AgencyZoom

Automate Your Insurance Agency with Assista and AgencyZoom

Connecting your AgencyZoom account to Assista automates your core sales and service workflows. Free yourself and your team from the repetitive data entry of creating leads, assigning tasks, and updating statuses.

For agency owners and producers, Assista ensures every new lead is captured and acted upon promptly, allowing you to focus on building relationships and selling policies, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your AgencyZoom account, giving you the building blocks to create powerful automations. With a total of 66 actions available, you can manage your leads, tasks, and customers.

• Create Lead: Automatically generate a new lead in your pipeline from any source, like an email or a form submission.
• Create Task: Add a new task for a specific lead or customer to ensure follow-ups are never missed.
• Create a Lead Note: Add notes to a lead's profile to log interactions from calls, emails, or meetings.
• Get Lead Details: Retrieve all information for a specific lead to use in reports or other workflows.
• Change Lead Status: Automatically update the status of a lead as it moves through your sales pipeline.

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Begin using AgencyZoom templates today to unlock more from your business tools and reduce manual effort!