The Scenario
You are the agency principal. Thursday afternoon. Carrier rep call is Friday and you want to know which carriers are winning your quotes. You have a workbook with 150 lead IDs in column A. Each lead in AgencyZoom has one or more quotes. You want: carrier name, total quotes, total won, win rate — a table you can share on the call.
The bad version of Thursday:
- Open the first AgencyZoom lead, navigate to Quotes tab
- Note carrier name and status: won or lost
- Switch to Excel, paste into a running tally
- Work through fifteen leads and realize you have been in AgencyZoom for forty minutes
- Give up on 150, run it on 30 instead
- Share a table at the call based on 30 leads and hope nobody asks how you got the number
The fast version is both steps in one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches quote data for every lead and builds the carrier summary table, without opening a single AgencyZoom record.
Open the SheetXAI sidebar and type:
For each lead ID in column A, fetch all quotes from AgencyZoom and write carrier name, premium, and status into columns B, C, and D. After fetching all quotes, create a summary table below the data showing total quotes, won count, and win rate grouped by carrier name.
SheetXAI iterates through all 150 lead IDs, pulls the quotes, fills columns B through D, and builds the carrier summary table below the data in one pass.
What You Get
Two things in the same workbook:
- 150 rows × 3 columns of raw quote data — carrier name, premium, status for every quote across all leads
- A carrier summary table below the data with total quotes, won count, and win rate per carrier
The win rate column is calculated from the data SheetXAI just fetched. No separate formula step, no pivot table to configure.
Want the summary sorted by win rate descending? Add that to the prompt or ask SheetXAI after it finishes.
What If the Data Is Not Quite Ready
Quote data from AgencyZoom is not always pivot-ready out of the box. SheetXAI handles normalization and analysis in the same prompt.
When carrier names come back inconsistently
AgencyZoom returns "Travelers" in some records and "Travelers Insurance Co." in others.
For each lead ID in column A, fetch all quotes from AgencyZoom. Normalize carrier names: treat variations of the same carrier as one. Write normalized carrier name, premium, and status into columns B through D. Then build the carrier summary table below.
When you want the summary segmented by product line
You write auto, home, and commercial. You want a separate win-rate table for each product line.
For each lead ID in column A, fetch all quotes from AgencyZoom. Write carrier name, product line, premium, and status into columns B through E. Then create three summary tables below: one for Auto, one for Home, one for Commercial — each showing carrier, total quotes, won count, and win rate.
When you only want quotes from the last 90 days
The leads in column A go back two years but you only want recent quote activity.
For each lead ID in column A, fetch all quotes from AgencyZoom created in the last 90 days. Write carrier name, premium, status, and created date into columns B through E. Then build a carrier win-rate summary table below.
When you need the full chain: clean the lead list, fetch quotes, filter by period, and build the summary
180 lead IDs, some duplicates, some inactive leads with zero quotes. You want a clean analysis.
Deduplicate lead IDs in column A. For each unique ID, fetch all AgencyZoom quotes created in the last 90 days. Skip leads with zero quotes. Write carrier name, premium, and status into columns B through D. Then below the data, build a carrier win-rate summary table sorted by win rate descending, with an overall totals row at the bottom.
The pattern: both the data retrieval and the analysis shape are in one prompt. SheetXAI handles the iteration and the calculation together.
Try It
Get the 7-day free trial of SheetXAI and paste a list of AgencyZoom lead IDs into an Excel workbook, then ask it to fetch the quotes and build the carrier analysis. The AgencyZoom integration is included in every SheetXAI plan. See also how to export policies for renewal analysis in Excel or the AgencyZoom in Excel overview.