AgencyComp connector for Okou
Connect AgencyComp to read and synchronize insurance agents, carriers, clients, and commission-generating policies through its OpenAPI integration.
Sales & operations · API token and username
Use AgencyComp in Okou
Use AgencyComp's authenticated OpenAPI integration to read and synchronize insurance agents, agencies, carriers, clients, and policies by CRM identifier.
Once connected, supported AgencyComp actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with AgencyComp
- Read agents and agencies by CRM identifier.
- Read insurance carriers by CRM identifier.
- Read group insurance clients by CRM identifier; responses may contain contact data and notes.
- Read individual insurance clients by CRM identifier; responses contain personal data.
- Read insurance policies by CRM identifier, including associated parties, premiums, status, and calculated commission fields.
- Validate AgencyComp API authentication and read the authenticated username.
- Create or update agents and agencies by CRM identifier; writes provider state.
- Create or update insurance carriers by CRM identifier; writes provider state.
How the AgencyComp connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect AgencyComp
Choose API token and username.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect AgencyComp securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API token and username
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What AgencyComp covers
The topics this connector's published operations touch.
- insurance
- commission tracking
- insurance agencies
- agents
- carriers
- clients
AgencyComp connector questions
- What can Okou do with AgencyComp?
- Connect AgencyComp to read and synchronize insurance agents, carriers, clients, and commission-generating policies through its OpenAPI integration. Documented actions include: Read agents and agencies by CRM identifier. Read insurance carriers by CRM identifier.
- How do I connect AgencyComp to Okou?
- Connect AgencyComp using API token and username. The connection controls which supported actions a workflow can use.
- Can AgencyComp run in an automated workflow?
- Yes. After it is connected, supported AgencyComp actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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