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

Workspace Mail Connector

Production LiveProduction

Communications · API v4.9

Connection Health

94.7%

Actively sending or receiving production insurance data.

Calls (21d)

15

1 failed

Success Rate

93.3%

Normalized across all actions

Avg Response

4,026 ms

Round trip including mapping

Open Errors

1

Unresolved exceptions

What this integration does

Generic Google Workspace-style mail connector logging client email to the activity timeline.

Purpose: Two-way email sync for producer and CSR mailboxes.

Integration type
REST API
Authentication
OAuth 2.0
API version
v4.9
Divisions
Agency-wide
Supported products
0
Supported states
51
Last connected
Aug 8, 2026 · 08:12AM
Last sync
Aug 11, 2026 · 04:37PM

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

94.7% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.