AgencyZoom
for LuumenAI
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Operate AgencyZoom from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The AgencyZoom toolbox
99 tools: 45 read, 54 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet a list of assign groupsRetrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
- ReadGet a list of carriersRetrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.
- ReadGet a list of CSRsFetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.
- ReadGet a list of custom fieldsRetrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
- ReadGet a list of drivers for an opportunityRetrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.
- ReadGet a list of employeesRetrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
- ReadGet lead source categoriesRetrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.
- ReadGet lead sourcesFetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.
- ReadGet a list of life professionalsRetrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.
- ReadGet a list of locationsRetrieves all agency locations or branches from AgencyZoom; filtering options are not available.
- ReadGet loss reasonsRetrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom.
- ReadGet a list of pipelinesRetrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these…
- ReadGet a list of producersRetrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
- ReadGet product lines and policy typesFetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.
- ReadGet a list of recycle eventsRetrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom.
- ReadRetrieve vehicles for opportunityRetrieves all vehicles associated with an existing opportunity, using its unique opportunityId.
- ReadGet AMS policies for a customerRetrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.
- ReadGet auth URL for V4 SSORetrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.
- ReadGet departments groupsFetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.
- ReadGet lead filesRetrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom.
- ReadRetrieve notes for specific leadFetches the complete history of notes for a specific lead by `leadId` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
- ReadGet lead quotesRetrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.
- ReadGet lead tasksRetrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.
- ReadGet list of end stagesFetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
- ReadGet policies for a customerRetrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents.
- ReadGet the customer detailsFetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.
- ReadGet the customer tasksFetches all tasks (read-only task data) for a customer by `customerId` to review their activities, follow-ups, and action items; the `customerId` must be valid.
- ReadGet the driver detailsRetrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.
- ReadGet the lead detailsRetrieves comprehensive details for a specific lead in AgencyZoom by its unique `leadId` (which must correspond to an existing lead), including contact information, status, associated opportunities…
- ReadGet the opportunities for a leadRetrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.
- ReadGet the opportunity detailsFetches comprehensive details for an existing opportunity using its unique `opportunityId`.
- ReadGet the task detailsRetrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.
- ReadGet the vehicle detailsRetrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.
- ReadGet thread detailsSearches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.
- ReadList Product CategoriesRetrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.
- ReadSearch business classificationsRetrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.
- ReadSearch customersSearches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
- ReadSearch email threadsRetrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side limits…
- ReadSearch leadsRetrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.
- ReadSearch leads countRetrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than individual lead details.
- ReadSearch life and health leadsSearches for life and health insurance leads by providing filter criteria (matching AlrLead fields) in the request body; an empty request may retrieve all leads or a default set.
- ReadSearch SMS threadsSearches and retrieves SMS threads from AgencyZoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this POST operation.
- ReadSearch and list tasksSearches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.
- ReadList service ticketsRetrieves a paginated list of service tickets from AgencyZoom.
- ReadGet SMS thread messagesRetrieves detailed messages for a specific SMS/text thread by its thread ID.
- WriteAuthenticate for JWT via V4 SSOCompletes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Approval by default
- WriteBatch create contactsCreates 1 to 5 new contacts in AgencyZoom in a single batch API call. Approval by default
- WriteBatch create leadsCreates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true. Approval by default
- WriteBatch delete tasksDeletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status. Approval by default
- WriteChange lead statusUpdates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags. Approval by default
- WriteMark task as completedMarks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object. Approval by default
- WriteCreate a customer noteAdds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes. Approval by default
- WriteCreate a driver for an opportunityCreates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details. Approval by default
- WriteCreate a lead noteAdds a new note to an existing lead in AgencyZoom, identified by `leadId`. Approval by default
- WriteCreate a lead opportunityAdds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom. Approval by default
- WriteCreate a lead quoteCreates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or process payments. Approval by default
- WriteCreate an opportunityCreates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities. Approval by default
- WriteCreate a vehicle for an opportunityAdds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity. Approval by default
- WriteCreate business leadCreates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management. Approval by default
- WriteCreate leadCreates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities. Approval by default
- WriteCreate task post endpointCreates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a… Approval by default
- WriteDelete a customerIrreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance. Approval by default
- WriteDelete customer filePermanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`. Approval by default
- WriteDelete a customer policyPermanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution. Approval by default
- WriteDelete an opportunity driver by IDPermanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible. Approval by default
- WriteDelete file from leadDeletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible. Approval by default
- WriteDelete a lead opportunityPermanently deletes an existing opportunity (by `opportunityId`) associated with an existing lead (by `leadId`) when it's irrelevant, closed, or erroneous; the lead itself remains. Approval by default
- WriteDelete a lead quoteDeletes a specific quote from a lead, requiring that the lead and quote exist and are associated. Approval by default
- WriteDelete an opportunityPermanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`. Approval by default
- WriteDelete a taskPermanently and irreversibly deletes an existing task, identified by its `taskId`. Approval by default
- WriteDelete a vehiclePermanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system. Approval by default
- WriteDelete thread messageDeletes a specific message from an email thread within AgencyZoom. Approval by default
- WriteDelete email threadPermanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists. Approval by default
- WriteLink a driver to opportunityAssigns or reassigns an existing driver to an existing opportunity. Approval by default
- WriteLink vehicle to opportunityLinks an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services. Approval by default
- WriteLog the user inAuthenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation. Approval by default
- WriteLog the user outUse this action to log the current user out of AgencyZoom by invalidating their active session token. Approval by default
- WriteMark thread as unreadMarks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread. Approval by default
- WriteMove lead to soldMarks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite… Approval by default
- WriteRemove text threadCall this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`. Approval by default
- WriteReopen a taskReopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments. Approval by default
- WriteUnlink driver from opportunityUnlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or… Approval by default
- WriteUnlink vehicle from opportunityUnlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves. Approval by default
- WriteUpdate email thread read statusUpdates the read or unread status of a specific email thread within AgencyZoom. Approval by default
- WriteUpdate a driver's detailsUpdates an existing driver's details in AgencyZoom, requiring `driverId` in the path and `firstName` and `lastName` in the request. Approval by default
- WriteRename lead fileUpdates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`. Approval by default
- WriteUpdate a lead opportunityUpdates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to… Approval by default
- WriteUpdate lead quote dataUpdates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and… Approval by default
- WriteUpdate an opportunityUpdates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration. Approval by default
- WriteUpdate policy by idUpdates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format. Approval by default
- WriteUpdate a vehicle's detailsUpdates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records. Approval by default
- WriteUpdate business leadUpdates an existing business lead in AgencyZoom. Approval by default
- WriteUpdate customer info using idUpdates an existing customer's information in AgencyZoom using their unique customerId. Approval by default
- WriteUpdate leadUpdates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom. Approval by default
- WriteUpdate lead status by idUpdates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date`… Approval by default
- WriteUpdate my profileUpdates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system. Approval by default
- WriteAdd tags to a policyAdds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags… Approval by default
- WriteUpdate taskModifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`. Approval by default
- WriteLog user in via SSOLogs a user into the AgencyZoom platform via Single Sign-On (SSO). Approval by default
Questions
How does LuumenAI connect to AgencyZoom?
Authorize once with Basic auth. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in AgencyZoom on its own?
Read actions answer immediately. Anything that writes — authenticate for jwt via v4 sso, batch create contacts, batch create leads, batch delete tasks, and more — is shown as a plan and requires approval by default, including the 15 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to AgencyZoom — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.