The Scenario
You are the agency principal. Last week of the month and 35 leads converted to bound policies. Their lead IDs, product line IDs, premiums, and effective dates are in an Excel workbook, one row per lead, collected by your CSR as each policy bound.
All 35 need to be marked as sold in AgencyZoom before the monthly close. No bulk path.
The bad version of end of month:
- Open the first AgencyZoom lead by ID
- Find the Move to Sold action, fill product line, premium, effective date
- Save, close, move to row 2
- Get interrupted by a producer question
- Come back, find your place, keep going
- Close 20 of 35 by 5 PM, leave 15 for tomorrow
- The monthly report runs tonight and 15 leads count as still-open pipeline
The fast version is one prompt and you close the books before 3 PM.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the lead IDs, product lines, premiums, and effective dates and marks each lead as sold in AgencyZoom, without opening a single record.
Open the SheetXAI sidebar and type:
For each row in this workbook, mark the AgencyZoom lead in column A as sold using the product line ID in column B, premium in column C, and effective date in column D. Write 'sold' or the error into column E.
SheetXAI reads all 35 rows, calls AgencyZoom's move-to-sold endpoint for each lead, and writes confirmation into column E. All 35 are closed before the monthly report runs.
What You Get
35 AgencyZoom leads marked as sold with the correct policy details:
- Move-to-sold applied on each lead with product line, premium, and effective date from the workbook
- Confirmation written into column E — "sold" on success, error on failure
- A clean audit log you can attach to the monthly report
The error column catches failures without stopping the run. Two bad product line IDs get errors, the other 33 close successfully.
Want to add a bind date at the same time? Add that column to the prompt.
What If the Data Is Not Quite Ready
Month-end workbooks are rarely uniform. SheetXAI handles edge cases and the updates in the same prompt.
When effective dates are in mixed formats
Some rows have "5/1/26," others "2026-05-01," others "May 1, 2026."
Normalize effective dates in column D to YYYY-MM-DD. Then for each row, mark the AgencyZoom lead in column A as sold using product line from column B, premium from column C, and normalized effective date. Write status into column E.
When you only want to process rows where column E says 'bound'
The workbook has 50 rows but only 35 are bound this month. The rest are pending.
Process only rows where column E says 'bound'. Mark the AgencyZoom lead in column A as sold using product line from column B, premium from column C, and effective date from column D. Write 'sold' or error into column F.
When premiums have dollar signs and commas
The CSR copied premiums from a formatted column: "$1,234.00."
Strip currency symbols and commas from column C to get plain numeric premiums. Then for each row, mark the AgencyZoom lead in column A as sold using product line from column B, cleaned premium, and effective date from column D. Write status into column E.
When the workbook needs deduplication, date normalization, premium cleaning, and status filtering
50 rows, some duplicate lead IDs from a data entry overlap, mixed date formats, formatted premiums, and only 'bound' rows should be processed.
Deduplicate by lead ID in column A, keeping the row where column E says 'bound'. Normalize effective dates in column D to YYYY-MM-DD. Strip currency symbols and commas from column C. For all rows where column E is 'bound', mark the AgencyZoom lead as sold using product line from column B, cleaned premium, and normalized date. Write 'sold' or error into column F.
The pattern: you describe the data as the CSR left it. SheetXAI normalizes it and closes all 35 in one pass.
Try It
Get the 7-day free trial of SheetXAI and paste your bound policy list into an Excel workbook, then ask it to mark all leads as sold in AgencyZoom. The AgencyZoom integration is included in every SheetXAI plan. See also how to bulk-update lead statuses in Excel or the AgencyZoom in Excel overview.