Seamless Data Integration
We don’t want to change the way you work – we just want to make it better. We are committed to making it easy to integrate CardTapp to all of the software and tech you’re already using. Our team has done numerous native integrations and connect our system with ease through Zapier.
Benefits Zone integrates with your existing calendars. Our Virtual Engagement platform allows policyholders and prospective policyholders to engage with approved content and schedule a meeting using your existing calendar system.
Integrate your Benefits Zone Virtual Engagement platform with your existing phone system for simple, automated voice engagement
One tap click-to-call integration to existing phone system
Get your own Benefits Zone business line for easy communication
Say “goodbye” to the days of manual data entry and say “hello” to seamless lead insertion by integrating your existing CRM with Benefits Zone.
Reduce time spent manually entering lead data
Integrated forms to automate data flow
Connect your existing self-enrollment platform to Benefits Zone so that policyholders can view, edit, modify or add to their existing policies.
A better and smarter way to engage
Increase Broker and Agent productivity with powerful integrations to your existing systems including calendar, voice, customer relationship management systems, and enrollment platforms