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.

1 APIs 0 Features

InsuranceInsurTechCRMSales AutomationAgency ManagementCustomer Retention

APIs

AgencyZoom API

REST API for managing insurance agency contacts, policies, pipelines, and producer activity inside AgencyZoom. API documentation is published as an OpenAPI specification on the ...

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AgencyZoom API

OPEN

Resources

Sources

opencollection: 1.0.0
info:
  name: AgencyZoom API
  version: 1.0.0
request:
  auth:
    type: bearer
    token: '{{bearerToken}}'
items:
- info:
    name: Authentication
    type: folder
  items:
  - info:
      name: Standard login
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/auth/login
    docs: Standard login
  - info:
      name: SSO login
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/auth/ssologin
    docs: SSO login
  - info:
      name: User logout
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/auth/logout
    docs: User logout
- info:
    name: Leads
    type: folder
  items:
  - info:
      name: Search leads
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/leads/list
    docs: Search leads
  - info:
      name: Create personal lead
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/leads/create
    docs: Create personal lead
  - info:
      name: Create commercial lead
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/leads/create-biz-lead
    docs: Create commercial lead
  - info:
      name: Get lead details
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/leads/:leadId
      params:
      - name: leadId
        value: ''
        type: path
    docs: Get lead details
  - info:
      name: Update lead
      type: http
    http:
      method: PUT
      url: https://api.agencyzoom.com/v1/api/leads/:leadId
      params:
      - name: leadId
        value: ''
        type: path
    docs: Update lead
  - info:
      name: Mark lead as sold
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/leads/:leadId/sold
      params:
      - name: leadId
        value: ''
        type: path
    docs: Mark lead as sold
  - info:
      name: Retrieve opportunities for a lead
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/leads/:leadId/opportunities
      params:
      - name: leadId
        value: ''
        type: path
    docs: Retrieve opportunities for a lead
  - info:
      name: Retrieve quotes for a lead
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/leads/:leadId/quotes
      params:
      - name: leadId
        value: ''
        type: path
    docs: Retrieve quotes for a lead
  - info:
      name: Retrieve notes for a lead
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/leads/:leadId/notes
      params:
      - name: leadId
        value: ''
        type: path
    docs: Retrieve notes for a lead
  - info:
      name: Add note to a lead
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/leads/:leadId/notes
      params:
      - name: leadId
        value: ''
        type: path
    docs: Add note to a lead
- info:
    name: Customers
    type: folder
  items:
  - info:
      name: Search customers
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/customers
    docs: Search customers
  - info:
      name: Get customer details
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/customers/:customerId
      params:
      - name: customerId
        value: ''
        type: path
    docs: Get customer details
  - info:
      name: Update customer
      type: http
    http:
      method: PUT
      url: https://api.agencyzoom.com/v1/api/customers/:customerId
      params:
      - name: customerId
        value: ''
        type: path
    docs: Update customer
  - info:
      name: Delete customer
      type: http
    http:
      method: DELETE
      url: https://api.agencyzoom.com/v1/api/customers/:customerId
      params:
      - name: customerId
        value: ''
        type: path
    docs: Delete customer
  - info:
      name: Get customer policies
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/customers/:customerId/policies
      params:
      - name: customerId
        value: ''
        type: path
    docs: Get customer policies
  - info:
      name: Get AMS policies for customer
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/customers/:customerId/ams-policies
      params:
      - name: customerId
        value: ''
        type: path
    docs: Get AMS policies for customer
- info:
    name: Policies
    type: folder
  items:
  - info:
      name: Create policy
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/policies/create
    docs: Create policy
  - info:
      name: Update policy
      type: http
    http:
      method: PUT
      url: https://api.agencyzoom.com/v1/api/policies/:policyId
      params:
      - name: policyId
        value: ''
        type: path
    docs: Update policy
  - info:
      name: Tag policies
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/policies/update-tags
    docs: Tag policies
- info:
    name: Opportunities
    type: folder
  items:
  - info:
      name: Create opportunity
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/opportunities
    docs: Create opportunity
  - info:
      name: Get opportunity details
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/opportunities/:opportunityId
      params:
      - name: opportunityId
        value: ''
        type: path
    docs: Get opportunity details
  - info:
      name: Update opportunity
      type: http
    http:
      method: PUT
      url: https://api.agencyzoom.com/v1/api/opportunities/:opportunityId
      params:
      - name: opportunityId
        value: ''
        type: path
    docs: Update opportunity
  - info:
      name: Add driver to opportunity
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/opportunities/:opportunityId/driver
      params:
      - name: opportunityId
        value: ''
        type: path
    docs: Add driver to opportunity
  - info:
      name: Add vehicle to opportunity
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/opportunities/:opportunityId/vehicle
      params:
      - name: opportunityId
        value: ''
        type: path
    docs: Add vehicle to opportunity
- info:
    name: Configuration
    type: folder
  items:
  - info:
      name: List policy categories
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/product-categories
    docs: List policy categories
  - info:
      name: List policy types
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/product-lines
    docs: List policy types
  - info:
      name: List employees
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/employees
    docs: List employees
  - info:
      name: List carriers
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/carriers
    docs: List carriers
  - info:
      name: List custom field definitions
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/custom-fields
    docs: List custom field definitions
- info:
    name: Email
    type: folder
  items:
  - info:
      name: Search email threads
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/email-thread/list
    docs: Search email threads
  - info:
      name: Get email thread details
      type: http
    http:
      method: POST
      url: https://api.agencyzoom.com/v1/api/email-thread/email-thread-detail
    docs: Get email thread details
- info:
    name: Pipelines
    type: folder
  items:
  - info:
      name: Get pipelines by type
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/pipelines
    docs: Get pipelines by type
  - info:
      name: Get pipelines with stages
      type: http
    http:
      method: GET
      url: https://api.agencyzoom.com/v1/api/pipelines-and-stages
    docs: Get pipelines with stages
bundled: true