Can you trust the numbers in AgencyZoom?
AgencyZoom is insurance sales and automation software for property and casualty insurance agents that helps them win more clients and keep the ones they have. Its own help pages give 4 reasons its numbers can look different from what you expect. The first to rule out: The trending figure is a projection, not money earned, as AgencyZoom's help pages describe, so it can swing a lot early in the month.
Is it broken, or just counted differently?
A number can look wrong because the business changed, or because of how AgencyZoom counts it. Below is what AgencyZoom keeps, where its help pages say the numbers can differ, and how to check them yourself.
What does AgencyZoom keep track of?
AgencyZoom keeps a count of the leads in your pipeline and where each one stands.
In AgencyZoom's own words:
See the total number of leads in your pipeline and how they are progressing.
Lead Manager - Lead Reports, read 2026-11-12.AgencyZoom keeps a running total of sales for each agent and for the whole agency for the current month.
In AgencyZoom's own words:
Shows how much the agent or Agency has made so far this month.
Sales Dashboard Breakdown, read 2026-11-12.AgencyZoom keeps a record of the calls, emails and tasks that each producer logs.
In AgencyZoom's own words:
Monitor all activities logged by each producer (calls, emails, tasks, etc.).
Lead Manager - Lead Reports, read 2026-11-12.
What can make AgencyZoom's numbers look wrong?
The trending figure is a projection, not money earned, as AgencyZoom's help pages describe, so it can swing a lot early in the month.
In AgencyZoom's own words:
Shows how much the agent/agency is estimated to make this month, based on sales so far.
Sales Dashboard Breakdown, read 2026-11-12.An admin and a producer can see different totals on the same dashboard, since, as AgencyZoom's help pages say, the admin view covers the whole agency.
In AgencyZoom's own words:
If you’re an admin, it will show stats for the whole Agency.
Sales Dashboard Breakdown, read 2026-11-12.A past month's sales figure can change after the fact when someone edits a sold policy, because, as AgencyZoom's help pages say, the edit flows into reports and commission.
In AgencyZoom's own words:
It will only update the reports and commission (if applicable).
How To Edit Sold Policies, read 2026-11-12.Written figures can differ from issued figures, since, as AgencyZoom's help pages explain, written business is only what was typed into AgencyZoom itself.
In AgencyZoom's own words:
In AgencyZoom, Written Business refers specifically to the policy information entered directly into AgencyZoom.
Run Comp in AgencyZoom, read 2026-11-12.
How do I check AgencyZoom's numbers myself?
Opening one producer's details lets an owner check the sales behind that person's part of the total.
In AgencyZoom's own words:
You can click on a Producer’s name, to see in depth details on their sales.
Sales Dashboard Breakdown, read 2026-11-12.Downloading the comp report lets an owner go through the policies line by line.
In AgencyZoom's own words:
When this report has loaded, Click on the Download button on the right side of the report.
Run Comp in AgencyZoom, read 2026-11-12.
How does AgencyZoom work with Feder?
Connect AgencyZoom to Feder and it joins your Wins apps. Feder only reads. It never changes anything in AgencyZoom.
When you connect AgencyZoom, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.
Other apps that feed Wins
- Stripesuccessful payments
- Google Adsconversions
- Google Analyticskey events
- PayPalpaypal checkout payments
- Pipedrivedeals won
- WooCommercepaid orders
Where do these answers come from?
Everything this page says about AgencyZoom comes from AgencyZoom's own pages, quoted above with the date we read them. Last reviewed 2026-11-12. We read them again by 2027-11-12. If one changes, this page changes or comes down.
Know the day a number breaks, not the month after.
Some numbers are too quiet to judge daily, such as a form filled in a few times a week. Until there is enough of your own history to judge a change, Feder says it is still learning and scores nothing, rather than guessing.