Use AgencyZoom with NimbleBrain.
Connect AgencyZoom and just ask — no workflow to build. AgencyZoom is for the P&C insurance agent that's looking to increase sales…. The agent gets 40 actions, running under your own credentials.
Actions
Everything the agent can do in AgencyZoom
40 actions
- Create a customer note
- Create a driver for an opportunity
- Create a lead note
- Create a lead opportunity
- Create a lead quote
- Create a vehicle for an opportunity
- Create an opportunity
- Create biz lead
- Create lead
- Create task
- Get a list of assign groups
- Get a list of carriers
- Get a list of csrs
- Get a list of custom fields
- Get a list of employees
- Get a list of lead sources
- Get a list of life professionals
- Get a list of locations
- Get a list of loss reasons
- Get a list of pipelines
- Get a list of producer
- Get a list of recycle events
- Get ams policies for a customer
- Get auth url for v4 sso
- Get departments groups
- Get lead files
- Get lead notes
- Get lead quotes
- Get lead tasks
- Get list of end stages
- Get policies for a customer
- Get the customer details
- Get the customer tasks
- Get the driver details
- Get the lead details
- Get the opportunities for a lead
- Get the opportunity details
- Get the task details
- Get the vehicle details
- Get thread details
Getting connected
Three steps, and AgencyZoom is reachable.
-
Install it
Find AgencyZoom in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
