ceven

AgencyZoom

Syncs insurance leads, policies, and producer tasks into your workflows to automate the path from first quote to bound policy.

Try AgencyZoom in Ceven

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Standard

Why use Ceven?

  1. AI native AgencyZoom integration

    • Describe the outcome and Ceven picks the right AgencyZoom calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your AgencyZoom data, across all 99 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke AgencyZoom access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in AgencyZoom, when, and on whose behalf.
    • The agent pauses and asks when AgencyZoom is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach AgencyZoom.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every AgencyZoom action to support review and sign off.

Supported tools

Every action Ceven's agents can run on AgencyZoom, and when to use it.

Create lead
Use this when a new prospect arrives from a website form or referral. Assigns the lead to a specific pipeline, stage, and producer.
Change lead status
Update a lead to active, won, or lost. Use this to trigger downstream onboarding or nurture workflows.
Create lead opportunity
Add a sales opportunity to an existing lead. Requires a carrier ID and product line ID to track the specific deal.
Create lead quote
Log a new insurance quote for a lead to track proposals. Use this to monitor the quote to bind ratio.
Create task
Schedule a new task for a producer. Link it to a customer or lead to ensure the activity is tracked in the CRM.
Mark task completed
Close out a pending task. Use this when an agent confirms a call or email was sent to a client.
Create customer note
Add a text note to a customer profile. Use this to log call summaries or specific client preferences.
Create lead note
Add a text note to a lead profile. Use this to track initial discovery details during the prospecting phase.
Get lead sources
Pull a list of all configured lead sources. Use this to categorize where new prospects are coming from.
Get pipelines
Retrieve all sales pipelines and their stages to understand the current agency workflow structure.
Get carriers
Pull the full list of insurance carriers available in the system for use in quotes or opportunities.
Delete lead quote
Remove an incorrect or duplicate quote from a lead record to keep the pipeline clean.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Create a lead opportunity
Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.
Create a lead quote
Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.
Create an opportunity
Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
Create a vehicle for an opportunity
Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity.
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Delete a customer
Irreversibly deletes a customer and all associated data in agencyzoom using their `customerid`; useful for offboarding or data privacy compliance.
Delete customer file
Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`.
Delete a customer policy
Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.
Delete an opportunity driver by ID
Permanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid `driverid`; this action is irreversible.

30 actions · scroll to see them all

Frequently asked questions

Ceven uses the assign to field within the create lead action to route prospects to the correct producer. You can build logic in your workflow to look up the producer ID based on the lead source or geographic region before calling the AgencyZoom API. This ensures that leads are distributed according to your agency rules without manual intervention. If a producer is unavailable, the agent can check the list of employees and reassign the lead to a backup agent automatically. This prevents lead leakage and ensures that every new prospect receives a prompt response from the right person on your team.
Yes. Ceven can monitor for a lead status change to won in AgencyZoom and then trigger a series of actions. It can create the customer record, log the final quote details, and create a series of onboarding tasks for the CSR. While Ceven cannot sign legal insurance documents, it can move the data between AgencyZoom and your document management system. This means the agent handles the administrative data movement while the producer focuses on the client relationship. You can set up a workflow that notifies the carrier via email the moment the status changes to bound in the CRM.
Ceven provides separate actions for creating lead notes and customer notes to match the AgencyZoom data model. You can configure your agent to summarize a Zoom call or an email thread and push that summary directly into the notes section of the lead or customer profile. This keeps a clean audit trail of all interactions without requiring the agent to manually copy and paste text. Because these are append only actions, your historical record remains intact. You can also trigger a workflow that alerts a manager if a lead has not had a new note added in seven days.
Ceven acts as the bridge between AgencyZoom and tools like QuickBooks or Xero. When an opportunity is marked as won, Ceven can pull the premium amount and create a corresponding invoice in your accounting tool. It can also sync producer commission data by pulling performance analytics from AgencyZoom and pushing them into a payroll spreadsheet. This eliminates the need for end of month manual reconciliations. The agent ensures that the customer names and policy numbers match across both systems, reducing errors in your financial reporting and ensuring producers are paid accurately and on time.
Yes, Ceven can utilize the batch create contacts endpoint to push up to five contacts in a single call. This is particularly useful when importing a list of family members or business stakeholders associated with a single account. Instead of making five separate API calls, the agent bundles the requests to improve performance and stay within system limits. You can build a workflow that parses a CSV file of new clients and pushes them into AgencyZoom in these optimized batches. This significantly speeds up the onboarding process for large commercial accounts with multiple points of contact.
One specific quirk of the AgencyZoom API is that all referenced entity IDs, such as pipeline ID, stage ID, and lead source ID, must exist before a lead can be created. If you try to push a lead with a non existent pipeline ID, the request will fail. Ceven handles this by first running a read action to fetch the current list of pipelines and stages. The agent then matches the name of the pipeline you want to the actual ID required by the API. This abstraction layer prevents your workflows from breaking when you rename a stage in the AgencyZoom dashboard.
Ceven can both create and complete tasks within AgencyZoom. You can set up a workflow where a missed call in your phone system automatically creates a high priority task in AgencyZoom assigned to the lead owner. Once the producer marks that task as completed in the CRM, Ceven can trigger a follow up email to the client to confirm the conversation. This creates a closed loop system where the CRM drives the activity and the activity updates the CRM. It ensures that no lead is forgotten and that every producer is held accountable to the agency follow up standards.
Ceven can pull data from AgencyZoom pipelines and lead sources to create custom reports in a tool like Google Sheets or a data warehouse. By pulling the number of leads created versus the number of opportunities won per producer, the agent can calculate conversion rates in real time. You can schedule a weekly workflow that sends a summary of these metrics to the agency owner via Slack. This allows for data driven coaching and helps identify which producers need more support in the quoting phase. It turns the raw data in AgencyZoom into actionable business intelligence.

Alternatives to AgencyZoom

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Salesforce logoSalesforceHubSpot logoHubSpotZendesk Sell logoZendesk SellZoho CRM logoZoho CRM

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Plug Ceven on top of the tools you already run. Connect AgencyZoom and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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