You bought AgencyZoom for automation. Is any of it on?
Pipelines are half built. Automations were set up once and never tuned. Producers still track follow-ups in their heads. We finish the job and connect AgencyZoom to the rest of your agency.
AgencyZoom holds the data. People still move it.
Renewal outreach that runs on schedule, quote requests that arrive clean, and AI-drafted follow-ups your producers approve and send.
- 01Lead lands in AgencyZoomHUMAN
- 02No owner assignedHUMAN
- 03Producer calls when freeHUMAN
- 04One follow-up, then noneHUMAN
- 05Lead goes coldDROPPED
- 01Lead capturedCOMPLETE
- 02Assigned by line + producerCOMPLETE
- 03Instant text + emailCOMPLETE
- 04Follow-up sequence startsCOMPLETE
- 05Status loggedCOMPLETE
- ✓Producer sends quoteHUMAN
Three AgencyZoom jobs that stop being your team's job.
New lead follow-up
Leads sit unassigned or get one call. After that, nobody owns them.
Leads are assigned by your rules and get a reply right away, then a follow-up sequence until they answer.
Renewal outreach
Renewal dates live in the AMS. AgencyZoom doesn't know about them, so nothing triggers.
Upcoming renewals drive outreach and tasks in AgencyZoom, on schedule.
Producer visibility
The principal pulls AgencyZoom reports by hand to see who is following up.
A weekly summary of leads, quotes, and follow-up activity per producer.
Representative examples based on systems we've built. Your numbers depend on your volume. Run your own numbers →
Inside AgencyZoom. Not instead of it.
What connects depends on your AMS and AgencyZoom setup. We confirm specifics on the call before you commit.
AgencyZoom first
Pipelines, automations, and texting you already pay for get rebuilt around your actual sales process.
Linked to your AMS
Renewal and policy data comes from your AMS through the connections your vendors support.
Your words
Every sequence is rewritten in your agency's voice and approved by you before it goes live.
Live in 10 days. One price. No surprises.
Observe
A 20-minute teardown. You show us how the work happens today.
Design
A one-page plan: systems, rules, human checkpoints, fixed price.
Build
Built inside your tools, tested on real data, nothing to migrate.
Operate
Walkthrough video and notes. $300/mo if you want us on call.
Built by an operator. Years of doing this for a living.
I'm Dak. By day I lead data and integrations at a software company: connecting CRMs, building company-wide automations, and rolling out internal AI tools people actually use.
Seven Seven Ops is the same work, sized for teams of 2 to 50. You talk to me, I build it, and I stay on it until it runs. No account managers. No junior handoffs.
The name is for my daughter, born in 2026. I started this to spend less of my life on busywork. Now I take it off other people's plates.
Fair questions about AgencyZoom.
Q01Is this an AgencyZoom replacement?
No. This is for agencies that already use AgencyZoom and want it working the way the demo promised.
Q02Do you work with other insurance CRMs?
Yes. The same approach works with most agency CRMs and AMS platforms. Ask on the call.
Q03Can texting be included?
Yes, through the texting you already have where possible. We keep messages compliant and opt-out friendly.
Q04What happens after it goes live?
You own everything we build, with a short walkthrough video and written notes. If you want us to watch it and make small changes, that's $300/month and you can cancel anytime. Most people keep it for the first few months, then decide.
Q05Where does the AI come in?
Only where it saves real time: summarizing calls, drafting follow-ups, pulling data out of emails and PDFs. A person still approves anything that goes to a customer. No chatbots for the sake of chatbots.
Q06Is my data safe?
We work inside your accounts with access you grant and can revoke. We don't copy your customer data anywhere it doesn't need to be, and we'll sign an NDA if you want one.
Q07What happens on the free teardown call?
20 minutes on Google Meet. You show us the task that eats the most time, we tell you how we'd automate it and what it would cost. You leave with a plan either way. No slides, no pitch.
Show us the manual work. We'll show you the system.
20 minutes on Google Meet. You show us the task that eats the most time. We tell you how we'd automate it and what it costs. You leave with a plan either way.