AI for AgencyZoom.

AgencyZoom is insurance CRM for leads, sales pipelines, retention workflows, customer communication, and agency reports. AgencyZoom has no API. That's fine: if a human can use it, Rover can, straight through the screen.

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100% online · No calls · Nothing to install

Connected at Sunpetal Co.

FileMaker (2009)Working ✓
County permit portalWorking ✓
The desktop ERPWorking ✓
No API on any of them

Rover

Automations Rover runs

Create approved submissions and queue missing application data.
Prepare renewal follow-ups and route carrier responses.

Sage

What Sage watches

Track renewals, quote-to-bind, retention, commissions, and missing items.

Donna

One-offs for Donna

Retrieve a certificate request and prepare it for review.

The audit reads how your business uses AgencyZoom and stages the automations it finds, free.

Every process documented, automations live, and five ways to make more money. In an hour.

100% online · No calls · Nothing to install

Or book a demo →