OpportunityStage
| API | Description |
|---|---|
| POST api/OpportunityStage/InsertOrUpdate |
Insert/update opportunity stage. |
InsuredAndPolicies
| API | Description |
|---|---|
| POST api/InsuredAndPolicies/Insert |
Insert/update insured/prospect and respective policies/quotes. |
Zapier
TruckingCompanyCustomField
| API | Description |
|---|---|
| POST api/SimpleCustomField/Insert |
Inserts or updates a simple custom field for a trucking company. |
InsuredAgencyLocationList
| API | Description |
|---|---|
| POST api/Insured/InsuredAgencyLocation |
Insured agency locations list endpoint. |
PolicyCoverage
| API | Description |
|---|---|
| POST api/PolicyCoverage/Insert |
Delete existing coverages and add new policy coverages. |
PolicyAICallLog
| API | Description |
|---|---|
| POST api/PolicyAICallLog/UpdateElastic |
Update policy AI log record. |
| POST api/PolicyAICallLog/Update |
No documentation available. |
Quote
| API | Description |
|---|---|
| POST api/Quote/Insert |
Insert/update quote/policy. Alternative methods are supplied, kindly used them. |
Note
| API | Description |
|---|---|
| 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. |
| GET api/Note/GetOpportunityFilesList?opportunityId={opportunityId}&folderId={folderId} |
Opportunity files/folders list endpoint. |
| PUT api/Note/UploadOpportunityFile?opportunityId={opportunityId}&folderId={folderId}&creatorName={creatorName} | |
| PUT api/Note/ArchiveNote?noteDatabaseId={noteDatabaseId}&isArchive={isArchive} |
This end point is usde to archive note.By default isArchive is false, set it to true in order to archive a note. |
WorkersCompensation
| API | Description |
|---|---|
| POST api/WorkersCompensation/Insert |
Insert worker compensation record. |
BuildingAccordEighty
| API | Description |
|---|---|
| POST api/BuildingAccordEighty/InsertOrUpdate |
No documentation available. |
ClAutoRating
| API | Description |
|---|---|
| POST api/ClAutoRating/InsertUpdateCLAutoRatingData |
Insert/Update ClAutoRating Data. |
Insured
| API | Description |
|---|---|
| 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}&mcNumber={mcNumber} |
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. |
| PUT api/DataImports/UploadDataImportFile?dataImportType={dataImportType} | |
| PUT api/DataImports/UploadCarrierDownloadFile?xmlType={xmlType}&providerType={providerType} |
No documentation available. |
SendCertificate
| API | Description |
|---|---|
| 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) |
Receipt
| API | Description |
|---|---|
| POST api/Receipt/InsertOrUpdateQuickPayment |
Insert/Update receipt quick payment |
| POST api/Receipt/InsertOrUpdateTakePayment |
Insert/Update receipt payment |
CertificateHolder
| API | Description |
|---|---|
| POST api/CertificateHolder/Insert |
Insert/Update certificate holder. |
Message
InsuredCSRList
| API | Description |
|---|---|
| POST api/Insured/InsuredCSRS |
Insured CSRS list endpoint. |
Customer
| API | Description |
|---|---|
| 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 |
NoteDisposition
| API | Description |
|---|---|
| POST api/NoteDisposition/InsertUpdateNoteDisposition |
Insert/update note disposition. |
AgencyLocation
| API | Description |
|---|---|
| POST api/InsuranceAgencyLocation/Insert |
Insert/Update insurance agency location. |
GroupHealthMember
| API | Description |
|---|---|
| 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. |
AgencyTags
| API | Description |
|---|---|
| POST api/AgencyTags/InsertUpdate |
Insert/Update agency tags. |
Driver
| API | Description |
|---|---|
| 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. |
Quinstreet
| API | Description |
|---|---|
| POST api/PushQuinstreetSCId |
Save Smart Coverage Id from Quinstreet |
HealthCheck
| API | Description |
|---|---|
| GET api/HealthCheck/GetStatus |
No documentation available. |
ServiceRequestCertificateOfInsurance
| API | Description |
|---|---|
| POST api/ServiceRequestCertificateOfInsurance/InsertOrUpdate |
Insert/update service request certificate of insurance. |
Vehicle
| API | Description |
|---|---|
| POST api/Vehicle/BulkInsertVehicle |
Bulk insert/update vehicles. |
| POST api/Vehicle/InsertVehicle |
Insert/update vehicle. |
Sms
| API | Description |
|---|---|
| POST api/Twilio/Sms |
Insert twilio messages. |
TasksWorkGroup
| API | Description |
|---|---|
| POST api/TasksWork/InsertUpdate |
Insert/Update task work group. |
Agent
| API | Description |
|---|---|
| POST api/Agent/InsertUpdate |
Insert/Update agents. |
Opportunity
| API | Description |
|---|---|
| DELETE api/Opportunity/Delete?opportunityDatabaseId={opportunityDatabaseId} |
No documentation available. |
Property
| API | Description |
|---|---|
| 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. |
ReceiptPaymentLink
Generate payment link against particular receipt
| API | Description |
|---|---|
| GET api/ReceiptPaymentLink/PaymentLink?paymentVia={paymentVia}&receiptDatabaseId={receiptDatabaseId}&receiptNumber={receiptNumber} |
No documentation available. |
Histories
| API | Description |
|---|---|
| POST api/Activities/GetViewHistory |
No documentation available. |
Files
| API | Description |
|---|---|
| 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. |
| GET api/Files/GetInsuredLevelFolders/{insuredDatabaseId} |
Returns Insured files folder details. |
| GET api/Files/GetOpportunityLevelFolders/{opportunityDatabaseId} |
Returns opportunity files folder details. |
| GET api/Files/GetPolicyLevelFolders?insuredDatabaseId={insuredDatabaseId}&policyDatabaseId={policyDatabaseId} |
Returns policy folder details. |
Equipment
| API | Description |
|---|---|
| POST api/Equipment/BulkInsertUpdate |
Bulk insert/update equipment |
InsuredAgentList
| API | Description |
|---|---|
| POST api/Insured/InsuredAgents |
Insured agents list endpoint. |
InsuredLocation
| API | Description |
|---|---|
| POST api/InsuredLocation/Insert |
Insert/Update insured/prospect location. |
Rolodex
| API | Description |
|---|---|
| POST api/Rolodex/Insert |
Insert/Update rolodex records. |
CustomPanel
| API | Description |
|---|---|
| POST api/CustomPanel/Insert |
Insert/update custom panel |
| GET api/CustomPanel/GetStructure |
Get custom panel detail list |
PendingCancellation
| API | Description |
|---|---|
| POST api/PendingCancellation/Insert |
Insert/Update Pending Cancellations. |
FloodCoverage
| API | Description |
|---|---|
| POST api/FloodCoverage/InsertUpdate |
Insert/Update insured flood coverages. |
MotorTruck
| API | Description |
|---|---|
| POST api/MotorTruck/Insert |
Insert/Update motor truck cargo. |
Policy
ImportData
| API | Description |
|---|---|
| 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. |
TagsList
| API | Description |
|---|---|
| GET api/TagsList?key={key} |
Get tags list. |
ReceiptsList
| API | Description |
|---|---|
| GET api/ReceiptsList?key={key} |
Get receipts list. |
ServiceRequestCertificateOfInsuranceList
| API | Description |
|---|---|
| GET api/ServiceRequestCertificateOfInsuranceList?key={key} |
Get service request certificate of Insurances list. |
ClaimList
| API | Description |
|---|---|
| GET api/ClaimList?key={key} |
Get claims list. |
LineOfBusinessList
| API | Description |
|---|---|
| GET api/LineOfBusinessList?key={key} |
Get LOB list. |
PolicyEndorsementAgentsCommissionDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementAgentsCommissionDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
CLCommercialAutoRatingDetailList
| API | Description |
|---|---|
| GET api/CLCommercialAutoRatingDetailList?key={key} |
Get CLCommercialAutoRating detail list. |
PolicyAdditionalInterestDetailList
| API | Description |
|---|---|
| GET api/PolicyAdditionalInterestDetailList?key={key} |
Use this endpoint to get policy additional interests information. |
PolicyEndorsementFinanceCompanyIncentiveDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementFinanceCompanyIncentiveDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
ServiceRequestsRemoveDriverList
| API | Description |
|---|---|
| GET api/ServiceRequestsRemoveDriverList?key={key} |
Get service request remove driver list. |
FinanceCompanyDetailList
| API | Description |
|---|---|
| GET api/FinanceCompanyDetailList?key={key}&Active={Active} |
Get financecompany details list. |
InLandMarineDetailList
| API | Description |
|---|---|
| GET api/InLandMarineDetailList?key={key} |
Get Inland marine detail list. |
NotesTypeList
| API | Description |
|---|---|
| GET api/NotesTypeList?key={key} |
This end point is used to get notes type list.InsuranceAgencyId property null value indicates system level default values. |
ServiceRequestsGeneralNewList
| API | Description |
|---|---|
| GET api/ServiceRequestsGeneralNewList?key={key} |
Get new service requests general list. |
AgencyTagsList
| API | Description |
|---|---|
| GET api/AgencyTagsList?key={key} |
Get insurance agency level all tags list. |
InsuranceAgencyDetailList
| API | Description |
|---|---|
| GET api/InsuranceAgencyDetailList?key={key} |
Get insurance agency detail. |
OtherInsuredDetailList
| API | Description |
|---|---|
| GET api/OtherInsuredDetailList?key={key}&Active={Active} |
Get other insured details list. |
ServicesRequestAddDriverList
| API | Description |
|---|---|
| GET api/ServicesRequestAddDriverList?key={key} |
Get service request add driver details list. |
PrincipalList
| API | Description |
|---|---|
| GET api/PrincipalList?key={key} |
Get contacts list. |
OtherClaimsList
| API | Description |
|---|---|
| GET api/OtherClaimsList?key={key} |
Get other type claims list. |
ProfessionalLiabilityDetailList
| API | Description |
|---|---|
| GET api/ProfessionalLiabilityDetailList?key={key} |
Professional liability details. |
GeneralLiabilityList
| API | Description |
|---|---|
| GET api/GeneralLiabilityList?key={key} |
Get insured general liabilities items list. |
VehicleList
| API | Description |
|---|---|
| GET api/VehicleList?key={key}&Active={Active} |
Get vehicles list. |
CallLogRecordList
| API | Description |
|---|---|
| GET api/CallLogRecordList?key={key} |
Get call log record list. |
PolicyVehiclePropertyCoverage
| API | Description |
|---|---|
| GET api/PolicyVehiclePropertyCoverage?key={key} |
Use this endpoint to get policy vehicle/property coverages information. |
PolicyAgentCommissionRuleList
| API | Description |
|---|---|
| GET api/PolicyAgentCommissionRuleList?key={key} |
Get policy commission agent rules list. |
MedicalHealthCareClaimList
| API | Description |
|---|---|
| GET api/MedicalHealthCareClaimList?key={key} |
Get medical health care claims list. |
TasksList
| API | Description |
|---|---|
| GET api/TasksList?key={key} |
Get tasks list. |
ServiceRequestsGenericList
| API | Description |
|---|---|
| GET api/ServiceRequestsGenericList?key={key} |
Get generic service requests list. |
RolodexDetailList
| API | Description |
|---|---|
| GET api/RolodexDetailList?key={key} |
Rolodex details. |
NotesHistoryList
| API | Description |
|---|---|
| GET api/NotesHistoryList?key={key} |
Get notes detail history list. |
DeletedInsuredList
| API | Description |
|---|---|
| GET api/DeletedInsuredList?key={key} |
Get deleted insureds list. |
PolicyDetailList
| API | Description |
|---|---|
| GET api/PolicyDetailList?key={key}&isActive={isActive} |
Use this endpoint to get only policy related information. |
HoaUnitDetailList
| API | Description |
|---|---|
| GET api/HoaUnitDetailList?key={key} |
Hoa Unit details. |
PolicyEndorsementDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementDetailList?key={key} |
Use this endpoint to get policy endorsement related information. |
LifeInsuranceDetailList
| API | Description |
|---|---|
| GET api/LifeInsuranceDetailList?key={key} |
life insurance details. |
PolicyEndorsementFinancingDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementFinancingDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
PolicyEndorsementPayableDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementPayableDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
DriverList
| API | Description |
|---|---|
| GET api/DriverList?key={key}&Active={Active} |
Get drivers list. |
UserList
| API | Description |
|---|---|
| GET api/UserList?key={key} |
Get User list. |
FloodCoverageDetailList
| API | Description |
|---|---|
| GET api/FloodCoverageDetailList?key={key} |
Get CLCommercialAutoRating detail list. |
NotesList
| API | Description |
|---|---|
| GET api/NotesList?key={key} |
Get notes list. |
PolicyEndorsementReceivableDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementReceivableDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
EquipmentDetailList
| API | Description |
|---|---|
| GET api/EquipmentDetailList?key={key} |
Equipment details. |
AgencyLocationList
| API | Description |
|---|---|
| GET api/AgencyLocationList?key={key} |
Get agency location list. |
SMSList
| API | Description |
|---|---|
| GET api/SMSList?key={key} |
Get SMS list. |
OpportunityTrackingKeyList
| API | Description |
|---|---|
| GET api/OpportunityTrackingKeyList?key={key} |
Opportunities tracking key details. |
ProspectStatusList
| API | Description |
|---|---|
| GET api/ProspectStatusList?key={key} |
Prospect status details. |
PolicyRenewalAdjustmentList
| API | Description |
|---|---|
| GET api/PolicyRenewalAdjustmentList?ExpirationDateFrom={ExpirationDateFrom}&ExpirationDateTo={ExpirationDateTo}&CreateDateFrom={CreateDateFrom}&CreateDateTo={CreateDateTo} |
Get policy renewal adjustment details list. |
WaterCraftList
| API | Description |
|---|---|
| GET api/WaterCraftList?key={key} |
Get watercraft list. |
WorkerCompensationClaimList
| API | Description |
|---|---|
| GET api/WorkerCompensationClaimList?key={key} |
Get worker compensation claims list. |
MotorTruckDetailList
| API | Description |
|---|---|
| GET api/MotorTruckDetailList?key={key} |
motor truck details. |
InsuredDetailList
| API | Description |
|---|---|
| GET api/InsuredDetailList?key={key}&Active={Active}&showAll={showAll} |
Insured/Prospect details. |
LineOfBusinessClassList
| API | Description |
|---|---|
| GET api/LineOfBusinessClassList?key={key} |
Get LOB class list. |
ReferralSourceDetailList
| API | Description |
|---|---|
| GET api/ReferralSourceDetailList?key={key}&Active={Active} |
Get referral source details list. |
ToDoList
| API | Description |
|---|---|
| GET api/ToDoList?key={key} |
Get Todo list. |
WorkersCompensationList
| API | Description |
|---|---|
| GET api/WorkersCompensationList?key={key} |
Get insured workers compensation items list. |
PropertyLossClaimList
| API | Description |
|---|---|
| GET api/PropertyLossClaimList?key={key} |
Get property loss claims list. |
InsuredLocationList
| API | Description |
|---|---|
| GET api/InsuredLocationList?key={key} |
Get Insured locations list. |
AgencyQueuesList
| API | Description |
|---|---|
| GET api/AgencyQueuesList?queueId={queueId} |
Get rabbit queue agencies list. |
ServiceRequestsVehicleTransferList
| API | Description |
|---|---|
| GET api/ServiceRequestsVehicleTransferList?key={key} |
Get service request vehicle transfer details list. |
StateList
| API | Description |
|---|---|
| GET api/StateList?key={key} |
Get states list. |
UnderwriterDetailList
| API | Description |
|---|---|
| GET api/UnderwriterDetailList?key={key}&Active={Active} |
Get underwriter details list. |
CertificateHolderList
| API | Description |
|---|---|
| GET api/CertificateHolderList?key={key} |
Get certificate holder(s) list. |
FinanceAgreementDetailList
| API | Description |
|---|---|
| GET api/FinanceAgreementDetailList?key={key} |
FinanceAgreement details. |
LinkedInsuredList
| API | Description |
|---|---|
| GET api/LinkedInsuredList?key={key} |
Get insured linked insured(s). |
AutomobileLossClaimList
| API | Description |
|---|---|
| GET api/AutomobileLossClaimList?key={key} |
Get automobile loss claims list. |
OpportunitiesList
| API | Description |
|---|---|
| GET api/OpportunitiesList?key={key} |
Get opportunities list. |
PolicyEndorsementAgencyCommissionDetailList
| API | Description |
|---|---|
| GET api/PolicyEndorsementAgencyCommissionDetailList?key={key} |
Use this endpoint to get policy endorsement agency commission related information. |
ServiceRequestsAddressChangeList
| API | Description |
|---|---|
| GET api/ServiceRequestsAddressChangeList?key={key} |
Get service request address change list. |
TasksWorkGroupList
| API | Description |
|---|---|
| GET api/TasksWorkGroupList?key={key} |
Get tasks work group list. |
PropertyList
| API | Description |
|---|---|
| GET api/PropertyList?key={key} |
Get properties list. |
HistoricalCertificateHolderList
| API | Description |
|---|---|
| GET api/HistoricalCertificateHolderList?key={key} |
Get historical certificate holder(s) list. |
ServiceRequestsPolicyChangeList
| API | Description |
|---|---|
| GET api/ServiceRequestsPolicyChangeList?key={key} |
Get service request policy change details list. |
OpportunitiesDispositionList
| API | Description |
|---|---|
| GET api/OpportunitiesDispositionList?key={key} |
Opportunities Disposition details. |
GroupHealthMemberList
| API | Description |
|---|---|
| GET api/GroupHealthMemberList?key={key} |
Get group health members list. |
ServiceRequestsAddVehicleList
| API | Description |
|---|---|
| GET api/ServiceRequestsAddVehicleList?key={key} |
Get service request add vehicle details list. |
CustomFieldValuesList
| API | Description |
|---|---|
| GET api/CustomFieldValuesList?key={key} |
Get custom fields values list. |
OpportunityStageList
| API | Description |
|---|---|
| GET api/OpportunityStageList?key={key} |
Get Opportunity stages list. |
BuildingAccordEightyList
| API | Description |
|---|---|
| GET api/BuildingAccordEightyList?key={key} |
Get properties list. |
CertificatesList
| API | Description |
|---|---|
| GET api/CertificatesList?key={key} |
Get certificates list. |
PolicyImportantDateList
| API | Description |
|---|---|
| GET api/PolicyImportantDateList?key={key} |
Use this endpoint to get policy important date information. |
CustomFieldsList
| API | Description |
|---|---|
| GET api/CustomFieldsList?key={key} |
Get custom fields list. |
QuoteApplicationList
| API | Description |
|---|---|
| GET api/QuoteApplicationList?key={key} |
Get quote application list. |
GeneralLiabilityClaimList
| API | Description |
|---|---|
| GET api/GeneralLiabilityClaimList?key={key} |
Get general liability claims detail list. |
PolicyLeadSourceList
| API | Description |
|---|---|
| GET api/PolicyLeadSourceList?key={key} |
Use this endpoint to get policy lead sources. |
AgentList
| API | Description |
|---|---|
| GET api/AgentList?key={key} |
Get agents list. |
TaskCategoryDetailList
| API | Description |
|---|---|
| GET api/TaskCategoryDetailList?key={key} |
Get tasks category list.InsuranceAgencyId property null value indicates system level default values. |
CarrierDetailList
| API | Description |
|---|---|
| GET api/CarrierDetailList?key={key}&Active={Active} |
Get carrier details list. |
PolicyFinanceCompanyList
| API | Description |
|---|---|
| GET api/PolicyFinanceCompanyList?key={key} |
Use this endpoint to get policy finance companies. |
CLRatingDetailList
| API | Description |
|---|---|
| GET api/CLRatingDetailList?key={key} |
Get CLRating detail list. |
ReferralSourceCategoryDetailList
| API | Description |
|---|---|
| GET api/ReferralSourceCategoryDetailList?key={key} |
Get referral source details list. |