All integrations
BAFI CRM
ERP
Put policy, claim and client data in front of agents so insurance questions are answered from the system of record, not a summary of it.
What teams build with this
Answer client questions about their policies and open claims
Pull the documents attached to a client file during a service call
Keep client and contact records current after a conversation
What this integration is allowed to do
16 read-only
Reads data. Cannot change anything in the connected system.
3 reversible
Writes data, but the change can be undone.
Attach only the tools an agent needs. Run the whole integration against a vendor sandbox or the Fruxon simulator before it touches production.
Available tools
Each tool is attached per agent step, so an agent only gets what its job requires.
search_clients | Search clients by free text or by name, ID card number, email, or phone | Read-only |
get_client | Get a client's core record by ID | Read-only |
get_client_extended | Get extended client details | Read-only |
get_client_unified | Get a unified view of the client, policies, and CRM data | Read-only |
list_linked_clients | List clients linked to a client | Read-only |
list_contact_persons | List a client's contact persons | Read-only |
create_client | Create a new client record | Reversible |
update_client | Update an existing client record | Reversible |
list_client_policies | List a client's insurance policies | Read-only |
get_policy | Get a single policy by ID | Read-only |
get_policy_details | Get the full details of a policy | Read-only |
list_client_claims | List a client's insurance claims | Read-only |
get_claim | Get a single claim by ID | Read-only |
search_claims | Search claims across clients | Read-only |
list_client_files | List the CRM files attached to a client | Read-only |
list_client_file_folders | List the folders organizing a client's files | Read-only |
get_file_content | Retrieve the content of a client's CRM file | Read-only |
upload_file | Upload a file and attach it to a client | Reversible |
search_agents | Search the agency's insurance agents | Read-only |
Connect BAFI CRM to your agents
Set up credentials once at the tenant level, then attach the tools you need to any agent.
