Insurance Agency Website
Platform Integrations

Use our integrations to connect your
website to the apps you already use.

Get website lead info into your own systems quickly.

Why manually copy and paste when our platform can do it for you?

A professional insurance agency website from Banyan Theory will help bring in more leads to your agency, and our software can help get those leads to the right places with our custom-built integrations.

Applied Epic Leads Inbox Integration

If your agency uses Applied Epic Leads Inbox, we can add new leads there when someone fills out andsubmits a quote request form, such as a home or auto quote. This reduces data entry time and potential mistakes, and you'll always have the original form data to refer back to for any fields that might not have a place in Leads Inbox.

Triggers: Form submission

More about our Applied Epic Leads Inbox integration

Hawksoft Integration

When a website visitor fills out and submits a quote form on your website, you'll often want to put the lead information into your agency management system for quoting and followup tasks. LightRail makes it easy to get this website lead data into your HawkSoft system.

Triggers: Manual action

More about our Hawksoft integration

LightMail Integration

If you value professionalism and consistency in your communications with insureds and leads, we recommend using LightMail for sending common emails, building PDF documents, and requesting electronic signatures. When someone requests a quote on your website, you can use our built-in "Reply with LightMail" button to send a quick response without having to type an entire email.

Triggers: Manual action

More about our LightMail integration

Slack Integration

Each new form submission to your website results in an email to you, and to your teammates if you'd like. If your agency runs on Slack, you can also choose to have us post a message to a Slack channel, which can be received by anyone who is subscribed to that channel.

Triggers: Form submission

More about our Slack integration

Zapier Integration

When someone submits a form to your website, we can push the form data to your Zapier account. You can configure Zapier to take the form data and perform an action, such as storing it in Dropbox, adding an entry to a Google Sheets spreadsheet, or anything else you can think of with Zapier's 2,000+ apps.

Triggers: Form submission

More about our Zapier integration

Dropbox Integration

When a website visitor uploads a file to your website as part of a form submission, such as an insurance quote request, our platform can automatically place the uploaded file directly into a special folder in your agency's Dropbox, making it fast and easy to get access to uploaded files.

Triggers: Form submission

More about our Dropbox integration

Webhooks Integration

We can post form request data to any webhook of your choosing, which allows integration with virtually any service that supports webhooks. If you have a custom system on-site, or an agency management system that understands webhooks, or a process automation service similar to Zapier, we should be able to work with it.

Triggers: Form submission

More about our Webhooks integration

What's Next

Feel free to look around, and then get in touch
if you have questions or are ready to get started.

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