🏢 Carriers

Each carrier represents an insurance company that your agency works with.
Carriers have specific settings that determine how commissions are handled and paid out. Each carrier must have contact information, business details, and a physical address for correspondence.

A carrier's required information includes the contact's first name, last name, email, business name, and commission rate.
The physical address must include a primary address line, city, state, postal code, and phone number. Each carrier is identified by a unique business name in your agency's account.

The term carrier is used interchangeably with MGA in these docs.

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Pro tip

Set up your carriers before adding policyholders, as each policyholder must be associated with a carrier.

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Important

Each carrier business name must be unique within your agency's account. This helps prevent confusion and ensures accurate commission tracking.

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Note

Commission rates can only be modified through the AgentSnap dashboard after creation to ensure proper audit trails.

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API Refs

• Staging: Get list of carriers