How It Works
Data Flows Through. You Stay in Control.
Your systems feed data into Broker Agentx. Your agent processes it. Results flow back — automatically.
Gmail
→
Outlook
→
LinkedIn
→
BAx
→
AMS
→
Carriers
→
Clients
Data in → Agent processes → Results out
5
Live Now
25
Total Planned
∞
Via Webhooks
Communication
Gmail
Send & receive emails, trigger outreach sequences
Outlook
Email, calendar sync, contact management
LinkedIn
Profile research, connection requests, DM sequences
Slack
Agent notifications, team alerts, pipeline updates
Microsoft Teams
Internal alerts and workflow notifications
Data & Enrichment
Company Database
1M+ companies — firmographics, contacts, risk profiles
Web Scraping Engine
Pull data from any company website automatically
Google Maps API
Location data, COPE info, building details
SecurityScorecard
Cyber risk ratings and vulnerability data
BitSight
Third-party cyber risk scoring
Insurance Systems
Major AMS platforms
Two-way AMS sync — clients, policies, submissions, docs
HawkSoft
Policy data sync, client records, renewals
EZLynx
Rating, quoting, and comparative analysis
COPE API
Automated Construction, Occupancy, Protection, Exposure reports
Marketing & Outreach
Mailchimp
Email campaigns, drip sequences, list management
Meta Ads
Retargeting, lookalike audiences, lead gen ads
Google Ads
Search campaigns, conversion tracking
Calendly
Meeting scheduling, follow-up automation
Carrier & Quoting
Carrier Appetite APIs
Real-time appetite matching across 50+ carriers
Comparative Rater
Multi-carrier quote comparison engine
Adobe Sign
E-signatures on applications, binders, proposals
Productivity & Custom
Google Sheets
Export data, CRM-lite for smaller brokerages
Google Drive
Document storage and policy file management
Webhooks / API
Connect anything — custom triggers, data push/pull
Zapier
3,000+ app connections via Zapier workflows
For Developers
Need Something Custom?
Our webhook and REST API endpoints let you connect Broker Agentx to any system. Push data in, pull results out — on your terms.
Inbound Webhooks
Outbound Webhooks
REST API
Custom Triggers
Batch Processing
Roadmap
What's Coming Next
We ship integrations based on what brokers actually ask for. Here's what's in the pipeline.
Now
●Gmail
●Outlook
●LinkedIn
●1M+ Company DB
●Web Scraping
Q3 2026
●COPE API
●Carrier Appetite
●Major AMS platforms
●Mailchimp
●Calendly
Q4 2026
●Skill Builder (Custom Workflows)
●Cyber APIs
●HawkSoft
●Meta Ads
●Zapier / Webhooks
Don't See Your Tool?
Tell us what you need. We build integrations based on broker demand.