For independent agencies on AgencyZoom

Hire your first digital employee free, today.

EffiZoom gives your agency an AI workforce that actually touches the work: answering questions, writing the workflows, and doing the clicking inside AgencyZoom. Start with the free assistant and grow from there.

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  • ~6.3 hours a week of CSR capacity recovered by one agency's inbox admin bot — about 328 hours a year
  • A 45-minute morning inbox triage cut to 4 minutes
  • A full agency analysis in about 15 minutes, report in hand within the hour

How it works

Three steps, and the first one is free

No implementation project, no six-week onboarding. You can be using this before your next renewal call.

  1. 1

    Start free, today

    Create an account and put Zoomy to work in minutes. No card, no call, no implementation project. Ask it agency questions and watch it answer in your context.

  2. 2

    Let the Architect build the plan

    Describe the workflow you wish existed. The Architect turns it into a real SOP and an AgencyZoom-ready automation, written in your agency’s voice rather than a generic template.

  3. 3

    Connect it to your AMS

    Plug Claude straight into AgencyZoom with our MCP connector and the plan stops being a document. Lookups, leads, renewals and tickets happen in the system of record.

In their words

What agencies say once it's running

“It doesn't have bad habits. The employee does.”
— an 18-year insurance producer, on digital employees
“It would have taken two hours to send those seven follow-ups. I did it in 20 minutes.”
— Matthew Henry, EffiZoom founder
“I've been running the AgencyZoom skills hard for a while now — the inbox-to-service-card automation, the lead sweep, and the sold/convert flow. Overall they save me real time.”
— an agency principal, connector beta
Start free

The AgencyZoom Connector

The only production-quality MCP for AgencyZoom

MCP is the standard that lets an AI assistant use a real system rather than just talk about one. Ours plugs Claude directly into AgencyZoom, so your team can say “find the Vance household” or “draft renewal follow-ups for everyone expiring in 45 days” and the work lands in your system of record.

Not a skill wrapper. Not a Zapier chain. A real MCP server that verifies every write, refuses to create duplicates quietly, and attributes each action to the person who asked.

See what it can doStart free
  • Find any customer by email, phone, or a half-remembered name
  • Create leads and move them through the pipeline
  • Sweep renewals and turn them into outreach tasks
  • Open, triage, and resolve service tickets
  • Read the email and SMS history tied to a contact
  • 111+ tools across 14 domains of AgencyZoom — every write staged for a licensed human. Your team never has to think in those terms.

What you get

One workforce, three kinds of worker

A free assistant to ask, a strategy engine to plan, and a connector that does the work in AgencyZoom.

Zoomy — your free AI assistant

The on-ramp. Ask questions about AgencyZoom, your processes, and your book, and get answers grounded in how agencies actually work. Free forever.

The Architect — the strategy engine

Generates the SOPs and workflows behind an automation, not just the automation. It writes the plan; you keep the judgment.

AgencyZoom Connector — the hands

A real MCP server, so Claude can search, create, update and resolve work inside AgencyZoom, attributed to the person who asked.

Brand voice, everywhere

Capture how your agency talks once, and every generated message sounds like you wrote it instead of like software wrote it.

Renewals that do not slip

Pull everything expiring in a window, ranked by priority, and turn it into real outreach tasks in a single pass.

Digital employees on the Agency tier

When you are ready for done-for-you, we run discovery and ship a working agency admin bot that handles the repetitive desk work.

Learn it free, whether or not you buy

Guides, teardowns and frameworks for agency automation — no gate, no pitch inside the content.

Browse the library

Questions, answered

What does "free" actually include?
A free EffiZoom account gives you Zoomy, our AI assistant for AgencyZoom agencies, with no credit card and no time limit. You only pay when you want the Marketplace plan ($39/mo) for the Architect and the AgencyZoom Connector, or the Agency tier for a done-for-you digital workforce.
Do I need AgencyZoom to use EffiZoom?
No. Zoomy and the Architect are useful on their own. The AgencyZoom Connector is the piece that requires an AgencyZoom account, because it acts inside your AgencyZoom data.
How is this different from Zapier or a ChatGPT skill?
Zapier moves data between systems on a trigger. A skill is a prompt wrapper. Our connector is a production MCP server: it verifies every write actually landed, checks for duplicates before creating anything, and attributes each action to the individual team member who asked for it.
How long does it take to see something useful?
Minutes for Zoomy. Roughly eight to ten minutes for the Architect to produce a complete workflow. The connector takes a few minutes per person to add in Claude once your agency is on the Marketplace plan.
Who is behind EffiZoom?
EffiZoom is built by EffiWise Solutions. It started as tooling for one independent agency and became a product when it turned out every agency had the same problem.

Your first digital employee costs nothing

Start with Zoomy free. Add the Architect and the AgencyZoom Connector when you want them.

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EffiZoom Support

How can we help you today?

Welcome to EffiZoom Support!

Ask us anything about our automation platform.