Lead marketplaceExclusive leads to your pipeline
Built-in softphoneCall, record, get AI summaries
Pipeline CRMVisual pipeline for every stage
Agent pagesSEO landing pages per agent
Policy managementTrack policies and commissions
AutomationsSMS, email, task workflows
Lead marketplaceLive
John M.Term LifePSPriya S.
Sarah K.Term LifeJMJames M.
Robert T.IULCRCarlos R.

Exclusive form leads and inbound calls, routed to your agents instantly. Set your budget and criteria — we handle the rest.

Vendor Docsv1

Vendor Posting API

Post calls and leads into the PolicyTek marketplace. One endpoint, one payload, one flag.

The one thing that matters

Vendor posts are identical to standard lead posts with one addition: the top-level "redistribute": true. That flag routes your call or lead into the PolicyTek marketplace for redistribution. Without it, nothing redistributes. Do not forget it.

1. Endpoint

POST
https://api.policytek.com/v1/lead/external

JSON body, Content-Type: application/json. Use the API key PolicyTek assigned to you as wsApiToken.

2. Minimum request

JSON · minimum
{
  "wsApiToken": "YOUR_API_KEY",
  "leadData": {
    "phoneNumber": "(555) 555-5555"
  },
  "redistribute": true
}

Only two things are truly required inside the body: a valid phone number and theredistribute flag. Everything else improves match quality.

3. Full example

JSON · full
{
  "wsApiToken": "YOUR_API_KEY",

  "leadData": {
    "firstName": "Alvin",
    "lastName": "Patrick",
    "phoneNumber": "(555) 555-5555",
    "email": "ajpatrick@example.com",

    "birthday": "1957-12-29",
    "address": "852 Vegas Valley Dr",
    "city": "Las Vegas",
    "state": "NV",
    "zipCode": "89109",

    "maritalStatus": "single",
    "smokingStatus": false,

    "height_imperial": "5'10",
    "weight_pounds": 142
  },

  "redistribute": true
}

4. cURL

Shell
curl -X POST https://api.policytek.com/v1/lead/external \
  -H "Content-Type: application/json" \
  -d '{
    "wsApiToken": "YOUR_API_KEY",
    "leadData": {
      "phoneNumber": "(555) 555-5555",
      "firstName": "Alvin",
      "lastName": "Patrick"
    },
    "redistribute": true
  }'

5. Field reference

FieldTypeRequiredNotes
wsApiTokenstringRequiredYour vendor API key from PolicyTek.
redistributebooleanRequiredMust be true — a real JSON boolean, not the string "true". Top level, next to wsApiToken.
leadDataobjectRequiredContainer for the consumer’s information.
leadData.phoneNumberstringRequiredAny readable format (e.g. (555) 555-5555) or ISO/E.164 (e.g. +15555555555). We normalize on our side.
leadData.firstNamestringOptional 
leadData.lastNamestringOptional 
leadData.emailstringOptional 
leadData.birthdaystringOptionalStandard date string, e.g. 1957-12-29.
leadData.addressstringOptionalStreet address line.
leadData.citystringOptional 
leadData.statestringOptionalTwo-letter U.S. state code, e.g. NV.
leadData.zipCodestringOptional 
leadData.maritalStatusstringOptionalMust be lowercase. One of: single, married, widowed.
leadData.smokingStatusbooleanOptionalSend a real boolean — true or false, not the string "false".
leadData.height_imperialstringOptionalImperial notation, e.g. "5’10". Use this or height_ft or height.
leadData.height_ftnumberOptionalHeight in feet.
leadData.heightnumberOptionalHeight in centimeters.
leadData.weight_poundsnumberOptionalWeight in pounds.
leadData.trackingDataobjectOptionalUTM parameters, Jornaya LeadiD, TrustedForm and your own IDs. See Tracking data.

6. Tracking data

Put attribution and compliance data in leadData.trackingData. It is an object of string keys and values, and every field in it is optional. Common uses:

  • UTM parameters: utm_source, utm_medium, utm_campaign, utm_content, utm_term.
  • Jornaya LeadiD: the LeadiD token captured on your form.
  • TrustedForm: the certificate URL.
  • Your own IDs, such as a sub ID, click ID or call ID from your system.
JSON · tracking data
{
  "wsApiToken": "YOUR_API_KEY",
  "leadData": {
    "phoneNumber": "(555) 555-5555",

    "trackingData": {
      "utm_source": "facebook",
      "utm_medium": "paid_social",
      "utm_campaign": "final-expense-q4",
      "jornaya_leadid": "YOUR_JORNAYA_LEADID_TOKEN",
      "trustedform_cert_url": "https://cert.trustedform.com/YOUR_CERT_ID",
      "sub_id": "aff-1042"
    }
  },
  "redistribute": true
}
  • You choose the key names, and we store them exactly as you send them. The names above are suggestions. Whatever names you pick, use the same ones on every post.
  • Send values as strings. You can leave out any key you don’t have. Empty strings are accepted too.
  • Any of these keys can go into the postbacks we send you. When we set up your postback, tell us which keys it should include.
  • Don’t send clickID, hitID, funnelFluxHitId or adParams unless we ask you to. PolicyTek uses those names for its own attribution.

7. Rules

  • redistribute: true on every post. It is the whole point of this page.
  • Booleans are real JSON booleans — never quoted strings.
  • One POST per call or lead, sent in real time as it happens.

8. Need help?

Email contact@policytek.com with your company name and a sample payload; we’ll confirm your integration end to end.