Custom Integration Services

We don't just provide software - we become your technology partner. Our team specializes in connecting your existing systems to create a unified, efficient workflow that matches how YOUR agency operates.

Your Agency is Unique. Your Technology Should Be Too.

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Carrier Connections

Direct API integrations with your carriers for real-time quoting, policy downloads, and commission data. No more manual entry.

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Rater Integrations

Connect to EZLynx, Applied Epic, Vertafore, or any rating platform. Quote data flows directly into your AMS automatically.

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Accounting Sync

QuickBooks, Xero, or your existing accounting system - we'll sync commission data, invoicing, and financial reporting automatically.

How We Work With You

1.

Discovery Call

We spend time understanding your current workflow, pain points, and the systems you're already using. What carriers do you write with? What raters? What's frustrating you most about your current setup?

2.

Custom Integration Plan

We map out exactly which integrations will save you the most time and eliminate the most errors. No cookie-cutter solutions - this is designed specifically for how YOUR agency operates.

3.

Phased Implementation

We don't flip a switch and disrupt your business. Integrations are implemented gradually, tested thoroughly, and refined based on your feedback. You stay in control the entire time.

4.

Ongoing Support & Optimization

As carriers update their APIs or you add new systems, we maintain and optimize your integrations. Your technology partner for the long haul.

Real-World Integration Examples

Carrier Direct Downloads

We can connect to carrier APIs to automatically download:

  • ✓ Policy documents and declarations pages
  • ✓ Commission statements and payment data
  • ✓ Loss runs and claims information
  • ✓ Renewal notices and policy changes
  • ✓ Real-time policy status updates

Email & Document Processing

Smart automation for routine tasks:

  • ✓ Parse commission emails and auto-record payments
  • ✓ Extract policy numbers from email attachments
  • ✓ Auto-file documents to correct client folders
  • ✓ Send automated renewal reminders to clients
  • ✓ Alert team when quotes are ready for review

Rater Platform Integration

Connect your favorite rating tools:

  • ✓ Pull quote data into AMS automatically
  • ✓ Sync client contact information both ways
  • ✓ Track which quotes convert to policies
  • ✓ Unified dashboard showing all activity
  • ✓ No more duplicate data entry

Custom Workflows

Build workflows that match your process:

  • ✓ Multi-step approval processes for large accounts
  • ✓ Automated task assignment based on policy type
  • ✓ Custom notifications for specific triggers
  • ✓ Role-based access and permissions
  • ✓ Integration with your CRM or lead sources

Built by an Agent Who Gets It

Our founder has been an active insurance agent for over 30 years. He built this technology because he was frustrated with the same disconnected systems you're dealing with right now.

When we talk about carrier integrations, commission tracking, renewal workflows, and policy management - we're not guessing. We live this every single day.

We understand insurance operations because we ARE insurance operators.

Transparent Pricing Model

Discovery Call: Free

No obligation. We'll discuss your needs and see if we're a good fit. Even if we're not, you'll walk away with ideas for improving your workflow.

Integration Scoping: $500

Deep-dive into your systems, carriers, and workflows. We'll deliver a detailed integration plan with timeline and cost estimates for each component.

This fee is credited toward implementation if you move forward.

Custom Integration Development

Priced based on complexity and scope. Typical projects range from $2,500 for simple integrations to $15,000+ for comprehensive multi-carrier, multi-system setups.

All integration work includes testing, documentation, training, and 90 days of post-launch support.

Is This Right For Your Agency?

This IS for you if:

  • ✓ You're tired of re-entering the same data multiple times
  • ✓ You want your systems to talk to each other
  • ✓ You're ready to invest in efficiency and automation
  • ✓ You write enough premium that time savings = money savings
  • ✓ You want technology customized to YOUR workflow, not vice versa

This is NOT for you if:

  • ✗ You're looking for a cheap, out-of-the-box solution
  • ✗ You're not ready to invest in custom development
  • ✗ You prefer manual processes and spreadsheets
  • ✗ You're a solo agent writing minimal premium
  • ✗ You want plug-and-play software with no customization

Let's Talk About Your Technology Stack

Schedule a free discovery call to explore how custom integrations could transform your agency's efficiency.

Schedule Discovery Call

No pressure, no sales pitch - just a conversation about your needs