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, seeSessions, 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.

State	Producer	Expires
Indiana	Tom Lindqvist	In 2 years
Kentucky	Tom Lindqvist	In 20 months
Florida	Marcus Obi	In 16 months
Kansas	Priya Raman	In 11 days

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.

license.expiringDelivered

{
  "event": "license.expiring",
  "producer": "Priya Raman",
  "npn": "90665588",
  "state": "KS",
  "expires": "2026-08-30",
  "days_remaining": 11
}

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.

	Allstate	Humana	Cigna
Tom Lindqvist	Active	Active	—
Marcus Obi	Active	Pending	Active
Priya Raman	Pending	—	—

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 atdocs.insuretrek.com.

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 docs.insuretrek.com.
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 docs.insuretrek.com: 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.

Talk to us about API access for your organization.

Book a demo