AgencyComp and Salesflare
How to connect AgencyComp
- Via Zapier — 15 operations available. Set it up ↗
About AgencyComp
AgencyComp is an online tool that can calculate, project, analyze, and track commissions for any insurance product without the cost of an expensive CRM.
AgencyComp operations on Zapier
Actions (10)
Things Salesflare can make it do
- Create Agent — Creates an Agent in AgencyComp.
- Create Carrier — Creates a Carrier in AgencyComp.
- Create Group Client — Creates a Group Client in AgencyComp.
- Create Individual Client — Creates a Individual Client in AgencyComp.
- Create Policy — Creates a Policy in AgencyComp.
Show 5 more actions
- Find or Create Agent — Finds an Agent in AgencyComp.
- Find or Create Carrier — Finds a Carrier in AgencyComp.
- Find or Create Group Client — Finds an Group Client in AgencyComp.
- Find or Create Individual Client — Finds an Individual Client in AgencyComp.
- Find or Create Policy — Finds a Policy in AgencyComp.
Searches (5)
Look up existing records
- Find Agent — Finds an Agent in AgencyComp.
- Find Carrier — Finds a Carrier in AgencyComp.
- Find Group Client — Finds an Group Client in AgencyComp.
- Find Individual Client — Finds an Individual Client in AgencyComp.
- Find Policy — Finds a Policy in AgencyComp.
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