AgencyZoom + InsuraMate AI
Connect InsuraMate AI to your AgencyZoom pipeline so calls become tracked deals automatically.
What this integration does
AgencyZoom is the sales suite a lot of agencies run alongside their AMS, built for tracking new business. We close the loop by feeding every call straight into your pipeline before the lead has time to cool.
Inbound calls create or update contacts in AgencyZoom in real time. New caller? New lead. Existing customer? The call lands on their record.
If the AI takes a quote request on the phone, an opportunity gets created in AgencyZoom with the call summary attached as a note.
Producers get notified inside AgencyZoom that a new lead is hot, with the full transcript link a click away.
- Auto-create contacts from inbound calls
- Quote-related calls create AgencyZoom opportunities
- Producer assignment based on AgencyZoom rules
- Call summaries posted to lead activity feed
- Pipeline stage updates from call outcomes
A growth-focused agency using AgencyZoom that wants every quote-related phone call to live in the pipeline, not in a producer's head.
See how InsuraMate AI works with AgencyZoom.
Thirty minutes with Aiste, our CRO. We'll talk through your workflow.