We Build Staxx
Referral Partner
Schedule a call with the Accelerated Automation team today to learn more about how to automate and scale your agency forward.
A tailored
experience.
A tailored
experience.
Enjoy a software training experience that adapts to your needs, offering the flexibility to grow and evolve as you do.
Comprehensive Training Programs
Live 1-on-1 training calls. Training video library. Team training sessions and focus groups.
Advanced Automation Workflows
Smart cycle, prospecting, onboarding, and retain workflows. Service center with multiple pipelines for claims, late payments, renewals, and more. Automation for personal lines, commercial lines, and life insurance.
Customizable Communication Tools
Custom AgencyZoom zap for Zapier. Minimum coverage recommendation forms for auto and home. Access to pre-built templates and customizable options.
Efficient Lead Management
24 types of lead category automation. New customers, claims, late payments, renewals, and more. Referral partner and recruiting pipelines.
User-Friendly Platform
Easy-to-navigate interface designed for all levels of technical expertise. Centralized service center for streamlined operations. Detailed tracking and reporting tools for better decision-making.
Ongoing Support & Community
Access to a private Facebook group with 5 live support calls per week. Continuous updates and enhancements based on user feedback. Support for integrating with other systems like AMS360, QQ Catalyst, and EzLynx.
Integration Guide
Integrating your AMS with AgencyZoom activity snapshot
Activity in AgencyZoom |
Integration Activity in AMS |
QQCatalyst |
AMS360 |
Hawksoft |
Nowcerts |
EZLynx* |
Epic** |
Other |
---|---|---|---|---|---|---|---|---|
Create a new lead | Create new lead in AMS | |||||||
Add note to a lead | Add note to lead's profile in AMS | |||||||
Create a task | Create a task in AMS | |||||||
Complete a task | Mark task as completed in AMS | |||||||
Send a text | Add as on activity | |||||||
Send an email | Add as on activity | |||||||
Make a call | Add as on activity | |||||||
Schedule a meeting | Add as on activity | |||||||
Update status of a lead | Add as on activity | |||||||
Add a new quote | Add quoted policies to AMS | |||||||
Mark lead a sold | Change status of lead to customer and policy info | |||||||
Add new policy to an existing customer | Add new policy to customer's profile in AMS | |||||||
Create a service ticket | Add as an activity | |||||||
Direct link to user profile in AMS | Search and return the customer's profile in AMS | |||||||
Upload a file in AgencyZoom | Add file to customer's profile | |||||||
Download book of business from AMS | Send book of business info (customers and policies to AZ) | |||||||
Sync policy status updates from AMS | Send policy status updates to AZ |