Integration Configuration

Credentials, mappings, availability and activity

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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

SMS Gateway

SandboxSandbox

Communications · API v3.1

Connection Health

91.3%

Connected to the provider test environment.

Calls (21d)

14

2 failed

Success Rate

85.7%

Normalized across all actions

Avg Response

3,830 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Twilio-style programmable messaging for reminders, renewal notices and quote follow-up.

Purpose: Outbound and inbound SMS to clients and prospects.

Integration type
REST API
Authentication
API Key
API version
v3.1
Divisions
Agency-wide
Supported products
0
Supported states
51
Last connected
Aug 7, 2026 · 08:12AM
Last sync
Aug 8, 2026 · 01:53PM

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

91.3% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.