Thought Leadership

Your Policy Admin System Shouldn’t Hold Your Data Hostage

Your Policy Admin System Shouldn’t Hold Your Data Hostage

Your Policy Admin System Shouldn’t Hold Your Data Hostage

As an insurance intermediary, your insurance tech providers should make your business easier to run, not slow you down by locking your data behind paywalls.

Matt Hicks

Co-Founder & CCO

If you run an insurance brokerage or MGA, you’ve likely felt this pain:

You want to connect a new software tool like a CRM to your Policy Administration System (PAS). Or integrate policy data into PowerBI in real-time. Or sync financial feeds straight into your accounting software.


And then you hit a wall. Getting data out of your Broker Management Systems feels like negotiating a hostage release. You’re hit with opaque walls, slow turnaround times, or eye-watering custom integration and usage fees just to access your own data.


At Recorder, we have built our platform around a fundamental belief: Your data belongs to you, and as your technology provider its our job to make it seamless and convenient for you to move that data around as you require to run your business workflow.


That’s why Recorder features a Public API.

Here’s why that matters for day-to-day operations:

  1. Seamless Upstream Integrations: Connect your preferred front-end systems ,CRMs or lead-gen tools directly into Recorder. No manual re-keying, no lost leads.

  2. Flexible Downstream Reporting: Feed real-time policy, premium, and claims data directly into your data warehouse, BI tools or accounting platform. Build the custom dashboards your leadership team actually needs.

  3. Freedom of Choice: Insurance isn't one-size-fits-all. Different propositions often call for different best-in-class tools. An open API gives you the flexibility to build a tech ecosystem tailored to your GTM strategy, rather than being forced into a single, rigid monolith.


Recorder's public API is free to access and use for all clients


We don't believe in locking clients into a closed ecosystem. We believe in being the central engine of an agile, connected insurance intermediary operation.


💡 Curious about how our REST API and webhooks fit into your existing insurance tech stack?

Our API is fully public and build to OpenAPI specifications, and our technical documentation is available upon request. Drop me a message or reach out to the Recorder team to get developer access.



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