CrossSell Intelligence
The Standalone Revenue Engine for AgencyZoom
An autonomous digital employee that finds, scores, and delivers your highest-value cross-sell opportunities every single week.
Limited availability · Early adopter pricing locked in
Recover the Found Money Sitting in Your Book
Your book is full of cross-sell opportunities that never get worked. Not because they're not valuable — because they're invisible.
of customers have only one policy
Single-policy customers are 3-5x more likely to leave at renewal
retention gap between monoline and bundled
Every unbundled customer is a retention risk you can fix proactively
conversion lift on warm cross-sells
Your current customers convert at 3-5x the rate of cold leads
How CrossSell Intelligence Works
Four phases that run automatically every week to keep your pipeline full
Phase 1: Gather
Data Extraction
- Connects to AgencyZoom via API
- Extracts customer, policy, and activity data
- Runs automatically on schedule
Phase 2: Score
AI-Powered Analysis
- Scores every customer 0-100
- Multi-factor algorithm (fit, timing, value, reachability)
- Detects life events from notes
Phase 3: Execute
Monday Dispatch
- Creates tasks in AgencyZoom
- Assigns to right producer
- Includes personalized call script
Phase 4: Learn
Continuous Improvement
- Tracks outcomes weekly
- Detects conversions automatically
- Recalibrates scoring monthly
"Producers open their CRM Monday morning and the work is already there."
No manual lists. No guesswork. Just high-value opportunities, ready to work.
Local Market Calibration
This isn't generic AI. This is intelligence that learns the nuances of your local market.
Your Book's Patterns
The system learns which cross-sells actually close in your market — not national averages, but YOUR conversion patterns.
Your Producers' Strengths
Assignment rules adapt based on who closes what. If Sarah converts commercial better than residential, the system learns and assigns accordingly.
Your Customer Lifecycle
Timing windows calibrate to your book's behavior. When do YOUR customers actually respond? Not generic rules — your actual patterns.
Calculate Your Impact
Adjust the sliders below to see your agency's potential ROI
Your Annual Impact (Year 1)
Adjust Your Numbers
Move the sliders to see your ROI
Your Projected Results
Based on your inputs
🎉 Excellent return on investment!
* Calculator uses full pricing (non Early Adopter). Assumes $1,800 avg premium and 12% commission rate.
And that's before you factor in retention lift from bundling.
Performance Guarantee
If CrossSell Intelligence doesn't identify at least 3x its cost in potential commission within your first 30 days, we refund the audit fee.
We're confident because we've already run this on 1,836 customers. The opportunities are there.
Simple, Transparent Pricing
One-time audit, then predictable monthly cost based on your book size
24-Hour Audit
One-time
- Complete book scoring
- Opportunity report
- Revenue analysis
Small Agency
<500 customers
per month
Mid-Size Agency
500-1,500 customers
per month
Large Agency
1,500+ customers
per month
Early Adopter pricing locked in for first 50 agencies
No contracts. Cancel anytime. All features included regardless of size.
Join the Waitlist
Get priority access when we launch. Early Adopter pricing guaranteed.
Stop Leaving Money On The Table
Join the agencies already on the waitlist. Limited to first 50.