CustomerIQ + AgencyZoom
Sales and automation platform built specifically for insurance agencies. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
AgencyZoom workflows need complete activity data to work.
Manual activity logging is inconsistent at best.
No real-time visibility into producer activity.
Pipeline health is a mystery without complete data.
Three ways we supercharge AgencyZoom.
*there are many more, but we thought we'd ease you into it.
Workflow Fuel
Complete Activity Sync
Every communication synced to AgencyZoom automatically. Your workflows finally work.
Deal Visibility
Pipeline Intelligence
See deal health based on actual communication patterns, not rep updates.
Team Performance
Producer Leaderboards
Track activity metrics and engagement scores across your sales team.
Powerful features for AgencyZoom users
Everything you need to automate your workflow and gain actionable insights.
Lead Activity Sync
All communications with leads and clients synced to AgencyZoom automatically.
Pipeline Intelligence
AI insights on pipeline health and deal progression based on activity patterns.
Automated Workflows
Trigger AgencyZoom workflows based on email content and AI-detected events.
Team Leaderboards
Track team performance with activity-based metrics and engagement scores.
Easy setup
Get started in minutes
Connect AgencyZoom to CustomerIQ in three simple steps.
Connect AgencyZoom
Link your AgencyZoom account with CustomerIQ.
Configure sync
Set up activity sync and workflow automation rules.
Activate
Enable the integration and supercharge your sales process.
Why teams love CustomerIQ + AgencyZoom
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect AgencyZoom?
See how CustomerIQ can transform your workflow with a personalized demo.