"Our Salesforce team can now fully automate Salesforce data integration by building pipelines to prep and load data themselves. They don't need IT anymore, and they love it."
Adam Hooper
Head of Central Platforms, DPD UK
Data Integration for Group Insurance Carriers
Onboard broker and employer enrollment in whatever layout it arrives, map it to your data model, and deliver policy, membership, and claims files to the partners who need them.
HIPAA compliant · BAA · SOC 2
Trusted by 1,100+ data and ops teams saving millions of IT tickets with Integrate.io
May, 2023
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Group Insurance Carriers data challenge
Every broker template is a new mapping project.
Group carriers receive enrollment and quote data from brokers, Ben Admins, and employers in hundreds of layouts, and send data back out in just as many.
Hundreds of broker templates
Brokers send spreadsheets in many variants, and each one changes over time.
Manual model-to-model mapping
Mapping partner layouts to your data model is slow and depends on a few specialists.
A growing integration backlog
New products and system modernization add integrations faster than IT can build them.
Capabilities
Map any partner layout to your model, and send data back out
Build a transformation for each broker or partner layout once, clone it for the next, and deliver policy, membership, and claims files on schedule.
Broker and Ben Admin files in
Ingest enrollment from brokers, Ben Admins, and employers, including 834 and spreadsheet templates with multiple tabs.
Your data model, consistently
Map each partner layout to your data model with reusable, low-code transformations your business analysts can maintain.
Templates you clone
Onboard a new broker template by copying an existing pipeline and changing only what differs.
Files back out to partners
Send policy, membership, and claims files to associations, TPAs, and brokers in their layouts.
Why Integrate.io Read story
Hands-on teams move faster. IT still sees and controls the work.
Analysts, operators, and engineers can build the pipelines they need, while IT keeps access, standards, and visibility in place.
Fixed-fee pricing
Predictable pricing for growing data work, without tying budget to every row, sync, connector, or client.
Flexible pipeline builder
Build visually, prompt with Helm, or add SQL and Python when they help. Teams closest to the data can own the flow.
White-glove service
A dedicated Solution Engineer guides implementation and production work alongside 24/7 support.
Explore the Platform
Use Integrate.io as the end-to-end data pipeline platform for data management, or plug its modular components into the stack your team already prefers.
40,000+ hours saved. Your turn?
“The Integrate.io Platform is a great ETL & Data Transformation Solution! Connecting Salesforce, Hubspot, Google Analytics, Facebook Ads, etc... has never been easier.”
Meir Gold
Growth | Analytics Manager
“Awesome ELT Tool. No code tool, easy to set up/use, nice schedules, price balance!”
Diego Polo
Business Intelligence Architect
“Best Customer Service Ever! They have been the best customer service team I have ever worked with from an outside vendor. Always very responsive, and go above and beyond to resolve issues or instruct on the product.”
Matthew Pratt
Analytics Manager
Connect the systems your data depends on
Managed sources and destinations, a universal API connector for custom systems, and new connectors built on demand within 24 to 48 hours.
Ready to clear your integration backlog?
Book a demo and bring a broker template. A Solution Engineer will map it to your model.
Talk to an Expert
FAQ
Frequently asked questions
Clear answers to the questions teams ask when evaluating Integrate.io.
Still have questions?
Talk to an expert →Can you map our data model to a broker's format?
Yes. Mappings are built as reusable transformations your team can maintain and adjust.
Can we onboard many broker templates without rebuilding each one?
Yes. Clone a pipeline for each new template and change only what differs.
Can our business analysts build integrations?
Yes. Integrate.io is low-code, so analysts can build and maintain pipelines with support from a Solution Engineer.
Can you handle Excel templates with multiple tabs?
Yes. Pipelines can read specific sheets from multi-tab workbooks and output clean values.
Will you sign a BAA?
Yes. Integrate.io signs a HIPAA BAA, is SOC 2 compliant, and data passes through pipelines without being stored.