Leads

Post a lead into Fat Agent. Life, auto, and home each have their own folders. Annuity is next. These are this API’s fields — not Fat Agent Standard objects.

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Create a life lead

POST /api/vendor/life/upload. vendor_id, user_id, and referrer_id must be filled before Send.

lead-data

Who the lead is, who owns it, and how it arrived.

Field	Type	Required	Description
`vendor_id`	string	Yes	Vendor account that is posting the lead
`user_id`	string	Yes	Agent who will own the lead
`referrer_id`	string	Yes	Referrer or campaign owner
`referrer_url`	string	No	Page or site the lead came from
`product_type`	enum	Yes	Line being posted Allowed: Life Insurance
`first_name`	string	Yes	First name
`last_name`	string	Yes	Last name
`email`	string	Yes	Email address
`cell_phone`	string	Yes	Mobile phone
`dob`	string	No	Date of birth. This API uses MM/DD/YYYY
`gender`	enum	No	Gender Allowed: Male, Female
`marital_status`	enum	No	Marital status Allowed: Single, Married, Divorced, Widowed, Separated
`address`	string	No	Street address
`city`	string	No	City
`state`	string	Yes	Two-letter state
`zipcode`	string	No	ZIP code
`country`	string	No	Country
`utm_source`	string	No	Traffic source, such as facebook
`utm_medium`	string	No	Medium, such as cpc
`utm_campaign`	string	No	Campaign name
`utm_content`	string	No	Ad or content name
`utm_term`	string	No	Search term
`publisher_name`	string	No	Publisher, when a vendor uses one
`channel_name`	string	No	Channel name

coverage-data

What they want quoted.

Field	Type	Required	Description
`product`	string	Yes	Life product. GET life reference returns the live list
`coverage_amount`	string	Yes	Face amount

health-data

Health answers for this lead. These are not Person fields in the Standard.

Field	Type	Required	Description
`weight_lbs`	string	No	Weight in pounds
`height_ft`	string	No	Height, feet
`height_in`	string	No	Height, inches
`tobacco_use`	enum	No	Tobacco use Allowed: Yes, No
`medications`	enum	No	Whether they take medications Allowed: Yes, No
`medical_conditions`	array[string]	No	Conditions. GET life reference returns the live list Allowed: Diabetes, Heart Disease, Stroke

Allowed values

GET /api/vendor/life/reference returns the live menus. No request body.

{
  "lead-data": {
    "vendor_id": "",
    "user_id": "",
    "referrer_id": "",
    "referrer_url": "https://www.test.com",
    "product_type": "Life Insurance",
    "first_name": "Life Lead",
    "last_name": "Postman",
    "email": "life.lead@mail.com",
    "cell_phone": "9876543210",
    "dob": "12/31/1990",
    "gender": "Male",
    "marital_status": "Married",
    "address": "123 Main St",
    "city": "Columbus",
    "state": "OH",
    "zipcode": "43215",
    "country": "USA",
    "utm_source": "facebook",
    "utm_medium": "cpc",
    "utm_campaign": "life-ohio-q3",
    "utm_content": "ad-set-1",
    "utm_term": "term life",
    "publisher_name": "",
    "channel_name": ""
  },
  "coverage-data": {
    "product": "Final Expense",
    "coverage_amount": "15000"
  },
  "health-data": {
    "weight_lbs": "140",
    "height_ft": "5",
    "height_in": "1",
    "tobacco_use": "No",
    "medications": "No",
    "medical_conditions": ["Diabetes", "Heart Disease", "Stroke"]
  }
}

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