New Cara and AgencyZoom Integration
AgencyZoom
We’re excited to announce the release of a new integration with AgencyZoom powered by Vertafore!
The native integration between Cara and AgencyZoom provides a robust two-way data sync across accounts, policies, notes, and tasks—helping insurance agencies and brokerages streamline operations and keep CRM data up to date.
For enterprise customers, Cara also offers deeper workflow customization and custom data syncing to streamline day-to-day tasks across the team.
