The Architect builds your
automations in minutes,
not days.
What takes 8+ hours to build manually now generates in 4-6 minutes. Full touchpoint sequences in your voice, ready to import to AgencyZoom.
How the Architect Works
You describe your renewal process in plain English: "Start 90 days out, send email, follow up in 2 weeks, text at 30 days..." The Architect generates a complete 12-touchpoint workflow with your brand voice embedded. 4-6 minutes later, you're ready to import.
Select Your Setup
Pipeline & Stage
Choose which pipeline (Sales, Service, Renewal) and stage (Quote, Pending, Bound)
Lead Type & Insurance Type
Pick your lead source and what you're quoting (Auto, Home, Life, Commercial, etc.)
Add Custom Instructions (Optional)
Got unique requirements? "These are Ramsey leads—follow up same day, mention Dave sent them." Or "This is hole-in-one insurance—emphasize event liability." The Architect adapts.
Technology should fit how you work, not the other way around.
Hit Go. Wait 4-6 Minutes.
The Architect builds a full touchpoint sequence with timing optimized, triggers configured, and every message written in your brand voice.
Review & Edit (If Needed)
Every workflow can be edited before export. Change the sender (producer vs. CSR). Delete touchpoints you don't want. Adjust timing. You have full control.
- Edit message text inline
- Change who sends each message
- Remove touchpoints you don't need
- Markdown export for team review
Export JSON → Import to AgencyZoom
This is the moment on calls where people go "oh, that's it?" Export the JSON file from EffiZoom. Go to Life Cycle Automations in AgencyZoom. Import. Line up your referral source. Line up your tags. Confirm. 8-10 minutes per stage. Done.
Export JSON
From EffiZoom
Import to AgencyZoom
Life Cycle Automations tab
You're Live
8-10 minutes total
What would take you 8+ hours to build manually — brainstorming touchpoints, writing emails, configuring timing, testing triggers — happens in 4-6 minutes. You review it, import it, and you're done.
Adapts to How Your Agency Works
Every agency is successful for a reason. They have succeeded in their pathway understanding how to sell insurance. The challenge is applying technology without breaking their whole system. The Architect molds to you, not the other way around.
Custom Pipeline Stages
Your stages aren't generic. "Hot Lead" means something different than "Warm Quote." Describe your stages with objective descriptions. The Architect builds workflows that match.
Custom Lead Sources
Ramsey leads with specific timing requirements. Referrals from specific partners. Cold calls vs. warm inbound. Each source gets its own tailored workflow.
Custom Insurance Types
Auto, home, life, commercial—of course. But also niche lines like hole-in-one coverage, event liability, farm equipment. The Architect handles what you sell.
Multi-Line Scenarios
Quoting auto and home together? Cross-selling life to existing clients? The Architect understands context and builds workflows that handle complexity.
Spanish & English Output
Automations can generate messages in Spanish and English. Not translated—written natively in each language with appropriate tone and cultural context.
Enhancement Pathway
Already have automations? Import them into the Architect. Update with brand voice. Improve timing and triggers. Re-export enhanced version. Never start from scratch.
The Truth About the Architect
It's only as good as how well you teach it. If you give it generic instructions, you'll get generic output. If you tell it exactly how your agency works — your timing, your audience, your edge cases — it builds workflows that fit.
Will it be perfect day one? No. Will it be messy sometimes? Probably. But it's faster than building manually, sounds better than templates, and gets better the more you use it.
This is your foundation. Everything else builds on top of it. Many agencies thrive here and never hire digital employees. The Architect alone eliminates the Builder's Tax. That's transformative.
Your foundation is built. Now what?
Once your automations are in place and sounding like you, digital employees can plug in on top to manage what automations can't — understanding context, making decisions, handling exceptions. You don't give them rules. You give them goals.
Meet Your Digital EmployeesOptional upgrade. Many agencies never get here. This foundation alone is complete.
EffiZoom Support
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