Third-Party IntegrationsTAPP

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Our Agent Portal seamlessly integrates with industry-standard tools and platforms, enhancing functionality and ensuring a connected ecosystem.

exclusive features

AgentSync Interface

The AgentSync Interface receives agent data from AgentSync and updates the policy administration system (within system constraints) to reduce administrative burden.

Firelight Integration

provides single sign-on for agents to access Firelight to boost agent productivity. Additional Firelight integrations are in progress.

Twilio Integration

makes voice signature recordings available immediately on the CSR portal to speed document verification.

FormKiQ Integration

supports an open-source imaging system (document archive), for storage and display of documents.

Mailchimp Marketing Email Archive

maintains marketing emails for display to agents or for compliance purposes.

Mailchimp Transactional Email

enables creation and management of agent email templates for transactional communications to ensure customizable and consistent communication.

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