Receipt
API | Description |
---|---|
POST api/Receipt/InsertOrUpdateQuickPayment |
Insert/Update receipt quick payment |
POST api/Receipt/InsertOrUpdateTakePayment |
Insert/Update receipt payment |
SendCertificate
API | Description |
---|---|
POST api/SendCertificate/SendCertificate |
Send certificates through email or fax. |
InsuredAndPolicies
API | Description |
---|---|
POST api/InsuredAndPolicies/Insert |
Insert/update insured/prospect and respective policies/quotes. |
InsuredCSRList
API | Description |
---|---|
POST api/Insured/InsuredCSRS |
Insured CSRS list endpoint. |
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. |
Sms
API | Description |
---|---|
POST api/Twilio/Sms |
Insert twilio messages. |
InsuredLocation
API | Description |
---|---|
POST api/InsuredLocation/Insert |
Insert/Update insured/prospect location. |
Zapier
InsuredAgencyLocationList
API | Description |
---|---|
POST api/Insured/InsuredAgencyLocation |
Insured agency locations list endpoint. |
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. |
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/GetInsuredFiles?insuredId={insuredId}&loadPolicyFiles={loadPolicyFiles} |
OBSOLETE! Please stop using this endpoint as it will be removed in one of major releases in future. Use api/Insured/GetInsuredFilesList instead. |
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. |
Policy
CustomPanel
API | Description |
---|---|
POST api/CustomPanel/Insert |
Insert/update custom panel |
GET api/CustomPanel/GetStructure |
Get custom panel detail list |
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. |
Message
API | Description |
---|---|
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. |
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. |
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 |
WorkersCompensation
API | Description |
---|---|
POST api/WorkersCompensation/Insert |
Insert worker compensation record. |
PendingCancellation
API | Description |
---|---|
POST api/PendingCancellation/Insert |
Insert/Update Pending Cancellations. |
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. |
Vehicle
API | Description |
---|---|
POST api/Vehicle/BulkInsertVehicle |
Bulk insert/update vehicles. |
POST api/Vehicle/InsertVehicle |
Insert/update vehicle. |
InsuredAgentList
API | Description |
---|---|
POST api/Insured/InsuredAgents |
Insured agents list endpoint. |
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. |
Quote
API | Description |
---|---|
POST api/Quote/Insert |
Insert/update quote/policy. Alternative methods are supplied, kindly used them. |
AgencyLocationList
API | Description |
---|---|
GET api/AgencyLocationList?key={key} |
Get agency location list. |
TasksList
API | Description |
---|---|
GET api/TasksList?key={key} |
Get tasks list. |
PolicyDetailList
API | Description |
---|---|
GET api/PolicyDetailList?key={key} |
Use this endpoint to get only policy related information. |
QuoteApplicationList
API | Description |
---|---|
GET api/QuoteApplicationList?key={key} |
Get quote application list. |
OtherClaimsList
API | Description |
---|---|
GET api/OtherClaimsList?key={key} |
Get other type claims 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. |
NotesList
API | Description |
---|---|
GET api/NotesList?key={key} |
Get notes list. |
DriverList
API | Description |
---|---|
GET api/DriverList?key={key}&Active={Active} |
Get drivers list. |
FinanceCompanyDetailList
API | Description |
---|---|
GET api/FinanceCompanyDetailList?key={key}&Active={Active} |
Get financecompany details list. |
PropertyLossClaimList
API | Description |
---|---|
GET api/PropertyLossClaimList?key={key} |
Get property loss claims list. |
DeletedInsuredList
API | Description |
---|---|
GET api/DeletedInsuredList?key={key} |
Get deleted insureds list. |
OpportunityStageList
API | Description |
---|---|
GET api/OpportunityStageList?key={key} |
Get Opportunity stages list. |
TaskCategoryDetailList
API | Description |
---|---|
GET api/TaskCategoryDetailList?key={key} |
Get tasks category list.InsuranceAgencyId property null value indicates system level default values. |
ServiceRequestsPolicyChangeList
API | Description |
---|---|
GET api/ServiceRequestsPolicyChangeList?key={key} |
Get service request policy change details list. |
ReceiptsList
API | Description |
---|---|
GET api/ReceiptsList?key={key} |
Get receipts list. |
InsuredDetailList
API | Description |
---|---|
GET api/InsuredDetailList?key={key}&Active={Active} |
Insured/Prospect details. |
CarrierDetailList
API | Description |
---|---|
GET api/CarrierDetailList?key={key}&Active={Active} |
Get carrier details list. |
LineOfBusinessClassList
API | Description |
---|---|
GET api/LineOfBusinessClassList?key={key} |
Get LOB class list. |
ServiceRequestsAddVehicleList
API | Description |
---|---|
GET api/ServiceRequestsAddVehicleList?key={key} |
Get service request add vehicle details list. |
WorkersCompensationList
API | Description |
---|---|
GET api/WorkersCompensationList?key={key} |
Get insured workers compensation items list. |
AutomobileLossClaimList
API | Description |
---|---|
GET api/AutomobileLossClaimList?key={key} |
Get automobile loss claims list. |
GeneralLiabilityList
API | Description |
---|---|
GET api/GeneralLiabilityList?key={key} |
Get insured general liabilities items list. |
ServiceRequestsVehicleTransferList
API | Description |
---|---|
GET api/ServiceRequestsVehicleTransferList?key={key} |
Get service request vehicle transfer details list. |
InsuranceAgencyDetailList
API | Description |
---|---|
GET api/InsuranceAgencyDetailList?key={key} |
Get insurance agency detail. |
UnderwriterDetailList
API | Description |
---|---|
GET api/UnderwriterDetailList?key={key}&Active={Active} |
Get underwriter details list. |
InsuredLocationList
API | Description |
---|---|
GET api/InsuredLocationList?key={key} |
Get Insured locations list. |
VehicleList
API | Description |
---|---|
GET api/VehicleList?key={key}&Active={Active} |
Get vehicles list. |
LineOfBusinessList
API | Description |
---|---|
GET api/LineOfBusinessList?key={key} |
Get LOB list. |
GeneralLiabilityClaimList
API | Description |
---|---|
GET api/GeneralLiabilityClaimList?key={key} |
Get general liability claims detail list. |
ServiceRequestsAddressChangeList
API | Description |
---|---|
GET api/ServiceRequestsAddressChangeList?key={key} |
Get service request address change list. |
ReferralSourceDetailList
API | Description |
---|---|
GET api/ReferralSourceDetailList?key={key}&Active={Active} |
Get referral source details list. |
CallLogRecordList
API | Description |
---|---|
GET api/CallLogRecordList?key={key} |
Get call log record list. |
ServiceRequestsGeneralNewList
API | Description |
---|---|
GET api/ServiceRequestsGeneralNewList?key={key} |
Get new service requests general list. |
ServiceRequestsGenericList
API | Description |
---|---|
GET api/ServiceRequestsGenericList?key={key} |
Get generic service requests list. |
LinkedInsuredList
API | Description |
---|---|
GET api/LinkedInsuredList?key={key} |
Get insured linked insured(s). |
AgencyTagsList
API | Description |
---|---|
GET api/AgencyTagsList?key={key} |
Get insurance agency level all tags list. |
PropertyList
API | Description |
---|---|
GET api/PropertyList?key={key} |
Get properties list. |
GroupHealthMemberList
API | Description |
---|---|
GET api/GroupHealthMemberList?key={key} |
Get group health members list. |
ClaimList
API | Description |
---|---|
GET api/ClaimList?key={key} |
Get claims list. |
PolicyRenewalAdjustmentList
API | Description |
---|---|
GET api/PolicyRenewalAdjustmentList?ExpirationDateFrom={ExpirationDateFrom}&ExpirationDateTo={ExpirationDateTo}&CreateDateFrom={CreateDateFrom}&CreateDateTo={CreateDateTo} |
Get policy renewal adjustment details list. |
OtherInsuredDetailList
API | Description |
---|---|
GET api/OtherInsuredDetailList?key={key}&Active={Active} |
Get other insured details list. |
SMSList
API | Description |
---|---|
GET api/SMSList?key={key} |
Get SMS list. |
ServiceRequestsRemoveDriverList
API | Description |
---|---|
GET api/ServiceRequestsRemoveDriverList?key={key} |
Get service request remove driver list. |
PrincipalList
API | Description |
---|---|
GET api/PrincipalList?key={key} |
Get contacts list. |
TagsList
API | Description |
---|---|
GET api/TagsList?key={key} |
Get tags list. |
OpportunitiesList
API | Description |
---|---|
GET api/OpportunitiesList?key={key} |
Get opportunities list. |
AgentList
API | Description |
---|---|
GET api/AgentList?key={key} |
Get agents list. |
NotesHistoryList
API | Description |
---|---|
GET api/NotesHistoryList?key={key} |
Get notes detail history list. |
WorkerCompensationClaimList
API | Description |
---|---|
GET api/WorkerCompensationClaimList?key={key} |
Get worker compensation claims list. |
ServicesRequestAddDriverList
API | Description |
---|---|
GET api/ServicesRequestAddDriverList?key={key} |
Get service request add driver details list. |
CustomFieldsList
API | Description |
---|---|
GET api/CustomFieldsList?key={key} |
Get custom fields list. |