How SureThing powers up AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Key Use Cases
Automate AgencyZoom tasks
The Problem
Manual interactions in AgencyZoom are time-consuming.
How SureThing Helps
SureThing automates actions in AgencyZoom.
Example
“Trigger AgencyZoom functionalities directly from your assistant.”
Query AgencyZoom data
The Problem
Information is siloed in AgencyZoom.
How SureThing Helps
SureThing can search and retrieve data from AgencyZoom.
Example
“Ask SureThing about your AgencyZoom records.”
The SureThing Difference
Without SureThing
- Manual data entry
- Siloed information
With SureThing
- Automated workflows
- Unified intelligence
“
SureThing + AgencyZoom is a game changer for my productivity.
— User, Professional
How It Works
1
Connect
Secure 1-click OAuth authentication.
2
Learn
SureThing analyzes your history to match your style.
3
Draft
Auto-generates drafts based on new context.
4
Review
You approve the final action. You stay in control.