Integrate Your Insurance Brokerage Software with Custom APIs

Small brokerages rely on their Agency Management System (AMS) like Applied Epic, Vertafore, or HawkSoft. These systems are excellent for client records but are poor at interacting with the outside world. Their built-in connections often only support major carriers, leaving out the specialty or regional insurers that give a brokerage its competitive edge.

Consider a 10-person brokerage trying to run a policy comparison for a commercial client. The AMS has a connection to The Hartford but not to a niche liability carrier like Philadelphia Insurance. This means an agent must log into the Philadelphia portal, manually re-enter 40+ fields from the ACORD 125 form, download a PDF, and then copy-paste the results back into a spreadsheet to compare it with The Hartford's quote. This 25-minute process per quote is repeated dozens of times a day, introducing typos and delays.

The structural problem is that AMS platforms are designed as closed ecosystems. Their architecture prioritizes data lock-in, not open connectivity. Their APIs, when available, are often built for bulk data export, not for the real-time, transactional workflows required for quoting or policy updates. They cannot accommodate the one-off, portal-based interactions that define a specialized brokerage's daily work, forcing you to work around the system, not with it.

This manual "swivel-chair" integration wastes hundreds of agent hours per year. More importantly, it creates a high risk of Errors and Omissions (E&O) from simple data entry mistakes. A single misplaced decimal in a coverage limit can lead to a catastrophic claim denial for a client.

Syntora would start by auditing every carrier portal and API you use for policy management. We'd map the specific data fields needed for policy comparisons and identify which carriers offer stable, documented APIs versus those requiring browser automation. You receive a detailed integration plan outlining the approach for each carrier and a realistic timeline.

The core of the system would be a FastAPI service deployed on AWS Lambda. This service would expose a single, simple endpoint for your team to request policy comparisons. When a request comes in, the FastAPI application uses Pydantic models to validate the data, then calls out to each carrier in parallel. For carriers with APIs, it uses httpx. For those without, it uses Playwright to perform the necessary browser automation. The Claude API would be used to parse policy documents (PDFs) from portals, extracting key figures and normalizing them into a consistent JSON structure.

The final system provides a simple web interface where your agents can enter client data once and get a side-by-side comparison from all your carriers in under 60 seconds. Alternatively, it can be built to push normalized data directly back into a custom field in your AMS. You receive the full source code, deployment scripts, and a runbook detailing how to add new carriers or manage credentials.