Carriers, HealthSherpa, lead vendors, calendars, and the public API.
Go to Settings → Integrations → HealthSherpa and authorize the connection with your agent credentials. Enrollments, application status, and client records sync back into the CRM so unLocked stays your control center while HealthSherpa handles the ACA transaction.
Create an inbound webhook in Settings → Integrations → Webhooks, copy the URL into your vendor's delivery settings, then map their payload fields to CRM fields. Leads post in real time and immediately enter routing and speed-to-lead automation.
Generate an API key in Settings → Developers, then call the REST endpoints for contacts, policies, quotes, and commissions with a bearer token. Outbound webhooks push CRM events to your own systems in real time.