Develop an Agent Portal

Developers can use the v5 API to develop a portal for agents.

This section includes typical APIs and API flows that developers can use to develop an agent portal. However, the interactive API includes all the parameters available for each API. For information on how to view and test the API and its parameters, see "Try out" the API V5.

An agent portal can provide agents an interface to perform the following types of activities:
Submit and manage quotes, applications, and policies
Agents can submit quotes for approval. They can also endorse, cancel, and renew policies.
Create and manage tasks, notes, and attachments
Agents can create and manage tasks, notes, and attachments.