Rater, Integration, Commercial Quote

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

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 Tarima 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.

Finish your quote in your Tarmika account.

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