Zapier

Zapier lets you connect Fize Connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Setup your integration

Zapier simplifies your workflow by seamlessly connecting Fize Connect to a multitude of popular apps. Through this integration, task automation becomes a breeze, allowing you to reclaim valuable time without the need for coding expertise. This convenience empowers you to prioritize tasks of utmost importance. Say goodbye to manual work and missed opportunities. Embrace a streamlined, efficient workflow that amplifies your productivity and amplifies your potential.

SETUP ZAPIER With FIZE

Zapier Setup Instructions

Discover the process of incorporating Zapier with Fize with these setup instructions.

Plans that fit your need

Simple, transparent pricing that grows with you. Try any plan free for 14 days.

Fize for Agents - Growth

$89/Month
Billed monthly.
Personal policy details.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
5 users included 
(+$15/additional user)
50 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

Fize for Agents - Scale

$200/Month
Billed monthly.
Personal policy details.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
10 users included 
(+$15/additional user)
150 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

Fize for Agents - Commercial

Beta
$325/Month
Billed monthly.
Personal policy & Commercial policy.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly and commercial auto.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Commercial policy:
• Supports retrieval of commercial policy details.
Beta
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• Get customised amount of syncs and users depending on your requirement.
User & Sync Flexibility:
10 users included
(+$15/additional user)
150 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

Fize for Agents - Growth

$63/Month
Save 30%
$756/Annually
Billed annually.
Personal policy details.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
5 users included 
(+$15/additional user)
50 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

Fize for Agents - Scale

$140/Month
Save 30%
$1680/Annually
Billed annually.
Personal policy details.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
10 users included 
(+$15/additional user)
150 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

Fize for Agents - Commercial

Beta
$229/Month
Save 30%
$2748.00/Annually
Billed annually.
Personal policy & Commercial policy.
Sign up free (14 day trial)
Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings seamlessly and commercial auto.
• All core features including retrieval of personal policy details, declaration pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Commercial policy:
• Supports retrieval of commercial policy details.
Beta
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• Get customised amount of syncs and users depending on your requirement.
User & Sync Flexibility:
10 users included
(+$15/additional user)
150 syncs per month
(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.

About the integration

Zapier

By utilizing Zapier, you can establish connections between Fize and a vast selection of highly popular apps, automating tasks and freeing up valuable time for your top priorities, all without requiring any coding skills.

Fize → Agency Zoom

With X-dates, coverages and premium populated into AgencyZoom via Fize, you can execute a highly personalized X-date campaign.

Fize → Better Agency

Use Better Agency's library of built-in automation campaigns to set up automated follow-ups that include your Fize link to capture insurance data.

Fize → Salesforce

Create and update leads and contacts, add to campaigns, and add files when you receive new Fize submissions.

Do more with Fize Connect integrations: https://zapier.com/apps/fize-connect/integrations

Fize API Integration: https://docs.getfize.com/reference/zapier-login-api

INSURANCE DATA

250+ Insurance Data Fields

More Details
Policy Overview
Policy Type
Auto
Policy Number
62J0158884
Policy Start Date
7/24/2023
Policy End Date
12/24/2023
Policy Period
6 months
Monthly Policy Premium
$96.8
Policy Status
Active
Policy Holder
Name
William H. Martinez
Email
william.h.martinez@gmail.com
Mailing Address
1447, Winding Way, Providence, RI 22903
Phone
9037442554
Date of birth
12/24/1978
Documents
Declaration Page
Id Card
Other Documents
Driver Information
Name
William H. Martinez
License Number
D123-456-789-012
Gender
Male
Marital Status
Married
License Status
Active
Date of birth
09/09/2000
Vehicle Information
Name
2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Premium
$1500
Make
LAND ROVER
Sub Model
Premium
Ownership Status
Owned
Policy Coverage
Raw Name
2018 Chevrolet Camaro (ZL-1)
VIN
1G1FK1R62J0158884
Annual Mileage
10,298
Lien Holder
NCM Financial
Coverage
Deductible
Limit
Collision
$500
$10000
Comp
$5000
BI
$104.30
PD
$500
$116.17
UIM
$500
$20.17
Policy Data JSON
More Details
Policy Overview
Policy Type
Home
Policy Number
62J0158884
Policy Start Date
7/24/2023
Policy End Date
12/24/2023
Policy Period
6 months
Monthly Policy Premium
$96.8
Policy Status
Active
Policy Holder
Name
William H. Martinez
Email
william.h.martinez@gmail.com
Mailing Address
1447, Winding Way, Providence, RI 22903
Phone
9037442554
Date of birth
12/06/1978
Documents
Declaration Page
Declaration Page
Amendment Page
Other Documents
Property Details
Basement Included
Yes
Built year
1958
Number of stories
1
Garage Type
Carport
Square Footage
1346
Roof Type
Asphalt-Fiberglass
Mortgage Details
Loan ID
250123456-2021
Company
United Mortgage Associates
Address
1447, Winding Way, Providence, RI 22903
Finance Type
Conventional Mortgage
Policy Coverage
Coverage
Deductible
Limit
Collision
$500
$10000
Medical
$5000
Loss Of Use
$104.30
PP
$500
$116.17
PL
$500
$20.17
Policy Data JSON
More Details
Policy Overview
Policy Type
Commercial Auto
Policy Number
23J0738231
Policy Start Date
8/24/2022
Policy End Date
02/24/2023
Policy Period
6 months
Monthly Policy Premium
$96.8
Policy Status
Active
Policy Holder
Name
Brian H. Courtois
Email
brain.h.courtois@gmail.com
Mailing Address
137, Winding Way, Providence, RI 22903
Phone
8037442554
Date of birth
12/24/1978
Documents
Declaration Page
Id Card
Other Documents
Driver Information
Name
Brian H. Courtois
License Number
D123-456-789-012
Gender
Male
Marital Status
Married
License Status
Active
Date of birth
09/09/2000
Vehicle Information
Name
2016 Freightliner Cascadia 125
VIN
3AKJGLD5XGSFP7280
Annual Mileage
10,298
Premium
$14,071
Make
Freightliner
Sub Model
Premium
Ownership Status
Owned
Policy Coverage
Raw Name
2016 Freightliner Cascadia 125
VIN
3AKJGLD5XGSFP7280
Annual Mileage
10,298
Lien Holder
NCM Financial
Coverage
Deductible
Limit
Collision
$500
$10000
Comp
$5000
BI
$104.30
PD
$500
$116.17
UIM
$500
$20.17
Policy Data JSON

Access Fully-Verified Existing Policy Data From Your Customers to Streamline & Hyper-Personalize their Experience

Make it easy to do business with you

Save 30 minutes you’d otherwise spend gathering data in order to present a quote. Your customers need recommendations, not headaches.

Offer prescriptive reccomendations

Anchor your recommendations to your customer's existing coverage. Are they over-insured? Under? Glaring gaps? Kick that old "insurance is sold not bought" adage to the curb

Unlock new & incremental revenue

Agents enjoy up to 4x higher conversion rates when customers are empowered by the simplicity of syncing live auto and home coverages.

Level up your marketing funnel

84% of policy shoppers report they’d prefer the option of sharing policy data in exchange for personalized service, advice, price. Take the friction out of their search.

Protection

Compliance and Security

Fize is building the infrastructure that powers best-in-class insurance experiences. Deliver delightful, intelligent and frictionless insurance services, trusted by leading insurance innovators.

SOC 2 Compliance

We are SOC II Type 2 Certified, following strict information security policies and procedures.

SOC 2 Monitoring

Our infrastructure is continuously monitored for security and compliance.

Connect Securely

We keep your data encrypted every step of the way. We use 256-bit AES encryption at rest and TLS 1.3+ in transit.