Producer data, in your own systems
InsureTrek's REST API gives your organization programmatic access to the same producer, license, appointment, and hierarchy data that's in the dashboard, scoped to your organization and authenticated with your own API keys. If you'd rather embed the onboarding flow itself, see Sessions, or connect an AI assistant to the same data with InsureTrek's MCP server.
GET /v1/producers/90448899/licenses 200 OK { "producer": "Tom Lindqvist", "npn": "90448899", "licenses": [ { "state": "IN", "license_no": "81004412", "status": "active" }, { "state": "WV", "license_no": "81004413", "status": "active" }, { "state": "KY", "license_no": "DOI-81004414", "status": "active" } ] }
Producer and license data
Read producer profiles and license status by state, resident and non-resident, including pending applications and renewal dates.
Appointments and hierarchy
Pull carrier appointment status and hierarchy structure, from FMO down to individual producer, for any producer in your organization.
Sync to your CRM or AMS
Keep licensing and appointment status current in the systems your team already uses, instead of checking InsureTrek separately.
Ready-to-sell checks
Confirm a producer is licensed and appointed before routing them a lead or assigning them a sale, without leaving your own workflow.
Onboarding automation
Trigger licensing and contracting steps from your own onboarding flow when a new producer joins.
Documentation
Integration guides, getting-started material, and the full endpoint and schema reference are at insuretrek.com/docs.
How it works
- 1
Get an API key.
Every organization on InsureTrek gets its own API keys, scoped to that organization's producer, license, appointment, and hierarchy data.
- 2
Call the API.
Read and write producer, license, appointment, and hierarchy records over a REST API, documented at insuretrek.com/docs.
- 3
Keep your systems in sync.
Pull current licensing and appointment status into your CRM or AMS, or trigger onboarding workflows from your own systems.
Frequently asked questions
What can I do with the InsureTrek API?
Read and write producer, license, appointment, and hierarchy data. Common uses include syncing status into a CRM or AMS, checking whether a producer is ready to sell before routing a lead, and kicking off onboarding steps from your own systems.
Where's the API documentation?
Everything is at insuretrek.com/docs: integration guides, getting-started material, and the full endpoint reference.
How is API access controlled?
Each organization gets its own API keys, scoped to that organization's data. There's no shared or global key.