Integrations
BookInForce works with the systems your book already lives in.
You shouldn’t have to rebuild your book to get value from it. We’re connecting to the agency management systems, CRMs, and data sources you already use, and you can always start today with a secure upload, no integration required.
Request a free book scanGet your book in
How your policy data reaches BookInForce, without ever sharing carrier credentials.
CSV import
Export your book from a spreadsheet or another system and upload the CSV. It is read in your browser and the file is never stored.
Excel import
Upload an .xlsx or .xls book directly. The file is held in encrypted private storage and stays locatable for deletion on request.
Secure statement upload
Carrier and IMO commission statements upload to encrypted private storage, in transit and at rest.
Carrier statement parsing
We reconcile your uploaded carrier and IMO commission statements against your contracted payout, upfront and trail, and flag discrepancies. Configured for you during onboarding.
Policy PDF extraction
Drop a policy PDF into the Review Engine and we pull the details into a review you can edit before anything is saved.
Agency management systems
Connect to the system your book already lives in, so you don't re-enter anything.
Applied Epic
Vertafore AMS360
EZLynx
HawkSoft
AgencyBloc
CRM
Push opportunities and alerts into the tools your producers already use.
Salesforce
HubSpot
For IMOs, BGAs & enterprise
Move BookInForce data into your own stack.
API access
Read your policy, review, and commission data programmatically.
Webhooks
Get notified in your systems when a policy is flagged.
In-force illustrations, without sharing logins
Only the owner or the agent of record can order an in-force illustration. You stay the agent of record and you never hand us a carrier password. Today, when an illustration comes back from the carrier, you drop the PDF into the Review Engine and it becomes part of that policy’s review.
Request packet generation. Generating the carrier request and the client authorization letter for you to send is in build, not shipped. Until it lands, you send your own request and bring the illustration back in through the Review Engine.
Don’t see your system?
Tell us what you run. We prioritize integrations by what our agencies actually use.
Request an integration