AgencyZoom Tools
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Use AgencyZoom Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call AgencyZoom Tools. Choose from 99 supported actions. Review each execution in Audit.
Connect AgencyZoom Tools once through Aident Vault. Your agent can use the supported actions without receiving the underlying credential.
Category
CrmIncluded Actions
- Authenticate For Jwtvia V4 Sso
- Batch Create Contact
- Batch Create Lead
- Batch Delete Task
- Change Status For Lead
- Complete Task
- Create A Customer Note
- Create A Driver For An Opportunity
- Create A Lead Note
- Create A Lead Opportunity
- Create A Lead Quote
- Create A Vehicle For An Opportunity
- Create An Opportunity
- Create Biz Lead
- Create Lead
- Create Task
- Delete A Customer
- Delete A Customer File
- Delete A Customer Policy
- Delete A Driver
- Delete A Lead File
- Delete A Lead Opportunity
- Delete A Lead Quote
- Delete A Task
- Delete A Vehicle
- Delete An Opportunity
- Delete Message
- Delete Thread
- Get A List Of Assign Groups
- +70 actions