AI tools that work with AgencyZoom

AgencyIQ

Retention & cross-sell

Formerly DONNA.ai. Turns AMS data into insights on retention risk, cross-sell opportunities and revenue per client.

HawkSoft · confirmedMomentum (NowCerts) · confirmedAgencyZoom · listed

Canopy Connect

Intake & forms

Collects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.

Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listed

GAIL

AI receptionist & phone

Handles inbound/outbound voice, SMS, email, web chat and WhatsApp: answers calls, qualifies leads, answers policy questions.

HawkSoft · writes backAgencyZoom · writes back

InsurGrid

Intake & forms

Collects client policy documents and extracts coverage data to build comparisons, flag gaps and automate certificates.

HawkSoft · writes backEZLynx · writes backAgencyZoom · confirmed

Lightspeed

AI receptionist & phone

Cloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.

HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listed

Ooma

AI receptionist & phone

Business phone system with AI transcription, summaries, AI receptionist and AgencyZoom integration.

AgencyZoom · listed

ReFocus AI

Retention & cross-sell

Predictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.

AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmed

RingCentral

AI receptionist & phone

Cloud phone, video and messaging with AI call transcription, summaries, routing and live coaching.

AgencyZoom · listedHawkSoft · listed