The following table shows how AgencyZoom integrates with all of the different AMS systems.
This is a high level summary of the data flow but should give you a good idea of what to expect when integrating your AMS with AgecyZoom
* Integration is done via Zapier and CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AZ)
** Integration is done via CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AZ)
Couple of things to note, the integration with EZLYNX is via Zapier.com it only applies to creating a new lead. The book of business download and policy status updates are done manually via file upload.
Don't hesitate to reach out via chat if you have any questions.