Integrations
Talks to the Canadian insurance world.
Set up by your admin. Keys go in once and never come out.
One screen for every partner.
Test a key before you save it. Built
Built Runs today.
Your account Built; live with your contract or keys.
Brokers
| Partner | What it does | Status |
|---|---|---|
| CSIO XML quotes | Brokers' systems quote with us and get a signed reply. | Built |
| CSIO applications | Start a quote from an application, file or photo. | Built |
| AL3 download and upload | Daily files per brokerage; quotes from a broker's AL3. | Built |
| CSIOnet delivery | AL3 to each mailbox, with acknowledgements. | Your account |
| eDocs | Documents to broker systems over CSIOnet. | Your account |
| Broker claim reporting | Brokers' systems report losses to us. | Built |
| Applied Rating Services | Record the broker's ARS quote and check our price. | Built |
| Applied Epic | Brokerage mode: check, import, file documents. | Your account |
Regulatory
| Partner | What it does | Status |
|---|---|---|
| OMIA statistics | The monthly file, made from policy history. | Built |
| P&C-1 and IFRS 17 | From the books, with roll-forwards. | Built |
| HCAI | Accident benefits forms on the claim, with deadlines. | Built |
Data at quote
Each answer is kept with the rating.
| Partner | What it does | Status |
|---|---|---|
| Any data service | Connect one without code. | Built |
| Opta iClarify | Fill a dwelling's details from its address. | Your account |
| DASH, AutoPlus | Each driver's history at quote. | Your account |
| VIN, HITS, MTO | Vehicle and licence data on auto quotes. | Your account |
| Loqate, Google | Addresses as you type, rural routes included. | Your account |
Money
| Partner | What it does | Status |
|---|---|---|
| Moneris, Stripe, Global Payments, Helcim | Card numbers never touch MutualOS. | Your account |
| Your bank | PAC and EFT files, returned payments. | Built |
| Cheques | Supplier, refund and claim cheques, positive pay. | Built |
| QuickBooks Online, Xero, Wave | Each closed day, nightly. | Your account |
Identity and AI
| Partner | What it does | Status |
|---|---|---|
| Entra ID and other single sign-on | Plus sign-in codes, required for admins and finance. | Built |
| Replies file themselves on the policy. | Built | |
| MCP | Claude or any AI client, same permissions as a person. | Built |
| Your own model | Claude, or a model and key you choose. | Built |
| Your own systems | Service accounts, rotating tokens, OpenAPI. | Built |