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CRM & sales

AgencyZoom

Connect AgencyZoom and let your agent update leads, contacts and tasks during the call.

AgencyZoom is the CRM for P&C insurance agencies. Connect your AgencyZoom account to your AgentCalls agent and it can work your pipeline while the caller is on the line. It can add new leads and contacts, log notes on a customer's profile, move a lead to the right status, and mark follow-up tasks as done. Your team sees every change in AgencyZoom as it happens, so nothing depends on someone typing up the call afterwards.

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What your agent can do with AgencyZoom

  • Create new leads and contacts in AgencyZoom during the call, up to five at a time
  • Change a lead's status and pipeline stage when the caller confirms their decision
  • Add a note to an existing customer's profile after the call ends
  • Mark a follow-up task as completed once the outreach is done
  • Delete outdated tasks in a batch to keep your task list clean

AgencyZoom exposes 99 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request from a new prospect

  1. Caller

    Hi, I'm looking for auto insurance for my daughter. She just got her license.

  2. Agent

    Congratulations to her. I can set you up with a quote. May I have your name and a good number to reach you?

  3. Caller

    It's Maria Lopez, 555-0142.

  4. Agent

    Thanks, Maria. I've added you to our system as a new lead and opened a quote request. One of our agents will call you back tomorrow morning.

Existing customer checks a renewal

  1. Caller

    Hello, this is David Chen. Is my homeowners policy up for renewal soon?

  2. Agent

    Let me pull that up. Your renewal date is March 14, and your current premium is 1,240 dollars a year.

  3. Caller

    Okay. Can you add a note that I want to talk about raising my coverage?

  4. Agent

    Done. I've added that note to your profile so your agent sees it before the renewal call.

Outbound follow-up on a quote

  1. Agent

    Hi, this is Sam calling from the agency on behalf of Priya Shah. Is this a good time for a quick follow-up on your home quote?

  2. Caller

    Yes, I've been meaning to decide. The second option looks good.

  3. Agent

    Great. I've moved your lead to the proposal stage and marked the follow-up task as complete. Would you like to schedule the bind call for this week?

  4. Caller

    Thursday afternoon works.

How to connect AgencyZoom

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect AgencyZoom

    From Integrations in the dashboard, choose AgencyZoom and enter the connection details from your AgencyZoom account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the AgencyZoom actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with AgencyZoom during the call or after it?

Both. Your agent can look up records, create leads and contacts, and add notes while the caller is still on the line. It can also log outcomes after the call ends.

What do I need to connect AgencyZoom?

You need an AgencyZoom account with the permissions your team already uses. Sign in from the AgentCalls dashboard, enter your AgencyZoom credentials in the tool settings, and choose which actions the agent can take.

Which plan includes the AgencyZoom integration?

Integrations, including AgencyZoom, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with AgencyZoom.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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