Put AgencyComp to work with AI and enterprise-grade automation
Automate smarter with AgencyComp and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Zoho CRM
CRM (Customer Relationship Management), Zoho
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Airtable
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ActiveCampaign
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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)
Join millions worldwide who automate their work using Zapier
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.
- Last NameRequired
- First NameRequired
- Middle Name
- User Defined Field
- Notes
ActionWrite- Group NameRequired
- Contact Last Name
- Contact First Name
- User Defined Field
- Notes
ActionWrite- 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 TypeRequired
- Individual ID
- Individual Name
- Individual Last Name
- Individual First Name
- Individual Middle Name
- Group ID
- Group Name
- Comp Plan TypeRequired
- 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
ActionWrite- Carrier NameRequired
ActionSearch
- Carrier NameRequired
ActionWrite- Last NameRequired
- First NameRequired
- Middle Name
- User Defined Field
- Notes
ActionWrite- Last NameRequired
- First NameRequired
- Middle Name
ActionSearch- NameRequired
ActionSearch
For builders
Let your AI safely access AgencyComp
Go beyond Zap workflows. Install Zapier in your AI to call AgencyComp actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in AgencyComp from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose AgencyComp actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a AgencyComp connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "agencycomp", owner: "me" });
await zapier.runAction({
app: 'agencycomp',
action: 'create_agent',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
AgencyComp Help & Support
Common questions
Related categories