AgencyZoom Integrations

Axis LMS is a modern, business-focused Learning Management System designed to streamline training and empower learners. From onboarding and compliance to continuing education and professional development, Axis LMS helps organizations create impactful learning experiences that are easy to manage and scale. Supporting everything from SCORM, to videos, quizzes, and documents, Axis LMS gives you the flexibility to deliver content your way. Automate user enrollments, email reminders, certifications, and tracking, saving time while ensuring consistency and accountability. The platform features a user-friendly course builder, customizable branding, and a responsive design that works seamlessly across all devices. Whether you’re training employees, customers, or partners, Axis LMS adapts to fit your needs with multi-site capabilities, permissions control, and powerful role-based access. Robust reporting tools provide real-time insights into learner progress and program effectiveness, while built-in compliance features and integrations with HR and CRM systems make administration simple. Designed for organizations with 25 to 10,000+ users, Axis LMS delivers the flexibility of a custom-built system without the high cost or complexity. It’s the smart choice for companies that want to take control of their training and drive measurable results.

Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.

Designing online forms can often be a daunting task, but Wufoo makes it a breeze. Our easy-to-use form designer allows you to effortlessly create contact forms, online surveys, and event invitations to collect vital information, registrations, and payments. The form builder is designed with user-friendliness in mind, providing ample customization options and design flexibility to match your style. You can easily connect to our platform, embed forms directly onto your site, or use our REST API for seamless integration. As responses flood in, we offer notifications via email or text, and you can set up real-time reporting to monitor your submissions effectively. Our award-winning builder features an exceptional interface, straightforward customization capabilities, a wide range of templates, and comprehensive reporting tools. Choose from over 400 ready-to-use templates tailored to your requirements, all easily customizable. Furthermore, you can create captivating visualizations with your own graphs, charts, and metrics while incorporating conditional logic to produce dynamic forms. In just a few minutes, you can start processing online payments with a Wufoo form, streamlining the entire experience. Discover the convenience and adaptability that Wufoo offers for your online form creation needs today, and elevate your data collection to a whole new level.

Envision a future where your clients can connect with you effortlessly through various channels. With all modes of communication—such as SMS, chat, messaging, and social media—consolidated into a single user-friendly interface, the complexity of communication is greatly reduced. There are even more exciting features awaiting you, so sign up now to be among the first to experience Flex. Flex by Vonix empowers you to engage through chat, calls, texts, and messages while managing your business profile seamlessly via one mobile application. Every feature of your business phone is now accessible from your mobile device, making it feel just like being in the office. You can easily text or message clients, and even transfer entire conversations thanks to our internal collaboration tools. Ensure everyone stays informed by syncing dialogues with customer records, enhancing your team's efficiency. With access to advanced business calling features, including interactive voice menus and voicemail transcription, customers have the flexibility to reach out through their preferred communication method, ultimately boosting satisfaction and accelerating problem resolution. The future of business communication is here, and it’s designed to keep you connected like never before.

Qoris AI is a next-generation AI Operating System built to unify sales, support, and knowledge automation under one coordinated multi-agent architecture. Its current lineup includes the Sales Agent, which converts visitors into qualified meetings around the clock, along with beta-stage Knowledge and Service Agents that empower teams with intelligent document insights and always-available customer support. The forthcoming Thinking Agent™ adds a breakthrough layer of orchestration, turning business goals into automated plans executed across multiple agents without the need for prompts, playbooks, or manual scheduling. Qoris creates an ecosystem where agents share context, learn from each other’s interactions, and optimize over time using OS-level analytics. This eliminates the need for organizations to manage a patchwork of AI tools, disconnected systems, or brittle integrations. Every agent is plug-and-play, requires no coding, and works securely within SOC 2 and GDPR-compliant infrastructure. With unified credit-based pricing and instant onboarding, teams can deploy agents quickly across their websites, support channels, and internal operations. Qoris is built for enterprise-grade scale, supporting thousands of queries, cross-agent actions, multi-team collaboration, and unlimited projects on higher tiers. From manufacturing and healthcare to SaaS, finance, retail, and real estate, Qoris adapts to over 20 industries with robust automation capabilities. Together, these agents create an AI-driven operating environment that enhances efficiency, boosts conversions, reduces support costs, and powers continuous business improvement.

Integrate insurance intelligence into your applications to boost cross-selling opportunities or create a robust insurance marketplace. Enrich user profiles by incorporating extensive insurance data directly sourced from providers, allowing for a deeper understanding of assets, coverage options, and risk assessments. This can lead to the discovery of innovative strategies that enhance the value of your services. Partnering with Canopy Connect's network enables you to explore new revenue opportunities in the insurance landscape, providing diverse solutions ranging from pay-per-click advertising to fully branded insurance agency offerings. Elevate the user experience with intuitive interfaces that make sharing insurance details easy, whether you choose to utilize our user experience design or develop your own. Catering to customer-focused businesses, including fintechs, insurtechs, marketplaces, lenders, and insurance carriers, we empower users to effortlessly and securely share their insurance information through connections with top carriers in the nation. Our system efficiently imports and organizes essential insurance documents, policy details, contact information, driver data, and claims histories, significantly enhancing the critical information at your disposal. By harnessing our technology, you can deliver a streamlined experience that adapts to the changing needs of your clients while also remaining competitive in a rapidly evolving market. This comprehensive approach not only simplifies processes but also fosters stronger relationships with users.

Gaya revolutionizes the tedious process of transferring information between carriers by enabling you to compile all necessary details in one go, thereby allowing for quick autofilling of required carrier portals. By alleviating the burden of repetitive data entry, Gaya provides you with the freedom to concentrate on building rapport and trust with your clients. Leveraging cutting-edge AI technology, Gaya adeptly scans and extracts data from a multitude of sources, including carrier portals and Agency Management Systems (AMS). It can also pull information from physical documents like carriers' declaration pages and record forms. Furthermore, Gaya can cleverly identify and capture relevant details from screenshots you provide. The platform seamlessly pastes this information, guaranteeing that all insurance web systems and carrier portals are automatically populated. Whether dealing with input fields, checkboxes, radio buttons, or drop-down menus, Gaya’s AI efficiently manages every type of entry. This groundbreaking tool not only streamlines your workflow but also significantly boosts your productivity in the insurance processing environment, ultimately allowing you to serve your clients more effectively. With Gaya, you can expect a transformative impact on how you handle insurance tasks, making your operations smoother and more efficient.

Sonant is an innovative AI receptionist tailored for property and casualty insurance agencies, allowing businesses to convert standard incoming calls into real revenue without needing extra staff. This system operates 24/7, providing personalized interactions that closely resemble human dialogue, rapidly recognizing callers and effectively gathering requests for quotes or services, in addition to managing appointment scheduling and routing calls to agents when needed. To further improve agency productivity, Sonant generates automatic summaries of conversations for seamless integration into existing agency systems. With its multilingual functionality, it ensures fluent communication even during a single call, can handle multiple calls at once, and works well with top Agency Management Systems (AMS) like EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, and Zywave, along with various calendars and automation platforms. Moreover, it is meticulously designed for minimal latency and optimized specifically for insurance workflows, incorporating features that restrict it from engaging in complex coverage discussions, thus maintaining compliance while focusing on essential service provision. By implementing Sonant, insurance agencies can not only streamline their operations but also significantly boost customer engagement with ease, ultimately creating a more efficient working environment. This advanced solution ensures that agencies remain competitive in the ever-evolving insurance market.