Integrations
Built for the dialers Medicare call centers actually run on
ClaimFlow connects to your existing stack — no rip-and-replace. Credentials are verified live against the provider’s own API before anything is saved, and disconnecting keeps your history intact.
Call tracking / pay-per-call
Ringba
Connect with your Ringba API token and account ID. ClaimFlow pulls your inbound call logs — caller, duration, connection status, timestamps, target agent, and recording URLs — so every call lands in the same record that answers both the compliance question and the ROI question.
- Inbound call logs + recording URLs
- Agent-level mapping for attribution
- Live credential verification before anything is saved
Outbound dialer / contact center
Convoso
Connect with your Convoso auth token. ClaimFlow retrieves your call logs page by page — agent, duration, disposition, timestamps, and recordings — and ties each call back to the lead source that produced it.
- Full call-log sync with dispositions
- Recording links preserved for the audit trail
- Live credential verification before anything is saved
CRM integrations — coming soon
CRM — Medicare insurance (by Boost Health)
AgencyZoom
The most popular CRM for Medicare insurance agencies, built for teams of 1–50 agents. AgencyZoom manages lead pipelines, agent commissions, carrier enrollments, and client renewals in one platform. ClaimFlow will sync calls and compliance records into AgencyZoom deals so every lead source is traceable from first touch through renewal — without double-entry.
CRM + built-in dialer — insurance call centers
Ricochet360
Ricochet360 is the second most popular CRM in the Medicare vertical, purpose-built for insurance call centers with an integrated dialer and CRM in one system. It handles lead distribution, call recording, disposition tracking, and agent performance reporting. ClaimFlow will pull call logs and compliance metadata from Ricochet360 so attribution runs alongside its existing workflows — no rip-and-replace.
Lead vendor API integrations — coming soon
Lead vendor — direct API import
EverQuote
Skip the CSV export. ClaimFlow will connect directly to EverQuote's lead delivery API, ingesting every lead with its source metadata, cost, and timestamp already mapped — so attribution starts the moment the lead arrives, not after a manual import.
Lead vendor — direct API import
QuoteWizard
QuoteWizard (part of LendingTree) delivers Medicare leads at scale. ClaimFlow will pull lead metadata, cost data, and delivery timestamps directly from the QuoteWizard API — no more CSV downloads, no more manual matching.
Lead vendor — direct API import
SmartFinancial
SmartFinancial is a high-volume Medicare lead marketplace. ClaimFlow will connect to SmartFinancial's lead delivery webhook so every lead lands in your attribution ledger with cost and source metadata on arrival.
Platform & ad spend integrations — coming soon
Call tracking + transcripts
CallRail
CallRail provides call tracking numbers and AI-powered transcript analysis. ClaimFlow will ingest CallRail call logs, transcripts, and recording URLs alongside your dialer data — giving you a second call-tracking source for agencies that run CallRail alongside Ringba or Convoso.
Ad spend + conversion import
Google Ads API
Pull campaign-level spend, impressions, and cost-per-lead directly from the Google Ads API. ClaimFlow ties ad spend to call outcomes and policy revenue — so ROAS includes agent time and 2-year renewals, not just cost-per-click. Requires Google Ads API developer token (in application pipeline).
Facebook + Instagram spend import
Meta Ads API
Import Meta ad spend at the campaign and ad-set level. ClaimFlow attributes Facebook and Instagram lead spend to the policies that actually renew — not just the leads that looked cheap. Requires Meta app review (in pipeline).
Enrollment platform — carrier feeds
EnrollHere / Sunfire
EnrollHere and Sunfire are enrollment platforms that connect to carrier APIs for real-time plan enrollment. ClaimFlow will pull enrollment status and policy binding from these platforms so your revenue cycle dashboard reflects carrier-confirmed data, not manual entry.
Custom integrations available on demand
Running a different dialer, CRM, or lead vendor? We'll build it. Turnaround time is 2–3 days for new integrations unless a lengthy approval process is involved (Google Ads, Meta, carrier APIs).
Book a DemoLead history, by CSV
Import 12–24 months of lead exports — EverQuote, QuoteWizard, carrier files — and attribution runs on your history from day one instead of month three. The import maps vendor columns to the unified lead-source record documented in our template pack.
Running a different dialer? Tell us which one — steve@stevekaplan.ai — founding agencies set the roadmap.