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Authorization

Follow this guide to create a new AgentVizion credential that will allow Nexla to authenticate to and exchange data with your AgentVizion account.
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AgentVizion

Prerequisites​

AgentVizion is Magnifact's SOC 2 Type II-compliant insurance distribution platform. Access to the AgentVizion API is provisioned by Magnifact and requires an active AgentVizion subscription. API credentials are not self-service—they are issued by Magnifact's implementation or support team as part of your onboarding or API enablement engagement.

Obtain Your AgentVizion API Credentials​

Before creating a credential in Nexla, work with Magnifact to obtain the API credentials required for authentication:

  1. Contact your Magnifact account representative or the Magnifact support team to request API access for your AgentVizion account. If you do not yet have an AgentVizion account, visit magnifact.com to learn more about the platform and request a demo or subscription.

  2. Magnifact will provision API access for your organization and supply the following credentials:

    • API Key — A unique key that authenticates your organization's API requests to the AgentVizion platform.
    • Base URL — The base URL for your AgentVizion API instance (e.g., https://api.agentvizion.com). This may be specific to your organization or deployment.

  3. Store your API key securely. The API key grants access to your organization's insurance distribution data, including agent book-of-business, production, commissions, and carrier application data. Treat it with the same care as a password.

Important

Do not share your AgentVizion API key with unauthorized parties. If you believe your API key has been compromised, contact Magnifact support immediately to have it rotated.

  1. For questions about API enablement, available endpoints, and integration scope, refer to the AgentVizion API Services page or contact Magnifact directly.

Create an AgentVizion Credential​

  • To create a new AgentVizion credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used to provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

API Authentication​

AgentVizion uses API key-based authentication. The API key is passed as a request header on all calls to the AgentVizion REST API, identifying your organization and authorizing access to your data.

  1. Enter the AgentVizion API key issued by Magnifact in the API Key field. This key authenticates Nexla's requests to the AgentVizion platform on behalf of your organization.

  2. Enter the base URL for your AgentVizion API instance in the Base URL field. This is the root URL provided by Magnifact for your organization's deployment (e.g., https://api.agentvizion.com). All API endpoint paths are appended to this base URL.

    The Base URL is specific to your AgentVizion deployment. Confirm this value with your Magnifact account representative if you are unsure which URL applies to your account.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.