We Don't Do What You Do.
That's the Point.
We're a software company. We build digital workforce tools for independent insurance agencies on AgencyZoom.
What we don't do is sit across the table from an agency owner and help them figure out who should be doing what, which pipelines actually matter, or how to get a team of eight to adopt something new.
That's your job. And you're better at it than we'll ever be.
We built EffiZoom because we believe consultants and technology should work together — not compete. When you bring the workflow expertise and we bring the technology layer, agencies get outcomes that neither of us could deliver alone.
We're not waiting for you to find us. We're initiating this conversation because we think the partnership makes both of us better.
Why We Work With Consultants
We Came From an Agency — Not a Tech Lab
EffiZoom wasn't built in a startup accelerator. It was built inside an independent insurance agency by people who were frustrated with the gap between what technology promised and what it actually delivered.
Every feature we ship runs in a live agency first. If it doesn't work for us, we don't release it to anyone else.
We Know Where We Stop and You Start
About 25–30% of agencies are scrappy enough to take our tools and run with them on their own. The other 70% need a human being to help them understand what their agency looks like before any technology gets involved.
That's not our lane. That's yours. And we'd rather send that work to someone who does it well than try to fake our way through it.
Rising Tides Lift All Boats
We believe knowledge shouldn't live behind a paywall. That's why our AgencyZoom support chatbot is free. That's why we run free pipeline audits.
And that's why we're reaching out to consultants proactively — not because we need you to sell for us, but because we believe the agencies you serve deserve the best of what we both bring to the table.
What Working Together Actually Looks Like
This isn't a referral link you paste into an email. It's a relationship where we each bring something the other can't replicate.
You Bring the Strategy. We Bring the Speed.
You already know how to assess an agency's workflows, define their pipeline structure, figure out who should be doing what, and build the operational foundation that makes technology actually stick. That work is irreplaceable.
What we can do is take those decisions and execute on them at a pace that changes the math for your business. Automations that would take hours to build manually can be generated in minutes through our system — custom-built around the agency's brand voice, communication style, and regional personality. Your consulting hours go further. Your clients get to value faster.
We'll Build a Pilot Together — Before Anyone Sells Anything
We'd rather earn trust than pitch a product. If you've got an agency that's a good candidate, we're happy to set up access, build something together, and let it run so you can see what the technology actually does.
No cost. No commitment. Just a shared understanding of what's possible.
All we ask is a simple NDA so both sides are protected, and then we get to work.
The Pricing Conversation Is a Conversation
We have our standard pricing structure, but we don't pretend it's the only way this works. We're a startup. We're flexible. The question we try to answer is simple: Does the agency get real benefit? Do we both make money? If the answer to both is yes, we'll figure out the structure together.
We're open to creative arrangements — whether that means you resell our tools as part of your service offering, we white-label certain capabilities for your engagements, or we simply split the work in a way that makes sense for the client. What we care about is the outcome, not who sends the invoice.
What We Bring to the Table
Automation Generation
Our system captures an agency's brand voice — how they actually talk to their customers, right down to regional dialect and communication style — and generates complete automation workflows in minutes instead of hours.
Your clients' emails and texts sound like their agency, not like a template library.
Digital Workforce (AI Agents)
This is where the industry is headed, and where our business is focused. Instead of rigid if-this-then-that automation, our AI agents are given goals and they reason through how to accomplish them.
A service management agent monitors communications and updates tickets. A pipeline intelligence agent identifies stalled leads. A cross-sell agent finds monoline customers and enrolls them in targeted outreach automatically.
Pipeline Audits
We run free audits that dig into an agency's AgencyZoom data and surface exactly what's going on — revenue at risk from stalled quotes, leads sitting in the wrong stage, team performance patterns, lead source ROI analysis.
Consultants use these to anchor their initial conversations with agency owners around real numbers instead of gut feelings.
How We'd Like to Get Started
We're not asking you to sell anything. We're asking you to have a conversation with us so we both understand what the other does — and where the overlap creates something better for agencies.
Let's Just Talk
No pitch deck. No demo unless you want one. Just a conversation about what you're seeing in the agencies you work with, what's frustrating, and where you think technology should be helping but isn't. We'll share what we're building and where we think we're headed. If there's a fit, we'll both know it.
Pick a Pilot Agency Together
If the conversation goes well, identify an agency you're already working with that would be a good candidate. Maybe they're in a bind and need automations rebuilt fast. Maybe they're drowning in a messy pipeline and need visibility. We'll build something together, let it run, and see what happens.
Define the Relationship
Once we've proven the value together, we figure out what the ongoing relationship looks like. That might be a referral arrangement with recurring commission. It might be a deeper integration where our tools become part of your consulting offering. It might be something we haven't thought of yet. We're open.
The point is: we earn the right to define the relationship by proving the value first. Not the other way around.
A Few Things to Know Upfront
We're built for AgencyZoom. That's our world. If an agency is on a different platform, we can't help them today — though we're watching the broader ecosystem closely, and the architecture we're building is designed to expand.
We're honest about what AI can and can't do. Our agents are powerful, but they don't replace human judgment. The human still does the actual work — talks to the client, makes the underwriting decision, handles the carrier relationship. Our technology manages the administrative flow around that work so things don't fall through the cracks.
We're a small team. We're not processing hundreds of partnerships at scale. We want to work with a small number of consultants who are genuinely embedded in the agencies they serve and who care about outcomes over volume. If that's you, we'll give you more attention than you've ever gotten from a technology vendor.
We protect your reputation. If we don't think an agency is a good fit, we say so. We're not closing deals that won't work just to collect revenue. Your name got them to the table — we're not going to waste that trust.
Ready to Start a Conversation?
We're not asking you to commit to anything. We're asking you to take 30 minutes and see if there's something here worth exploring together.
If you work with independent agencies, you help them with their operations and technology adoption, and you've ever wished the software side of the equation had someone who actually understood the consulting side — we should talk.
mhenry@effiwise.com
We'd rather start with a conversation than a contract.
EffiZoom Support
How can we help you today?