AgencyZoom is a sales, marketing and service automation solution for insurance agencies that want modern, easy-to-use software to help streamline their employee’s days and provide consistent customer experience.

AgencyZoom Leads Available through RiskProfile Search

When searching for applicants in RiskProfile, you can now see and select both AgencyZoom Customers and Leads directly from the search field. This integration allows you to pull in existing client data to streamline your quoting process.

Fields that are populated from AgencyZoom (if available)

• First Name

• Middle Name

• Last Name

• Email

• Phone Number

• Marital Status

• Date of Birth

• Lead Source

• Lead comments → RiskProfile notes

Business Leads

Business Leads from AgencyZoom will no longer update from RiskAdvisor. Since RiskAdvisor focuses exclusively on personal lines insurance, business leads are filtered out to prevent data conflicts between personal and commercial insurance workflows.

RiskAdvisor does not match business leads by email. If you send a RiskProfile for a client who has a business lead, AgencyZoom may get a separate personal lead alongside the business lead.

Carrier Mapping

To ensure carriers are correctly synchronized between RiskAdvisor and AgencyZoom, you'll need to configure carrier mapping.

Check out our guide here: Map carriers and policies for AgencyZoom opportunities

Related Resources

• Set up the AgencyZoom integration

• Map your AgencyZoom users

• Send a client to AgencyZoom with Quick Send

• Set up AgencyZoom in legacy QuoteForms

• Use AgencyZoom tags in RiskAdvisor

• What data does RiskAdvisor send to AgencyZoom?