How Peak Leverage connects to AgencyZoom
AgencyZoom is a specialized CRM and sales automation platform built specifically for insurance agents. It helps agencies manage their sales pipelines, track producer commissions, automate client onboarding, and handle policy renewal follow-ups.
Auth model
Authentication is handled by exchanging agency credentials (username and password) via the login endpoint to receive a JWT token. This token must be included as a Bearer token in the Authorization header for all subsequent API requests.
API model
Website forms capture lead data and send it via POST requests to AgencyZoom's Lead Management endpoints. Integrators can map specific fields, such as lead source, product line, and custom contact details, ensuring the lead lands in the correct pipeline stage.
Related routes for AgencyZoom
Review the industry-specific pages that inherit this documented integration model.