List contacts
Contacts
List Contacts
List agency contacts and their business roles across your associations
GET
List contacts
Returns the agency contacts you can see across your downstream entity associations, grouped one entry per agency. Each entry includes the agency, the business roles the contact holds there (for example Finance Manager or Account Manager), and whether they are a primary contact.
A single person can appear once with multiple
When a
The first association is market-specific (it carries a
associations when you work with them at more than one agency. Results include both agency-wide default contacts (defined once by the agency and shared with every market they work with) and market-specific contacts (added for a single relationship).
This endpoint is read-only and returns only contacts at agencies your organization is associated with. It never exposes another carrier’s market-specific contacts.
Query Parameters
All parameters are optional and can be combined.| Parameter | Type | Required | Description |
|---|---|---|---|
downstreamEntityAssociationId | string (ObjectId) | No | Scope results to a single agency relationship. This is the downstream entity association (UDA) id — the same downstreamEntityAssociationId returned by GET /v1/agents and on each association below. |
businessRole | string (enum) | No | Return only contacts who hold this business role at one of your agencies. Must be one of the business roles below (URL-encode the space, e.g. Finance%20Manager). |
Business Roles
businessRole must be one of these exact values:
| Value | Typical use |
|---|---|
Compliance Officer | Compliance and licensing point of contact |
Principal Owner | Agency principal / owner |
Account Manager | Day-to-day account relationship |
Finance Manager | Finance / commissions / payables contact |
Support Staff | General support |
Contract Signatory | Authorized to sign producer agreements |
Accounts Payable | Accounts payable / billing |
Filtering Examples
businessRole filter is supplied, each returned contact is narrowed to only the agencies where they hold that role.
Response Shape
All successful responses are wrapped in the standard response envelope. See Request/Response Conventions.
downstreamEntityAssociationId). The second is agency-wide — it has no downstreamEntityAssociationId because it is not tied to a single market relationship.
Response Fields
Contact
| Field | Type | Description |
|---|---|---|
contactId | string | Unique contact identifier. Pass this to GET /v1/contacts/{contactId}. |
firstName | string | Contact first name |
lastName | string | Contact last name |
email | string | Contact email address |
isDeliverable | boolean | Whether the email has been verified as deliverable |
associations | array | One entry per agency you can see this contact at (see below) |
Association
| Field | Type | Description |
|---|---|---|
downstreamEntityAssociationId | string? | The agency relationship (UDA) id. Present for market-specific relationships; omitted for agency-wide contacts. |
downstreamEntityId | string | The downstream entity (agency) id. Always present, and the key this entry is grouped by. |
businessRoles | string[] | The business roles the contact holds at this agency (union of all roles visible to you there). |
isPrimary | boolean | Whether the contact is a primary contact for this agency relationship. |
Query Parameters
Scope results to a single agency relationship. This is the downstream entity association (UDA) id — the same downstreamEntityAssociationId returned by GET /v1/agents and on each association in the response.
Example:
"6627f1a9c2e0a51b8c0d4e3a"
Return only contacts who hold this business role at one of your agencies.
Available options:
Compliance Officer, Principal Owner, Account Manager, Finance Manager, Support Staff, Contract Signatory, Accounts Payable Example:
"Finance Manager"