The Scenario
You are the cross-sell manager at a mid-size P&C agency. The agency has been growing its life and health book for two years, but nobody has compared the L&H list against P&C to identify which P&C customers have no life or health product yet.
You want to run that analysis now, in Excel. All L&H leads in one tab, all P&C leads in another, and a flag on every P&C customer whose email does not appear in the L&H tab. Those are your cross-sell targets.
AgencyZoom does not have a cross-book comparison report. You would need to export both books separately, import them into Excel, and write the matching formula yourself.
The bad version of this project:
- Export L&H leads from AgencyZoom as a CSV
- Export P&C leads as a separate CSV
- Import both into Excel
- Write a MATCH formula to find P&C emails missing from the L&H sheet
- Discover email formatting is inconsistent across the two exports
- Spend two hours normalizing before the formula works
- End up with a list you are not fully confident in
The fast version is one prompt and SheetXAI does the matching.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches both lead sets from AgencyZoom and runs the cross-reference, without a CSV export or a MATCH formula.
Open the SheetXAI sidebar and type:
Search AgencyZoom for all life and health leads and write their first name, last name, email, status, and assigned producer into the 'L&H Leads' tab. Then fetch all P&C leads and write them into the 'P&C Leads' tab. Finally, flag any customer email in the P&C tab that does not appear in the L&H tab by writing 'cross-sell target' in a new column F.
SheetXAI fetches both lead sets, populates both tabs, runs the cross-reference, and drops the flag in column F of the P&C tab. Your cross-sell list is built.
What You Get
Two populated tabs and a cross-sell flag:
- L&H Leads tab — every life and health lead with name, email, status, and producer
- P&C Leads tab — every P&C lead with the same columns
- Column F on the P&C tab — "cross-sell target" for every P&C customer email not in the L&H tab
SheetXAI normalizes the email matching across both data sets. No MATCH formula, no case-sensitivity issue.
Want a count of cross-sell targets in cell H1? Add "write the total count of cross-sell targets in cell H1" to the prompt.
What If the Data Is Not Quite Ready
Cross-book comparisons across two AgencyZoom lead sets are rarely clean on the first pull. SheetXAI handles normalization and matching in the same prompt.
When emails are inconsistently formatted across both lead sets
Some records have uppercase emails, some have trailing spaces, some use a different domain alias.
Pull all L&H leads from AgencyZoom into the 'L&H Leads' tab with name, email, status, and producer. Normalize all emails to lowercase and trim whitespace. Then fetch all P&C leads into the 'P&C Leads' tab with the same normalization. Flag column F in the P&C tab where the normalized email is not in the L&H tab.
When you want the cross-sell list on a third tab
The campaign team wants a clean list, not a flag column embedded in the P&C data.
Pull all AgencyZoom L&H leads into 'L&H Leads' and all P&C leads into 'P&C Leads'. Create a third tab called 'Cross-Sell Targets' listing every P&C customer whose email does not appear in the L&H tab, with their name, email, assigned producer, and P&C status.
When you want only active P&C leads in the comparison
Inactive or lost P&C leads are not worth contacting.
Pull all AgencyZoom L&H leads into 'L&H Leads'. Pull P&C leads with status 'active' only into 'P&C Leads'. Flag column F in the P&C tab with 'cross-sell target' for any active P&C customer email not in the L&H tab.
When you need the full chain: pull both books, normalize emails, filter active P&C, and produce a clean campaign list
Pull all AgencyZoom L&H leads into 'L&H Leads' with name, email, status, and producer. Normalize all emails to lowercase. Pull all P&C leads with status 'active' into 'P&C Leads' with the same normalization. Create a 'Cross-Sell Targets' tab listing every active P&C customer email not in the L&H tab, with their name, email, assigned producer, and a blank 'Outreach Date' column for the campaign team.
The pattern: instead of exporting both books and writing a matching formula, you describe the comparison in one prompt and SheetXAI handles both pulls and the matching logic.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with 'L&H Leads' and 'P&C Leads' tabs, then ask it to pull both from AgencyZoom and run the cross-reference. The AgencyZoom integration is included in every SheetXAI plan. See also how to pull active AgencyZoom leads for pipeline analysis in Excel or the AgencyZoom in Excel overview.