Account
| API | Description |
|---|---|
| POST {version}/Account/TokenExchange |
Exchanges .ASPXAUTH Cookies for a JSON Web Token. The token is bound to the current session and will be invalidated when the user logs out. |
Agency
Agents
| API | Description |
|---|---|
| GET v1/Agents?Id={Id}&Name={Name}&ParentId={ParentId}&ParentName={ParentName}&Limit={Limit}&Offset={Offs... |
Retrieve agents |
| GET v1/Agents/{id} |
Retrieve Agent |
| POST v1/Agents |
Create Agent |
| GET v1/Agents/Groups |
Retrieve Groups |
| PUT v1/Agents/{id} |
Update Agent |
| PUT v1/Agents/Deactivate/{id} |
Deactivate Agent |
| PUT v1/Agents/Activate/{id} |
Activate Agent |
Claims
Claims Management
| API | Description |
|---|---|
| POST v1/Claims/ClaimFNOL |
Create Claim FNOL |
Config
Configuration Management
| API | Description |
|---|---|
| GET v1/Config/SystemDate |
Retrieves the current system date and time. |
| GET v1/Config/UnderwritingCompany?state={state}&lineOfBusiness={lineOfBusiness} |
Retrieves underwriting companies, optionally filtered by state and/or line of business. |
| GET v1/Config/UniversalAccount?lineOfBusiness={lineOfBusiness} |
No documentation available. |
| GET v1/Config/SystemConfig?systemRecord={systemRecord}&configName={configName} |
Retrieve System Configuration |
| GET v1/Config/LOBConfig?configName={configName}&LineOfBusiness={LineOfBusiness}&StateCode={StateCode}&Un... |
Retrieve LOB Configuration |
Customers
| API | Description |
|---|---|
| GET v1/Customers?FirstName={FirstName}&LastName={LastName}&CommercialName={CommercialName}&CustomerId={C... |
Customer Search |
| GET v1/Customers/Search?FullName={FullName}&CustomerType={CustomerType}&Email={Email}&Address1={Address1... |
Customer Clearance Search |
| GET v1/Customers/{id}?Expand={Expand} |
Retrieve Customer |
| POST v1/Customers?customerClearance={customerClearance} |
Create Customer |
| PUT v1/Customers/{id}?updateIfNull={updateIfNull} |
Update Customer |
| GET v1/Customers/{CustomerId}/Quotes?Id={Id}&CompleteQuote={CompleteQuote}&QuoteNumber={QuoteNumber}&Eff... |
Retrieve Customer's Quotes |
| GET v1/Customers/Changes?SinceDate={SinceDate}&EndDate={EndDate}&Expand={Expand} |
Get Customer Changes |
Document
| API | Description |
|---|---|
| POST v1/Documents/UploadDocumentJSON |
Document Upload - File in Base64String |
| POST v1/Documents |
Document Upload - Multipart Request |
| GET v1/Documents |
Document Search |
| GET v1/Documents/{id} |
Document Download |
API Email Service
| API | Description |
|---|---|
| POST v1/Email/SendIndividual?EmailAddress={EmailAddress} |
Send Individual Emails |
Invoice
| API | Description |
|---|---|
| GET v1/Invoice?StartDate={StartDate}&EndDate={EndDate}&PolicyNumber={PolicyNumber}&Limit={Limit}&PageNum... |
Invoice Details |
Ledger
| API | Description |
|---|---|
| GET v1/Ledger?PolicyNumber={PolicyNumber}&ItemNumber={ItemNumber}&AccountingDate={AccountingDate}&Descri... |
Ledger Search |
Management
| API | Description |
|---|---|
| GET v1/Management/ping |
Ping |
| PUT v1/Management/ping |
Ping |
| PATCH v1/Management/ping |
Ping |
| POST v1/Management/ping |
Ping |
| DELETE v1/Management/ping |
Ping |
| OPTIONS v1/Management/ping |
Ping |
| HEAD v1/Management/ping |
Ping |
| GET v1/Management/health |
Self Health Check |
OFAC
OFAC Compliance Screening for Quote and Policy Entities
Payment
PaymentAccount
| API | Description |
|---|---|
| GET v1/PaymentAccount/CreditCard?PolicyNumber={PolicyNumber} |
Retrieve Credit Card Details |
| POST v1/PaymentAccount/CreditCard?PolicyNumber={PolicyNumber} |
Save Credit Card Details |
| PUT v1/PaymentAccount/CreditCard?PolicyNumber={PolicyNumber} |
Update Credit Card Details |
| DELETE v1/PaymentAccount/CreditCard?PolicyNumber={PolicyNumber}&CreditCardId={CreditCardId} |
Delete Credit Card Details |
| GET v1/PaymentAccount/BankAccount?PolicyNumber={PolicyNumber} |
Retrieve Bank Account Details |
| POST v1/PaymentAccount/BankAccount?PolicyNumber={PolicyNumber} |
Save Bank Account Details |
| PUT v1/PaymentAccount/BankAccount?PolicyNumber={PolicyNumber} |
Update Bank Account Details |
| DELETE v1/PaymentAccount/BankAccount?PolicyNumber={PolicyNumber}&EftId={EftId} |
Delete Bank Account Details |
Policy
Policy Management
Quote
Quote Management
Rate
| API | Description |
|---|---|
| POST v1/Rate/Quote?ratingValidation={ratingValidation} |
Rate Quote |
| POST v1/Rate?ratingTaxa={ratingTaxa}&effectiveDate={effectiveDate}&ratingValidation={ratingValidation} |
Rate |
Status
Status Management
| API | Description |
|---|---|
| GET v1/Status/statuses |
No documentation available. |
| GET v1/Status |
No documentation available. |
| POST v1/Status/set |
No documentation available. |
| POST v1/Status |
No documentation available. |
Tasks
| API | Description |
|---|---|
| GET v1/Tasks?TaskId={TaskId}&ModifiedUserId={ModifiedUserId}&ModifiedDate={ModifiedDate}&FromUserId={Fro... |
Task Search |
| GET v1/Tasks/{id} |
Retrieve Task |
| POST v1/Tasks |
Create Task |
| PUT v1/Tasks/{id} |
Update Task |
| GET v1/Tasks/{TaskId}/TaskNotes?TaskNoteId={TaskNoteId}&Comment={Comment}&CreationDate={CreationDate}&Cr... |
Retrieve Task's Notes |
| POST v1/Tasks/{TaskId}/TaskNotes |
Create Task Note |
| PUT v1/Tasks/{TaskId}/TaskNotes?id={id} |
Update Task Note |
Users
| API | Description |
|---|---|
| GET v1/Users/Current |
Retrieve Current User Info |
| POST v1/Users |
Create User |
| GET v1/Users/{id} |
Retrieve User |
| GET v1/Users/Groups |
Retrieve Groups |
| PUT v1/Users/{id} |
Update User |
| PUT v1/Users/Deactivate/{id} |
Deactivate User |
| PUT v1/Users/Activate/{id} |
Activate User |
| GET v1/Users?UserName={UserName}&GroupCode={GroupCode}&Limit={Limit}&Offset={Offset}&Total={Total}&SortD... |
User Search |