Built by Metorial, the integration platform for agentic AI.
Provider Summary
manage insurance leads
track policy lifecycle
create service tickets
manage tasks and to-dos
search and filter customers
manage insurance quotes
track opportunity pipelines
manage drivers and vehicles
retrieve carrier and product data
manage email and SMS threads
Manage insurance agency sales automation and CRM operations. Create, search, update, and delete leads (personal and commercial) with pipeline stage tracking and status management. Manage customers, policies, and opportunities with carrier and product line associations. Create and track insurance quotes, service tickets, and tasks (to-dos, calls, emails, meetings). Handle policy lifecycle events including endorsements, renewals, and cancellations. Manage opportunity details like drivers and vehicles. Search and manage email and SMS threads. Retrieve reference data including carriers, product lines, employees, lead sources, pipelines, and custom field definitions. Supports life and health lead management and batch contact creation.
This integration is licensed under the AGPL-3.0 License.
Built with ❤️ by Metorial