Integrations
Connect the tools you already use
We don’t chase a thousand carrier integrations you’ll never touch. We connect the handful of tools independent agents actually use — set up in minutes, not a months-long integration project.
What connects
The integrations that matter — done well
Calendar, email, scheduling, SMS, payments, and automation. Each one connects with a couple of clicks and works the way an agent expects.
Google Calendar
Sync activities and follow-ups to your calendar so a scheduled call lands on your day automatically.
Gmail
Read and send email from inside the lead record — every thread logged to the timeline, nothing lost.
Outlook
Connect your Outlook inbox the same way. Send, receive, and log conversations without leaving the CRM.
Calendly
Let prospects book a consult on their schedule. New bookings flow straight into your pipeline.
Zapier
Push leads to 6,000+ apps, or pull them in from your forms, ads, and landing pages — no code required.
Twilio (SMS)
Send automated SMS from your own number inside your follow-up sequences.
Stripe
Bill for subscriptions and unlock paid features automatically when a customer upgrades.
Coming from an agency management system
Bring your book across, documented path by path
We are direct about this: AscendHub imports from the major agency systems by CSV rather than pretending to have a certified two-way sync. Every system below has an export you can run today, and our importer maps carrier, premium, policy number and renewal date — so per-policy renewals start working immediately.
Applied Epic
Run a client and policy export from Epic reporting, then map the columns in AscendHub’s importer.
AMS360
Export the client/policy list to CSV from AMS360, including X-dates and premium, and import it directly.
EZLynx
Export contacts and policies from EZLynx management, then map carrier, premium and renewal date on import.
HawkSoft
Use HawkSoft’s client data export, then import — household and policy rows both map cleanly.
NowCerts
Export insureds and policies to CSV from NowCerts and bring renewal dates across in one pass.
AgencyBloc / Radius
Export leads, clients and policies, then import each file — commission history included.
Need anything flowing live — new leads from a rater, a quote request from your site, a task from your service desk? Zapier covers it, and every import can be rolled back in one click if a file was wrong.
See how switching worksLess breadth. More follow-through.
- Every integration is built for one agent, not an enterprise IT team.
- Connect Gmail or Outlook once — your email history logs itself.
- Calendar sync means a follow-up you schedule shows up on your day.
- Zapier connects the rest — if it has an API, you can route it in.
Connect your calendar and inbox in minutes
Start free, then link the tools you already use — no integration project required.
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