slug: agencyzoom
provider: AgencyZoom
generated_by: planning/capability-mapping/scripts/classify_capabilities.py
model: claude-opus-5
frame:
- Insurance
min_confidence: 0.7
capability_model:
  source: https://github.com/vincentmakes/turbo-ea-capabilities
  license: CC-BY-4.0
  attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities,
    CC BY 4.0
  notice: NOTICE
edge_count: 3
edges:
- tag: Leads
  spec_file: agencyzoom-leads-api-openapi.yml
  capability_id: BC-410.30
  capability_id_l1: BC-410
  capability_name: Opportunity & Pipeline Management
  confidence: 0.75
  evidence: '"Search leads", "Create personal lead", "Create commercial lead", "Mark lead as sold", "Retrieve
    opportunities for a lead"'
  reason: Lead capture through to sold conversion with linked opportunities and quotes — lead/opportunity
    lifecycle management in an agency sales platform.
- tag: Customers
  spec_file: agencyzoom-customers-api-openapi.yml
  capability_id: BC-2120.40
  capability_id_l1: BC-2120
  capability_name: Customer Information & Consent Management
  confidence: 0.7
  evidence: '"Get customer details", "Update customer", "Get customer policies", "Get AMS policies for
    customer"'
  reason: Maintains the insurance agency's policyholder/customer records and links them to their policies
    — insurance customer information management. Sub-capability choice (profile/golden record vs servicing)
    is somewhat ambiguous, hence moderate confidence.
- tag: Policies
  spec_file: agencyzoom-policies-api-openapi.yml
  capability_id: BC-2140
  capability_id_l1: BC-2140
  capability_name: Policy Administration Management
  confidence: 0.7
  evidence: '"Create policy", "Update policy", "Tag policies"'
  reason: Creation and maintenance of insurance policy records in the agency system — policy administration.
    Not clear enough whether issuance, endorsement, or records management, so only the L1 is asserted.