Insurgo integrations
Use Nekton to connect Insurgo with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Insurgo integrations with Nekton
Create automations that integrate Insurgo with other services
Nekton AI can integrate Insurgo with many online apps and tools.
Here are some popular integrations you can try to automate your Insurgo workflows:
Insurgo actions
Nekton can use any feature that is available in Insurgo API.
Using our advanced AI, you can easily create custom automations for Insurgo.
Here are some typical actions you can do in your automated workflows.
Create Individual Client
Creates a new individual client.
Create Company Client
Creates a new company client.
Update Company Client
Updates an existing company client.
Search Client Tag
Searches an existing client tag.
Find or Create Individual Client
Searches an existing individual client.
Find or Create Company Client
Searches an existing company client.
Create Client Tag
Creates a new client tag.
Update Individual Client
Updates an existing individual client.
Search Individual Client
Searches an existing individual client.
Search Company Client
Searches an existing company client.
Find or Create Client Tag
Searches an existing client tag.
Client Created
Triggers when a new client was created in Insurgo.
Client Updated
Triggers when an existing client was changed in Insurgo.
About Insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.