Integration Configuration

Credentials, mappings, availability and activity

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Field Manager
Carrier
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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

Summit Life API

SandboxSandbox

Rating & Carrier Connectivity · Direct Carrier APIs · API v4.7

Connection Health

92.2%

Connected to the provider test environment.

Calls (21d)

8

1 failed

Success Rate

87.5%

Normalized across all actions

Avg Response

910 ms

Round trip including mapping

Open Errors

1

Unresolved exceptions

What this integration does

Direct life carrier connection for term and permanent products with policy status feeds.

Purpose: Connect directly to carrier quote, bind, policy, commission and status APIs.

Integration type
Direct Carrier API
Authentication
Bearer Token
API version
v4.7
Divisions
Life
Supported products
6
Supported states
44
Last connected
Aug 11, 2026 · 10:12AM
Last sync
Aug 10, 2026 · 11:27AM

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

92.2% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.