ASP.NET Web API Help Page

Introduction

Provide a general description of your APIs here.

NoteDisposition

API	Description
POST api/NoteDisposition/InsertUpdateNoteDisposition	Insert/update note disposition.

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.
POST api/SendCertificate/Approve	This end point is used to release certificate hold by passing historical certificate holder database id(s)

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.

CertificateHolder

API	Description
POST api/CertificateHolder/Insert	Insert/Update certificate holder.

Zapier

API	Description
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

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.
GET api/Files/GetInsuredLevelFolders/{insuredDatabaseId}	Returns Insured files folder details.
GET api/Files/GetOpportunityLevelFolders/{opportunityDatabaseId}	Returns opportunity files folder details.

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.

Policy

API	Description
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.

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

HealthCheck

API	Description
GET api/HealthCheck/GetStatus	No documentation available.

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.
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

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.

Histories

API	Description
POST api/Activities/GetViewHistory	No documentation available.

ClAutoRating

API	Description
POST api/ClAutoRating/InsertUpdateCLAutoRatingData	Insert/Update ClAutoRating Data.

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.

Quinstreet

API	Description
POST api/PushQuinstreetSCId	Save Smart Coverage Id from Quinstreet

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.
GET api/Note/GetOpportunityFilesList?opportunityId={opportunityId}&folderId={folderId}	Opportunity files/folders list endpoint.
PUT api/Note/UploadOpportunityFile?opportunityId={opportunityId}&folderId={folderId}&creatorName={creatorName}

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}&isActive={isActive}	Use this endpoint to get only policy related information.

PolicyEndorsementDetailList

API	Description
GET api/PolicyEndorsementDetailList?key={key}	Use this endpoint to get policy endorsement related information.

QuoteApplicationList

API	Description
GET api/QuoteApplicationList?key={key}	Get quote application list.

PolicyEndorsementFinanceCompanyIncentiveDetailList

API	Description
GET api/PolicyEndorsementFinanceCompanyIncentiveDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

OtherClaimsList

API	Description
GET api/OtherClaimsList?key={key}	Get other type claims list.

PolicyEndorsementReceivableDetailList

API	Description
GET api/PolicyEndorsementReceivableDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

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.

PolicyAdditionalInterestDetailList

API	Description
GET api/PolicyAdditionalInterestDetailList?key={key}	Use this endpoint to get policy additional interests information.

CertificateHolderList

API	Description
GET api/CertificateHolderList?key={key}	Get certificate holder(s) 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.

SubAgencySignUp

API	Description
POST api/SubAgencySignUp	Sign Up for Sub Agencies

AgencyQueuesList

API	Description
GET api/AgencyQueuesList?queueId={queueId}	Get rabbit queue agencies 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.

FinanceAgreementDetailList

API	Description
GET api/FinanceAgreementDetailList?key={key}	FinanceAgreement details.

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.

InsuredDetailList

API	Description
GET api/InsuredDetailList?key={key}&Active={Active}	Insured/Prospect details.

ReceiptsList

API	Description
GET api/ReceiptsList?key={key}	Get receipts list.

PolicyEndorsementAgencyCommissionDetailList

API	Description
GET api/PolicyEndorsementAgencyCommissionDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

CarrierDetailList

API	Description
GET api/CarrierDetailList?key={key}&Active={Active}	Get carrier details list.

RolodexDetailList

API	Description
GET api/RolodexDetailList?key={key}	motor truck details.

InLandMarineDetailList

API	Description
GET api/InLandMarineDetailList?key={key}	Get Inland marine detail list.

LineOfBusinessClassList

API	Description
GET api/LineOfBusinessClassList?key={key}	Get LOB class list.

ProspectStatusList

API	Description
GET api/ProspectStatusList?key={key}	Prospect status details.

OpportunitiesDispositionList

API	Description
GET api/OpportunitiesDispositionList?key={key}	Opportunities Disposition details.

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.

PolicyEndorsementFinancingDetailList

API	Description
GET api/PolicyEndorsementFinancingDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

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.

HistoricalCertificateHolderList

API	Description
GET api/HistoricalCertificateHolderList?key={key}	Get historical certificate holder(s) list.

CLRatingDetailList

API	Description
GET api/CLRatingDetailList?key={key}	Get CLRating detail list.

PolicyImportantDateList

API	Description
GET api/PolicyImportantDateList?key={key}	Use this endpoint to get policy important date information.

HoaUnitDetailList

API	Description
GET api/HoaUnitDetailList?key={key}	Hoa Unit details.

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.

ReferralSourceCategoryDetailList

API	Description
GET api/ReferralSourceCategoryDetailList?key={key}	Get referral source details list.

OpportunityTrackingKeyList

API	Description
GET api/OpportunityTrackingKeyList?key={key}	Opportunities tracking key details.

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.

CustomFieldValuesList

API	Description
GET api/CustomFieldValuesList?key={key}	Get custom fields values 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).

ToDoList

API	Description
GET api/ToDoList?key={key}	Get Todo list.

AgencyTagsList

API	Description
GET api/AgencyTagsList?key={key}	Get insurance agency level all tags list.

GroupHealthMemberList

API	Description
GET api/GroupHealthMemberList?key={key}	Get group health members list.

PropertyList

API	Description
GET api/PropertyList?key={key}	Get properties list.

ClaimList

API	Description
GET api/ClaimList?key={key}	Get claims list.

ProfessionalLiabilityDetailList

API	Description
GET api/ProfessionalLiabilityDetailList?key={key}	Professional liability details.

MedicalHealthCareClaimList

API	Description
GET api/MedicalHealthCareClaimList?key={key}	Get medical health care 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.

StateList

API	Description
GET api/StateList?key={key}	Get states list.

MotorTruckDetailList

API	Description
GET api/MotorTruckDetailList?key={key}	motor truck details.

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.

PolicyEndorsementAgentsCommissionDetailList

API	Description
GET api/PolicyEndorsementAgentsCommissionDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

LifeInsuranceDetailList

API	Description
GET api/LifeInsuranceDetailList?key={key}	life insurance details.

EquipmentDetailList

API	Description
GET api/EquipmentDetailList?key={key}	Equipment details.

PolicyEndorsementPayableDetailList

API	Description
GET api/PolicyEndorsementPayableDetailList?key={key}	Use this endpoint to get policy endorsement agency commission related information.

NotesHistoryList

API	Description
GET api/NotesHistoryList?key={key}	Get notes detail history list.

CLCommercialAutoRatingDetailList

API	Description
GET api/CLCommercialAutoRatingDetailList?key={key}	Get CLCommercialAutoRating detail 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.