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API Connect Marketplace – Overview

1. Purpose​

The API Connect Marketplace provides brokers and authorized partners with a centralized platform to manage relationships with employer groups and partner systems. Instead of navigating multiple portals or tracking paperwork manually, users can view, initiate, and manage employer connections and agreements in one place. The marketplace simplifies how brokers track progress, send agreements, and connect employers to partner offerings.

2. Who Can Use This Service​

This service is designed for:

  • Brokers and agents managing employer relationships and partner integrations
  • Partner onboarding teams creating training materials and process guides
  • Product managers and strategists analyzing connection and agreement activity
  • Sales, marketing, and compliance teams referencing workflows in non-technical contexts

It supports both technical and non-technical roles involved in managing employer partnerships.

3. What Information is Available​

The marketplace presents broad, easy-to-understand categories:

  • Employer connection details: Lists of employer groups linked to the broker or partner, including names and identifiers
  • Agreement information: Status of agreements (e.g., signed, pending), access to signed copies, and version history
  • Contact and profile cues: Basic contact information for employers and brokers (e.g., names, emails)
  • Status summaries: Clear indicators such as “agreement pending,” “signed,” “connected,” or “unpaired,” along with reference IDs for tracking

No technical formats, authentication steps, or error codes are exposed in this version.

4. Benefits of This Service​

  • Centralized oversight: View all employer relationships and agreement statuses in one dashboard
  • Streamlined progress: Initiate actions like sending agreements or connecting employers directly from the interface
  • Consistent terminology: Everyone uses the same categories across channels (e.g., employer, agreement, connection)
  • Real-time feedback: Immediate updates on actions taken, such as agreement status or connection confirmation
  • Flexible applications: Useful for onboarding, training, strategic planning, and client management

5. Example Uses​

  • A broker sends an agreement to an employer and sees the status update to “waiting for signature,” along with a reference ID.
  • A sales rep uses a quick reference card to guide agreement creation and employer connection steps.
  • A partner team drafts a training slide showing how to view agreement versions and send reminders.
  • A strategist reviews connection statuses across regions to identify where follow-up is needed.

6. Important Notes​

  • This overview omits technical details such as authentication, data formats, and error codes.
  • Access to the marketplace requires a formal partnership and onboarding process.
  • Categories and workflows may evolve over time; treat summaries as current snapshots.
  • The interface logic and identifiers are proprietary and confidential.
  • If an action cannot be completed (e.g., missing information or unrecognized employer), the system provides clear, human-readable feedback.