Increase insurance agent efficiency with Ooma Office text messaging support for AgencyZoom
 | September 3, 2025 | 1 min read |
If you’re an insurance agent working with AgencyZoom, you already know how important it is to take in all the customer details you can before or during calls. That information helps you become more efficient, making customers feel better taken care of and therefore improving your customer service and business.
With Ooma Office for AgencyZoom, you can interact with and view all those customer details easily. And now, it’s gotten even better with text message history. This automatically saves all your Ooma Office texts with customers in AgencyZoom, so when any agent brings up that customer’s information, they’ll see messaging history and get a sense of previous interactions.
Read more: Improve calls with clients
What does that mean? If a customer had an issue in the past, or has discussed a situation unique to them, your agent can see that information. The agent can take that into account, ensuring a customer doesn’t have to repeat explanations every time they call and allowing your agents to be more proactive.
How to enable text messaging history in AgencyZoom for Ooma Office
- Step 1: The admin must head to the Ooma Office admin portal, go to Messaging and make sure SMS/MMS is activated.
- Step 2: In the Ooma Office Desktop App, go to Integrations, then AgencyZoom. Click the three-dot button and choose Customize from the drop-down menu. In the pop-up menu, check “Save text messages in AgencyZoom.”
- Step 3: That’s it! To view the history, head to the AgencyZoom portal, find the person you want to check and scroll down to the History section of the Activities tab. You’ll see all the details for each message saved as notes.
The text data will include the subject of the text, the body, the sender, the receiver’s phone number and the time. Any MMS messages sent will be saved as an attachment.
Availability: Text messaging history in AgencyZoom for Ooma Office is available now for Ooma Office Pro Plus customers.
Ooma Office has other integrations that can make your communication system more powerful. Text messaging history is also available for two other Ooma Office integrations: Pipedrive and SugarCRM.
