Annual Boost

$1,500 per year

*Existing Customers Only*
We will update your automation annually. Retention, events, and renewal pipelines. Updated training included.

Medicare Automation

$1,000

Add Medicare automation to your sales and service pipelines. Includes onboarding and birthday campaign to capture customers aging into Medicare.

Fractional COO

$3,000 a month

*Currently Full*
Strategic operational leadership, process improvement, and custom technology solutions for streamlined operations and efficiency

AgencyZoom Training

$100 per hour

Live one-on-one AgencyZoom training with an expert. One-hour Zoom call is recorded, summarized, and transcribed for your training records.

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)