Finish the AgencyZoom workflows your agency already started
Mopshy AI helps independent insurance agencies get more out of AgencyZoom: one documented path from a quote request to an assigned producer, approved follow-up and a recorded outcome. We work remotely with agencies across the United States from Sheridan, Wyoming.
AgencyZoom automation means deciding how each lead and renewal should move through your agency, then setting up AgencyZoom and its connected tools so that path runs the same way every time. Start with native AgencyZoom settings. Add an integration only for a specific handoff that the CRM cannot do on its own, and test the failure cases, such as duplicates, missing information and replies that should stop a message, before switching anything on.
Who this is for
- Independent P&C agencies already paying for AgencyZoom but still assigning leads, chasing documents or tracking renewals by hand.
- Agency owners and operations managers who want quote requests from the website, carriers and referrals to land in one place with a clear owner.
- Agencies whose follow-up depends on which producer remembers, and who want approved, consistent sequences with clear stop rules.
- Teams that want pipeline and renewal reporting they trust without exporting spreadsheets every Monday.
When another approach fits better
- Agencies still choosing a CRM. Pick the system first; workflow design comes after.
- Requests to make coverage, eligibility or binding decisions automatically. Those stay with licensed staff.
- Bulk outreach to purchased lists. We build follow-up for people who asked to hear from you.
What we set up and hand over
Quote intake
Website forms, inbound email and referral requests captured as AgencyZoom leads with the fields a producer needs, plus a review step for anything incomplete.
Producer routing
Assignment rules based on line of business, location, language or workload, written down with your team and configured so every lead has one owner.
Approved follow-up
Email and text sequences your agency approves in advance, with stop conditions for replies, bound policies and opt-outs.
Document chasing
Requests and reminders for the documents a quote or renewal needs, tracked so staff can see what is still missing.
Renewal tasks
X-date and renewal tasks created ahead of time, assigned to the right person and kept in a named pipeline stage.
Pipeline reporting
A short set of reports on lead sources, stage aging and outcomes, built from fields your team actually fills in.
Documented handover
A written map of each workflow, its settings and integrations, and who to call when something changes.
How an AgencyZoom engagement runs
We start with one workflow and get it right before adding the next.
Workflow review
A 30-minute call to walk through how one type of lead moves through your agency today and where it stalls.
Written scope
A short scope covering the workflow, the AgencyZoom settings and any integration, what stays manual, and how we will test it.
Build and test
Configuration and integration work, then tests for duplicates, missing information, stop rules and reassignment before anything goes live.
Go live and hand over
Switch on with your team watching, adjust in the first weeks, then hand over documentation. Ongoing support is available if you want it.
Systems we connect
We check what AgencyZoom can do natively first. Integrations are added only where a specific handoff needs one, using the connection options AgencyZoom documents for your account.
- AgencyZoom pipelines, lead sources, tasks and automations.
- Your website forms and the inboxes where quote requests arrive.
- Your agency management system, where AgencyZoom offers a documented integration.
- Connectors such as Zapier or n8n for handoffs AgencyZoom cannot handle natively.
- Email and text channels your agency already uses and has consent for.
Rules we build in
Licensed decisions stay human
Automation moves information and creates tasks. Coverage, eligibility and binding decisions stay with licensed staff.
Stop rules on every sequence
Replies, bound policies, opt-outs and manual pauses stop follow-up. We test each one before launch.
One owner per record
Routing rules always end in a named person, with a fallback when that person is out.
Your accounts, your data
Everything runs in the AgencyZoom account and tools your agency owns. Nothing is locked into a Mopshy system.
Questions buyers ask
Do we need Zapier or another connector?
Not always. We check AgencyZoom's native settings and documented integrations first. A connector is added only for a specific handoff the CRM cannot do on its own.
Can you work with our agency management system?
We confirm on the first call which integration AgencyZoom documents for your AMS and what data it shares. If a direct connection is not available, we design a manual or email-based step instead of pretending one exists.
Will automated messages go out without our approval?
No. Every template and sequence is approved by your agency before it is switched on, and each has stop rules.
Do you replace our producers or CSRs?
No. The goal is that producers get complete leads with a clear owner and staff stop retyping or chasing the same items.
How long does the first workflow take?
It depends on the integrations and how much of the workflow already exists. The written scope states the plan and dependencies before work starts.
What does it cost?
Mopshy's published starting prices are on the pricing page. The first workflow review call is free, and the scope states the price before any work begins.
Related pages
Next step
Book a free 30-minute workflow review and bring one type of lead that keeps stalling. You will leave with a clear view of what AgencyZoom can do natively and what would need an integration.