Producer Profile API Overview

AgentSync's Producer Profile API provides programmatic access to producer identity data — the core biographical and contact information that AgentSync maintains for each producer in your account. It is the source of record for:

• Producer identity — name, NPN, date of birth, SSN, business type (individual or firm)
• Contact information — addresses, phone numbers, email addresses
• Financial data — bank account details (masked) used for commission disbursement
• E&O coverage — errors and omissions policy records

Producer Profile vs. ProducerSync: The Producer Profile API holds data your organization knows about a producer — name, contact info, bank accounts, E&O coverage — entered by you or the producer directly. The ProducerSync API surfaces compliance data sourced from NIPR (National Insurance Producer Registry): licenses, appointments, and regulatory actions. It reflects what the state knows about a producer.

Entity Relationships

Producer (npn, type: INDIVIDUAL or FIRM)
  |-- Individual: firstName, lastName, middleName, suffix, gender, dateOfBirth, ssn, ssnLast4, finraCrdNumber
  |     |-- primaryEmail, secondaryEmail, title
  |
  |-- Firm: name, type (BusinessType), email, fein, finraCrdNumber
  |
  |-- Address (addressLine1, city, state, zip, country)
  |     |-- type (AddressType, e.g. MAILING)
  |     |-- preferred (boolean)
  |     |-- moveInDate, county
  |
  |-- Phone (number)
  |     |-- type (PhoneType, e.g. CELL)
  |     |-- extension (max 6 chars)
  |     |-- preferred (boolean)
  |
  |-- BankAccount (bankName, holderName, routingNumber, type)
  |     |-- number (encrypted, returned masked as ****{last4})
  |     |-- nickname
  |     |-- primaryAccount (boolean)
  |     |-- name (computed: "Voided check for {bankName} {type} Account ****{last4}")
  |
  |-- InsurancePolicy (carrier, policyNumber, certificateNumber)
        |-- type (PolicyType, e.g. INDIVIDUAL)
        |-- totalLimit (1.0 – 10,000,000)
        |-- effectiveDate, expiry
        |-- name (computed: "{carrier}: {policyNumber}")

What is the Producer Profile API?

The Producer Profile API gives your systems read and write access to the producer profile data model. Rather than managing producer records through a UI, you can automate profile creation, sync updates from your own systems of record, and react to profile changes in real time via webhooks.

Producer profiles are shared across AgentSync products. A producer's identity data is maintained once and referenced by the ProducerSync API (compliance tracking) and the Contracting API (contracting assignments). Changes to a producer's profile — address updates, E&O renewals, bank account changes — are surfaced as webhook events regardless of which part of the platform triggered the change.

Key Features

Producer Identity Records

• Individual producers: first name, last name, NPN, date of birth, SSN, gender, FINRA CRD number, primary and secondary email
• Firm producers: name, business type (BusinessType), FEIN, NPN, email

Contact Data

• Multiple addresses per producer with address type (e.g. MAILING) and preferred flag
• Multiple phone numbers per producer with phone type (e.g. CELL), extension, and preferred flag

Financial Data

• Bank account records with holder name, bank name, masked account numbers, and routing numbers
• Account type classification (e.g. CHECKING)

E&O Policy Records

• Policy number, carrier (insurance provider), coverage limits, effective date, and expiry date
• Certificate number for verification

Webhook Events

The Producer Profile API publishes events for all profile changes. See Producer Profile API Webhook Events for the full event catalog with payload schemas.

Use Cases

Insurance Carriers and MGAs

• Sync producer profile data from your internal HR or onboarding system into AgentSync
• React to address or contact changes in real time to keep downstream systems current
• Verify E&O coverage is active before triggering appointment workflows

Technology Partners

• Build producer portals that surface current profile data from AgentSync
• Receive webhook events for any profile change and propagate to partner systems
• Automate compliance checks by monitoring E&O policy expirations

Getting Started

For setup instructions, authentication, and API reference, see:

• Authentication — OAuth 2.0 Client Credentials flow and token management
• Producer Profile API Webhook Events — subscribe to profile change events
• Webhooks Quick Start Guide — register your endpoint and validate delivery

For the full list of endpoints, request/response schemas, and field constraints, see the interactive API Reference.

Support

Need help? Contact us at support@agentsync.io