Update a service request in Agencyzoom.

Search for Lead by id, email, phone, or name.

Triggers when a risk profile is found or retrieved using a flexible v1/v2 API lookup.

Create a building in a commercial risk profile.

Create a driver (personal or commercial) with optional address details.

Create a home in a personal risk profile.

Creates a new liability exposure in a commercial risk profile.

Creates a commercial or personal risk profile.

Create a vehicle (personal or commercial) with optional address details.

Advanced: Call any Wunderite API endpoint (v1 or v2) with GET, POST, PATCH, PUT, or DELETE.

Permanently deletes a building from a risk profile.

Permanently deletes a driver.

Permanently deletes a home from a personal risk profile.

Permanently deletes a liability exposure from a risk profile.

Permanently deletes a commercial or personal risk profile.

Permanently deletes a vehicle.

Update an existing additional interest.

Updates details for an existing contact.

Update existing equipment details.

Update an existing legal entity.

Update an existing premise (location) in a commercial risk profile.

Update an existing coverage (e.g. amount, deductible) on a building.

Update an existing workers compensation exposure.

Finds a building in a risk profile by description, address, or specific premise.

Finds a driver by first or last name.

Finds a home in a personal risk profile by description or address.

Finds a liability class code by searching for keywords or a specific code number.

Finds a specific premise in a risk profile by location number or description.

Finds a vehicle by VIN, Make, Model, or Registration.

Lists workers compensation class codes from Wunderite.

Create a task in Agencyzoom.

Search for Service Request by customerName, pipeline, stage, create date range

Create an additional interest for a commercial or personal risk profile.

Creates a new contact with support for multiple emails and phone numbers.

Create equipment for a commercial or personal risk profile.

Create a new legal entity (organization) in a commercial risk profile.

Creates a new premise (location) for a commercial risk profile.

Add a Subject of Insurance to a specific building

Add a new workers compensation exposure to a commercial risk profile.

Permanently deletes an additional interest.

Permanently deletes a contact from a risk profile.

Permanently deletes equipment.

Permanently remove a legal entity.

Permanently deletes a premise (location) from a commercial risk profile.

Permanently deletes a coverage (Subject of Insurance) from a risk profile.

Permanently remove a workers compensation exposure.

Update an existing building in a commercial risk profile.

Update an existing driver's details.

Update a home in a personal risk profile.

Updates an existing liability exposure.

Updates an existing commercial or personal risk profile.

Update an existing vehicle's details.

Finds an additional interest by name, description, or address.

Search for a contact using a general search or specific filters (Name, Email, Phone).

Finds equipment by name, make, model, or number.

Search for existing legal entities by name, FEIN, or description.

Finds a liability exposure by searching class code or premise description.

Search risk profiles

Search for existing workers compensation exposures.