Will Hubi reassign or move leads without my say-so?

Read requests run on their own, but for changes like moving a lead or reassigning a producer, Hubi confirms the action first by default. You can set standing rules if you want routine updates to run automatically.

Can Hubi handle leads across multiple producers or locations?

Yes. You can name a producer, team, or pipeline in your instruction and Hubi works the matching leads, as long as your AgencyZoom access covers them.

What reporting can Hubi actually pull?

Hubi surfaces the production, retention, and pipeline figures your AgencyZoom account exposes through its API. The exact metrics depend on your plan and how your agency is set up.

Can Hubi connect AgencyZoom to my other tools?

Yes. You can chain it with anything else you've connected - for example, 'when a new auto lead comes in, post it to our team Slack channel' runs across both in one instruction.

Does Hubi work with the lines of business my agency writes?

AgencyZoom is built for property and casualty agencies, so Hubi works with the lines, stages, and fields your account is configured for rather than imposing its own structure.

All Integrations

AgencyZoom

Business Intelligence Sales & CRM Analytics CRM

Insurance agents lose deals in the gap between a lead coming in and a follow-up going out. Hubi works your AgencyZoom pipeline by chat - it creates and updates leads, moves them through stages, assigns them to producers, schedules tasks, and pulls retention and production numbers so nothing sits idle.

99 tools available

USE CASES

How businesses use AgencyZoom + Hubi AI

Real automation scenarios powered by this integration.

📋

Check a producer's pipeline at a glance

Ask Hubi how a producer or stage is doing and it pulls the matching AgencyZoom leads and their status into one answer.

List LeadsGet LeadGet Pipeline

➕

Log a new lead and assign it

Tell Hubi about a prospect and it creates the AgencyZoom lead, sets the line of business, and assigns the right producer.

Create LeadAssign LeadUpdate Lead

🔁

Move a lead and schedule the next task

Hubi advances a lead to the next stage and books the follow-up task so it stays in the producer's queue.

Update LeadMove StageCreate Task

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Pull this month's production numbers

Ask how the agency is tracking and Hubi reports the production and retention figures your AgencyZoom account exposes.

Get ReportList LeadsGet Pipeline

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect AgencyZoom

Authorize your account with one click. Hubi AI gets secure access to 99 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about AgencyZoom + Hubi AI

The Hubi AI AgencyZoom integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

AgencyZoom supports key-based and token authentication, and Hubi connects with the credentials you provide from your account. What it can read or change is limited to whatever that access allows.

Ready to connect AgencyZoom to Hubi AI?

Start automating your workflows in minutes. No credit card required.