Integrations

Connect any system. Start in minutes.

Native Smart Office API integration with real-time sync. Plus AI-powered CSV import that works with every back-office system in the industry.

Native Integration

Smart Office by Zinnia

Real-time API Sync

Direct integration with the Smart Office API. Your data stays current automatically.

Real-time API sync (agents, contracts, policies, carriers, licenses, products, requirements, offices)

Incremental updates every 15 minutes

100% field coverage

Bi-directional support (coming soon)

Sync Progress

Agents387 Done
Contracts2,104 Done
Policies1,842 Done
Carriers48 Done
Licenses1,293 87%
Products312 72%
Next sync in 12 minutes

Universal Import

AI-powered CSV import

Drop any CSV

Claude AI reads your column headers and maps your data automatically. No templates, no reformatting.

Drag and drop any CSV

AI column mapping with confidence scores

Works with any back-office system

No templates required

Learn more about AI Import
Upload
Map
Import
Agent Name→agent_name98%
Policy No→policy_number96%
Premium→annual_premium92%
Import 2,847 Records

Compatibility

Compatible systems

Smart Office (Zinnia)

Native API ✓

Applied Epic (Ivans)

CSV Import ✓API Coming Soon

HawkSoft

CSV Import ✓API Coming Soon

AgencyBloc

CSV Import ✓API Coming Soon

AMS360 (Vertafore)

CSV Import ✓API Coming Soon

Salesforce

CSV Import ✓API Coming Soon

Insureio

CSV Import ✓

Redtail CRM

CSV Import ✓

Excel / Sheets

Direct Upload ✓

Any other system

CSV Import ✓

Request an integration

Don't see your system? Contact us at (866) 753-8002. If it has an API, we can build a native integration.

Your data, connected.
Your way.

Native API for Smart Office. AI-powered CSV import for everything else. Get started in minutes.

Get Started Schedule Demo

No credit card required · Connects in under 3 minutes