What integrations are currently available?

Agency Life Quoter

E-Ticket/Drop Ticket

  • Protective E-Ticket
    This ticket available for Protective's term products submits directly to the carrier to be completed by tele-interview. This fast and simple process is the fastest method to submit business to Protective.
  • SBLI E-Ticket
    This ticket available for SBLI's term products submits directly to the carrier to be completed by tele-interview. SBLI's products included in this process offer guaranteed accelerated underwriting. Agent Codes are required for submission.
  • Pacific Life E-Ticket
    This ticket available for Pacific Life's term and GUL products and submits directly to the carrier to be completed by tele-interview. A policy number is generated upon submission. Agent Contract numbers are required for submission.
  • ApplicInt ExpressComplete
    This integration offers a drop ticket solution for several carriers. The agency must create an account with ApplicInt to use this feature, and agents must register in ApplicInt's system before they can complete e-tickets through this process.

E-Application

  • PSG E-Application
    This E-Application offered through Paperless Solutions Group (PSG) allows the agent to start an electronic application from the Agency Life Quoter for several carriers. The process includes e-signatures for both the agent and client. Completed E-applications are received by the brokerage to submit manually. 

AMS/CRM

  • SmartOffice
    Our Agency Life Quoter and Form Engine can now be embedded in SmartOffice. This allows you to pre-fill client information from SmartOffice directly into the quote engine. Contact your representative at SmartOffice to get started with this integration. 

Other

  • 3rd Party Form Integrations
    This integrations allows for information to be pre-filled from the Agency Life Quoter into a third party form. 
  • Custom Quote Actions
    Our platform uses webhooks to allow for flexible actions within the Agency Life Quoter. This can be anything from a simple link to a webpage, to your own developer solutions. 
  • Advanced Configurations
    Developers may implement their own integrations using our developer documentation. For example, to pre-fill information from a website login, or enable SSO with ApplicInt ExpressComplete.

Mobile App

E-Ticket/Drop Ticket

  • Protective E-Ticket
    This ticket available for Protective's term products submits directly to the carrier to be completed by tele-interview. The agent information is pre-filled using the login information provided by the agent. 
  • SBLI E-Ticket
    This ticket available for SBLI's term products submits directly to the carrier to be completed by tele-interview. SBLI's products included in this process offer guaranteed accelerated underwriting. Agent Codes are required for submission.
  • Pacific Life E-Ticket
    This ticket available for Pacific Life's term and GUL products and submits directly to the carrier to be completed by tele-interview. A policy number is generated upon submission. Agent Contract numbers are required for submission.
  • ApplicInt ExpressComplete
    This integration offers a drop ticket solution for several carriers. The agency must create an account with ApplicInt to use this feature, and agents must register in ApplicInt's system before they can complete e-tickets through this process.

AMS/CRM

  • Insureio
    Through this integration, leads collected from the Consumer Quoter within the Mobile App can be added automatically to Insureio. You must have an account with Insureio prior to setting up this integration.
  • SmartOffice
    • Sending Leads to SmartOffice
      Through this integration, leads collected from the Consumer Quoter within the Mobile App can be added automatically to SmartOffice. This integration required setup within IXN as well as setup within SmartOffice
    • Case Status Push Notifications
      Push notifications can be sent from SmartOffice directly to the Mobile App as a push notification regarding the Status of Cases within SmartOffice. Contact your representative at SmartOffice to get started with this integration.

Other

  • 3rd Party Form Integrations
    This integrations allows for information to be pre-filled from the Mobile App into a third party form. 
  • Custom Quote Actions
    Our platform uses Webhook GET to allow for flexible actions within the Mobile app. 
  • Custom Push Notifications
    Developers may implement their own integrations for push notifications using our developer documentation.

Website Quoter

AMS/CRM

  • Insureio
    Through this integration, leads collected from the Website Quoter can be added automatically to Insureio. You must have an account with Insureio prior to setting up this integration.
  • SmartOffice
    Through this integration, leads collected from the Website Quoter can be added automatically to SmartOffice. This integration required setup within IXN as well as setup within SmartOffice

Other

  • 3rd Party Form Integrations
    This integrations allows for information to be pre-filled from the Agency Life Quoter into a third party form. A common use case would be if you wanted to ask the client specific application questions along with their contact information. This would be used in place of our default lead form.
  • Custom Quote Actions
    Our platform uses Webhook GET to allow for flexible actions within the Website Quoter. This would be used in place of our default lead form.