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AgencyComp Integrations

Business Intelligence

Business Intelligence

Do more with AgencyComp integrations

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Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

VanillaSoft

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

VanillaSoft

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

VanillaSoft

CRM (Customer Relationship Management)

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Write
- Carrier Name
  Required
- Contact Last Name
- Contact First Name
- User Defined Field
- Notes
Action
Write
- AgencyComp Policy ID (internal)
- Policy Number
- AgencyComp Carrier ID (internal)
- Carrier Name
- AgencyComp Agent ID (internal)
- Agent Name
- Agent Last Name
- Agent First Name
- Agent Middle Name or Initial
- Client Type
  Required
- Individual ID
- Individual Name
- Individual Last Name
- Individual First Name
- Individual Middle Name
- Group ID
- Group Name
- Comp Plan Type
  Required
- AgencyComp Comp Plan ID (internal)
- Comp Plan Name
- Status
- Payment Mode
- Policy Effective Date
- Policy Term Date
- AgencyComp Product Type ID (internal)
- Product Type Name
- AgencyComp Product Subtype ID (internal)
- Product Subtype Name
- AgencyComp Carrier Product ID (internal)
- Carrier Product Name
- Gross Premium
- Modal Fee
- Target Premium Lump Sum
- Target Premium
- Target Premium Number of Years
- MA/PDP Enrollment Type
- Fee Number of Lives
Action
Write
- Carrier Name
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- Middle Name
Action
Search
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Search or write
- Carrier Name
  Required
- Contact Last Name
- Contact First Name
- User Defined Field
- Notes
Action
Search or write
- Policy Number
- AgencyComp Policy ID (internal)
- AgencyComp Carrier ID (internal)
- Carrier Name
- AgencyComp Agent ID (internal)
- Agent Name
- Agent Last Name
- Agent First Name
- Agent Middle Name or Initial
- Client Type
  Required
- Individual ID
- Individual Name
- Individual Last Name
- Individual First Name
- Individual Middle Name
- Group ID
- Group Name
- Comp Plan Type
  Required
- AgencyComp Comp Plan ID (internal)
- Comp Plan Name
- Status
- Payment Mode
- Policy Effective Date
- Policy Term Date
- AgencyComp Product Type ID (internal)
- Product Type Name
- AgencyComp Product Subtype ID (internal)
- Product Subtype Name
- AgencyComp Carrier Product ID (internal)
- Carrier Product Name
- Gross Premium
- Modal Fee
- Target Premium Lump Sum
- Target Premium
- Target Premium Number of Years
- MA/PDP Enrollment Type
- Fee Number of Lives
Action
Search or write

- Carrier Name
  Required
Action
Write
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Write
- Last Name
  Required
- First Name
  Required
- Middle Name
Action
Search
- Carrier Name
  Required
Action
Search
- Policy Number
Action
Search
- Carrier Name
  Required
Action
Search or write
- Last Name
  Required
- First Name
  Required
- Middle Name
- User Defined Field
- Notes
Action
Search or write

About AgencyComp

AgencyComp is an online tool that can calculate, project, analyze, and track commissions for any insurance product without the cost of an expensive CRM.

Related categories

Business Intelligence

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