Integrations
Works with your AMS — or without one.
CSV in and out covers day one. Zapier and webhooks for everything else. Native integrations on the 2027 roadmap — no lock-in, no implementation team required.
The AMS matrix
What you can connect today.
Honest about what's native vs. via CSV/Zapier. "Fit" reflects how much of the workflow we can automate end-to-end with what's shipped today.
AMS
Day-one
Native
Fit
HawkSoft
CSV + Zapier
native in 2027
●●● high
EZLynx
CSV + Zapier
native in 2027
●●● high
AMS360
CSV + Zapier
roadmap
●●○ med
Momentum
CSV + Zapier
roadmap
●●○ med
NowCerts
CSV + Zapier
roadmap
●●○ med
Applied Epic
CSV only
not planned
●○○ low
No AMS
works as-is
—
●●● high
CSV in & out
Pre-mapped for the way your AMS exports.
Drop your AMS export. Koffyr recognizes the column shape and maps it for you — no wizard, no field-matching grid.
- ↦ HawkSoft Export → Koffyr Insureds
- ↦ EZLynx Client List → Koffyr Insureds
- ↦ AMS360 Customer Export → Koffyr Insureds
- ↦ Custom schemas via mapping editor
Import · 2,418 rows detected
✓ EZLynx schema
- ClientName → Insured.name
- PolicyNumber → Policy.id
- EffDate → Policy.effective
- ExpDate → Policy.expires
- ProducerCode → Producer.code
Outbound events
Webhooks for everything.
POST to any URL · HMAC-signed · retry with backoff.
- coi.requested
- coi.issued
- coi.expiring_soon
- coi.declined
- insured.created
- policy.renewed
Inbound triggers
Zapier app, live.
3,000+ apps via Zapier. Trigger COI issuance from Slack, Gmail, Sheets — wherever your team already lives.
GmailSlackSheetsAirtableSalesforceHubSpot
The honest roadmap
Native live integrations are V2. We'll tell you when.
CSV + Zapier cover day one without lock-in. Native HawkSoft + EZLynx are on the 2027 roadmap; the rest are demand-driven.
- live2026CSV import/export · Zapier app · webhooks
- next2027Native HawkSoft + EZLynx · bi-directional sync
- demand-drivenTBDApplied Epic, AMS360, Momentum, NowCerts