Integration Configuration

Credentials, mappings, availability and activity

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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

SecureVault Storage

ConnectedProduction

Documents & Storage · API v2.5

Connection Health

95.9%

Credentials validated and connection active.

Calls (21d)

19

0 failed

Success Rate

100.0%

Normalized across all actions

Avg Response

3,353 ms

Round trip including mapping

Open Errors

1

Unresolved exceptions

What this integration does

Client and policy document repository with external document URLs and retention rules.

Purpose: Cloud document storage, upload, download and archive.

Integration type
REST API
Authentication
OAuth 2.0
API version
v2.5
Divisions
Agency-wide
Supported products
0
Supported states
51
Last connected
Aug 7, 2026 · 03:12PM
Last sync
Aug 11, 2026 · 05:48PM

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

95.9% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.