Agency Zoom



Prefill your forms from Agency Zoom data and update your Agency Zoom records with form data.

What you need


Agency Zoom is an insurance sales automation and management tool designed to help insurance agents and agencies increase their sales efficiency and manage their operations more effectively. This platform focuses on streamlining various aspects of the sales process, from lead management to client onboarding, and provides robust tools to track performance and manage customer relationships.


  1. Lead Management: Agency Zoom offers tools to manage leads effectively, including tracking where leads are coming from, their current status in the sales funnel, and the actions needed to convert them into clients.
  2. Sales Automation: The platform automates key parts of the sales process, such as follow-ups and reminders, helping agents stay on top of potential opportunities without manual intervention.
  3. Onboarding New Clients: It provides a structured process for onboarding new clients, ensuring that all necessary steps are completed efficiently, from initial contact to finalizing coverage.
  4. Performance Tracking: Agency Zoom includes detailed analytics and reporting features that allow agencies to monitor sales performance, track agent productivity, and identify areas for improvement.
  5. Marketing Tools: The software integrates with marketing platforms to facilitate email campaigns, social media outreach, and other marketing efforts, helping agents nurture leads and maintain engagement with clients.
  6. Goal Setting and Tracking: Agencies can set goals for different aspects of their operations and track progress in real-time, providing clear insights into their achievements and areas needing attention.


  1. Enhanced Productivity: By automating routine tasks, Agency Zoom helps agents free up time to focus on more complex and revenue-generating activities.
  2. Improved Sales Conversion: With better lead management and follow-up processes, agents can increase their conversion rates and grow their client base more effectively.
  3. Streamlined Client Onboarding: The systematic approach to onboarding helps ensure a smooth and positive experience for new clients, fostering loyalty and retention.
  4. Data-Driven Decisions: Access to analytics and performance data allows agency managers to make informed decisions about sales strategies and agent performance.
  5. Increased Client Engagement: The integrated marketing tools enable consistent and effective communication with prospects and clients, enhancing engagement and satisfaction.

Agency Zoom is particularly valuable for insurance agencies looking to modernize their sales and management practices, offering a suite of tools that support effective sales strategies and operational efficiency. It's a solution that aligns with the needs of growing agencies focused on optimizing their sales processes and client relationships.

How to set up

Navigate to the Feathery form that you want to connect to Agency Zoom. Click on the Integrations tab.

Open the Agency Zoom integration and authenticate your Agency Zoom account.

Choose what Feathery fields to map to Agency Zoom record properties for prefilling and creating/updating.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
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