🏢 Clients & Policies (Entity Management)

These endpoints provide the high-level structure for managing multiple insured entities.

• Carrier Onboarding: Use GET /v1/clients to search for and verify the existence of a carrier's business profile and tax ID within the insurance system.

• Policy Renewal Tracking: Use GET /v1/policies to monitor expiration dates across hundreds of carriers simultaneously, triggering automated "Warning" emails to carriers whose policies are set to expire within 30 days.