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Appointments
Get Downstream Entity Appointments
Documentation
API Reference
Authentication
POST
Get OAuth Token
GET
Test OAuth
GET
Test Restricted Access Token
Agents
GET
List Agents
GET
Get Agent
POST
Create Agent
POST
Sync Agent
Appointments
GET
Get Agent Appointments
GET
Get Downstream Entity Appointments
Compliance Data Subscriptions
GET
Get Subscription Status
POST
Sync Downstream Entity
Downstream Entity Associations
GET
List Associations
GET
Get Association
GET
Get Sign-In URL
POST
Invite Downstream Entity
POST
Add Downstream Entity
POST
Invite (Dangerously)
deprecated
POST
Add (Dangerously)
deprecated
E&O/Cyber Compliance
GET
Get E&O/Cyber Compliance
File Documents
GET
List Documents
POST
Upload Document
Compliance Status
GET
Get Agent Compliance Status
GET
Get Downstream Entity Compliance Status
Licenses
GET
Get Agent Licenses
GET
Get Downstream Entity Licenses
GET
Get Surplus Lines Licenses
GET
Get Surplus Lines (Dangerously)
deprecated
Products
GET
List Products
GET
Get Product
Regulatory Actions
GET
Get Agent Regulatory Actions
GET
Get Downstream Entity Regulatory Actions
Appointments
Get Downstream Entity Appointments
Retrieve appointment records for a downstream entity association
Returns all appointment records for a specific downstream entity association. You can filter by state code and appointment status.
Get Agent Appointments
Get Subscription Status
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