CRM

Connect AgencyZoom to Your AI Agents

Enable Wkil agents to manage leads, tasks, and pipeline stages for independent insurance agencies through AgencyZoom.

Authentication: API key

Build with AgencyZoom

What you can do

Manage insurance leads and their pipeline stage
Create and track follow-up tasks

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

99 verified tools

Create lead

Add a new insurance lead to the pipeline.

Search leads

Find leads matching given criteria.

Create task post endpoint

Create a follow-up task for an agency employee.

Update lead status by id

Move a lead to a new pipeline stage.

Get the customer details

Retrieve full details for an existing customer.

Create an opportunity

Open a new sales opportunity for a lead.

Get policies for a customer

List the insurance policies held by a customer.

Search customers

Find existing customers matching given criteria.

Get the lead details

Retrieve full details for a specific lead.

Search and list tasks

Find and list follow-up tasks matching given criteria.

Show all actions

Move lead to sold

Convert a lead into a sold customer record.

Create a lead quote

Generate a new insurance quote for a lead.

View all verified tools (search)

Authenticate for JWT via V4 SSOBatch create contactsBatch create leadsBatch delete tasksChange lead statusMark task as completedCreate a customer noteCreate a driver for an opportunityCreate a lead noteCreate a lead opportunityCreate a lead quoteCreate an opportunityCreate a vehicle for an opportunityCreate business leadCreate leadCreate task post endpointDelete a customerDelete customer fileDelete a customer policyDelete an opportunity driver by IDDelete file from leadDelete a lead opportunityDelete a lead quoteDelete an opportunityDelete a taskDelete a vehicleDelete thread messageDelete email threadGet a list of assign groupsGet a list of carriersGet a list of CSRsGet a list of custom fieldsGet a list of drivers for an opportunityGet a list of employeesGet lead source categoriesGet lead sourcesGet a list of life professionalsGet a list of locationsGet loss reasonsGet a list of pipelinesGet a list of producersGet product lines and policy typesGet a list of recycle eventsRetrieve vehicles for opportunityGet AMS policies for a customerGet auth URL for V4 SSOGet departments groupsGet lead filesRetrieve notes for specific leadGet lead quotesGet lead tasksGet list of end stagesGet policies for a customerGet the customer detailsGet the customer tasksGet the driver detailsGet the lead detailsGet the opportunities for a leadGet the opportunity detailsGet the task detailsGet the vehicle detailsGet thread detailsLink a driver to opportunityLink vehicle to opportunityList Product CategoriesLog the user inLog the user outMark thread as unreadMove lead to soldRemove text threadReopen a taskSearch business classificationsSearch customersSearch email threadsSearch leadsSearch leads countSearch life and health leadsSearch SMS threadsSearch and list tasksList service ticketsGet SMS thread messagesUnlink driver from opportunityUnlink vehicle from opportunityUpdate email thread read statusUpdate a driver's detailsRename lead fileUpdate a lead opportunityUpdate lead quote dataUpdate an opportunityUpdate policy by idUpdate a vehicle's detailsUpdate business leadUpdate customer info using idUpdate leadUpdate lead status by idUpdate my profileAdd tags to a policyUpdate taskLog user in via SSO

Practical agent use cases

An agent creates a follow-up task automatically when a lead goes cold.
An agent converts a qualified lead to sold and opens its first policy record.
An agent pulls a customer's active policies before a renewal call.

How it works with Wkil

1
Choose the integration
Add AgencyZoom to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Who is AgencyZoom built for?

Independent insurance agencies managing leads, policies, and customer follow-up.