Automation for
modern agencies
Accelerated Automation is the fastest way for your team to build, streamline, and optimize your agency.
Customized Package
From $2,200
Choose exactly what you need for your agency by meeting with one of our specialists.
Training Call
$75
Just need a little help and guidance? Book a 1 hour training call with our experts.
Book of Business Transfer
$1.50 – $3.00 per policy/client
*Farmers Agents Only*
Our background-checked and fully trained reps will correctly move all your customers from your carriers to your AgencyZoom account.
Annual Boost
$1,500 per year
*Existing Customers Only*
We will update your automation annually. Onboarding, retention, events, and renewal pipelines + 1 fulfillment call + 1 training call.
Spanish Automation
$3,500
*Existing Customers Only*
All of your automation in English and Spanish.
Insure-Tech Software Consulting Session
$350
*Not For Agents*
This service is for insure-tech companies looking for consulting or feedback on their solution for agents.
Schedule a discovery call
for a customized proposal
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 |
* Integration is done via Zapier and CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AgencyZoom)
** Integration is done via CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AgencyZoom)
