AgencyZoom Quote Logger

1 · Select pipeline & lead

Pick a pipeline, then search by client name. In the live tool the pipeline list and lead search both come from AgencyZoom; here it queries AgencyZoom live.

Pipeline

Client / Lead

2 · Drop quote PDFs

Each PDF becomes a review card, auto-filled from the first 10 pages. Carrier & Policy Type are locked to real AgencyZoom values, so a mismatch can't slip through. AI EXTRACT

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Drop quote PDFs here

or click to browse · multiple at once

Reads the first 10 pages of each PDF to pre-fill the card. Your team reviews before sending. Large PDFs are fine \u2014 only the front pages are read.