Integration Configuration

Credentials, mappings, availability and activity

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

Demo environment. Every provider below is a placeholder — no live carrier, rating or vendor credentials exist and no external requests are sent. The architecture, normalized quote model and permission matrix are production-shaped so real providers can be activated later.

Hub

AgencyWarehouse

SandboxSandbox

Data & Analytics · API v3.6

Connection Health

93.0%

Connected to the provider test environment.

Calls (21d)

14

1 failed

Success Rate

92.9%

Normalized across all actions

Avg Response

3,849 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Scheduled outbound export of normalized clients, policies, quotes and commissions.

Purpose: Push normalized agency data to a data warehouse.

Integration type
REST API
Authentication
Client ID / Client Secret
API version
v3.6
Divisions
Agency-wide
Supported products
0
Supported states
51
Last connected
Aug 7, 2026 · 07:12AM
Last sync
Aug 11, 2026 · 03:40PM

Normalized data flow

  1. 1InsurFit IQ builds the request from the opportunity, client and product records.
  2. 2Eligibility is checked against carrier mappings, state availability, appointment and license rules.
  3. 3The gateway sends the provider-specific payload and logs the attempt.
  4. 4The response is normalized into the InsurFit IQ quote model (premium, limits, commission, bindability).
  5. 5Quotes, documents and status updates are written back to the opportunity timeline.

Health trend

93.0% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.