AgencyZoom

Beta

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

Actions (99)

Authenticate for JWT via V4 SSO

Action

Batch create contacts

Action

Batch create leads

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Batch delete tasks

Action

Change lead status

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Mark task as completed

Action

Create a customer note

Action

Create a driver for an opportunity

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Create a lead note

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Create a lead opportunity

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Create a lead quote

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Create an opportunity

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Create a vehicle for an opportunity

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Create business lead

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Create lead

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Create task post endpoint

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Delete a customer

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Delete customer file

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Delete a customer policy

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Delete an opportunity driver by ID

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Delete file from lead

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Delete a lead opportunity

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Delete a lead quote

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Delete an opportunity

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Delete a task

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Delete a vehicle

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Delete thread message

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Delete email thread

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Get a list of assign groups

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Get a list of carriers

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Get a list of CSRs

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Get a list of custom fields

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Get a list of drivers for an opportunity

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Get a list of employees

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Get lead source categories

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Get lead sources

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Get a list of life professionals

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Get a list of locations

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Get loss reasons

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Get a list of pipelines

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Get a list of producers

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Get product lines and policy types

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Get a list of recycle events

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Retrieve vehicles for opportunity

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Get AMS policies for a customer

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Get auth URL for V4 SSO

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Get departments groups

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Get lead files

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Retrieve notes for specific lead

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Get lead quotes

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Get lead tasks

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Get list of end stages

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Get policies for a customer

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Get the customer details

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Get the customer tasks

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Get the driver details

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Get the lead details

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Get the opportunities for a lead

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Get the opportunity details

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Get the task details

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Get the vehicle details

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Get thread details

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Link a driver to opportunity

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Link vehicle to opportunity

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List Product Categories

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Log the user in

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Log the user out

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Mark thread as unread

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Move lead to sold

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Remove text thread

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Reopen a task

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Search business classifications

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Search customers

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Search email threads

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Search leads

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Search leads count

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Search life and health leads

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Search SMS threads

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Search and list tasks

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List service tickets

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Get SMS thread messages

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Unlink driver from opportunity

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Unlink vehicle from opportunity

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Update email thread read status

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Update a driver's details

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Rename lead file

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Update a lead opportunity

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Update lead quote data

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Update an opportunity

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Update policy by id

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Update a vehicle's details

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Update business lead

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Update customer info using id

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Update lead

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Update lead status by id

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Update my profile

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Add tags to a policy

Action

Update task

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Log user in via SSO

Action