AgencyZoom Two-Way Integration

We are currently waiting on AgencyZoom to approve us as a 2-way integration partner to be able to start moving forward with this integration. Please submit a roadmap request (https://app.agencyzoom.com/help/roadmap) or let Sean Inutsuka(sinutsuka@vertafore.com) know if you would like to see this integration.

This will mostly be work done from the AgencyZoom side but I wanted to start this so that we can show them how much interest there is in this.

• Start a Risk Profile from Lead Card

• Start/Update Risk Profile from Service Card

Add comments for additional requests.