AgencyZoom

Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.

Untrusted display-only summary

Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.

Untrusted display-only summary

Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.

Untrusted display-only summary

Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.

Untrusted display-only summary

Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.

Untrusted display-only summary

Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.

Untrusted display-only summary

Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.

Untrusted display-only summary

Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.

Untrusted display-only summary

Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom. These reasons can be used when marking leads as lost or for reporting purposes. No parameters required - returns complete list.

Untrusted display-only summary

Retrieves 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 pipelines.

Untrusted display-only summary

Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.

Untrusted display-only summary

Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.

Untrusted display-only summary

Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom. Returns a list of recycle event categories that can be used to trigger follow-ups (e.g., 'X-Date', 'Accident Falls Off', 'Prior Insurance Fulfilled').

Untrusted display-only summary

Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.

Untrusted display-only summary

Retrieves 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.

Untrusted display-only summary

Retrieves 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.

Untrusted display-only summary

Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.

Untrusted display-only summary

Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom. Optionally filter by `leadId` to get files for a specific lead, or omit to retrieve files across all leads. Returns file metadata only, not the actual file content.

Untrusted display-only summary

Fetches 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.

Untrusted display-only summary

Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.

Untrusted display-only summary

Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.

Untrusted display-only summary

Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.

Untrusted display-only summary

Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents. Excludes premium payment history or claims information.

Untrusted display-only summary

Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.

Untrusted display-only summary

Fetches 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.

Untrusted display-only summary

Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.

Untrusted display-only summary

Retrieves 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, quotes/policies, custom fields, and interaction history.

Untrusted display-only summary

Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.

Untrusted display-only summary

Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.

Untrusted display-only summary

Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.

Untrusted display-only summary