AgencyZoom · Insurance · Updated Oct 2026
Voksha + AgencyZoom
Turn every call into a lead or call note in AgencyZoom, with an AI receptionist that answers every call and asks your questions.
What is an AI receptionist with AgencyZoom?
AgencyZoom is a CRM built for insurance agencies. Once Voksha support has connected your AgencyZoom account, Voksha answers your calls on the first ring, asks your questions and adds new callers to AgencyZoom as leads with their answers. For existing clients, Voksha sends a summary of the call so your producers know what the client needed and can follow up.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). AgencyZoom is set up with Voksha support.
How It Works
Voksha + AgencyZoom Together.
What happens on a call once AgencyZoom is connected (Premium and Enterprise plans).
Existing Client Calls
When existing clients call with policy questions, Voksha takes their message and sends a call summary to AgencyZoom, so producers can see who has been in touch.
Claims Intake
Claims calls are written up with the details your team needs and sent to AgencyZoom, and the assigned producer gets an alert so they can follow up personally.
Quote Requests
Voksha asks prospects your quote questions, such as the cover they need, what they have now and when it renews, and creates a lead in AgencyZoom with the answers.
Transfers to the Right Producer
Callers tell Voksha what they need, and Voksha transfers them to their account manager or to the person who handles that line of business, based on your rules.
Benefits of Voksha + AgencyZoom.
More Leads in Your Pipeline
Every prospect who calls is captured and added to AgencyZoom with their answers, so producers can focus on the best opportunities.
Less Manual Call Logging
Call summaries go into AgencyZoom for you, so producers do not have to type up notes after every call.
Easier Follow-Up
With every client call recorded in AgencyZoom, your team can spot clients who need attention before renewal.
Real-World Use Cases.
Growing Agency
A growing agency uses Voksha with AgencyZoom so every prospect call ends up as a lead with the caller's answers, ready for a producer.
Agency with a Small Producer Team
An agency with a few producers uses Voksha to transfer calls and pass new leads to the right person according to the agency's own rules.
Retention-Focused Agency
An agency that cares about retention uses Voksha so every client call is summarised in AgencyZoom, helping the team see which clients have been in touch and which have not.
Voksha asks the questions you choose, such as the type of cover and timeline, and includes the answers with the lead. Your team decides how leads are prioritised in AgencyZoom. The integration is available on Premium and Enterprise and is set up with Voksha support.
Voksha adds the lead and call summary to AgencyZoom. Any automations you have set up in AgencyZoom for new leads then run as they normally would.
Yes. You can give Voksha different questions for personal and commercial callers, and it transfers or passes each call to the right producer based on your rules.
Pair AgencyZoom with the right Voksha setup
Other Insurance Integrations
Industries that use this
Activate the
AgencyZoom Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the AgencyZoom connection with you.