Sonant + AgencyZoom: AI Call Handling Connected to Your Sales CRM

What Is AgencyZoom?

AgencyZoom is Vertafore’s sales automation and CRM platform built specifically for insurance agencies. Used by over 6,000 agencies and 50,000 unique users, AgencyZoom manages the entire customer lifecycle—from lead generation and prospecting through onboarding, renewals, and retention. Agencies using the platform report an average of 40% growth within their first year.

Key AgencyZoom capabilities include:

• Lead and Sales Automation — Automated lead assignment, pipeline tracking by producer, and trigger-based workflows as leads progress through the sales process
• Customer Journey Automation — Automated sequences for prospecting, welcome calls, post-sales tasks, renewal reminders, and follow-up campaigns
• Onboarding — Built-in tools for generating welcome packs, coverage checklists, and onboarding documents
• Performance Tracking — Real-time sales reports, goal dashboards, feedback broadcasts, and team performance comparison
• Google Reviews — Automated Google Review requests after each policy sale to boost agency ratings
• Retention Workflows — Win-back campaigns, referral generation, and automated renewal touches
• AMS Integrations — Two-way data sync with AMS360, QQCatalyst, HawkSoft, NowCerts, and others

AgencyZoom is designed as the sales and engagement layer that sits alongside your agency management system—handling the pipeline, automation, and customer communication that AMS platforms don’t focus on.

How Sonant Connects to AgencyZoom

Sonant integrates with AgencyZoom through API connectivity, connecting your accounts to enable data exchange. Sonant handles the phone calls; AgencyZoom handles the sales pipeline and automation. Together, they create a workflow where inbound calls automatically feed into your sales and service processes.

The data exchange includes:

• Pull: Sonant reads lead information, client records, and pipeline data from AgencyZoom during calls to provide context-aware service
• Push: Sonant writes call outcomes, interaction logs, and lead updates back into AgencyZoom after conversations
• Pipeline Updates: New leads from inbound calls are routed into AgencyZoom’s sales pipeline with structured data—ready for your producers to work
• Automation Triggers: Call outcomes can feed into AgencyZoom’s automated workflows—triggering onboarding sequences, follow-up campaigns, or producer assignments

What This Means for Your Agency

Connecting Sonant with AgencyZoom gives your agency measurable advantages across daily operations.

Inbound Calls Feed Your Pipeline

Every inbound call Sonant handles becomes a structured entry in AgencyZoom. New prospects are captured with their details and routed to the right producer. Existing clients are identified and their interactions are logged. No leads fall through the cracks.

24/7 Lead Capture

Sonant answers calls around the clock. Quote requests that come in at 9pm on a Tuesday get the same treatment as those at 10am—captured, structured, and pushed into AgencyZoom’s pipeline for your team to work the next morning.

Complements AgencyZoom’s Automations

AgencyZoom automates the customer journey—prospecting sequences, onboarding, renewals, reviews. Sonant adds the phone layer. When a prospect calls, Sonant captures their information and pushes it into AgencyZoom where your automations take over: welcome emails, producer assignments, follow-up sequences.

Warm Transfers to Producers

When a hot lead calls and needs to speak with a producer immediately, Sonant performs a warm transfer with full conversation context. Your producer knows exactly what the caller needs before they say hello.

Works Alongside Your AMS

AgencyZoom already syncs with AMS platforms like AMS360, QQCatalyst, and HawkSoft. Sonant’s integration adds the phone capture layer—feeding call outcomes into AgencyZoom which then syncs relevant data with your AMS. Your tools work together.

Security and Compliance

Sonant operates on a SOC 2 Type II certified foundation. All API-based data exchange with AgencyZoom is encrypted. Full conversational records are maintained for E&O compliance documentation. GDPR compliant.

Ready to Connect Sonant to AgencyZoom?

If your agency uses AgencyZoom for sales automation, Sonant adds an AI phone layer that captures leads and feeds your pipeline. See how 24/7 call handling connects to your CRM.

Book a Demo →

Sonant continuously expands and improves its integrations. While we do our best to keep this page current, some details may not reflect the latest updates as integrations are an ongoing effort. For the most up-to-date integration specifics, contact our team.