Partner Apps

Partner apps connect other software, including supported AI assistants, to your agency's Quotamation account. An agency admin decides which apps are enabled and the most access each app can have. Each team member then signs in and approves their own connection.

Find your partner apps

1. Click Settings in the left menu
2. Under Agency Settings, open Integrations
3. In Partner Apps, click an app to view its permissions and connections

Only apps available to your agency appear here. If there are none, the Partner Apps card is hidden. If you don't see Agency Settings, ask an agency admin to manage the app.

Turn an app on

1. Open an app marked Not turned on
2. Review the permissions listed, including any actions that use your allowance or email clients
3. Click Turn On, choose the access level your agency wants to allow, then confirm Turn On
4. Have team members connect from the partner app and review the permissions they are asked to approve

Turning an app on does not connect everyone automatically. The agency's access level is a ceiling; a person's connection only gets permissions they approve within it.

Change its access

Open the enabled app, click Change, and select a different access level. If a confirmation appears, review what it adds or removes and click Change Limit. Changes that remove access or add permission to spend your allowance or email clients require confirmation; other increases apply when selected.

• Adding access: existing connections keep the permissions they already approved until those people connect again
• Removing access: existing connections lose the removed permissions immediately and stay connected

Prefills and carrier quote runs need permission to use your allowance; emailing a client their quote also needs permission. Your Usage Limits still apply to prefill and quote calls from connected apps.

Revoke a connection or turn the app off

Under the app's connections, click Revoke beside a person and confirm to remove that connection. They can connect again while the app remains enabled.

To disable the app for the agency, click Turn Off and confirm. This revokes its connections and prevents people from reconnecting until an admin turns it on again.

Access is removed immediately, but work already running can continue for a few minutes.