Licensing & Registration API's
| API Name | Description | |
|---|---|---|
| Producer Validation | Agent: Client validates configured data points such as contracting, license, education, appointment, and registration from policy admin or commissions systems to confirm credentials or trigger JIT appointment Agencies: Client validates configured data points such as license, appointment, and registration from policy admin or commissions systems to confirm credentials or trigger JIT appointment | |
| Producer Transaction | Imports appointment and termination transactions for real-time submission and response | |
| Producer Import | Creates new profile records and updates existing profiles and agent lifecycle | |
| Producer Export | Client requests data (whole profile or specific data) from Xchange and receives real-time responses for agent or agency | |
| Producer PDB Search | Retrieves PDB data in real-time for the client. | |
| Producer Search | Lookup a producer record identifier such as agent id, agency code, NPN or CRD |