AMS → AgencyZoom · Native

The intelligence layer that knows its limits.

Agentive One connects your Agency Management System to AgencyZoom and runs an AI assistant that is structurally bounded — never gives policy or coverage answers, always escalates regulated topics to a licensed human, and logs every decision for audit.

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🔒tenant-isolated · audit-streamed
Router engine active
  • 14:02:11comm.email.inboundauto_repliedSAFE risk
  • 14:02:08ams.policy.updatesynced_to_azSAFE risk
  • 14:01:55ai.guard.matchescalated_to_producerHIGH risk
  • 14:01:42pipeline.advanceengaged → quotedSAFE risk
  • 14:01:30comm.sms.inboundtopic_guard_blockHIGH risk
Built for the systems that run the insurance industry
AMS360HawkSoftEZLynxAgencyZoomVertaforeApplied
Platform

The missing pipeline between disconnected systems.

Stop double-entry. Agentive One creates a persistent, bidirectional sync layer between your AMS database and your CRM. Triggers in one system cascade to the other within seconds — every event auditable, every outcome reversible.

  • Real-time AMS event capture: renewals, late payments, claims, endorsements
  • Idempotent contact + pipeline upserts to AgencyZoom
  • Two-way SMS + email tied to the same client entity in both systems
  • Per-tenant isolation; bring-your-own keys for outbound providers
Legacy AMS
policy.event
contact.upsert
document.blob
Agentive One
AgencyZoom
deal.stage
opportunity
task.create
Bounded AI

An assistant trained to say “that's a question for a licensed agent.”

Generic AI hallucinates. In insurance, a hallucinated coverage answer is an E&O liability. Agentive One's conversational engine is structurally constrained — a deterministic topic guard runs before the model ever sees a restricted question, so escalation is mechanically certain.

JR
Hi, my new declarations page came in. Does this endorsement mean I now have full replacement cost on water-backup damage in the basement?
guard.match · coverage_questions, claims
action · safe-reply + escalation_task

Thanks for reaching out — I've passed this to a licensed agent on our team who'll get back to you shortly. I'm an administrative assistant and can't discuss policy details, coverage, premiums, claims, or recommendations directly.

task.escalation #894-A
routed to producer · within service window
priority · high
What's inside

Operational leverage, surface by surface.

The same data flows power the agency's day-to-day surfaces and the platform admin's compliance view.

✉

Two-way SMS + email

Inbound parsed by tenant-routed Cloudflare Email Service → topic guard → bounded auto-reply or escalation → mirrored into AgencyZoom contact threads.

▦

Pipeline that runs itself

Stage moves driven by AMS events and AI intent. Every move is logged with actor, reason, and audit trail.

↻

Workflow engine

Smart Cycle, Personal Lines Follow-Up, Past-Due, Missing Docs — declarative playbooks triggered by AMS events or pipeline entries.

✦

Internal Copilot

Ask your data: how many renewals this week, who's tagged State Farm, why did this lead move stages. Topic-guarded.

◈

Platform admin console

Cross-tenant analytics, provider healthchecks, integration runs feed, versioned AI prompts with diff, and CSV exports gated on super-admin.

tenantsanalyticshealthauditpromptsreports
/var/log/agentiveone/audit.jsonl
01[AUTH]tenant=t_acme subject=usr_8f… verified at+jwt
02[SYNC]GET /ams/policies?since=…  retrieved=14 (delta hash 0x4f3a…)
03[DATA]wrote 14 contacts.upsert · 9 pipeline_events · 2 tasks
04[OK]ok · 412ms
05[AI]comm.email.in → guard.check  hits=[claims] action=safe_reply
06[GUARD]topic=claims escalation_task created tk_94f…
07[CRON]scheduled poll completed providers=ams360 status=success
08[STREAM]_
Auditable by design

Append-only logs. Versioned prompts. Every decision is queryable.

Every communication, every AI decision, every pipeline move, every task creation — recorded against the tenant in an append-only log. The system prompt itself is versioned in the database; the body in force at the moment of any decision is reproducible.

Tenant-isolated D1 + R2 on Cloudflare. JWT-scoped access. Bring-your-own keys for SMS, email, and LLMs. SOC 2 readiness on the roadmap.

Ready to upgrade your agency architecture?

Onboarding takes days, not months. We start with one connector and one workflow, prove the loop, then scale.

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