Offer
Complex Integration & Pipeline Build
Connect the systems. Stop the manual re-entry.
Custom integration services that move data automatically between your AMS, CRM, carrier portals, and internal systems - eliminating manual re-entry, reducing errors, and making your operation run without human handoffs.
BEST FIT
Teams with known integration needs - systems that need to talk to each other but don't. Typically follows a Discovery engagement that identified the integration as the highest ROI opportunity.
NOT FOR
Teams looking for a low-code Zapier-style connection. This engagement is for integrations that require custom logic, exception handling, or compliance constraints that low-code platforms can't meet.
How It Works
Phase by phase.
Every engagement has a defined sequence. You know what happens when, and what you approve at each checkpoint.
Weeks 1 - 2 - Architecture & Design
API contracts, data models, authentication, and security architecture are defined. A production blueprint is reviewed and signed off before implementation starts.
Weeks 2 - 6 - Engineering
Integration services, data normalization layers, exception handlers, and tests are built in two-week sprints with visibility at every checkpoint.
Weeks 6 - 8 - Testing & Deployment
UAT against real data, deployment to your environment, and a full handover package including runbook and operational documentation.
Deliverables
What you receive.
Every item listed is included in the engagement scope. No vague deliverable language - these are the actual outputs.
- Production-ready integration services with full test coverage
- API connectors and data normalization layer
- Exception handling and error monitoring hooks
- Deployed to your infrastructure (Azure, on-prem, or hybrid)
- Complete architecture documentation
- Runbook and operational handover package
NOT INCLUDED
- Ongoing hosting costs (billed to your Azure subscription)
- Third-party API licensing or subscription fees
- Post-delivery feature additions
PRICING
Scoped after Discovery - price reflects integration complexity, number of systems involved, and deployment environment. Fixed fee, no hourly billing.
How our pricing model works →What Comes Next
A path some clients explore next.
Depending on your situation, this engagement often pairs well with the following.
4 - 7 weeks
Efficiency Metrics & Dashboard Build
Live visibility into your operation.
Start Here
Want to talk through what makes sense?
A 30-minute conversation is enough to understand your operation and figure out the best starting point together. No pitch deck. No commitment.