For independent agencies on AgencyZoom
EffiZoom connects Claude or ChatGPT to your AgencyZoom, so your team asks in plain English and the work lands in your system of record. Connect in about 10 minutes. Try it free for 7 days.
Card required. Cancel in one click from Settings. 30-day money-back on your first charge.
Who renews in the next 30 days with no task on them?
Four policies renew in the next 30 days with no open task:
| Customer | Line | Renews | Owner |
|---|---|---|---|
| Rivera household | Home | Nov 4 | Dana |
| Okafor Plumbing LLC | BOP | Nov 9 | Luis |
| Hartley, J. | Auto | Nov 15 | Dana |
| Brennan Family | Umbrella | Nov 22 | Sam |
Want a renewal-review task on each, assigned to its owner?
Yes, due Friday.
Created 4 tasks and read each one back from AgencyZoom. All four landed, each logged to you.
Why now
AI and good tooling now do the heavy part of AgencyZoom setup and daily admin. So your agency can do it yourselves with EffiZoom, or ask us to build it.
What you get
Start free with Zoomy. Add the Connector and the Architect with EffiZoom Pro when you want the work done inside AgencyZoom.
Ask your AgencyZoom anything, inside Claude or ChatGPT. Find a household, sweep upcoming renewals, open a service ticket, set follow-up tasks.
Tell it what you need. The Architect builds AgencyZoom automations around your real setup, written in your voice: a guided automation builder, and the strategy engine behind it.
A free AI assistant for AgencyZoom agencies, and a library of guides written by a licensed agent.
Held by your agency
Fear of AI is fair. The answer is how it is built, not a promise.
How EffiZoom keeps AI in your handsAgencyZoom stays the system of record
Your data lives where it lives today. EffiZoom reads it to act on it.
Every write is verified
After a change, the Connector reads the record back and tells you what actually landed.
Duplicates are blocked
It searches before it creates, so a second lead or task for the same thing never appears.
Every action has a name on it
Each person connects with their own AgencyZoom login. Nothing hides behind a shared account.
A licensed human binds
Coverage and binding decisions stay with a licensed person. The AI prepares; you decide.
Start from proven work
Browse real AgencyZoom automation templates with every step and its timing, and read guides on AgencyZoom, AI and agency operations by a licensed agent.
It would have taken two hours to send those seven follow-ups. I did it in 20 minutes.
Pricing
EffiZoom Pro 7-day trial
$39/mo
Or $374/yr with Quick Start included. The Connector and the Architect, up to 5 users.
Card required. Cancel in one click from Settings. 30-day money-back on your first charge.
Agency
Done for you
Discovery through a working digital employee, built and run for your agency.
Book a fit callQuick Start: a live setup session where we build your first 3 automations with you. $149, free with annual.
FAQ
EffiZoom connects Claude or ChatGPT to your AgencyZoom, so your team can ask questions about your own book and get work done in plain English. It also includes the Architect, a guided AgencyZoom automation builder, and Zoomy, a free AI assistant for AgencyZoom agencies.
About 10 minutes. Each person signs in with their own AgencyZoom login, so every action is tied to the person who asked.
Free gets you Zoomy, the Educate library and a few Architect credits. EffiZoom Pro is $39 a month or $374 a year with a 7-day trial, and adds the Architect and the AgencyZoom Connector for up to 5 users. Done-for-you work starts with a fit call.
AgencyZoom stays your system of record. The Connector reads data to act on it, every write is read back to confirm it landed, duplicates are blocked, every action is tied to the person who asked, and binding stays with a licensed human.
Yes. EffiZoom is built for agencies on AgencyZoom. Zoomy and the Educate library are free either way.
A few minutes of conversation, then about two minutes to build the whole package.
Connect Claude or ChatGPT to your AgencyZoom in about 10 minutes and ask it about your own book.
Card required. Cancel in one click from Settings. 30-day money-back on your first charge.