The Scenario
You are the agency principal. Thursday afternoon. You want to know which carriers are actually winning your quotes, and you want the answer before your Friday carrier rep call.
You have a Google Sheet with 150 lead IDs in column A. Each lead in AgencyZoom has one or more quotes attached. You want a table showing: carrier name, total quotes sent, total won, win rate. A pivot you can share on the call.
The bad version of Thursday:
- Open the first AgencyZoom lead, navigate to Quotes tab
- Note the carrier name, status: won or lost
- Open a second tab, paste into a running tally in the sheet
- Work through fifteen leads and realize you have been in AgencyZoom for forty minutes
- Give up on 150 and 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 spreadsheet that fetches the quote data for every lead and builds the carrier summary table, so you never have to open 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 then builds the carrier summary table below the data. You get the raw quote log and the pivot in one pass.
What You Get
Two things in the same sheet:
- 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. There is no separate formula step, no pivot table to configure, no manual count.
Want to sort the summary table by win rate descending so your top carrier is at the top? Add that to the prompt or tell SheetXAI after it finishes.
What If the Data Is Not Quite Ready
Quote data from AgencyZoom is not always in a pivot-ready shape. SheetXAI handles the normalization and the 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. Before writing to the sheet, 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, and you want a separate win-rate table for each.
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 to analyze quotes from the last 90 days
The leads in column A go back two years. You only want to include quotes created in the last 90 days in the win-rate analysis.
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 the data.
When you need the full chain: clean the lead list, fetch quotes, filter by period, and build the summary
You have 180 lead IDs, some duplicates, some that are inactive and will return no quotes. You want a clean analysis from a single prompt.
Deduplicate the lead IDs in column A. For each unique ID, fetch all AgencyZoom quotes created in the last 90 days. Skip leads that return 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, and add a row at the bottom for overall totals.
The pattern: the prompt describes both the data retrieval and the analysis shape. SheetXAI handles the iteration and the calculation in one pass.
Try It
Get the 7-day free trial of SheetXAI and paste a list of AgencyZoom lead IDs into a Google Sheet, 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 or the AgencyZoom in Google Sheets overview.