What systems does Evari integrate with?

Integrations Last updated 2026-05-11 Tags: integrations, systems, policy admin, CRM

Evari integrates with the core systems used by insurance brokers and MGAs. The specific integrations required for your operation are confirmed during the Week 1 discovery phase and built as part of the sprint.

Policy administration systems

Socotra
Vertafore (AMS360, Sagitta)
Applied Epic
Guidewire (read access)
Custom or in-house PAS systems (via API)

Communication and email

Microsoft 365 (Exchange/Outlook)
Google Workspace (Gmail)
Shared inboxes and distribution lists

CRM and workflow

Salesforce
HubSpot
Microsoft Dynamics

Broker portals and platforms

Custom broker portals (via API or scraping where API is unavailable)
Market platforms (on a case-by-case basis)

Document and file storage

SharePoint and OneDrive
Google Drive
Network file shares (via secure connector)
Email attachments of all common formats (PDF, Word, Excel, images, scanned documents)

What if my system is not listed?

If your system is not listed, it does not mean we cannot integrate with it. Most modern systems expose an API that we can connect to. Contact us and we will assess the integration as part of the discovery phase. Bespoke integrations are included in the sprint cost.