Every Connector tool, and the guardrail on it.
The AgencyZoom Connector has 111+ tools across 14 domains. Reads change nothing. Writes are read back to confirm they landed, creates check for duplicates first, and every change is made with the asking person’s own login.
6 tools
Customers
Find and update customer households.
11 tools
Leads
Work the personal lines pipeline.
3 tools
Business leads
Work commercial lines leads.
6 tools
Opportunities and quotes
Track what is quoted and what is open.
5 tools
Drivers and vehicles
Keep auto details complete.
7 tools
Policies and renewals
See what is in force and what renews next.
4 tools
Service tickets
Open, work and close service requests.
6 tools
Tasks
Keep follow-ups moving.
3 tools
Read the email history tied to a contact.
2 tools
Text messages
Read the text history tied to a contact.
4 tools
Files
Find and file documents.
9 tools
Pipelines and setup
Know the agency's own setup.
2 tools
Life and health
Work life and health leads.
3 tools
Reporting
Answer how the book and the pipeline are doing.
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