NameDescriptionTypeAdditional information
AgencyId

Agency Id of policy's issuing agency, or parent agency of subagency if policy is issued by a subagency

integer

None.

AgentId

Agent Id of the policy's agent

integer

None.

SubagencyId

Agency Id of the policy's subagency, if issued by a subagency

integer

None.

CustomerId

Customer Id

integer

None.

Customer

Customer details

CustomerOutboundDTO

None.

EffectiveDate

Effective date of policy

date

Required

ExpirationDate

Expiration date of policy

date

Required

TermNumber

Policy Term Number

integer

None.

Status

Policy Status (New / Renewal)

CurrentStatusEnum

None.

LineOfBusiness

Line of business of policy

string

Required

PolicyNumber

Policy number

string

Required

String length: inclusive between 0 and 12

UnderlyingPolicyNumber

Underlying / Custom Policy number

string

String length: inclusive between 0 and 30

Premium

Policy Premium

decimal number

Required

BillPlanId

Bill plan Id for current term

integer

None.

ThirdPartyBillTypeId

Third Party Bill Type Id

integer

None.

RenewalBillPlanId

Bill plan Id for the renewal term

integer

None.

PrimaryNamedInsured

Primary named insured's details

PolicyEntityDTO

None.

NamedInsuredLegalStatus

Legal status of the primary named insured

LegalStatusEnum

None.

RateGuaranteeDate

Rate guarantee date

date

None.

RatingTaxa

Rating taxa of policy

string

Required

State

State or province of policy

string

Required

Country

Country of policy

string

Required

UnderwritingCompanyId

Underwriting company Id of policy

integer

Required

UniversalAccountId

Universal account Id of policy

integer

Required

DivisionOrganizationId

Division Id

integer

None.

DivisionName

Name of the associated division

string

None.

AgencyCommissionOverride

Override agency commissions

CommissionDTO

None.

SubagencyCommissionOverride

Override subagency commissions

CommissionDTO

None.

AgentCommissionOverride

Override agent commissions

CommissionDTO

None.

AdditionalPayees

Additional commisionable payees

Collection of AdditionalPayeeDTO

None.

AdditionalParties

Additional parties

Collection of PolicyEntityDTO

None.

ProductType

Product type prefix

string

None.

PolicyOrigin

Policy Origin

string

String length: inclusive between 0 and 10

CreatedDate

Creation Date

date

None.

AgentLastName

Agent Last Name

string

None.

PartnerId

PartnerId

string

None.

PolicyIndexType

PolicyIndexType

PolicyIndexTypeEnum

None.

Id

Primary Id

integer

None.

WarningMessages

List of warning messages encountered while servicing request

Collection of string

None.