RiskAdvisor Data -> AgencyZoom

We also take a look at what data flows from AgencyZoom to QQ, AMS360 and NowCerts.

Written By David Watson

Last updated Over 1 year ago

RiskAdvisor’s Integration with AgencyZoom allows us to seamlessly send Prospect and Customer Data and Files to AgencyZoom.

Let’s take a look at what data can be passed to each system

RiskAdvisor Field

Sent to AZ

QQ

AMS360

NowCerts

Risk Profile PDFs

✅

✅

✅

❌

Attachments

✅

✅

✅

❌

First Name

✅

✅

✅

✅

Middle Name

✅

❌

❌

❌

Last Name

✅

✅

✅

✅

Date of Birth

✅

❌

❌

❌

Marital Status

✅

❌

❌

❌

Phone Number

✅

✅

✅

✅

Email

✅

✅

✅

✅

Street Address

✅

✅

✅

✅

City

✅

✅

✅

✅

State (Not visible)

✅

✅

✅

✅

Postal Code

✅

✅

✅

✅

Country

✅

❌

❌

❌

Location

✅

✅

✅

✅

Lead Source

✅

❌

❌

❌

Primary Producer

✅

✅

✅

✅

Primary CSR

✅

✅

✅

✅

Next Expiration Date

✅

❌

❌

❌

Notes Activity

✅

✅

✅

✅

Auto Opportunities

✅

❌

❌

❌

- Current Carrier

✅

❌

❌

❌

- Current Premium

✅

❌

❌

❌

- Expiration Date

✅

❌

❌

❌

- VIN(s)

✅

❌

❌

❌

- Year(s)

✅

❌

❌

❌

- Make(s)

✅

❌

❌

❌

- Model(s)

✅

❌

❌

❌

- Ownership Status

✅

❌

❌

❌

- Driver(s) Name(s)

✅

❌

❌

❌

- Driver(s) DOB(s)

✅

❌

❌

❌

- Driver(s) Relationship(s)

✅

❌

❌

❌

- Driver(s) Gender(s)

✅

❌

❌

❌

- Driver(s) Marital Status

✅

❌

❌

❌

- Driver(s) License State

✅

❌

❌

❌

- Driver(s) License Number

✅

❌

❌

❌

Home Opportunities

✅

❌

❌

❌

- Current Carrier

✅

❌

❌

❌

- Current Premium

✅

❌

❌

❌

- Expiration Date

✅

❌

❌

❌

- Location Address

✅

❌

❌

❌

Umbrella Opportunities

✅

❌

❌

❌

PAF Opportunities

✅

❌

❌

❌

Flood Opportunities

✅

❌

❌

❌

Boat Opportunities

✅

❌

❌

❌

Life Opportunities

✅

❌

❌

❌

If you see any data that you know can be passed to AMS360 or NowCerts please let us know.