments groupsFetches department and group information for an agency, optionally filtered by a specific agencynumber, to analyze its organizational structure.
  • Get lead filesRetrieves metadata for files linked to leads; sends an empty post request, which typically fetches a default set of files (not full lead details) for existing leads with documents.
  • Get lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.
  • Get lead source categoriesRetrieves a comprehensive list of all predefined lead source categories from agencyzoom, used to classify lead origins.
  • Get lead sourcesFetches a list of all lead sources configured in agencyzoom, including their id, name, sales exclusion status, and category id.
  • Get lead tasksRetrieves all tasks for a specific lead, identified by its leadid, to review its activity history or manage follow-ups.
  • Get list of end stagesFetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
  • Get loss reasonsRetrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons without filtering or statistical data.
  • Get policies for a customerRetrieves from agencyzoom details for an insurance policy of an existing customer (identified by customerid), excluding premium payment history or claims information.
  • Get product lines and policy typesFetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.
  • Get text thread detailsRetrieves detailed messages for an implicitly specified text thread.
  • Get the customer detailsFetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer id.
  • Get the customer tasksFetches all tasks (read-only task data) for a customer by customerid to review their activities, follow-ups, and action items; the customerid must be valid.
  • Get the driver detailsRetrieves detailed information for a specific, existing driver (by driverid) associated with an agencyzoom opportunity.
  • Get the lead detailsRetrieves comprehensive details for a specific lead in agencyzoom by its unique leadid (which must correspond to an existing lead), including contact information, status, associate
  • Get the opportunities for a leadRetrieves all sales opportunities and their details for a specified, existing leadid in agencyzoom.
  • Get the opportunity detailsFetches comprehensive details for an existing opportunity using its unique opportunityid.
  • Get the task detailsRetrieves comprehensive details for a specific task using its unique taskid, which must correspond to an existing task in agencyzoom.
  • Get the vehicle detailsRetrieves detailed information for a specific vehicle, often associated with an agencyzoom opportunity, using its unique vehicleid.
  • Get thread detailsSearches and retrieves detailed information for email threads in agencyzoom; no explicit search criteria are passed in this request.
  • Link a driver to opportunityAssigns or reassigns an existing driver to an existing opportunity.
  • Link vehicle to opportunityLinks an existing vehicle to an existing sales opportunity in agencyzoom using their respective ids, typically for managing auto insurance policies or related services.
  • List Product CategoriesRetrieves a complete, unfiltered list of all product categories (id and name) from agencyzoom, useful for understanding product organization or populating ui elements.
  • List service ticketsRetrieves a list of service tickets from agencyzoom, optionally filtered by criteria such as status, priority, or date ranges.
  • Log the user inAuthenticates an existing agencyzoom user using their email (as username) and password to obtain a jwt for api access; this action does not support new user creation.
  • Log the user outUse this action to log the current user out of agencyzoom by invalidating their active session token.
  • Log user in via SSOLogs a user into the agencyzoom platform via single sign-on (sso).
  • Mark task as completedMarks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
  • Mark thread as unreadMarks a text thread in agencyzoom as read or unread using its threadid; this action does not modify message content and the specified threadid must refer to an existing thread.
  • Move lead to soldMarks an existing lead as sold by its leadid and records product details; productlineid, premium, effectivedate, and solddate are operationally required for each sold product, desp
  • Remove text threadCall this action to permanently delete a text thread in agencyzoom; the target thread is identified by the api via implicit context as this action accepts no parameters.
  • Rename lead fileUpdates a lead's file name to newfilename; requires fileid of the target file, which must be associated with both the leadid (path parameter) and the provided customerreferralid.
  • Reopen a taskReopens an existing agencyzoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.
  • Retrieve notes for specific leadFetches the complete history of notes for a specific lead by leadid (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation
  • Retrieve vehicles for opportunityRetrieves all vehicles associated with an existing opportunity, using its unique opportunityid.
  • Search and list tasksSearches and lists tasks, supporting pagination and accepting filter criteria in the post request body despite an empty request schema.
  • Search business classificationsRetrieves a comprehensive list of all available business classifications from agencyzoom, each including an id, code, and description.
  • Search customersSearches for customers in agencyzoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
  • Search email threadsRetrieves a list of email thread metadata from agencyzoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default
  • Search leadsRetrieves agencyzoom leads, using filters, pagination, and sorting options sent in the post body, as the request schema itself is empty.
  • Search leads countRetrieves a summary of lead counts categorized by workflow stage from agencyzoom; this action does not support filtering and returns aggregate counts rather than individual lead de
  • Search life and health leadsSearches for life and health insurance leads by providing filter criteria (matching alrlead fields) in the request body; an empty request may retrieve all leads or a default set.
  • Search SMS threadsSearches and retrieves sms threads from agencyzoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this post operation.
  • Unlink driver from opportunityUnlinks a currently associated driver from an agencyzoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity'
  • Unlink vehicle from opportunityUnlinks a specific, existing vehicle from a specific, existing opportunity using their respective ids, removing only the association and not the records themselves.
  • Unread email threadUpdates the read or unread status of a specific email thread within agencyzoom.
  • Update a driver's detailsUpdates an existing driver's details in agencyzoom, requiring driverid in the path and firstname and lastname in the request.
  • Update a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; leadid, opportunity id, carrierid, and productlineid must refe
  • Update a vehicle's detailsUpdates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
  • Update an opportunityUpdates an existing opportunity with the provided details; ensure any custom field names are predefined in agencyzoom configuration.
  • Update business leadUpdates an existing business lead, identified by leadid (which must be valid and existing), using data provided in the request body not defined in this schema.
  • Update customer info using idUpdates an existing customer's information in agencyzoom using their unique customerid.
  • Update leadUpdates an existing lead's information in agencyzoom using the leadid; ensure the leadid corresponds to an existing lead in agencyzoom.
  • Update lead quote dataUpdates an existing quote for a specified lead in agencyzoom when its details require revision, ensuring the provided leadid (path parameter), quote id (body parameter), carrierid,
  • Update lead status by idUpdates a lead's status (0=active, 2=won, 3=lost, 5=xdated) by leadid, optionally setting workflow, stage, date, loss reason, x-date type, source, recycle stage/pipeline, or tags;
  • Update my profileUpdates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in agencyzoom; the provided email address must be unique wit
  • Update policy by idUpdates an existing insurance policy for the given policyid; monetary values must be in cents and dates in yyyy-mm-dd format.
  • Update taskModifies an existing agencyzoom task (which must be valid and identified by taskid in the path) with new attributes from the request body, which must also contain taskid.
Access, and who is in charge of it

You stay the boss of your AgencyZoom account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own AgencyZoom account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in AgencyZoom is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in AgencyZoom and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about AgencyZoom

Can an AI employee really work inside AgencyZoom?
Yes. It signs in to your own AgencyZoom account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of AgencyZoom?
No. Nothing moves and nothing is replaced. Your records stay in AgencyZoom, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my AgencyZoom account?
You paste in a key from your own AgencyZoom account. It is kept encrypted, and you can withdraw it from inside AgencyZoom whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in AgencyZoom?
It has 99 ready-made tools in AgencyZoom today, among them Add tags to a policy, Authenticate for JWT via V4 SSO and Batch create contacts. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use AgencyZoom and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in AgencyZoom and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in AgencyZoom?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in AgencyZoom is written down with what it did and when.