Get list of policyholders

📘

API Refs

This endpoint returns a list of all policyholders in your agency's account.

Response

NameTypeDescription
idnumberUnique policyholder identifier
firstNamestringFirst name of the policyholder
lastNamestringLast name of the policyholder
businessNamestringBusiness name (if provided)
emailstringPrimary contact email

Example

{
  "policyholders": [
    {
      "id": 123,
      "firstName": "John",
      "lastName": "Doe",
      "email": "[email protected]",
      "businessName": "Acme Insurance"
    },
    {
      "id": 124,
      "firstName": "Jane",
      "lastName": "Smith",
      "email": "[email protected]",
      "businessName": null
    }
  ]
}
📘

Note

Use the Get policyholder by ID endpoint to retrieve full policyholder details.