Receipt

APIDescription
POST api/Receipt/InsertOrUpdateQuickPayment

Insert/Update receipt quick payment

POST api/Receipt/InsertOrUpdateTakePayment

Insert/Update receipt payment

SendCertificate

APIDescription
POST api/SendCertificate/SendCertificate

Send certificates through email or fax.

POST api/SendCertificate/Approve

This end point is used to release certificate hold by passing historical certificate holder database id(s)

InsuredAndPolicies

APIDescription
POST api/InsuredAndPolicies/Insert

Insert/update insured/prospect and respective policies/quotes.

InsuredCSRList

APIDescription
POST api/Insured/InsuredCSRS

Insured CSRS list endpoint.

GroupHealthMember

APIDescription
POST api/GroupHealthMember/BulkInsertOrUpdateGroupHealthMember

Insert/update group health members.

GET api/GroupHealthMember/FindGroupHealthMembers?FirstName={FirstName}&LastName={LastName}&InsuredId={InsuredId}&ICommN={ICommN}&IEmail={IEmail}&IFN={IFN}&ILN={ILN}

Find group health members based on first/last name.

Sms

APIDescription
POST api/Twilio/Sms

Insert twilio messages.

InsuredLocation

APIDescription
POST api/InsuredLocation/Insert

Insert/Update insured/prospect location.

Zapier

APIDescription
POST api/Zapier/InsertInsured

Insert/update insured.

POST api/Zapier/InsertInsuredWithCustomFields

Insert/update insured.

POST api/Zapier/InsertReferralSource

Insert/update referral source.

POST api/Zapier/InsertProspect

Insert/update prospect.

POST api/Zapier/InsertProspectWithCustomFields

Insert/update prospect.

POST api/Zapier/InsertPolicy

Insert/update policy.

POST api/Zapier/InsertQuote

Insert/update quote.

POST api/Zapier/InsertTask

Insert/update task.

POST api/Zapier/UpdateTask

Insert/update task.

POST api/Zapier/InsertOpportunity

Insert/update opportunity.

POST api/Zapier/InsertServiceRequestsAddDriver

Insert service request driver.

POST api/Zapier/InsertServiceRequestsAddressChanges

Insert service request address change.

POST api/Zapier/InsertServiceRequestsRemoveDriver

Insert service request remove driver.

POST api/Zapier/InsertServiceRequestsReplaceDriver

Insert service request replace driver.

POST api/Zapier/InsertServiceRequestsVehicleTransfer

Insert service request vehicle transfer.

POST api/Zapier/InsertServiceRequestsGeneralNew

Insert service request general new.

POST api/Zapier/InsertServiceRequestsGeneric

Insert generic service request.

POST api/Zapier/InsertClaim

Insert new claim.

POST api/Zapier/InsertAutomobileLossClaim

Insert new automobile loss claim.

POST api/Zapier/InsertGeneralLiabilityNotice

Insert new general liability claim.

POST api/Zapier/InsertPropertyLossClaim

Insert new property loss claim.

POST api/Zapier/InsertWorkerCompensationClaim

Insert new worker compensation claim.

POST api/Zapier/InsertNote

Insert notes.

POST api/Zapier/InsertNotesForSameInsured

Insert notes against all insured having same name/phone number or email address.

POST api/Zapier/InsertDriver

Insert/update driver.

POST api/Zapier/InsertVehicle

Insert/update vehicle.

POST api/Zapier/InsertProperty

Insert/update property.

POST api/Zapier/InsertPrincipal

Insert/update contact.

POST api/Zapier/InsertTagApply

Apply tags against insured.

POST api/Zapier/InsertCallLogRecord

Insert call log record.

POST api/Zapier/InsertSMSes

Insert sms record.

POST api/Zapier/InsertServiceRequestsPolicyChange

Insert service request policy change.

POST api/Zapier/InsertServiceRequestsAddVehicle

Insert service request add vehicle.

POST api/Zapier/InsertVehicleCoverage

Insert/update vehicle coverages against vehicle database id.

POST api/Zapier/InsertPolicyDirectBilling

This end point will insert policy direct billing rows.

POST api/Zapier/UpdateQuoteStage

This method is used to update quote stage.

POST api/Zapier/RemoveInsuredTags

This method is used to remove tags from insured/prospect.

POST api/Zapier/RemovePolicyTags

This method is used to remove tags from policy.

POST api/Zapier/InsertPolicyTag

Apply tags against policy.

POST api/Zapier/InsertUpdateCLRatingData

This endpoint is used to insert/update rating data against insured/prospect.

InsuredAgencyLocationList

APIDescription
POST api/Insured/InsuredAgencyLocation

Insured agency locations list endpoint.

Files

APIDescription
POST api/Files/CreateFolder

Creates a subfolder by a specified parent folder ID.

GET api/Files/GetFileDirectUrl/{fileId}

Returns direct AWS URL for a file by specified ID.

Insured

APIDescription
POST api/Insured/Insert

Insert/Update insured/prospect.

POST api/Insured/OnlyInsertInsured

Insert insured/prospect.

POST api/Insured/InsertNoOverride

Insert/Update insured/prospect.

GET api/Insured/GetInsuredFilesList?insuredId={insuredId}&folderId={folderId}&isInsuredVisibleFolder={isInsuredVisibleFolder}

Insured files list endpoint.

PUT api/Insured/UploadInsuredFile?insuredId={insuredId}&folderId={folderId}&creatorName={creatorName}&isInsuredVisibleFolder={isInsuredVisibleFolder}

Use this endpoint to upload file to insured folder. Body must be of multipart/form-data content with appropriate headers. Only one file at a time is allowed to attach. To create a new folder under some specific folder,use CreateFolder end point by passing files->databaseId (of type 2 (Folder)) from GetInsuredFilesList end point as a parent id. This will create new folder under specific folder. Use files->databaseId (of type 2 (Folder)) from GetInsuredFilesList or data->databaseId from CreateFolder end point as a folder id in UploadInsuredFile. This will upload file in that particular folder.

POST api/Insured/InsuredXDatesAndLinesOfBusiness

Insured X-Dates and Lines of Business list endpoint.

POST api/Insured/InsuredContacts

Insured contacts list endpoint.

POST api/Insured/InsuredPolicies

Insured policies list endpoint.

POST api/Insured/InsuredTags

Insured tags list endpoint.

POST api/Insured/InsuredClaims

Insured claims list endpoint.

POST api/Insured/InsuredNotes

Insured notes list endpoint.

POST api/Insured/InsuredTasks

Insured tasks list endpoint.

POST api/Insured/InsuredSMS

Insured Sms list endpoint.

POST api/Insured/PendingCancellations

Insured Pending Cancellations list endpoint.

POST api/Insured/InsuredCustomFields

Insured Custom fields list endpoint.

Policy

APIDescription
POST api/Policy/Insert

Insert/update policy

POST api/Policy/InsertWithEndorementId

Insert/update policy

GET api/Policy/FindPolicies?Number={Number}&EffD={EffD}&ExpD={ExpD}&Carrier={Carrier}&Lob={Lob}&IId={IId}&ICommN={ICommN}&IEmail={IEmail}&IFN={IFN}&ILN={ILN}

Find policy through number/carrier/LOB/Effective/Expiry date.

GET api/Policy/GetPolicyFilesList?insuredId={insuredId}&policyId={policyId}&folderId={folderId}

Policy files list endpoint.

GET api/Policy/GetPolicyFilesListByInsuredId?insuredId={insuredId}

This end point returns all policies files and folders list based on insured database id.

PUT api/Policy/UploadPolicyFile?insuredId={insuredId}&policyId={policyId}&folderId={folderId}&creatorName={creatorName}

Use this endpoint to upload file to insured folder. Body must be of multipart/form-data content with appropriate headers. Only one file at a time is allowed to attach.

POST api/Policy/PolicyDrivers

Policy drivers list endpoint.

POST api/Policy/PolicyVehicles

Policy vehicles and respective vehicle drivers list endpoint.

POST api/Policy/PolicyProperties?Active={Active}

Policy properties list endpoint.

POST api/Policy/PolicyAgents

Policy agents list endpoint.

POST api/Policy/PolicyCSR

Policy CSRS list endpoint.

POST api/Policy/PolicyAgencyLocation

Policy agency location endpoint.

POST api/Policy/PolicyLineOfBusiness

Policy line of business endpoint.

POST api/Policy/PendingCancellations

Policy pending cancellations endpoint.

GET api/Policy/Coverages

Policy coverages endpoint.

GET api/Policy/StatusTypes

Policy status type.

POST api/Policy/PolicyTags

Policy tags endpoint.

POST api/Policy/InsertAdditionalInsured

This endpoint is used to insert policy/Insured additional insured details.

CustomPanel

APIDescription
POST api/CustomPanel/Insert

Insert/update custom panel

GET api/CustomPanel/GetStructure

Get custom panel detail list

HealthCheck

APIDescription
GET api/HealthCheck/GetStatus

No documentation available.

ImportData

APIDescription
POST api/CloudItProcessData

Insert quote request.

POST api/PushQuoteApplications

Temporary log the user request for coding purpose.

POST api/QuoteRush/PushQuoteApplications

Temporary log the user request for coding purpose.

POST api/AgencyRevolution/Activities

Temporary log the user request for coding purpose.

POST api/Xml/PushProspects

Insert insured and quote request

POST api/Nationwide/CallbackURL

Temporary log the user request for coding purpose.

POST api/PushJsonQuoteApplications

Insert insured and quote request

POST api/CognitoWebHook

Insert insured and quote request

POST api/QuoteRequestExternalImport

Insert insured and quote request

POST api/QuoteRequestExternalImportWithProspect

Insert insured and quote request

POST api/PLRater/ImportXMLs

Temporary log the user request for coding purpose.

Message

APIDescription
POST api/sms/subscribe-for-inbound-message

No documentation available.

DELETE api/sms/unsubscribe-from-inbound-message

No documentation available.

GET api/sms/get-user-message-subscriptions?UserId={UserId}&AgencyId={AgencyId}

No documentation available.

GET api/sms/get-message-subscription?MessageSubscriptionId={MessageSubscriptionId}&UserId={UserId}&AgencyId={AgencyId}

No documentation available.

DELETE api/sms/delete-message-subscription?MessageSubscriptionId={MessageSubscriptionId}&UserId={UserId}&AgencyId={AgencyId}

No documentation available.

PUT api/sms/update-message-subscription

No documentation available.

POST api/sms/send-message

No documentation available.

POST api/sms/send-mass-message

No documentation available.

GET api/sms/get-mms-file/{AgencyId}/{FileId}

No documentation available.

POST api/sms/twilio-receive-inbound-message

No documentation available.

POST api/sms/global-telecom-receive-inbound-message

No documentation available.

POST api/sms/ring-central-receive-inbound-message

No documentation available.

POST api/sms/spoke-receive-inbound-message

No documentation available.

Property

APIDescription
POST api/Property/InsertOrUpdate

Insert/update property.

GET api/Property/FindProperties?AddressLine1={AddressLine1}&City={City}&ZipCode={ZipCode}&InsuredId={InsuredId}&ICommN={ICommN}&IEmail={IEmail}&IFN={IFN}&ILN={ILN}

Find property through AddressLine1/City/ZipCode/InsuredId.

Histories

APIDescription
POST api/Activities/GetViewHistory

No documentation available.

Customer

APIDescription
GET api/Customers/GetCustomers?Name={Name}&Address={Address}&Email={Email}&Phone={Phone}&InsuredId={InsuredId}&CustomerId={CustomerId}&DatabaseId={DatabaseId}

Search Insured/Prospect through Name/Phone/Email/Address/InsuredId/CustomerId

WorkersCompensation

APIDescription
POST api/WorkersCompensation/Insert

Insert worker compensation record.

PendingCancellation

APIDescription
POST api/PendingCancellation/Insert

Insert/Update Pending Cancellations.

Driver

APIDescription
POST api/Driver/BulkInsertDriver

Bulk insert/update drivers

POST api/Driver/InsertDriver

Insert/update driver

GET api/Driver/FindDrivers?FirstName={FirstName}&LastName={LastName}&InsuredId={InsuredId}&ICommN={ICommN}&IEmail={IEmail}&IFN={IFN}&ILN={ILN}

Find drivers through InsuredId/First/Last Name.

Vehicle

APIDescription
POST api/Vehicle/BulkInsertVehicle

Bulk insert/update vehicles.

POST api/Vehicle/InsertVehicle

Insert/update vehicle.

InsuredAgentList

APIDescription
POST api/Insured/InsuredAgents

Insured agents list endpoint.

Note

APIDescription
GET api/Note/GetContactNoteFilesList?noteId={noteId}&folderId={folderId}

Note files list endpoint.

PUT api/Note/UploadContactNoteFile?noteId={noteId}&folderId={folderId}&creatorName={creatorName}

Use this endpoint to upload file to contact (insured, prospect, etc...) note folder. Body must be of multipart/form-data content with appropriate headers. Only one file at a time is allowed to attach. To create a new folder under some specific folder,use CreateFolder end point by passing files->databaseId (of type 2 (Folder)) from GetNoteFilesList end point as a parent id. This will create new folder under specific folder. Use files->databaseId (of type 2 (Folder)) from GetNoteFilesList or data->databaseId from CreateFolder end point as a folder id in UploadContactNoteFile. This will upload file in that particular folder.

Quote

APIDescription
POST api/Quote/Insert

Insert/update quote/policy. Alternative methods are supplied, kindly used them.

AgencyLocationList

APIDescription
GET api/AgencyLocationList?key={key}

Get agency location list.

TasksList

APIDescription
GET api/TasksList?key={key}

Get tasks list.

PolicyDetailList

APIDescription
GET api/PolicyDetailList?key={key}

Use this endpoint to get only policy related information.

PolicyEndorsementDetailList

APIDescription
GET api/PolicyEndorsementDetailList?key={key}

Use this endpoint to get policy endorsement related information.

QuoteApplicationList

APIDescription
GET api/QuoteApplicationList?key={key}

Get quote application list.

PolicyEndorsementFinanceCompanyIncentiveDetailList

APIDescription
GET api/PolicyEndorsementFinanceCompanyIncentiveDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

OtherClaimsList

APIDescription
GET api/OtherClaimsList?key={key}

Get other type claims list.

PolicyEndorsementReceivableDetailList

APIDescription
GET api/PolicyEndorsementReceivableDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

NotesTypeList

APIDescription
GET api/NotesTypeList?key={key}

This end point is used to get notes type list.InsuranceAgencyId property null value indicates system level default values.

NotesList

APIDescription
GET api/NotesList?key={key}

Get notes list.

DriverList

APIDescription
GET api/DriverList?key={key}&Active={Active}

Get drivers list.

PolicyAdditionalInterestDetailList

APIDescription
GET api/PolicyAdditionalInterestDetailList?key={key}

Use this endpoint to get policy additional interests information.

CertificateHolderList

APIDescription
GET api/CertificateHolderList?key={key}

Get certificate holder(s) list.

FinanceCompanyDetailList

APIDescription
GET api/FinanceCompanyDetailList?key={key}&Active={Active}

Get financecompany details list.

PropertyLossClaimList

APIDescription
GET api/PropertyLossClaimList?key={key}

Get property loss claims list.

SubAgencySignUp

APIDescription
POST api/SubAgencySignUp

Sign Up for Sub Agencies

AgencyQueuesList

APIDescription
GET api/AgencyQueuesList?queueId={queueId}

Get rabbit queue agencies list.

DeletedInsuredList

APIDescription
GET api/DeletedInsuredList?key={key}

Get deleted insureds list.

OpportunityStageList

APIDescription
GET api/OpportunityStageList?key={key}

Get Opportunity stages list.

FinanceAgreementDetailList

APIDescription
GET api/FinanceAgreementDetailList?key={key}

FinanceAgreement details.

TaskCategoryDetailList

APIDescription
GET api/TaskCategoryDetailList?key={key}

Get tasks category list.InsuranceAgencyId property null value indicates system level default values.

ServiceRequestsPolicyChangeList

APIDescription
GET api/ServiceRequestsPolicyChangeList?key={key}

Get service request policy change details list.

InsuredDetailList

APIDescription
GET api/InsuredDetailList?key={key}&Active={Active}

Insured/Prospect details.

ReceiptsList

APIDescription
GET api/ReceiptsList?key={key}

Get receipts list.

PolicyEndorsementAgencyCommissionDetailList

APIDescription
GET api/PolicyEndorsementAgencyCommissionDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

CarrierDetailList

APIDescription
GET api/CarrierDetailList?key={key}&Active={Active}

Get carrier details list.

InLandMarineDetailList

APIDescription
GET api/InLandMarineDetailList?key={key}

Get Inland marine detail list.

LineOfBusinessClassList

APIDescription
GET api/LineOfBusinessClassList?key={key}

Get LOB class list.

ProspectStatusList

APIDescription
GET api/ProspectStatusList?key={key}

Prospect status details.

OpportunitiesDispositionList

APIDescription
GET api/OpportunitiesDispositionList?key={key}

Opportunities Disposition details.

ServiceRequestsAddVehicleList

APIDescription
GET api/ServiceRequestsAddVehicleList?key={key}

Get service request add vehicle details list.

WorkersCompensationList

APIDescription
GET api/WorkersCompensationList?key={key}

Get insured workers compensation items list.

PolicyEndorsementFinancingDetailList

APIDescription
GET api/PolicyEndorsementFinancingDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

AutomobileLossClaimList

APIDescription
GET api/AutomobileLossClaimList?key={key}

Get automobile loss claims list.

GeneralLiabilityList

APIDescription
GET api/GeneralLiabilityList?key={key}

Get insured general liabilities items list.

ServiceRequestsVehicleTransferList

APIDescription
GET api/ServiceRequestsVehicleTransferList?key={key}

Get service request vehicle transfer details list.

InsuranceAgencyDetailList

APIDescription
GET api/InsuranceAgencyDetailList?key={key}

Get insurance agency detail.

HistoricalCertificateHolderList

APIDescription
GET api/HistoricalCertificateHolderList?key={key}

Get historical certificate holder(s) list.

CLRatingDetailList

APIDescription
GET api/CLRatingDetailList?key={key}

Get CLRating detail list.

PolicyImportantDateList

APIDescription
GET api/PolicyImportantDateList?key={key}

Use this endpoint to get policy important date information.

HoaUnitDetailList

APIDescription
GET api/HoaUnitDetailList?key={key}

Hoa Unit details.

UnderwriterDetailList

APIDescription
GET api/UnderwriterDetailList?key={key}&Active={Active}

Get underwriter details list.

InsuredLocationList

APIDescription
GET api/InsuredLocationList?key={key}

Get Insured locations list.

VehicleList

APIDescription
GET api/VehicleList?key={key}&Active={Active}

Get vehicles list.

LineOfBusinessList

APIDescription
GET api/LineOfBusinessList?key={key}

Get LOB list.

ReferralSourceCategoryDetailList

APIDescription
GET api/ReferralSourceCategoryDetailList?key={key}

Get referral source details list.

OpportunityTrackingKeyList

APIDescription
GET api/OpportunityTrackingKeyList?key={key}

Opportunities tracking key details.

GeneralLiabilityClaimList

APIDescription
GET api/GeneralLiabilityClaimList?key={key}

Get general liability claims detail list.

ServiceRequestsAddressChangeList

APIDescription
GET api/ServiceRequestsAddressChangeList?key={key}

Get service request address change list.

ReferralSourceDetailList

APIDescription
GET api/ReferralSourceDetailList?key={key}&Active={Active}

Get referral source details list.

CallLogRecordList

APIDescription
GET api/CallLogRecordList?key={key}

Get call log record list.

ServiceRequestsGeneralNewList

APIDescription
GET api/ServiceRequestsGeneralNewList?key={key}

Get new service requests general list.

ServiceRequestsGenericList

APIDescription
GET api/ServiceRequestsGenericList?key={key}

Get generic service requests list.

LinkedInsuredList

APIDescription
GET api/LinkedInsuredList?key={key}

Get insured linked insured(s).

ToDoList

APIDescription
GET api/ToDoList?key={key}

Get Todo list.

AgencyTagsList

APIDescription
GET api/AgencyTagsList?key={key}

Get insurance agency level all tags list.

GroupHealthMemberList

APIDescription
GET api/GroupHealthMemberList?key={key}

Get group health members list.

PropertyList

APIDescription
GET api/PropertyList?key={key}

Get properties list.

ClaimList

APIDescription
GET api/ClaimList?key={key}

Get claims list.

MedicalHealthCareClaimList

APIDescription
GET api/MedicalHealthCareClaimList?key={key}

Get medical health care claims list.

PolicyRenewalAdjustmentList

APIDescription
GET api/PolicyRenewalAdjustmentList?ExpirationDateFrom={ExpirationDateFrom}&ExpirationDateTo={ExpirationDateTo}&CreateDateFrom={CreateDateFrom}&CreateDateTo={CreateDateTo}

Get policy renewal adjustment details list.

OtherInsuredDetailList

APIDescription
GET api/OtherInsuredDetailList?key={key}&Active={Active}

Get other insured details list.

SMSList

APIDescription
GET api/SMSList?key={key}

Get SMS list.

StateList

APIDescription
GET api/StateList?key={key}

Get states list.

MotorTruckDetailList

APIDescription
GET api/MotorTruckDetailList?key={key}

motor truck details.

ServiceRequestsRemoveDriverList

APIDescription
GET api/ServiceRequestsRemoveDriverList?key={key}

Get service request remove driver list.

PrincipalList

APIDescription
GET api/PrincipalList?key={key}

Get contacts list.

TagsList

APIDescription
GET api/TagsList?key={key}

Get tags list.

OpportunitiesList

APIDescription
GET api/OpportunitiesList?key={key}

Get opportunities list.

AgentList

APIDescription
GET api/AgentList?key={key}

Get agents list.

PolicyEndorsementAgentsCommissionDetailList

APIDescription
GET api/PolicyEndorsementAgentsCommissionDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

LifeInsuranceDetailList

APIDescription
GET api/LifeInsuranceDetailList?key={key}

life insurance details.

EquipmentDetailList

APIDescription
GET api/EquipmentDetailList?key={key}

Equipment details.

PolicyEndorsementPayableDetailList

APIDescription
GET api/PolicyEndorsementPayableDetailList?key={key}

Use this endpoint to get policy endorsement agency commission related information.

NotesHistoryList

APIDescription
GET api/NotesHistoryList?key={key}

Get notes detail history list.

WorkerCompensationClaimList

APIDescription
GET api/WorkerCompensationClaimList?key={key}

Get worker compensation claims list.

ServicesRequestAddDriverList

APIDescription
GET api/ServicesRequestAddDriverList?key={key}

Get service request add driver details list.

CustomFieldsList

APIDescription
GET api/CustomFieldsList?key={key}

Get custom fields list.