Does the AgencyZoom agent actually execute tasks?

Yes. It does not just suggest what to do; it directly performs actions in AgencyZoom and connected tools, such as updating records, sending emails, and creating tasks.

How is this different from native AI in AgencyZoom?

Native AI features are usually limited to the app's internal functions. A DoMyWork agent acts across AgencyZoom and 1,500+ other apps to complete end-to-end business workflows.

Is this better than using Zapier for AgencyZoom tasks?

Zapier requires you to build complex logic step-by-step. With DoMyWork, you simply describe the desired outcome in plain English, and the agent executes the multi-step process for you.

Can the agent monitor my AgencyZoom account for me?

Yes. You can set up agents on autopilot to watch for specific events, like new leads or expiring policies, and trigger immediate actions without you needing to check the dashboard.

Is my AgencyZoom data safe?

We prioritise security. Your data is processed only to execute the tasks you explicitly authorise. We do not use your private agency data to train public models.

Can the AgencyZoom agent connect to my email and calendar?

Absolutely. It works with Gmail, Outlook, and major calendar apps to ensure your communications and scheduling are perfectly synced with your AgencyZoom client records.

AI Agent for AgencyZoom

Manage your insurance leads, renewals, and client data automatically. DoMyWork AI agents work with AgencyZoom and 1,500+ apps to turn administrative work into growth.

Find leads in AgencyZoom with no recent activity

Draft renewal emails for policies expiring next month

Update client policy details from my spreadsheet

Summarise this week's new business in AgencyZoom

Check for missing documents in recent client files

Sync new AgencyZoom contacts to my email list

Agent for

AgencyZoom

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your AgencyZoom data into resolved client actions

Clean policy records, follow up on stale leads, draft renewal emails, and update client information.

12 stale leads identified

Catch up on every renewal due in the next 30 days

"Check AgencyZoom for all policies renewing next month, verify client contact info, and draft a personalised renewal email in Gmail for each one. Post a summary to Slack."

Send Message

Find clients missing essential policy documentation

"Scan recent client files in AgencyZoom for missing declarations pages and email the clients a request for the documents."

Send Message

Update client contact details from recent emails

"Check my inbox for address changes and update the corresponding client records in AgencyZoom."

Send Message

Summarise client feedback from recent survey responses

"Analyse the latest survey responses in Google Sheets and update the client sentiment score in AgencyZoom."

Send Message

Identify cross-sell opportunities for existing clients

"Look at current life insurance clients in AgencyZoom who lack home insurance and draft a targeted offer email."

Send Message

Got a different task in mind? Describe it

Send Message

Follow up on leads that went quiet last week

"Identify leads in AgencyZoom with no activity for 7 days and send a friendly check-in email."

Send Message

Enrich new lead profiles with public company data

"Take new commercial leads in AgencyZoom, search for their company size and industry, and update the lead profile."

Send Message

Prepare a list of hot leads for today's calls

"Filter AgencyZoom for high-intent leads and create a daily call list in a new Google Sheet."

Send Message

Draft responses to common lead inquiries

"Read the latest lead messages in AgencyZoom and draft responses based on my agency's standard coverage FAQs."

Send Message

Log all lead interactions from my calendar

"Review my calendar for meetings with prospects and log the outcome in the respective AgencyZoom lead records."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate client records in the system

"Find duplicate client entries in AgencyZoom based on email and phone, and merge the records."

Send Message

Verify all new policies have correct carrier codes

"Check new policies in AgencyZoom for carrier code accuracy and flag any mismatches for review."

Send Message

Generate a monthly report on lead conversion rates

"Calculate conversion rates by lead source in AgencyZoom and email the report to the agency owners."

Send Message

Sync agency staff assignments across tools

"Ensure all client assignments in AgencyZoom match the current staff list in my project tracker."

Send Message

Review system integrity for missing data fields

"Identify client records in AgencyZoom that are missing phone numbers or emails and list them for manual cleanup."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of agency performance

"Extract the total premium volume by carrier from AgencyZoom and compare it to last month's numbers."

Send Message

Evaluate the ROI of current lead sources

"Compare lead costs from my ad platform with AgencyZoom conversion data to find the best sources."

Send Message

Draft a monthly newsletter for all clients

"Write a newsletter draft based on recent policy updates and send it to the client list in AgencyZoom."

Send Message

Check for large policy cancellations

"Identify any commercial policies over $5k cancelled this week and provide a summary of reasons."

Send Message

Review staff activity levels for the week

"Summarise the number of tasks completed and leads contacted by each agent in AgencyZoom."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a AgencyZoom AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try AgencyZoom AI Agent

🛸 Autopilot

Act on insurance leads and renewals instantly — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate data, and trigger follow-ups before you even open your dashboard.

Setting up an autopilot is too easy

New lead is created in AgencyZoom

Describe...

1. Send renewal reminders the moment a policy nears expiry

WhenPolicy is nearing renewal in AgencyZoom

Then

Check the client's current coverage, draft a renewal email in Gmail, and flag the task for the account manager.

Put on Autopilot

2. Flag urgent client requests from emails

WhenNew email is received in Gmail

Then

Read the email, check if it relates to an existing AgencyZoom client, and create a high-priority task if it involves a claim.

Put on Autopilot

3. Update client address data from change requests

WhenNew note is added in AgencyZoom

Then

If the note contains an address change, update the client record in AgencyZoom and notify the carrier.

Put on Autopilot

4. Notify team of high-value policy cancellations

WhenPolicy is cancelled in AgencyZoom

Then

Check the premium value; if over $2,000, post an alert to Slack for the agency owner.

Put on Autopilot

5. Send a weekly summary of client birthdays

WhenEvery Monday at 09:00 AM

Then

Find clients with birthdays this week in AgencyZoom and email a list to the account management team.

Put on Autopilot

1. Qualify new leads the second they arrive

WhenNew lead is created in AgencyZoom

Then

Research the lead's company size, score the lead based on our ICP, and update the AgencyZoom record.

Put on Autopilot

2. Send instant welcome emails to new prospects

WhenNew lead is created in AgencyZoom

Then

Draft a welcome email in Gmail that includes our agency brochure and schedule a follow-up task.

Put on Autopilot

3. Alert sales team to hot leads

WhenLead status is changed in AgencyZoom

Then

If status changes to 'Hot', post a notification to Slack with the lead details.

Put on Autopilot

4. Track lead source performance daily

WhenEvery day at 05:00 PM

Then

Summarise new leads by source from AgencyZoom and post the count to Slack.

Put on Autopilot

5. Re-engage leads that haven't responded

WhenEvery Monday at 08:00 AM

Then

Find leads in AgencyZoom with no activity for 14 days and send a check-in email.

Put on Autopilot

1. Validate new policy entries for completeness

WhenNew policy is created in AgencyZoom

Then

Check if all required fields are filled; if not, create a task in your project tracker to fix it.

Put on Autopilot

2. Monitor for duplicate client entries

WhenNew client is created in AgencyZoom

Then

Search for existing clients with the same email; if found, flag the new record for merging.

Put on Autopilot

3. Sync new policy data to accounting

WhenNew policy is created in AgencyZoom

Then

Extract the premium and carrier info and add a row to your accounting spreadsheet.

Put on Autopilot

4. Report on weekly policy production

WhenEvery Friday at 04:00 PM

Then

Calculate total new premium for the week in AgencyZoom and email a summary to the agency owner.

Put on Autopilot

5. Flag missing carrier documents

WhenPolicy status is updated in AgencyZoom

Then

If status is 'Bound' but no document is attached, create a reminder task.

Put on Autopilot

1. Get alerted to major client losses

WhenPolicy is cancelled in AgencyZoom

Then

If the cancelled policy is a commercial account, send a high-priority SMS alert.

Put on Autopilot

2. Monitor agency growth trends

WhenEvery Monday at 09:00 AM

Then

Calculate the week-over-week change in total policies and post to Slack.

Put on Autopilot

3. Review new business production

WhenNew policy is created in AgencyZoom

Then

If the policy premium exceeds $5,000, send a congratulatory email to the agent.

Put on Autopilot

4. Track carrier performance

WhenEvery month on the 1st at 09:00 AM

Then

Summarise premium by carrier from AgencyZoom and email a report.

Put on Autopilot

5. Stay informed on lead pipeline health

WhenEvery Friday at 05:00 PM

Then

Count total active leads in AgencyZoom and post the pipeline value to Slack.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

AgencyZoom

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Renewal Outreach Playbook

FormCollect data with form

1. Enter policy ID

Enter policy ID

Fill fields below 👇

Policy ID *

AI AgentExecute agent from playbook

2. Analyse coverage

Agent

Retrieve policy details for {{Policy ID}} and identify coverage gaps.

AI AgentExecute agent from playbook

3. Draft email

Agent

Draft a renewal email in Gmail based on {{Policy ID}} details.

4. Add task

Create TaskinAgencyZoom

Renewal Outreach Playbook

Streamline the renewal process for expiring policies.

Clone This Playbook

Client Onboarding Playbook

Automate the setup of new client files.

Clone This Playbook

Claim Reporting Playbook

Quickly file and track new client claims.

Clone This Playbook

Policy Change Playbook

Process and log policy modifications.

Clone This Playbook

Feedback Review Playbook

Analyse client feedback and respond.

Clone This Playbook

Lead Qualification Playbook

Score and prioritise new leads.

Clone This Playbook

Cold Email Playbook

Draft personalised outreach.

Clone This Playbook

Meeting Prep Playbook

Prepare for sales calls.

Clone This Playbook

Lead Handoff Playbook

Transfer lead to account management.

Clone This Playbook

Referral Request Playbook

Ask happy clients for referrals.

Clone This Playbook

Data Cleanup Playbook

Standardise client record formatting.

Clone This Playbook

Carrier Report Playbook

Generate carrier performance reports.

Clone This Playbook

Staff Assignment Playbook

Update staff assignments.

Clone This Playbook

Document Audit Playbook

Identify missing policy documents.

Clone This Playbook

System Sync Playbook

Sync contacts with external tools.

Clone This Playbook

Agency Health Playbook

Get a high-level agency overview.

Clone This Playbook

Carrier Strategy Playbook

Review carrier profitability.

Clone This Playbook

Staff Performance Playbook

Review agent productivity.

Clone This Playbook

Expansion Playbook

Evaluate new market potential.

Clone This Playbook

Client Retention Playbook

Develop retention strategies.

Clone This Playbook

1500+ App Integrations

Connect AgencyZoom + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New lead is created in AgencyZoom

Then

Recurring Work on autopilot

Autopilot

Renewal Outreach

Enter policy ID

Review coverage details

Send renewal email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

AgencyZoom

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About AgencyZoom AI Agent

It is a digital worker that connects to AgencyZoom and your other apps. It performs tasks like lead enrichment, renewal drafting, and data syncing by following your plain English instructions.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for AgencyZoom

Turn your AgencyZoom data into resolved client actions

Catch up on every renewal due in the next 30 days

Find clients missing essential policy documentation

Update client contact details from recent emails

Summarise client feedback from recent survey responses

Identify cross-sell opportunities for existing clients

Got a different task in mind? Describe it

Follow up on leads that went quiet last week

Enrich new lead profiles with public company data

Prepare a list of hot leads for today's calls

Draft responses to common lead inquiries

Log all lead interactions from my calendar

Got a different task in mind? Describe it

Clean up duplicate client records in the system

Verify all new policies have correct carrier codes

Generate a monthly report on lead conversion rates

Sync agency staff assignments across tools

Review system integrity for missing data fields

Got a different task in mind? Describe it

Get a high-level view of agency performance

Evaluate the ROI of current lead sources

Draft a monthly newsletter for all clients

Check for large policy cancellations

Review staff activity levels for the week

Got a different task in mind? Describe it

How Does a AgencyZoom AI Agent Work

Act on insurance leads and renewals instantly — with agents on autopilot

1. Send renewal reminders the moment a policy nears expiry

2. Flag urgent client requests from emails

3. Update client address data from change requests

4. Notify team of high-value policy cancellations

5. Send a weekly summary of client birthdays

1. Qualify new leads the second they arrive

2. Send instant welcome emails to new prospects

3. Alert sales team to hot leads

4. Track lead source performance daily

5. Re-engage leads that haven't responded

1. Validate new policy entries for completeness

2. Monitor for duplicate client entries

3. Sync new policy data to accounting

4. Report on weekly policy production

5. Flag missing carrier documents

1. Get alerted to major client losses

2. Monitor agency growth trends

3. Review new business production

4. Track carrier performance

5. Stay informed on lead pipeline health

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Renewal Outreach Playbook

Client Onboarding Playbook

Claim Reporting Playbook

Policy Change Playbook

Feedback Review Playbook

Lead Qualification Playbook

Cold Email Playbook

Meeting Prep Playbook

Lead Handoff Playbook

Referral Request Playbook

Data Cleanup Playbook

Carrier Report Playbook

Staff Assignment Playbook

Document Audit Playbook

System Sync Playbook

Agency Health Playbook

Carrier Strategy Playbook

Staff Performance Playbook

Expansion Playbook

Client Retention Playbook

Connect AgencyZoom + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About AgencyZoom AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About AgencyZoom AI Agent