Integration Configuration

Credentials, mappings, availability and activity

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Division
Agent
Field Manager
Carrier
Product
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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

Benefits Exchange

Not ConnectedSandbox

Rating & Carrier Connectivity · Employee Benefits · API v1.5

Connection Health

Available in the marketplace but not configured.

Calls (21d)

0

0 failed

Success Rate

100.0%

Normalized across all actions

Avg Response

1,886 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Group medical, dental, vision and life census-based quoting with plan comparison output.

Purpose: Group benefits quoting and census rating.

Integration type
REST API
Authentication
OAuth 2.0
API version
v1.5
Divisions
Employee Benefits
Supported products
6
Supported states
48
Last connected
Last sync

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.