# AgencyZoom and Volty > Website visitors ask for an auto quote and Volty collects driver details and proposes an AgencyZoom lead, while renewal questions go to the producer. P&C insurance agencies on AgencyZoom let Volty take auto and home enquiries after hours, collect driver and vehicle details, and hand renewals to the right producer. Talk to Volty · Free trial Updated 2 Nov 2026 ## An auto quote request A visitor asks for a quote. Volty gathers what the producer needs and proposes the lead. WV Website visitor Web chat · Website visitor I just moved to Tampa and need car insurance. Can you quote two cars? Volty Welcome to Tampa. What are the two cars, and how many drivers are in the household? A producer will then prepare your quote. 2021 RAV4 and 2018 Civic, me and my husband. I'm Ana Delgado. Waiting for approval New AgencyZoom lead: Ana Delgado, auto, 2 vehicles, 2 drivers, Tampa, assign to Chris Jackson Approve · Edit · Decline AgencyZoom lead Ana Delgado New lead Line Personal auto Vehicles 2021 RAV4, 2018 Civic Drivers 2 Producer Chris Jackson Written to the AgencyZoom pipeline once Chris approved ## What Volty does with AgencyZoom AgencyZoom is a sales, retention and pipeline CRM for insurance agencies. Volty reads AgencyZoom through its REST API with your agency's API credentials. A new enquiry is asked the questions a producer needs and proposed as a lead, and a customer asking about a renewal is matched to their record and brought to their producer. - Leads with the details · Volty asks about vehicles, drivers or the home before proposing the lead. - The producer on record · Volty reads who owns the customer and brings them in by name. - Premiums come from producers · Volty gathers drivers and vehicles; a licensed producer runs the quote. - Leads land assigned · A new lead reaches the pipeline once a producer approves it. Connects with AgencyZoom REST API, agency credentials Volty reads Leads, customers, policies and expiry dates Volty can change New leads and notes, Off until switched Setup Our team, with your agency principal Category Finance, legal & insurance Producers get leads with the details already asked. ### A renewal question A customer asks about a higher renewal. Volty brings in her producer. JW Jennifer Walsh WhatsApp · Customer My home renewal went up a lot. Can someone look at other options? AgencyZoom customer · Jennifer Walsh · Homeowners · Renews 1 Dec · Producer Marcus Lee Volty Hi Jennifer, your homeowners policy renews on 1 December. I've asked Marcus, your producer, to review other options and get back to you. Marcus Hi Jennifer, I'll remarket it today and call you tomorrow with what I find. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Enquiry to producer - When · A visitor asks for a quote · Any hour - Step 1 · Asks the producer's questions · Vehicles, drivers, garaging - Step 2 · Proposes the lead · Producer approves it - Step 3 · Tells the visitor · Who will send the quote Renewal questions answered and passed to the right producer. ## How Volty connects to AgencyZoom AgencyZoom publishes a REST API reference covering leads, customers, policies and tasks. An agency admin provides the agency's API credentials, and Volty reads only the records agreed. - 01 · Agency admin shares credentials · AgencyZoom API credentials for the agency, added by the Volty team to the connection. - 02 · Map pipelines and producers · Which pipeline new web and WhatsApp leads land in, and who they default to. - 03 · Approve inside Volty · An admin approves the connection once. - 04 · Set lead and note tools · Creating a lead or adding a note starts Off. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Look up an AgencyZoom customer · Reads - Read a customer's policies and expiry dates · Reads - Add a lead to a pipeline · Changes - Log a note on the lead · Changes Reading tools can be turned on straight away. Anything that changes AgencyZoom starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### How is AgencyZoom connected to Volty? Through AgencyZoom's REST API, using API credentials an agency admin provides. The Volty team builds the connection, maps your pipelines and producers, and an admin approves it in Volty before any lead is written. ### Will Volty give a customer a premium or bind coverage? No. Volty asks the questions your producers need, like vehicles, drivers and garaging address, then proposes the lead for a licensed producer. Premiums, coverage advice and binding stay with your licensed staff. ### Can new leads go to a specific producer or pipeline? Yes. During setup we agree which AgencyZoom pipeline web chat and WhatsApp leads land in and how they are assigned, for example by line of business. With Check with staff on, the producer approves each lead before it is created. ### How much does it cost to connect AgencyZoom with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - Momentum AMS Finance, legal & insurance - HubSpot CRM & sales - Salesforce CRM CRM & sales - Web chat Messaging channels - WhatsApp Business API Messaging channels All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Finance, legal & insurance](https://voltade.com/integrations?category=finance) - [Momentum AMSFinance, legal & insurance](https://voltade.com/integrations/momentum-ams) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [Web chatMessaging channels](https://voltade.com/integrations/web-chat) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [All integrations](https://voltade.com/integrations)