AgencyZoom

AgencyZoom is a sales automation and customer retention platform built specifically for property and casualty insurance agencies, combining lead management, sales pipelines, automated onboarding, and producer performance analytics in one workflow. The platform integrates with major agency management systems and rating engines to consolidate prospect and policy data. AgencyZoom exposes a REST API documented via OpenAPI for accessing contacts, policies, pipeline, and activity data.

AgencyZoom publishes 16 API contracts indexed on the APIs.io network, including Authentication API, Business Classifications API, Configuration and Settings API, and 13 more. Tagged areas include Insurance, Insurtech, CRM, Sales Automation, and Agency Management.

AgencyZoom’s developer surface includes authentication, documentation, pricing, signup flow, and 5 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

26.3/100 thin ▬ flat Agent 23/100 agent aware Front door AI 1/6 silent saas Full breakdown ↓
scored 2026-10-23 · rubric v0.25.0 · Show this score on your site →

1 published contract

Insurance Insurtech CRM Sales Automation Agency Management Customer Retention

What this lets a business do 3

Business capabilities this provider's published APIs can perform, derived from its own contracts. Browse all capabilities →

Sales Management

BC-410

Leads

Insurance Customer Management

BC-2120

Customers

Policy Administration Management

BC-2140

Policies

Kin Score

Kin Score How this is scored →
scored 2026-10-23 · rubric v0.25.0

Composite quality — 26.3/100 · thin

Contract Quality 9.2 / 19

Developer Ergonomics 3.2 / 15

Access Clarity 3.6 / 15

Operational Transparency 0.0 / 10

Contract Governance 0.0 / 9

Discoverability 5.0 / 8

Regulatory Posture 1.6 / 15

Create-or-Update Ergonomics 0.0 / 10

Agent readiness — 23/100 · agent aware

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 0 / 5

Distinct Operations 3 / 3

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics applies to this provider. This API accepts writes, so it carries 10 points of the composite. It is scored from the published contracts themselves: whether a caller can create-or-update in one call, whether the write accepts a key the caller already holds, and whether the response says which branch ran. Without that, every write needs a search-and-branch in front of it, and the first time that check is skipped a duplicate record is created. Scored against the observed mean rather than raw — a provider at the catalog average is unchanged by this facet, not penalised by it.

The six quality facets above are damped to 75 points between them, because the conditional facet above carries the other 25. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 75% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/agencyzoom: open an issue to ask a question, or submit a pull request to add artifacts. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 16

Individual APIs this provider publishes, each with its own machine-readable definition.

AgencyZoom Authentication API

The Authentication API from AgencyZoom — 3 operation(s) for authentication.

AgencyZoom Business Classifications API

The Business Classifications API from AgencyZoom — 1 operation(s) for business classifications.

AgencyZoom Configuration and Settings API

The Configuration and Settings API from AgencyZoom — 17 operation(s) for configuration and settings.

AgencyZoom Contact Management API

The Contact Management API from AgencyZoom — 1 operation(s) for contact management.

AgencyZoom Customer Management API

The Customer Management API from AgencyZoom — 14 operation(s) for customer management.

AgencyZoom Dashboard API

The Dashboard API from AgencyZoom — 1 operation(s) for dashboard.

AgencyZoom Department and Groups API

The Department and Groups API from AgencyZoom — 1 operation(s) for department and groups.

AgencyZoom Lead Management API

The Lead Management API from AgencyZoom — 21 operation(s) for lead management.

AgencyZoom Life and Health Lead Management API

The Life and Health Lead Management API from AgencyZoom — 1 operation(s) for life and health lead management.

AgencyZoom Opportunity Management API

The Opportunity Management API from AgencyZoom — 12 operation(s) for opportunity management.

AgencyZoom Pipeline API

The Pipeline API from AgencyZoom — 3 operation(s) for pipeline.

AgencyZoom Service Center API

The Service Center API from AgencyZoom — 6 operation(s) for service center.

AgencyZoom Task Management API

The Task Management API from AgencyZoom — 6 operation(s) for task management.

AgencyZoom Thread API

The Thread API from AgencyZoom — 10 operation(s) for thread.

AgencyZoom User Management API

The User Management API from AgencyZoom — 1 operation(s) for user management.

AgencyZoom V4SSO Authentication API

Use V4 sso code to login.

Scroll for all 16

Open Collections 9

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

AgencyZoom Authentication API

OPEN COLLECTION

AgencyZoom Authentication Configuration API

OPEN COLLECTION

AgencyZoom Authentication Customers API

OPEN COLLECTION

AgencyZoom Authentication Email API

OPEN COLLECTION

AgencyZoom Authentication Leads API

OPEN COLLECTION

AgencyZoom Authentication Opportunities API

OPEN COLLECTION

AgencyZoom Authentication Pipelines API

OPEN COLLECTION

AgencyZoom Authentication Policies API

OPEN COLLECTION

AgencyZoom API

OPEN COLLECTION

Scroll for all 9

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Agencyzoom Authentication

http · 1 scheme

SECURITY

Agencyzoom Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Agencyzoom Agentic Access

36 operations · 17 acting

AGENTIC

Resources

Get Started 1

Portal, sign-up, and the first successful call

Signup

Signup

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess

AgenticAccess

Access & Security 2

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Authentication

Authentication

Commercial 1

Pricing, plans, and the legal terms of use

Pricing

Pricing

Company 2

The organization behind the API

LinkedIn

Website

Website

Other 1

Properties that don't map to a standard resource type

CapabilityMap

CapabilityMap

Source (apis.yml)

aid: agencyzoom
name: AgencyZoom
description: AgencyZoom is a sales automation and customer retention platform built specifically for property and casualty
  insurance agencies, combining lead management, sales pipelines, automated onboarding, and producer performance analytics
  in one workflow. The platform integrates with major agency management systems and rating engines to consolidate prospect
  and policy data. AgencyZoom exposes a REST API documented via OpenAPI for accessing contacts, policies, pipeline, and activity
  data.
type: Index
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: true
  label: Hosted service · you call their endpoint
  confidence: high
  source:
  - openapi
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - authentication
  - security
  generated: '2026-09-03'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/agencyzoom.png
tags:
- Insurance
- Insurtech
- CRM
- Sales Automation
- Agency Management
- Customer Retention
tags_raw:
- Insurance
- InsurTech
- CRM
- Sales Automation
- Agency Management
- Customer Retention
url: https://raw.githubusercontent.com/api-evangelist/agencyzoom/refs/heads/main/apis.yml
created: '2026-05-11'
modified: '2026-05-11'
specificationVersion: '0.23'
apis:
- aid: agencyzoom:agencyzoom-authentication-api
  name: AgencyZoom Authentication API
  description: The Authentication API from AgencyZoom — 3 operation(s) for authentication.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Authentication
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-authentication-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-business-classifications-api
  name: AgencyZoom Business Classifications API
  description: The Business Classifications API from AgencyZoom — 1 operation(s) for business classifications.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Business Classifications
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-business-classifications-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-configuration-and-settings-api
  name: AgencyZoom Configuration and Settings API
  description: The Configuration and Settings API from AgencyZoom — 17 operation(s) for configuration and settings.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Configuration and Settings
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-configuration-and-settings-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-contact-management-api
  name: AgencyZoom Contact Management API
  description: The Contact Management API from AgencyZoom — 1 operation(s) for contact management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Contact Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-contact-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-customer-management-api
  name: AgencyZoom Customer Management API
  description: The Customer Management API from AgencyZoom — 14 operation(s) for customer management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Customer Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-customer-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-dashboard-api
  name: AgencyZoom Dashboard API
  description: The Dashboard API from AgencyZoom — 1 operation(s) for dashboard.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Dashboards
  tags_raw:
  - Dashboard
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-dashboard-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-department-and-groups-api
  name: AgencyZoom Department and Groups API
  description: The Department and Groups API from AgencyZoom — 1 operation(s) for department and groups.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Department and Groups
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-department-and-groups-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-lead-management-api
  name: AgencyZoom Lead Management API
  description: The Lead Management API from AgencyZoom — 21 operation(s) for lead management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Lead Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-lead-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-life-and-health-lead-management-api
  name: AgencyZoom Life and Health Lead Management API
  description: The Life and Health Lead Management API from AgencyZoom — 1 operation(s) for life and health lead management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Life and Health Lead Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-life-and-health-lead-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-opportunity-management-api
  name: AgencyZoom Opportunity Management API
  description: The Opportunity Management API from AgencyZoom — 12 operation(s) for opportunity management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Opportunity Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-opportunity-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-pipeline-api
  name: AgencyZoom Pipeline API
  description: The Pipeline API from AgencyZoom — 3 operation(s) for pipeline.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Pipelines
  tags_raw:
  - Pipeline
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-pipeline-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-service-center-api
  name: AgencyZoom Service Center API
  description: The Service Center API from AgencyZoom — 6 operation(s) for service center.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Service Center
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-service-center-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-task-management-api
  name: AgencyZoom Task Management API
  description: The Task Management API from AgencyZoom — 6 operation(s) for task management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Task Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-task-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-thread-api
  name: AgencyZoom Thread API
  description: The Thread API from AgencyZoom — 10 operation(s) for thread.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - Threads
  tags_raw:
  - Thread
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-thread-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-user-management-api
  name: AgencyZoom User Management API
  description: The User Management API from AgencyZoom — 1 operation(s) for user management.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - User Management
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-user-management-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
- aid: agencyzoom:agencyzoom-v4sso-authentication-api
  name: AgencyZoom V4SSO Authentication API
  description: Use V4 sso code to login.
  humanURL: https://app.agencyzoom.com/openapi/
  baseURL: https://api.agencyzoom.com
  tags:
  - V4SSO Authentication
  properties:
  - type: OpenAPI
    url: openapi/agencyzoom-v4sso-authentication-api-openapi.yml
  - type: Documentation
    url: https://app.agencyzoom.com/openapi/
common:
- type: CapabilityMap
  url: capabilities/agencyzoom-capability-edges.yml
  name: AgencyZoom Business Capability Map
- type: AgenticAccess
  url: agentic-access/agencyzoom-agentic-access.yml
- type: DomainSecurity
  url: security/agencyzoom-domain-security.yml
- type: Authentication
  url: authentication/agencyzoom-authentication.yml
- type: LinkedIn
  url: https://www.linkedin.com/company/agencyzoom
- type: Website
  url: https://agencyzoom.com
- type: Documentation
  url: https://app.agencyzoom.com/openapi/
- type: Pricing
  url: https://agencyzoom.com/pricing
- type: Signup
  url: https://app.agencyzoom.com/signup
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com

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