RiskAdvisor Data -> AgencyZoom

We also take a look at what data flows from AgencyZoom to QQ, AMS360 and NowCerts.

Written By David Watson

Last updated 11 days ago

RiskAdvisor’s Integration with AgencyZoom allows us to seamlessly send Prospect and Customer Data and Files to AgencyZoom.

Let’s take a look at what data can be passed to each system

RiskAdvisor Field	Sent to AZ	QQ	AMS360	NowCerts
Risk Profile PDFs	✅	✅	✅	❌
Attachments	✅	✅	✅	❌
First Name	✅	✅	✅	✅
Middle Name	✅	❌	❌	❌
Last Name	✅	✅	✅	✅
Date of Birth	✅	❌	❌	❌
Marital Status	✅	❌	❌	❌
Phone Number	✅	✅	✅	✅
Email	✅	✅	✅	✅
Street Address	✅	✅	✅	✅
City	✅	✅	✅	✅
State (Not visible)	✅	✅	✅	✅
Postal Code	✅	✅	✅	✅
Country	✅	❌	❌	❌
Location	✅	✅	✅	✅
Lead Source	✅	❌	❌	❌
Primary Producer	✅	✅	✅	✅
Primary CSR	✅	✅	✅	✅
Next Expiration Date	✅	❌	❌	❌
Notes Activity	✅	✅	✅	✅
Auto Opportunities	✅	❌	❌	❌
- Current Carrier	✅	❌	❌	❌
- Current Premium	✅	❌	❌	❌
- Expiration Date	✅	❌	❌	❌
- VIN(s)	✅	❌	❌	❌
- Year(s)	✅	❌	❌	❌
- Make(s)	✅	❌	❌	❌
- Model(s)	✅	❌	❌	❌
- Ownership Status	✅	❌	❌	❌
- Driver(s) Name(s)	✅	❌	❌	❌
- Driver(s) DOB(s)	✅	❌	❌	❌
- Driver(s) Relationship(s)	✅	❌	❌	❌
- Driver(s) Gender(s)	✅	❌	❌	❌
- Driver(s) Marital Status	✅	❌	❌	❌
- Driver(s) License State	✅	❌	❌	❌
- Driver(s) License Number	✅	❌	❌	❌
Home Opportunities	✅	❌	❌	❌
- Current Carrier	✅	❌	❌	❌
- Current Premium	✅	❌	❌	❌
- Expiration Date	✅	❌	❌	❌
- Location Address	✅	❌	❌	❌
Umbrella Opportunities	✅	❌	❌	❌
PAF Opportunities	✅	❌	❌	❌
Flood Opportunities	✅	❌	❌	❌
Boat Opportunities	✅	❌	❌	❌
Life Opportunities	✅	❌	❌	❌

📝 Notes Activity (AgencyZoom): When a QuoteForm submission is sent to AgencyZoom, RiskAdvisor adds a formatted submission note to the AgencyZoom lead — not just a generic activity entry. The note contains the full QuoteForm response, organized by section, so your team can review exactly what the client submitted. For auto submissions, driver and vehicle details are included in the note in a readable summary. This note is created for QuoteForm-originated submissions only — it is not added for other RiskAdvisor sync events.

If you see any data that you know can be passed to AMS360 or NowCerts please let us know.