Automation Strategies That Sound Like You Wrote Them
A community-powered marketplace of AgencyZoom automations. Download what's working. Enhance it with your brand voice. Deploy in minutes.
Community-Powered
The Automation Marketplace
Three ways to get to a live automation. All three end in the same place.
The Community Library
Browse automations built by real agencies. Lead follow-up, renewal, cross-sell, win-back, onboarding, service. Download and deploy as-is, or enhance with your voice.
The Enhancement Engine
One click rewrites every customer-facing message in your brand voice. Your tone. Your language. Your relationship style. The customer sees your words, not a template.
The Architect
Need something no one else has built? Generate a complete custom strategy from scratch. Your pipeline stage, your lead type, your insurance product, your channel preferences.
Built by operators. Powered by the community.
180+ automations and growing — built by real agencies, for real agencies. The more agencies that participate, the better it gets for everyone.
The strategy layer. Starting at $39/mo.
Marketplace Access
Limited introductory rate. Grandfathered permanently.
Cancel Anytime • No Lock-in
Standard
Full price after launch window closes.
Same Features • Higher Price
What's Included
Full Access
The Founding 50
Lock In
Lifetime Access
First 50 agencies get lifetime access for a one-time $2,500 fee. No annual license. Ever. You pay monthly for ongoing support—but the platform access is yours forever.
Honest deal: If we don't deliver value in the first 60 days, you keep the Architect forever and walk away. No hard feelings.
ROI Protection: Save $14,000+ in license fees over 5 years.
Limited Availability • 30-Day Guarantee
*Standard Agency Pricing will be $2,868/year after the Founding 50 closes.
This is your only chance to avoid the annual payroll.
Not Ready Yet?
Start With What You Need.
Add More Later.
Most agencies start free with Zoomy, then unlock the Marketplace for unlimited automation downloads and AI generation, then hire the full digital workforce when ready.
The Intern (Zoomy)
Understand what's possible. Zoomy provides free strategy advice and templates to help you learn about automation.
- Zoomy Chat (100 msgs/mo)
- Access to Template Library
- 5 AI credits at signup + 1/month
- Enhance marketplace downloads with AI
- 5 community automation claims/month
- Contribute to the community
- Education & Resources
Automation Marketplace
Browse automations built by real agencies, for real agencies. Download, enhance with your brand voice, and deploy to AgencyZoom in minutes.
Many agencies thrive here. This is a complete solution, not a starter plan.
- Unlimited Automation Downloads
- 10 AI Credits / Month
- Full Architect Generation Engine
- Brand Voice Enhancement
- AgencyZoom Export
What Happens Next?
This alone eliminates the Builder's Tax and transforms how you operate. Digital employees come later — if you want them.
Full Platform Access
Lifetime Architect + digital employees. They manage your pipeline, catch lead transposition issues, and work 24/7. This is the whole thing.
60 days to prove it works. If we don't, you keep the Architect forever and cancel the retainer.
- Everything in Foundation
- Lifetime Architect Access
- Digital Employees (Scout, Grace)
- EffiZoom Board (Digital HR)
- Priority Support & Monitoring
Build the foundation first. Hire the team when you're ready. Both are wins.
Add Revenue Intelligence
CrossSell Intelligence
A standalone product that runs independently of EffiZoom. Finds, scores, and delivers your highest-value cross-sell opportunities every single week.
The Revenue Engine for AgencyZoom
An autonomous digital employee that analyzes your entire book, scores every customer for cross-sell readiness, and dispatches 15-30 opportunities to your team every Monday—with personalized call scripts.
Independent of EffiZoom
Works with or without Founding 50 • Separate waitlist
CrossSell Intelligence is a separate product. You don't need EffiZoom to use it, and you don't need it to use EffiZoom. It's for agencies that want autonomous cross-sell revenue generation.
Not Sure Where to Start?
Get a free Board audit. We'll show you exactly what's falling through your pipeline—stalled deals, lead transposition issues, conversion drop-offs. Then you decide what to do about it.
60-90 minutes • No pitch • Actionable insights you can use immediately
Mississippi-born. Agency-built.
EffiZoom started at McWright Insurance Group in Belmont, Mississippi. Not in a tech lab — in a real agency with real problems. We answer phones, write policies, and test every workflow ourselves before it ships.
We opened it up because the independent channel deserves better tools. When one agency figures out a better renewal sequence, that knowledge should spread — not stay locked in a silo.
“We built the system we needed — and it turns out the entire industry needed it too.”
Common Questions
The Marketplace ($39/mo) is the self-serve monthly/annual plan with 10 AI credits per month. The Founding 50 ($2,500 one-time) is a lifetime commitment that includes unlimited everything plus digital employees (Scout, Grace) and priority support.
Start with the Marketplace. See the results. Upgrade to Founding 50 when you're ready for the full digital workforce—if spots remain.
Still have questions about Digital Staffing?
We know this is a new model. Book a 15-minute "Founder Chat" to see if your agency is ready for digital employees.
Your workflows. Your voice. Your timeline.
No setup fees. No long-term contracts. Cancel anytime.
EffiZoom Support
How can we help you today?