Onboarding Guides
Step-by-step playbooks for every stage of carrier onboarding — from the application and appetite setup to your first listed product and first bound policy.
12 guides
Resource Center
Carrier Resources
Everything your team needs to launch, run, and grow on Insurance Exchange — onboarding guides, API documentation, product templates, marketing collateral, compliance bulletins, and live training, all in one place and always current.
Resource Library
Six collections, one source of truth
API Documentation
Full reference docs for the exchange REST APIs, webhooks, and sandbox environments, with sample payloads, SDK snippets, and integration checklists for your developers.
40+ endpoints documented
Product & Rate Templates
Ready-to-use templates for appetite guides, state availability matrices, rate tables, and form filings — formatted so listings publish without back-and-forth.
18 templates
Marketing Collateral
Co-branded launch kits, product one-pagers, producer email sequences, and campaign assets your distribution team can put in front of agents on day one.
25+ assets
Compliance Bulletins
State-by-state regulatory updates, filing deadline calendars, and exchange policy changes that affect your listings — published as rules change, not quarterly.
Updated weekly
Webinars & Training
Live onboarding sessions, recorded platform walkthroughs, and certification courses for underwriting, servicing, and distribution teams on the exchange.
2 live sessions monthly
Featured Guides
Start with the guides carriers use most
Onboarding
Carrier Onboarding Handbook
The complete path from signed agreement to first bound policy — appetite configuration, product listing, producer appointments, and go-live checklists.
Read the related solutionDevelopers
API Integration Quick Start
Get a sandbox key, make your first rating call, and subscribe to bind webhooks in under an hour — with sample code for the most common core systems.
Read the related solutionDistribution
Producer Launch Playbook
How top-performing carriers introduce a new product to the agent network — announcement timing, appetite one-pagers, and the first 90 days of production.
Read the related solutionClaims
Claims Configuration Guide
Set up FNOL intake, adjudication workflows, and TPA routing before your first claim arrives — with recommended defaults by product line.
Read the related solutionCarrier Support
Documentation is the start, not the whole answer
Every resource in this library is backed by a team that knows your account. When a guide does not cover your situation, you reach people who do — your success manager, integration engineers, and the compliance desk all work from the same view of your carrier profile.
Contact the Carrier TeamA named carrier success manager from day one — not a ticket queue
Developer support with a four-business-hour first response on integration issues
Quarterly business reviews with production data and growth recommendations
A private carrier community for peer benchmarks and product announcements
Escalation paths for compliance-sensitive issues with documented SLAs
FAQ
Resource center questions, answered
Who can access the carrier resource library?
The public pages you see here summarize each collection. Full guides, templates, API keys, and training enrollment live in the carrier portal, which every appointed carrier team member can access with role-based permissions once onboarding begins.
How current is the documentation?
Documentation is versioned with the platform. When an API changes or a state regulation shifts, the affected guides are updated in the same release cycle and flagged in the compliance bulletin, so your team never builds against stale instructions.
Can our developers access API docs before we sign?
Yes. Prospective carriers in active evaluation get sandbox credentials and full API documentation so your engineering team can validate the integration effort before any commitment. Ask for sandbox access in your application note.
Do you offer training for new team members after launch?
Yes. Live onboarding webinars run twice monthly, every session is recorded, and certification courses are self-paced — so new underwriters, servicing staff, or distribution hires can ramp up whenever they join, at no additional cost.
Can we request a resource that does not exist yet?
Yes. Every guide in the library started as a carrier request. Submit gaps through your success manager or the carrier portal feedback form — commonly requested topics are prioritized in the next documentation cycle.
Get the full library with your appointment
Every guide, template, and training session here comes with joining the exchange. Apply today and your team gets portal access during onboarding.