Managing Integrations

Account Owners and Billing Managers can connect and manage third-party integrations from the Integrations tab in Settings.

Integrations allow Broker Buddha AI to connect with your Agency Management System (AMS) and other external platforms.

🧭 Accessing Integrations

1. Click the Settings ⚙️ icon (bottom-left corner)
2. Select Integrations

You will see two tabs:

• Active – Integrations currently connected
• Available – Integrations that can be configured

🏢 Agency Management System (AMS) Integrations

BB AI currently supports integrations with the following AMS platforms:

• Vertafore AMS360 EMS
• Applied Epic
• Hawksoft
• Momentum AMP

Each integration card may include:

• Configure – Set up or manage connection settings
• Import & History – View synchronization history and data imports
• Last synced date (if applicable)

🔎 Reviewing AMS Capabilities

You can review integration capabilities and data availability here:

👉 AMS Integrations

This page shows:

• Available and Live
• Available from AMS but not live
• Data not stored in system
• Not available from AMS

This helps you understand what data can sync between your AMS and BB AI.

🧾 Third-Party Provider Integrations

In addition to AMS systems, BB AI integrates with external platforms.

🧩 Broker Buddha (Classic)

Connect to an existing Broker Buddha Classic subscription for seamless form access and management.

This allows agencies using both platforms to link accounts and streamline workflows.

Options may include:

• Configure
• API Test

📄 Loss Run Pro

Request and manage loss runs directly from BB AI.

Loss Run Pro can be:

• Managed through your BB AI subscription
• Connected using your own API key

Subscription and configuration settings are managed via:

Settings → Product Settings → Loss Run Requests

🔄 Syncing & Refreshing Integrations

Use the Refresh button (top-right) to update integration statuses.

Some integrations display:

• Last synced date
• Import & History logs

This allows you to monitor connection health and data flow.

🔐 Permissions

Only:

• 👑 Account Owners
• 💳 Billing Managers

can access and configure integrations.

Standard Users do not have access to the Settings tab.

💡 Best Practices

• Confirm AMS credentials before configuring
• Review the AMS capability matrix before setup
• Monitor sync history after activation
• Use API testing tools when available
• Periodically refresh integration status