AgencyZoom by Loyally
Insurance Technology Partner
Loyally's App Connect connector for AgencyZoom — purpose-built for insurance agencies with hands-on onboarding and support.
RingCentral supports Freshdesk via a trusted third-party vendor and Premium Partner Loyally. Loyally's App Connect connector for AgencyZoom is designed from the ground up with insurance workflows in mind — tight integration with AgencyZoom's lead, policy, and renewal records, and a support team that understands how agencies operate.
Features
- Automatic call logging — every inbound and outbound call logged to the matching AgencyZoom client record
- Click-to-dial — dial any phone number in AgencyZoom with a single click
- Screen pop — client records surface automatically when a call arrives
- SMS logging — inbound and outbound messages logged alongside call history
- Insurance workflow automation — deep integration with AgencyZoom's lead and renewal pipelines
Requirements
- An active RingEX account
- AgencyZoom subscription
- App Connect 2.0 or later
- Loyally connector license
Setup and configuration
Contact Loyally to get started. Their onboarding team provides hands-on support through installation and configuration.
Get started with Loyally
Contact Loyally to discuss licensing, get a demo, or ask about your AgencyZoom setup.