Dashboard → Integrations
You can add as many carriers and brokers as you need. The same flow covers both a full data integration and simple Carrier Portal access.
1
Click Add Integration
The green Add Integration button is in the top right.
2
Find your carrier or broker in the list
Many carriers and brokers have a predefined integration — choose it if yours is listed, since it enables real-time data exchange. If it isn’t listed, choose Carrier Portal, which works for anyone.
3
Enter your account manager's email
Confirm the account manager’s name, and leave Also add this broker to quoting integrations when Owlery can match their brokerage ticked. This makes them available to quote without any extra setup — see Preferred Brokers.
4
Submit
What Happens Next
- Owlery already knows this carrier or broker: they’re available for quoting and tendering straight away.
- Owlery doesn’t know them yet: they get an email invite to join your network. They confirm their MC/DOT number during onboarding, and then they’re available to quote and tender.