Licensing & Registration API's
| API Name | Description | |
|---|---|---|
| CLEARXchange | Provides a Clear to Sell or Clear to Process Claim with a validation of Client configured data points from policy administrations, commissions or Claims systems to confirm credentials and/or trigger JIT (just-in-time) appointments For individuals, available data points include contracts, licenses, training and education, and appointments For firms, available data points are contracts, licenses and appointments. | |
| Producer Transaction Import | Imports appointment and termination transactions for real-time submission and response | |
| Xchange Import | Creates new Xchange profile records and updates existing profiles throughout producer's lifecycle Bulk Processing allows Clients to send a high number of records in an offline process Bulk Profile Import Supplemental | |
| Xchange Pull Export | Client requests profile data for individuals or firms (entire dataset or specific subset) and receives real-time responses from Xchange | |
| Producer PDB Search | Retrieves PDB (NAIC's Producer Database) data in real-time for requested individuals or firms | |
| Producer Search | Lookup a producer record identifier such as agent id, agency code, NPN or CRD |
Licensing & Registration Webhooks
| Webhook Name | Description | |
|---|---|---|
| Push Export | Receive Xchange profile data for individuals and/or firms as changes are made within Xchange | |
| Producer Code Management Export | Receive new and updated producer codes from Xchange. Codes will be sent through this webhook when they are automatically generated or terminated through Xchange, data or members related to a code have changed, and all manual changes | |
| Contract Profile | Export of full contract data for an individual or agency completing any workflow in the Agency Contracting process | |
| Document | Export of completed contract documents completed and eSigned from an individual or agency submitting a contract through Xchange Agency Contracting |