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 About 1 month ago

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

RiskProfile notes in AgencyZoom

When the Send RiskProfile note setting is enabled for your AgencyZoom integration, RiskAdvisor adds a formatted RiskProfile note to the related AgencyZoom lead after the RiskProfile is sent.

Enable this setting by going here.

The note organizes available submission details into clear sections, including:

Applicant and address information
General quoting information
Home, Auto, and Umbrella details when those lines of business are included

The note may also include quick links to open the client in RiskAdvisor and, when available, EZLynx, Launch PLR, and QuoteRush.

Notes are created only when there is RiskProfile information available to send. The exact fields shown depend on the information included in the RiskProfile and your team’s configuration.

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.

Still need help? Ask the team