Integrations
What Actually Connects Today.
What connects today, what is being built, and what is not started.
Test it against your messiest tower. No credit card required. Encrypted, isolated, held in Canada, never trained on.
How It Works
It Reads From Your Tools. You Send the Results.
Your systems feed the documents in. You ask for the work. The result comes back to you to read before it goes anywhere.
Gmail
→
Outlook
→
LinkedIn
Broker Agentx
Documents
→
Markets
→
Clients
Data in → Broker Agentx processes → Results out
6
connections you can set up today
Live today
Google
Send email as yourself and read your calendar
Outlook
Send email as yourself, calendar and contacts
LinkedIn
Profile research, connection requests, message sequences
Google Drive
Pull policies and documents straight from your Drive
OneDrive
Pull policies and documents straight from OneDrive
CRM webhook
Send new Risk Scan leads to whatever CRM you already use
In build
Broker management systems (BMS or AMS)
Two-way sync of clients, policies and documents. Real work in progress, no date we would put in writing yet
Book and renewals import
Upload a CSV exported from your AMS and work from it while the direct sync is built
Comparative rater
Read your quote results back in. Read-only by design: Broker Agentx never rates live
Asked for, not started
Slack
Run notifications and team alerts
Microsoft Teams
Internal alerts and workflow notifications
Calendly
Meeting scheduling and follow-up
Zapier
Connect anything else you run
For Developers
Need Something Custom?
Risk Scan leads push to whatever CRM you run, by webhook, today. A general API is not available yet. Tell us what you need and we will say honestly whether it is close.
Outbound lead webhook · live
General REST API · not yet
Don't See Your Tool?
Tell us what you run and we will say honestly whether it is coming.