Let agents run your AgencyZoom pipeline
QX creates leads, moves stages, builds quotes and chases follow-ups in AgencyZoom—so your producers spend their day binding policies, not pushing data around.
Stop retyping lead details, chasing X-dates, and forgetting follow-ups. Hand it to an agent.
Every lead, captured cleanly
New prospects from web forms, calls and referrals get logged in AgencyZoom with the right pipeline, source and assigned producer—no more half-filled records or missed inbound.
Quotes moved through faster
Drivers, vehicles and carrier details get pulled together into structured opportunities and quotes—so producers walk into every call with the data already in front of them.
X-dates that never slip
QX watches renewal dates, stalled stages and quiet customers, then triggers the right outreach at the right time—keeping policies on the books and reducing churn.
AgencyZoom
Real workflows, built for your agency
Build workflows in minutes that chain AgencyZoom with the rest of your stack. Trigger them on a new lead, on a schedule, or on demand from a producer.
Sales: Qualify and route every inbound quote request
Quote request email arrives
Triggered in Gmail
Extract contact, vehicles & coverage
Agent step
Create lead with opportunity
in AgencyZoom
Score against your appetite
Agent step
Assign to the right producer
in AgencyZoom
Ping the producer
Alert via Slack
QX agents can create leads, build quotes, move stages and log notes in AgencyZoom—and a lot more
+ 91 more actions
About AgencyZoom
AgencyZoom is a sales and retention platform built specifically for P&C insurance agencies. It helps independent agents capture leads, manage pipelines, send quotes, automate renewals and track producer performance. Its open API and tight integration with major AMS platforms make it an ideal hub for end-to-end agency automation.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See AgencyZoom working inside your agency
Want an AI co-worker that runs your pipeline, chases X-dates and keeps AgencyZoom clean? Book a demo to walk through your use cases, or get started for free.
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