AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Helia LMI Connector

Accelerate integration with Helia's API channels for LMI

Overview

The LMI Connector provides a seamless, Salesforce-native integration to Helia for Lenders Mortgage Insurance (LMI), removing the need to develop a direct integration.

1 of 4

  • Seamless Connectivity Native integration of Helia LMI services within the Salesforce platform. Request LMI quotations, submit LMI applications, and manage submissions easily without ever leaving the Salesforce platform.

  • Accelerated access to LMI service Drastically reduce the time and effort typically involved in integrating with an LMI provider.

  • Easy set up Simple installation with a suite of sample flow templates, drag-and-drop components and Apex code flexibility to tailor the connector to your needs.

  • Secure and reliable Secure information handling and storage ensures your data is protected. The connector’s logging feature makes audit and traceability easy, with a series of customisable views to suit requirements.

The LMI Connector is a connector package designed to accelerate lender integration with Helia for LMI. The package provides seamless functionality for lenders to interact with Helia’s API channels from within the Salesforce platform. Key capabilities include allowing users to request LMI premium quotes and submit LMI policy proposals. There are predefined Salesforce Flow templates to simplify and accelerate exchange data with the Helia LMI service. If Apex code is preferred, the package contains a special class to call methods that exchange data with the LMI service. The LMI Connector processes data off platform via Helia’s APIs and displays the responses in the lender’s Salesforce org. All information exchanged is securely logged and can be easily reviewed at any time.

Categories

Business Needs
Integration
Admin & Developer Tools
Industries
Financial Services
Personas
Administrator
Architect
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package