How we help you set up event data retrieval
Using webhooks, partners can send event data from our app to themselves. We have set up 8 data events for partners to use, and can field requests to make other events available. Partners can tie any combination of events to an endpoint.
funnel.start - customer visited the portal
funnel.lead_accepted - an application was generated for the customer. Email has been collected
funnel.lead_rejected - an application was generated and rejected for the customer. Email has been collected
funnel.quote_generated - at least one product was accepted for a quote
funnel.quote_declined - all products customer selected were declined when generating a quote
funnel.bind - customer purchased a policy
page.lead_info - a user has entered in all lead information besides products
page.exposure_final - a user has entered in all business locations and exposure information
See for sample events
Request us to create a consumer application for you via Slack or email
Access the consumer portal using the link and authentication information we will send you.
Navigate to "<> Endpoints" on the left sidebar if you are not there already. Click "+ Add Endpoint".
Fill out all relevant fields:
Endpoint URL - enter the endpoint you will be sending information to
Description - (optional)
Subscribe to events - check off all data events you want this endpoint to receive
Advanced Configuration - (optional)
Click "Create"
Read Svix docs on how to receive and verify events https://docs.svix.com/receiving/introduction