Stop losing deals in the space between phone calls.
Every call transcribed. Every follow-up created. Every interaction pushed to AgencyZoom — before your agent hangs up the phone.
The Disconnect
Your CRM tracks contacts. Your phone system tracks minutes. Nobody's connecting the dots.
A client calls about a renewal. Your agent scribbles a note. Maybe they update AgencyZoom later. Maybe they don't.
A lead calls back after a quote. Nobody remembers what was discussed three weeks ago. The conversation starts over.
The phone is the most important tool in your agency. It's also the least intelligent.
Intelligence in Action
Real scenarios from agency life.
The Inbound Call
Sticky note. 'Call back later.' Lost context.
Instant context on screen. Real-time transcription. Summary & tasks pushed to CRM automatically.
The Text Thread
Trapped on a personal phone. No record. No compliance.
Appears in EffiVoice with CRM record attached. Every message logged. Sentiment analyzed.
The Missed Follow-Up
Agent promises a quote by Thursday. Forgets. Lead goes cold.
AI heard the commitment. Created the task. Set the due date for Thursday.
Your CRM, Finally Complete
This is what appears in AgencyZoom after every call. Automatically.
AI Summary
Customer called about auto renewal. Mentioned new vehicle purchase. Asked about home bundling.
Detected Action Items
- HIGHSend bundled quote for auto + home(→ CSR, Tomorrow)
- MEDUpdate policy with new vehicle info(→ CSR, This week)
AI Summary
Client frustrated with recent claim denial. threatened to switch carriers. Explained policy exclusions but client remained upset.
Detected Action Items
- CRITICALReview claim denial details with underwriter(→ Agency Owner, ASAP)
- HIGHSchedule retention call(→ Mike Ross, Friday)