Policies and renewals
See what is in force and what renews next. 7 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| get_customer_policies | List a customer's policies. | Read only. Nothing in AgencyZoom changes. |
| get_customer_ams_policies | List the policies synced from the agency management system. | Read only. Nothing in AgencyZoom changes. |
| create_policy | Add a policy record. | Staged for a licensed human: binding and coverage decisions stay with a licensed person. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_policy | Change a policy record. | Staged for a licensed human: binding and coverage decisions stay with a licensed person. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| endorse_policy | Record an endorsement. | Staged for a licensed human: binding and coverage decisions stay with a licensed person. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_policy_tags | Change a policy's tags. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. False-success detection: AgencyZoom can answer OK without making the change; the connector checks and says so. |
| search_upcoming_renewals | Find policies renewing in a date range. | Read only. Nothing in AgencyZoom changes. |
Card required. Cancel in one click from Settings. 30-day money-back on your first charge.