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

MarketReach Automation

ConnectedProduction

CRM & Marketing · API v3.8

Connection Health

97.4%

Credentials validated and connection active.

Calls (21d)

10

1 failed

Success Rate

90.0%

Normalized across all actions

Avg Response

5,655 ms

Round trip including mapping

Open Errors

1

Unresolved exceptions

What this integration does

Marketing automation connector for nurture campaigns and audience segment synchronization.

Purpose: Campaign attribution and audience sync.

Integration type
REST API
Authentication
API Key
API version
v3.8
Divisions
Agency-wide
Supported products
0
Supported states
51
Last connected
Aug 11, 2026 · 05:12PM
Last sync
Aug 9, 2026 · 07:54AM

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

97.4% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.