Automating around AgencyZoom.
A lead moving through AgencyZoom still needs work behind it: gather the facts, obtain quotes, and explain the recommendation.
What AgencyZoom is
AgencyZoom is Vertafore's sales and customer relationship platform for insurance agencies. It provides sales pipelines, onboarding and retention automation, goals, and reporting. It connects with several agency management systems, so establish where your agency keeps the authoritative policy record before designing a new workflow.
How Relay fits
A lead moving through AgencyZoom still needs work behind it: gather the facts, obtain quotes, and explain the recommendation. Relay helps prepare those pieces from the documents and instructions you provide.
Keep AgencyZoom as the sales and follow-up layer and your AMS as the authoritative policy record. For a first task, bring the collected quote information into Relay, prepare the supported quote or document, and record the reviewed result through your existing process.
The workflows, side by side
From collected lead information to a quote
The job today
The lead exists in the pipeline, but someone still prepares and enters the quote details.
What to try with Relay
Use the submitted quote information and source documents in a configured carrier workflow. Review the actual carrier outcomes.
From quote options to a proposal
The job today
Returned quotes need to become a clear explanation for the prospect.
What to try with Relay
Give Relay the reviewed quotes and your recommendation. Refine the editable proposal before sharing it.
A useful follow-up brief
The job today
A pipeline stage does not explain every missing detail or outstanding condition.
What to try with Relay
Ask Relay to summarize what still needs confirmation from the supplied sources. Use the checked list in the next client conversation.
Common questions
Does Relay replace AgencyZoom?
No. Keep the pipeline, assigned follow-up, and engagement process that works for your agency. Relay supports the preparation needed to move a client task forward.
Is AgencyZoom our policy system of record?
AgencyZoom focuses on sales and CRM workflows. Agencies commonly use a separate AMS for authoritative policy records. Keep the roles clear when designing the handoff.
Will Relay automatically update the pipeline?
Do not assume a native AgencyZoom connection or automatic stage update. Confirm any specific integration and its permitted actions before relying on it.
How should we measure the fit?
Choose one lead and follow it through reviewed quotes and a proposal. Count preparation, review, manual updates, and any repeated entry across all systems.
Source notes
Sources checked 2026-09-05. Product details can change.
AgencyZoom is a product of Vertafore. Relay is not affiliated with or endorsed by Vertafore.
Part of the works alongside directory. Updated 2026-07-11. See how we source content.
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