AgencyZoom

A lead moves from quoted to bound the moment a client agrees to the numbers on a call, but the record in AgencyZoom doesn't catch up until someone opens it and updates the stage by hand. Quin connects to AgencyZoom and updates lead status, logs notes to the right policy, and creates follow-up tasks the moment a call ends, so the board reflects what was said instead of what's convenient to remember later.

What you can do with AgencyZoom and Quin

• Get a lead's stage updated the moment a client agrees to bind or declines a quote.
  The board reflects the conversation instead of waiting for someone to open the record.
• Get meeting notes logged to the specific policy a call was about.
  A note about a boat endorsement doesn't end up mixed in with an unrelated auto claim.
• Turn a commitment made on a call into a tracked task with a due date.
  "I'll get that quote to you by Friday" becomes a task due that Friday, not a guess made days later.
• Ask Quin about a customer or lead without opening AgencyZoom.
  Quin retrieves the record and answers directly from the conversation.
• Keep quotes and opportunities current as they move.
  A quote that gets accepted or declined on a call updates in AgencyZoom the same day.
• Create a new customer or lead directly from a conversation.
  Mentioning someone new during a call is enough to get them added, without opening AgencyZoom first.

Who this helps most

• Agencies juggling auto, home, and commercial policies for the same household, where a note or status change needs to land on the right policy, not just the right client.
• Producers making calls back to back, since coverage details and commitments blur together fast without something catching them in the moment.
• Managers reviewing the lead board to make decisions, where a status that's days behind means decisions get made on numbers that already changed.

How this shows up day to day

• A client compares two quotes and picks one on the call.
  The lead moves to bound with the selected plan before the next call starts.
• An agent promises a revised quote by a specific day.
  A task with that due date lands in AgencyZoom, tied to the right client.
• A call touches two different policies for the same household.
  Each note lands on the policy it was about, not folded into a single record.

Frequently asked questions

What happens when I connect AgencyZoom?
Quin starts logging meeting notes to the right customer and lead records, creating follow-up tasks, and updating opportunities and quotes based on your calls.

Why isn't Quin logging notes to AgencyZoom after a call?
Confirm the AgencyZoom integration shows as connected and Notetaker was active for the meeting, and check that the attendee's email matches their AgencyZoom record, since Quin matches by email.

Why can't Quin find a customer or lead?
Verify the record exists in AgencyZoom with a matching email address. If the contact is new, ask Quin to create them directly.

Is my AgencyZoom data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just AgencyZoom.

Does Quin replace AgencyZoom?
No. AgencyZoom stays the system of record for customers, leads, and policies. Quin keeps it current and creates the follow-up work that comes out of a call, but AgencyZoom remains the source of truth.