Platform · Connectors

Integrations Hub

One standard connector per layer. Each benchmark vendor plugs in behind it, so screens never change when a vendor does.

Vendors catalogued

Layers

Open APIs

Tested this session

AMS/CRM

EZLynx

Partner program

Producer sees one customer file; quotes and notes write back automatically.

ApplicantsPoliciesActivities

Needs partner accessDetails to verify

AMS/CRM

Momentum AMP

Partner program

Tasks and renewals flow into the producer's day.

ContactsPoliciesTasks

Needs partner accessDetails to verify

AMS/CRM

HawkSoft 6

Partner program

Client log stays complete without manual notes.

ClientsPoliciesLog notes

Needs partner accessDetails to verify

AMS/CRM

Applied Epic

Partner program

Enterprise-grade account record with activities.

AccountsPoliciesActivities

Needs partner accessDetails to verify

Personal rating

EZLynx Rating

Partner program

One intake, many carrier prices side by side.

Create quoteRateResults

Needs partner accessDetails to verify

Personal rating

Applied PL Rating

Partner program

Carrier results ranked with coverage detail.

Quote requestCarrier results

Needs partner accessDetails to verify

Personal rating

Direct carrier APIs

Partner program

Real-time bindable price with documents.

QuoteBindDocuments

Needs partner accessDetails to verify

Commercial placement

Tarmika

Partner program

One submission, several BOP/WC quotes in minutes.

SubmissionQuotes

Needs partner accessDetails to verify

Commercial placement

Bold Penguin

Partner program

Smart application asks only what carriers need.

ApplicationsQuotesBind

Needs partner accessDetails to verify

Existing-policy intake

Policy import (e.g. Canopy Connect)

Open API

Customer shares current coverage in 60 seconds — no dec page typing.

PullsPoliciesDocuments

SandboxDetails to verify

Life

BackNine

Partner program

Instant term quotes, eApp link sent to customer.

QuoteeAppCase status

Needs partner accessDetails to verify

Life

iPipeline

Partner program

Quote to signed application in one session.

iGO eAppLifePipe quote

Needs partner accessDetails to verify

Health/ACA

HealthSherpa / ONE

Partner program

Customer compares subsidized plans and enrolls.

PlansApplicationsBook of business

Needs partner accessDetails to verify

Medicare

ConnectureDRX

Partner program

Drugs and doctors entered once; plans ranked by total cost.

Plan compareDrug pricingEnrollment

Needs partner accessDetails to verify

Medicare

SunFire

Partner program

Compliant recorded enrollment flow.

QuoteEnroll

Needs partner accessDetails to verify

Benefits

Employee Navigator

Partner program

Employees enroll online; carriers get feeds.

CompaniesEmployeesEnrollments

Needs partner accessDetails to verify

Benefits

AgencyBloc

Open API

Group and commission tracking in one place.

IndividualsGroupsPolicies

SandboxDetails to verify

Lead validation

ActiveProspect TrustedForm / LeadConduit

Open API

Every lead arrives with a consent certificate and pass/fail in seconds.

POST certificate claimLeadConduit flow

Sandbox

Commercial data

Apollo

Open API

Business name in, owner, size and industry out.

People enrichmentOrganization enrichmentSearch

Sandbox

Commercial data

Clay

Open API

Data from many sources merged into one row.

Table webhook inHTTP API out

SandboxDetails to verify

Inbound AI

Sonant

Partner program

Every call answered; summary and task created.

Call eventsTranscripts

Needs partner accessDetails to verify

Inbound AI

Liberate

Partner program

After-hours service handled end to end.

Voice agentFNOL

Needs partner accessDetails to verify

Outbound communications

JustCall

Open API

Click-to-call with recording and auto-logging.

CallsSMSContacts

Sandbox

Outbound communications

Kixie

Open API

Multi-line dialing for lead speed.

Make callSend SMSWebhooks

SandboxDetails to verify

SEO/AEO

Gushwork

Portal / file only

Local pages that rank and answer AI search.

Reports (export)

SandboxDetails to verify

Automation

n8n

Open API

Glue between tools without code.

WorkflowsExecutionsWebhook trigger

Sandbox

Automation

Make

Open API

Drag-and-drop scenarios.

ScenariosWebhooks

Sandbox

Automation

Zapier

Open API

Thousands of app triggers.

Catch hookPlatform app

Sandbox

Analytics

Power BI

Open API

Embedded live reports.

Push datasetsRefreshEmbed

Sandbox

Accounting

QuickBooks Online

Open API

Commissions and vendor credits post automatically.

InvoicePaymentJournalEntry

Sandbox

Supplemental access

First Connect

Portal / file only

Access to carriers without direct appointments.

Carrier portals

SandboxDetails to verify

Integration event log

Calls made from this page this session

No calls yet. Open a vendor and run Test connection.

All tests run in sandbox mode with sample responses. Live connections need vendor accounts, keys and (for partner programs) approval.