Posting leads into PolicyTek via the API

Who this is for

Lead vendors, marketing platforms, or any external system that needs to send leads into a PolicyTek customer''s CRM. You don''t need a PolicyTek account yourself — the buyer (the PolicyTek customer who wants to receive your leads) sets up a lead source on their side, generates an API key, and shares it with you. You use that key to post leads in.

How it works

The buyer creates a Local Lead Source inside PolicyTek and assigns it an API key. They share the key with you. You replace YOUR_API_KEY in the examples below with the value they sent, then POST a JSON body to a single endpoint for each lead. PolicyTek attaches the lead to that source and routes it into the buyer''s CRM in real time.

The endpoint

One endpoint handles every lead post:

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

Set Content-Type: application/json. Send a JSON body with two top-level fields: wsApiToken (the API key) and leadData (an object with the consumer''s information).

Minimum required request

Only the API key and a phone number are required. Everything else is optional — send whatever data you have.

{
  "wsApiToken": "YOUR_API_KEY",
  "leadData": {
    "phoneNumber": "(555) 555-5555"
  }
}

Common fields

• firstName, lastName, email — basic identity
• address, city, state, zipCode — physical address (state is the two-letter U.S. code)
• birthday — standard date string e.g. 1957-12-29
• maritalStatus — must be lowercase: single, married, or widowed
• smokingStatus — real boolean (true/false), not the string
• height_imperial (e.g. "5''10"), height_ft, or height (cm) — pick one
• weight_pounds — number, in pounds

Getting an API key (for buyers)

If you''re the buyer setting this up for your own lead vendor:

1. Sign in to PolicyTek on a Pro plan.
2. Create a lead source at Admin Dashboard → Lead Management → Lead Sources. Name it after the vendor that will be posting.
3. Generate an API key at Admin Dashboard → Lead Management → API Keys, link it to the lead source, and copy the value.
4. Send the key to your vendor.

Full developer reference

The complete field reference, cURL example, error responses, and validation rules live on the standalone developer page at /posting-instructions. That''s the link to send vendors who need the full spec.

Need help?

Email contact@policytek.com with the buyer account email and the lead source name. We''ll get the connection running same day.