Integrations

Insurstein connects to the services your agency depends on. Every integration is production-live and secured with encrypted credentials.

QuickBooks

Accounting

Sync commission data, invoices, and financial records with QuickBooks Online. OAuth-based connection with encrypted token storage.

  • OAuth2 PKCE connection flow
  • Commission data sync
  • Invoice and payment mapping
  • Encrypted token storage (AES-256-GCM)

Zywave

Compliance & Carrier Data

Access carrier appetite data, compliance resources, and agency management tools through Zywave. Streamline your market research and compliance workflows.

  • Carrier appetite and market data
  • Compliance and regulatory resources
  • Agency management tools
  • Streamlined market research

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All integrations are included in every plan. 7-day free trial.

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