Integration Configuration

Credentials, mappings, availability and activity

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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

LifeRate Connect

ConnectedSandbox

Rating & Carrier Connectivity · Life Insurance · API v1.3

Connection Health

94.5%

Credentials validated and connection active.

Calls (21d)

12

0 failed

Success Rate

100.0%

Normalized across all actions

Avg Response

3,933 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Term, whole life and IUL illustration and comparison across life carriers.

Purpose: Life insurance quoting and carrier comparison.

Integration type
Comparative Rater
Authentication
API Key
API version
v1.3
Divisions
Life
Supported products
6
Supported states
47
Last connected
Aug 11, 2026 · 01:12PM
Last sync
Aug 10, 2026 · 06:05AM

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

94.5% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.