The Tarmika integration is a one way integration from AgencyZoom to Tarmika that is designed to minimize duplicate entry by transferring basic applicant data.
How to activate the integration
Step 1. Go to the My Agency icon on the navigation panel (admin only)
Step 2. Select Integrations
Step 3. Scroll to the Comparative Raters section and select Tarmika
Step 4. Select Connect and enter your Tarmika username/email and click OK
Once activated, go to one of your leads and click on the Quote tab. You should now see the Tarmika button. Click that button whenever you want to send prospect data to your Tarmika account and finish the quote in Tarmika.
