Agencyzoom for your voice agent

AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Agencyzoom and paste it on a secure page in Connected apps.
What it reads
44 actions, such as get a list of assign groups, get a list of carriers and get a list of CSRs.
What it changes
55 actions, such as authenticate for JWT via V4 SSO, batch create contacts and batch create leads.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 99. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Agencyzoom actions

Reads 44

  • Get a list of assign groups
  • Get a list of carriers
  • Get a list of CSRs
  • Get a list of custom fields
  • Get a list of drivers for an opportunity
  • Get a list of employees
  • Get lead source categories
  • Get lead sources
  • Get a list of life professionals
  • Get a list of locations
  • Get loss reasons
  • Get a list of pipelines
  • Get a list of producers
  • Get product lines and policy types
  • Get a list of recycle events
  • Retrieve vehicles for opportunity
  • Get AMS policies for a customer
  • Get auth URL for V4 SSO
  • Get departments groups
  • Get lead files
  • Retrieve notes for specific lead
  • Get lead quotes
  • Get lead tasks
  • Get list of end stages
20 more
  • Get policies for a customer
  • Get the customer details
  • Get the customer tasks
  • Get the driver details
  • Get the lead details
  • Get the opportunities for a lead
  • Get the opportunity details
  • Get the task details
  • Get the vehicle details
  • Get thread details
  • List Product Categories
  • Search business classifications
  • Search customers
  • Search email threads
  • Search leads
  • Search leads count
  • Search life and health leads
  • Search SMS threads
  • Search and list tasks
  • List service tickets

Changes 41

  • Authenticate for JWT via V4 SSO
  • Batch create contacts
  • Batch create leads
  • Change lead status
  • Mark task as completed
  • Create a customer note
  • Create a driver for an opportunity
  • Create a lead note
  • Create a lead opportunity
  • Create a lead quote
  • Create an opportunity
  • Create a vehicle for an opportunity
  • Create business lead
  • Create lead
  • Create task post endpoint
  • Link a driver to opportunity
  • Link vehicle to opportunity
  • Log the user in
  • Log the user out
  • Mark thread as unread
  • Move lead to sold
  • Reopen a task
  • Get SMS thread messages
  • Unlink driver from opportunity
17 more
  • Unlink vehicle from opportunity
  • Update email thread read status
  • Update a driver's details
  • Rename lead file
  • Update a lead opportunity
  • Update lead quote data
  • Update an opportunity
  • Update policy by id
  • Update a vehicle's details
  • Update business lead
  • Update customer info using id
  • Update lead
  • Update lead status by id
  • Update my profile
  • Add tags to a policy
  • Update task
  • Log user in via SSO

Deletes 14

  • Batch delete tasks
  • Delete a customer
  • Delete customer file
  • Delete a customer policy
  • Delete an opportunity driver by ID
  • Delete file from lead
  • Delete a lead opportunity
  • Delete a lead quote
  • Delete an opportunity
  • Delete a task
  • Delete a vehicle
  • Delete thread message
  • Delete email thread
  • Remove text thread

Agencyzoom setup

  1. Pasting a Agencyzoom API key

    Create an API key in Agencyzoom, choose Agencyzoom in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 99 actions the agent may use. Start with lookups and add the ones that change Agencyzoom when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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