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AgencyComp Integrations

Business Intelligence
Business Intelligence

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.

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Start free with email
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Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Zoho CRM with AgencyCompIntegrate Zoho CRM with AgencyComp
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Google Sheets with AgencyCompIntegrate Google Sheets with AgencyComp
Google Sheets
Google, Spreadsheets
Integrate Airtable with AgencyCompIntegrate Airtable with AgencyComp
Airtable
Databases
Integrate ActiveCampaign with AgencyCompIntegrate ActiveCampaign with AgencyComp
ActiveCampaign
Marketing Automation
Integrate VanillaSoft with AgencyCompIntegrate VanillaSoft with AgencyComp
VanillaSoft
CRM (Customer Relationship Management)
Integrate Zoho CRM with AgencyCompIntegrate Zoho CRM with AgencyComp
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Google Sheets with AgencyCompIntegrate Google Sheets with AgencyComp
Google Sheets
Google, Spreadsheets
Integrate Airtable with AgencyCompIntegrate Airtable with AgencyComp
Airtable
Databases
Integrate ActiveCampaign with AgencyCompIntegrate ActiveCampaign with AgencyComp
ActiveCampaign
Marketing Automation
Integrate VanillaSoft with AgencyCompIntegrate VanillaSoft with AgencyComp
VanillaSoft
CRM (Customer Relationship Management)
Integrate Zoho CRM with AgencyCompIntegrate Zoho CRM with AgencyComp
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Google Sheets with AgencyCompIntegrate Google Sheets with AgencyComp
Google Sheets
Google, Spreadsheets
Integrate Airtable with AgencyCompIntegrate Airtable with AgencyComp
Airtable
Databases
Integrate ActiveCampaign with AgencyCompIntegrate ActiveCampaign with AgencyComp
ActiveCampaign
Marketing Automation
Integrate VanillaSoft with AgencyCompIntegrate VanillaSoft with AgencyComp
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.

    • Last Name
      Required
    • First Name
      Required
    • Middle Name
    • User Defined Field
    • Notes
    Action
    Write
    • Group 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
    • 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
    • Name
      Required
    Action
    Search

AgencyComp Help & Support

Common questions

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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.
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Related categories
Business Intelligence

Popular AgencyComp Integrations

  • Code by Zapier
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Popular AgencyComp Integrations

 

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