One quick way to boost your workflow in AgencyZoom is to integrate with your management system. AgencyZoom has established integrations with several Agency Management Systems (AMS). This is a great way to reduce double data entry by being able to share information automatically between two systems. Below is a list of our current partnerships. If you do not see your AMS listed, you can still import your book of business into AgencyZoom. Here's a high-level summary of how these management systems integrate with AgencyZoom.
Click on the links below for directions on how to connect.
QQ Catalyst (2-way sync)
AMS360 (2-way sync)
EzLynx (via customer import)
NowCerts (2-way sync)
Hawksoft (Mainly 1-way sync from Hawksoft to AgencyZoom)
AgencyMatrix (via customer import)
TAM (via customer import)
EPIC (via customer import)
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)