💻 Starting with the AgentSnap API

Great job making it this far!! 🥳 Now let's get you up and running!💥

  1. Sign Up for a verified business account on AgentSnap (be sure to use the staging environment instead for sandboxing)
  2. Complete our KYB verification process
  3. Add the bank account you will use to make transfers (typically your loss account)
  4. Click your profile icon in the top right and navigate to Settings → API Keys → Generate new

📘

Your generated API keys do not expire

  1. Enter the name of your API access token and click Save
  2. The token that you create must be added to Headers by the Authorization key with the value of the token
  3. Celebrate!!! 🎉🎉🎉 You're ready to use the AgentSnap API

So far so good! Right?

No worries if you're stuck, just let us know. We're here to help ✅.

You can reach us at [email protected].


Next: Enable Paper Check Payments

AgentSnap remits the net premium payments you owe to carriers via a paper check by default, so you'll need to configure how your checks will appear from the AgentSnap dashboard.

Completing Paper Check Setup also gives your insureds the option to cash out refunds or direct payments you send via the paper check payment method.

Follow these steps:

  1. Navigate to the Banks page

  2. Either add a new bank account 🏦 -or- select one you've previously added that you want your paper check transactions to come out of (typically your loss account)

    📘

    If you want to use this account to send checks it has to be a checking account. US regulations prevent checks from being written from savings accounts

  3. Click the triple dots icon for your bank of choice → Paper Check setup


  1. Fill in the requested information

  2. Wait until the confirmation status is ACTIVATED for this bank account (typically takes 1 business day or less)

  3. Do a happy dance 💃🏽! Once your bank is confirmed with an ACTIVATED status you can freely set which shipping speeds your insureds will be able to select from when they choose to cash-out a claim payment from you via a paper check


You're all set! If you have questions, just let us know. ✅