Plug into your whole stack. The agent never sees your credentials.
A secure proxy to any API you connect — your CRM, agency-management and rating systems, carriers, compliance tools, your own systems. Credentials stay in the vault, only the endpoints you allow get called, and every request is audited.
Three steps to a connection your agent can use safely.
An admin defines what's reachable. The proxy enforces it on every call. The agent works inside those lines — and never touches a secret.
Define the connection
An admin registers the API and lists the exact endpoints the agent is allowed to reach. Nothing outside the allowlist is callable.
Store credentials in the vault
Keys and tokens are encrypted and held in the vault. The AI never sees them — the proxy injects credentials only at the moment of the call.
The agent calls it safely
Requests run through the proxy: allowed endpoints only, rate-limited, with responses scrubbed of secrets and every call written to the audit log.
Connect what you already run.
Point a connection at your systems of record, your carriers, your compliance tooling, or the internal services only your team has. If it speaks HTTP, the agent can use it through the proxy.
Connect to your CRM
Wire up Salesforce or another CRM to read and update accounts, contacts, and opportunities so the agent works from the same records your producers do.
Agency management & rating
Connect to systems like Vertafore to pull policy context and keep records aligned — behind the allowlist you define.
Carrier APIs
Connect carrier endpoints for quote, bind, and status lookups — registered per program, behind the allowlist.
OFAC & compliance
Connect the sanctions and watchlist services you use so screening can happen as part of the workflow, not after it.
Document services
Generate, fetch, and store policy documents and forms through the services you already license.
Your internal APIs
The line-of-business systems only you have. Register them once and the agent treats them like any other connection.
When there's no API, it uses the screen.
Plenty of insurance systems were never built to be integrated. For those, the agent drives the real interface the way a person would.
- Operates the actual application — clicks, types, and navigates the live UI.
- Every action is logged, with screenshots captured along the way, so the work is reviewable.
- A reliable bridge to legacy systems that have no integration of their own.
- Same guardrails apply: scoped access, full audit trail, nothing hidden.
Email, both ways.
The agent works your inbox as part of the loop — reading what comes in and sending on your behalf, inside your sending domain and policies.
Reads incoming submissions
New submissions and replies land where the agent can act on them — so the work starts the moment a message arrives.
Sends on your behalf
Quotes, requests for information, and follow-ups go out under your domain, with a record of what was sent and when.
This is the connectivity half of email. The reading, classifying, and data-extraction of an inbound submission lives in the submission intake use case.
Secure by construction, on every connection.
The same controls apply whether the agent is calling an API, driving a screen, or sending mail. There's no path around them.
Endpoint allowlists
The agent can only reach the specific endpoints an admin approved. Anything outside the list is blocked at the proxy.
Credential injection
Secrets stay encrypted in the vault and are attached only at call time. The AI never sees a key, token, or password.
Audited end to end
Every request and response is logged and scrubbed of secrets, giving you a complete, reviewable trail of what the agent did.
Wire your agent into the stack you already run.
Tell us which systems matter most and we'll show you the agent working across them — securely — in a live walkthrough.