Integration Configuration

Credentials, mappings, availability and activity

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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

Carrier Document Feed

Configuration RequiredSandbox

Documents & Storage · API v4.0

Connection Health

Some credentials or settings entered — setup incomplete.

Calls (21d)

6

0 failed

Success Rate

100.0%

Normalized across all actions

Avg Response

5,044 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Scheduled retrieval of carrier-issued policy documents, endorsements and cancellation notices.

Purpose: Carrier policy document delivery.

Integration type
SFTP Feed
Authentication
SFTP
API version
v4.0
Divisions
Property & Casualty, Life, Accident & Health, Employee Benefits
Supported products
30
Supported states
51
Last connected
Aug 8, 2026 · 07:12AM
Last sync
Aug 9, 2026 · 05:31PM

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.