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Agent Onboarding API

The Agent Onboarding API powers the AgencyMax recruiting and onboarding experience. Use it to build your own onboarding front end, or to connect onboarding with other systems. It covers the agency's onboarding configuration (contracts, covenants, background questions and which information to collect) and the applications submitted by recruits.

Current versionv1
Base path/agent-onboarding/{tenantIdentifier}
Scopesagent-onboarding:app-configuration:read, agent-onboarding:applications:read, agent-onboarding:applications:write
ReferenceAPI Portal

Operations​

OperationScopeDescription
GET /app-configurationagent-onboarding:app-configuration:readThe onboarding app configuration, including which information to collect.
GET /background-questionsagent-onboarding:app-configuration:readPublished background questions.
GET /contractagent-onboarding:app-configuration:readThe current published contract.
GET /contract/versions/{id}agent-onboarding:app-configuration:readA specific contract version.
GET /contract-covenantsagent-onboarding:app-configuration:readPublished contract covenants that the recruit must affirm.
GET /applicationsagent-onboarding:applications:readA paged list of applications.
GET /applications/{id}agent-onboarding:applications:readA single application.
POST /applicationsagent-onboarding:applications:writeCreate an application.
PUT /applications/{id}agent-onboarding:applications:writeReplace an application.
POST /applications/{id}/validationagent-onboarding:applications:writeCheck whether an application is ready to submit.

Typical flow​

Once an application is complete, it moves through the agency's review process and, when approved, is turned into an agent in the Agency Management API.