The Insurance Automation Architect
Map Your AgencyZoom Strategy Before You Build
The first visual workflow builder designed specifically for independent insurance agencies. Architect complex AgencyZoom automations, renewal pipelines, and cross-sell campaigns without writing code.
90-Second Automation
Stop spending days building workflows. Drag, drop, and configure a complete AgencyZoom strategy in under 90 seconds.
Smart Logic Branches
Design complex "if/then" scenarios. If carrier is Progressive, send this email. If premium > $5k, create task for Producer.
One-Click JSON Export
Don't just draw it. Export your strategy as a JSON file compatible with AgencyZoom and other modern insurance CRMs.
EffiZoom Support
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