Insurance CRM Integration

Capture Every Quote Call — Synced To AgencyZoom

Marlie AI answers every inbound quote and service call 24/7, qualifies the prospect, and pushes the lead into AgencyZoom with the right pipeline, tags, and workflow attached.

Start Free Trial Listen to Demos

An AI receptionist for insurance agencies running on AgencyZoom

Insurance agencies use AgencyZoom to manage sales pipelines, retention workflows, and client onboarding. The blind spot is the phone: quote calls come in evenings and weekends, service calls overflow during peaks, and the lead never makes it into AgencyZoom on time to win the policy.

Marlie AI gives AgencyZoom agencies 24/7 phone coverage. Quote calls are qualified for line of business, household details, and current carrier; service calls are triaged. Today the connection runs through Zapier and webhooks — a direct AgencyZoom integration is on our roadmap.

What You Get with Marlie + AgencyZoom

Everything you need to connect your phone calls with AgencyZoom — fully automated, zero manual work.

Auto-Create Prospects

Every quote call creates an AgencyZoom prospect with name, phone, email, line of business, and household qualifying data captured.

Pipeline & Stage Routing

Marlie writes prospects into the right AgencyZoom sales pipeline and stage based on line of business and call intent.

Workflow Triggers

Tags applied by Marlie trigger your existing AgencyZoom workflows for new quotes, cross-sells, and onboarding.

Producer Routing

New prospects are assigned to the right producer based on line of business, geography, or your AgencyZoom routing rules.

Service Call Triage

Service calls are triaged for endorsements, claims questions, and billing — and routed to the right CSR with full call notes.

Call Notes & Recording

Full call summary, transcript, and recording link are attached to the AgencyZoom record so producers and CSRs are ready before calling back.

How It Works

Get up and running with AgencyZoom in minutes — no coding required.

Wire AgencyZoom Into Marlie

Connect AgencyZoom to Marlie via Zapier or custom webhook. A direct AgencyZoom integration is on our roadmap.

Map Pipelines, Tags & Producers

Choose which AgencyZoom pipeline and stage Marlie writes prospects to, which tags fire workflows, and which producers own new leads.

Marlie Answers 24/7

Inbound quote and service calls are answered around the clock. Marlie qualifies line of business, household details, and current carrier.

AgencyZoom Picks Up Follow-Up

New prospects appear in AgencyZoom with workflows triggered, producers notified, and full call notes attached for fast quoting.

Built for Real Scenarios

See how businesses use Marlie + AgencyZoom to capture more leads and streamline operations.

Quote Call Capture After Hours

Scenario

A P&C agency runs ads on local TV and digital, but most quote calls come outside business hours.

Outcome

Marlie answers every call, qualifies the prospect for auto, home, or bundle, and pushes the prospect into AgencyZoom so the producer quotes first thing in the morning.

Service Overflow Coverage

Scenario

A growing agency's CSRs can't keep up with simultaneous service calls during renewals.

Outcome

Marlie handles overflow service calls, triages the request, and either resolves common questions or routes complex issues to the right CSR with full context.

Cross-Sell Outreach

Scenario

An agency wants to cross-sell life and umbrella to existing P&C clients but doesn't have outbound capacity.

Outcome

Marlie can run outbound campaigns to existing AgencyZoom clients, qualify interest, and book appointments with the right producer for cross-sell conversations.

Frequently Asked Questions

Common questions about the Marlie AI + AgencyZoom integration.

Does AgencyZoom have a public API for direct integration?

AgencyZoom does not currently publish a public, self-serve developer API. Today we connect via Zapier or custom webhooks; a direct integration is on our roadmap.

How does Marlie connect to AgencyZoom in the meantime?

Through Zapier connectors and webhook-based intake. Marlie pushes the qualified call into AgencyZoom as a new prospect with notes and pipeline assignment.

Will Marlie quote policies or bind coverage?

No. Marlie qualifies and intakes the prospect for your producers; quoting and binding are handled by your licensed team in AgencyZoom and your rater.

Can Marlie route calls by line of business?

Yes. Marlie identifies whether the call is for auto, home, life, commercial, or another line and routes the prospect to the right pipeline and producer.

Can Marlie handle service calls, not just new quotes?

Yes. You can configure separate flows for service — endorsements, billing questions, claims intake — with routing to the right CSR or department.

Are call recordings stored in AgencyZoom?

Transcripts and summaries are attached to the AgencyZoom record via the Zapier or webhook flow. Full recordings stay in Marlie and are linked from the note.