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[ Integrations ]

Works with the systems you already run.

Shlix IBS sits beside your agency management system rather than replacing it. Here is exactly where each connection stands today — nothing listed as live unless it is.

Ask about your system See every system
LiveWithout a connectionIn buildPlanned
1Live

Connected and working today.

Microsoft 365: read, reply in thread, file when done.
2Works without a connection

No connection needed: Shlix drafts the work and your team files it.

Any AMS and every carrier portal, as your team works today.
1In build

Being built and tested against the vendor's own sandbox. Not offered yet.

Vertafore AMS360, waiting on sandbox verification.
9Planned

On the list. Tell us you need it and it moves up.

Ordered by what agencies ask for.
[ Directory ]

Every system, and where it stands.

Search or filter by kind. Each status is stated in words on its card, never by color alone.

13 results

  • Microsoft 365 / OutlookLive
    Email

    Reads the agency's service mailbox through Microsoft Graph with the permissions you grant, replies in the original thread and files finished mail to a Completed folder. Revoke access any time.

  • Any agency management systemWorks without a connection
    Agency management

    Shlix drafts certificates and ID cards and routes the rest; your team saves them to the AMS as they do today. Nothing is written to your system until a connection is verified.

  • Vertafore AMS360In build
    Agency management

    Reading customers, policies and master certificates, and writing activities, is specified and waiting on sandbox verification.

  • Carrier portalsWorks without a connection
    Carriers

    Your team (or our back-office team on the AI + Human Support plan) still logs in to carrier portals; Shlix tracks the request, the due time and the follow-up. Automatic retrieval is not offered.

Planned On the list. Tell us you need it and it moves up. Pick one to ask for it.

[ Carriers ]

Major Insurance Carriers

The carriers agencies deal with every day. Requests to any of them are tracked by email and your team's own portal access, with the due time and the follow-up kept.

  • Travelers
  • The Hartford
  • Liberty Mutual
  • Progressive
  • Nationwide
  • State Farm
  • Allstate
  • Farmers Insurance
  • Chubb
  • AIG
  • Zurich
  • CNA
  • AmTrust Financial
  • Selective Insurance
  • Erie Insurance
  • Auto-Owners Insurance
  • Tokio Marine
  • Hanover Insurance Group
  • GUARD Insurance
  • Markel

Shown as industry examples only. Shlix does not claim an integration, partnership or direct connection with these carriers, and carrier names and trademarks belong to their owners.

Your system

Don't see your system?

Tell us what your agency runs — the management system, the carriers you spend the most time on, where you store files. Requests decide what we build next, and we will tell you plainly whether it is weeks or later.

Request an integration
What helps us most
  1. Your agency management systemThe name and version, and whether it is hosted or on your own server.
  2. The carriers you spend most time onThe three or four whose portals your team opens every day.
  3. Where your files liveSharePoint, Google Drive, a shared drive, or inside the AMS.
  4. A rough monthly volumeHow many service requests arrive, so we can say when it pays off.