Keeping data current

INSURAiLABS is only as current as the data feeding it. This chapter explains how each source updates and what, if anything, you need to do.

How each source updates

Source	How it updates	Your action	How to check it is current
QuickBooks Online	Connected; syncs automatically	Keep classes mapped (Class Mapping)	As of date on Always-On P&L; latest dates in Transactions
HubSpot	Connected; syncs deals, contacts and owners	Make pipeline changes in HubSpot	Recently changed deals appear in Deal Pipeline
EZLynx	Updated from EZLynx export files	Export the agreed reports on schedule and pass them to the person who loads them	Renewal dates and new policies appear in Active Book and Renewal Hub
Carrier statements	Uploaded by your finance team	Upload each statement on arrival	Last Stmt date in the Financial Ops header

Refresh EZLynx data (current process)

1. In EZLynx, run the reports your implementation team set up for INSURAiLABS (policies, accounts and renewals).
2. Export them in the agreed file format without changing columns.
3. Pass the files to your INSURAiLABS administrator or implementation contact, who loads them into the platform.
4. After loading, open Book & Renewals › Active Book and Renewal Hub and spot-check a few recently changed policies.

Good to know

Agree a fixed schedule (for example every weekday morning) for EZLynx exports. If a refresh is missed, renewals, cross-sell and commission expectations will be out of date until the next file is loaded.

Coming soon

• Your agency gets a dedicated INSURAiLABS email address. Schedule the EZLynx reports to be emailed there and they are checked, loaded and reflected across the platform automatically — no manual uploads.
• Files that fail checks are held for review instead of changing your data, and your administrator is told why.
• A data-freshness indicator on every screen and an integration health page for administrators.