Integrations

Connect RevEngine to your
agency management stack

Native integrations with the platforms insurance agencies and brokers rely on every day — from CRMs and agency management systems to carrier data feeds and payment processors.

Featured Integration
GoHighLevel
CRM & Marketing Automation
Live
The RevEngine × GoHighLevel integration bridges your CRM and your portfolio intelligence layer. Policy-linked contact data, cross-sell opportunity tags, and agent assignments flow between systems automatically — keeping your agents' workflows and RevEngine's analytics in sync.
View docs → Get access
Contact sync Opportunity tags Agent attribution Webhook triggers Custom fields Campaign activation
Data Flow
GHL → RE Contact and agent assignment data flows into RevEngine for portfolio mapping and attribution
RE → GHL Cross-sell opportunity tags, coverage gap flags, and payout status written back to GHL contact records
Both Campaign triggers, smart list generation, and exception flags sync bidirectionally
GoHighLevel Use Cases

How insurance agencies use the integration

🎯
Cross-Sell Smart Lists
RevEngine identifies coverage gaps and auto-populates GHL smart lists for each agent — sorted by scenario, ready for outreach. No manual list building.
📊
Agent Portfolio Sync
Every policyholder in GHL is tagged with their coverage profile from RevEngine — product types, carrier info, and opportunity flags visible right in the contact record.
⚡
Commission Notifications
When a payout batch is processed, GHL triggers automated confirmation emails or SMS to agents — keeping your team informed without manual updates.
Coming Soon

Expanding to the platforms insurance agencies depend on

We prioritize integrations based on agency demand. If your platform is on the list, you'll be the first to know when it's live.

AgencyZoom
Agency Management
Sync policy sales, renewals, and agent performance data from AgencyZoom into RevEngine for unified portfolio analysis and commission automation.
Coming Soon
EZLynx
Agency Management
Pull carrier data and policy lifecycle events from EZLynx into RevEngine for centralized portfolio tracking and cross-sell identification.
Coming Soon
Applied Epic
Agency Management System
Enterprise-grade integration for large agencies and broker networks on Applied Epic — complex commission structures mapped into RevEngine's analytics engine.
Coming Soon
HawkSoft
Agency Management
Connect HawkSoft's client and policy data to RevEngine for independent insurance agencies managing mixed carrier books across multiple product lines.
Coming Soon
Salesforce
CRM
For insurance brokers and agencies running Salesforce — full opportunity-to-portfolio sync with configurable field mapping and automation triggers.
Coming Soon
QuickBooks
Accounting
Push processed commission payouts and earnings data from RevEngine directly into QuickBooks — eliminate manual accounting entries at month-end.
Coming Soon

Don't see your platform?

Tell us what your insurance agency or brokerage is running. We prioritize integrations based on demand — if your platform is on the list, you'll be the first to know when it's live.

Request an Integration →
FAQ

Integration questions

RevEngine connects via the GoHighLevel API using your GHL API key. It reads contact records to match policyholders, then writes back opportunity tags and coverage flags to the matching GHL contacts. Sync runs on a configurable schedule — hourly, daily, or on-demand.

Yes. CSV import works with any system that can export a policy roster. If you can get a spreadsheet out of your AMS, RevEngine can ingest it. Platform-native integrations automate what CSV import does manually — the analysis is identical either way.

No. GoHighLevel setup takes under 5 minutes — paste your API key into RevEngine settings and map your field names. CSV import has a guided column mapper. No code, no webhooks to configure, no developer needed.

GoHighLevel sync runs on a configurable schedule (hourly, daily, or on-demand trigger). CSV imports are manual by default. Webhook-triggered real-time sync is on the roadmap for GoHighLevel and future AMS integrations.

Yes — and it matters. Integration prioritization is driven by what early access partners actually need. If your primary AMS isn't listed, reach out via the waitlist form and tell us what you're using. Platforms with multiple requests move up the queue.