POST api/Insured/Insert

Insert/Update insured/prospect.

Request Information

URI Parameters

None.

Body Parameters

Insured
NameDescriptionTypeAdditional information
DatabaseId

globally unique identifier

None.

CommercialName

string

None.

FirstName

string

None.

LastName

string

None.

MiddleName

string

None.

Dba

string

None.

Type

InsuredType

None.

AddressLine1

string

None.

AddressLine2

string

None.

State

string

None.

City

string

None.

ZipCode

string

None.

EMail

string

None.

EMail2

string

None.

EMail3

string

None.

Fax

string

None.

Phone

string

None.

CellPhone

string

None.

SmsPhone

string

None.

Description

string

None.

Active

boolean

None.

Website

string

None.

FEIN

string

None.

CustomerId

string

None.

InsuredId

string

None.

InsuredType

TruckingCompanyInsuredType

None.

CustomFieldsSimple

Collection of CustomFieldSimple

None.

CustomFields

Collection of CustomFieldEdit

None.

Agents

Collection of AgentBusiness

None.

CSRs

Collection of AgentBusiness

None.

XDatesAndLinesOfBusiness

Collection of XDateAndLineOfBusiness

None.

ReferralSourceCompanyName

string

None.

PrimaryAgencyOfficeLocationName

string

None.

TagName

string

None.

TagDescription

string

None.

DateOfBirth

date

None.

CoInsured_DateOfBirth

date

None.

CoInsured_FirstName

string

None.

CoInsured_LastName

string

None.

CoInsured_MiddleName

string

None.

PrimaryAgencyOfficeId

globally unique identifier

None.

ProspectStatusId

globally unique identifier

None.

ProspectType

integer

None.

Naic

string

None.

Request Formats

application/json, text/json

Sample:
{
  "databaseId": "c2a9789e-03ee-486b-9164-05ea57b2e734",
  "commercialName": "sample string 2",
  "firstName": "sample string 3",
  "lastName": "sample string 4",
  "middleName": "sample string 5",
  "dba": "sample string 6",
  "type": 0,
  "addressLine1": "sample string 7",
  "addressLine2": "sample string 8",
  "state": "sample string 9",
  "city": "sample string 10",
  "zipCode": "sample string 11",
  "eMail": "sample string 12",
  "eMail2": "sample string 13",
  "eMail3": "sample string 14",
  "fax": "sample string 15",
  "phone": "sample string 16",
  "cellPhone": "sample string 17",
  "smsPhone": "sample string 18",
  "description": "sample string 19",
  "active": true,
  "website": "sample string 21",
  "fein": "sample string 22",
  "customerId": "sample string 23",
  "insuredId": "sample string 24",
  "insuredType": 0,
  "customFieldsSimple": [
    {
      "text": "sample string 1",
      "value": "sample string 2"
    },
    {
      "text": "sample string 1",
      "value": "sample string 2"
    }
  ],
  "customFields": [
    {
      "customPanelName": "sample string 1",
      "customFields": [
        {
          "customFieldName": "sample string 1",
          "customFieldValue": "sample string 2"
        },
        {
          "customFieldName": "sample string 1",
          "customFieldValue": "sample string 2"
        }
      ]
    },
    {
      "customPanelName": "sample string 1",
      "customFields": [
        {
          "customFieldName": "sample string 1",
          "customFieldValue": "sample string 2"
        },
        {
          "customFieldName": "sample string 1",
          "customFieldValue": "sample string 2"
        }
      ]
    }
  ],
  "agents": [
    {
      "databaseId": "f8aeb5af-34de-4a99-bc2b-98bce9fc0aef",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "f8aeb5af-34de-4a99-bc2b-98bce9fc0aef",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "csRs": [
    {
      "databaseId": "f8aeb5af-34de-4a99-bc2b-98bce9fc0aef",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "f8aeb5af-34de-4a99-bc2b-98bce9fc0aef",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "xDatesAndLinesOfBusiness": [
    {
      "xDate": "2024-12-06T19:24:06.5303567-06:00",
      "lineOfBusinessName": "sample string 2"
    },
    {
      "xDate": "2024-12-06T19:24:06.5303567-06:00",
      "lineOfBusinessName": "sample string 2"
    }
  ],
  "referralSourceCompanyName": "sample string 25",
  "primaryAgencyOfficeLocationName": "sample string 26",
  "tagName": "sample string 27",
  "tagDescription": "sample string 28",
  "dateOfBirth": "2024-12-06T19:24:06.5303567-06:00",
  "coInsured_DateOfBirth": "2024-12-06T19:24:06.5303567-06:00",
  "coInsured_FirstName": "sample string 29",
  "coInsured_LastName": "sample string 30",
  "coInsured_MiddleName": "sample string 31",
  "primaryAgencyOfficeId": "96e78439-8bde-4653-8896-2fd7f21de9dd",
  "prospectStatusId": "5a4a9cae-b022-4cb8-8219-573c7d8290fa",
  "prospectType": 1,
  "naic": "sample string 32"
}

application/xml, text/xml

Sample:
<Insured xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
  <Active>true</Active>
  <AddressLine1>sample string 7</AddressLine1>
  <AddressLine2>sample string 8</AddressLine2>
  <Agents>
    <AgentBusiness>
      <DatabaseId>f8aeb5af-34de-4a99-bc2b-98bce9fc0aef</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>f8aeb5af-34de-4a99-bc2b-98bce9fc0aef</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </Agents>
  <CSRs>
    <AgentBusiness>
      <DatabaseId>f8aeb5af-34de-4a99-bc2b-98bce9fc0aef</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>f8aeb5af-34de-4a99-bc2b-98bce9fc0aef</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </CSRs>
  <CellPhone>sample string 17</CellPhone>
  <City>sample string 10</City>
  <CoInsured_DateOfBirth>2024-12-06T19:24:06.5303567-06:00</CoInsured_DateOfBirth>
  <CoInsured_FirstName>sample string 29</CoInsured_FirstName>
  <CoInsured_LastName>sample string 30</CoInsured_LastName>
  <CoInsured_MiddleName>sample string 31</CoInsured_MiddleName>
  <CommercialName>sample string 2</CommercialName>
  <CustomFields>
    <CustomFieldEdit>
      <CustomFields>
        <CustomFieldAndValue>
          <CustomFieldName>sample string 1</CustomFieldName>
          <CustomFieldValue>sample string 2</CustomFieldValue>
        </CustomFieldAndValue>
        <CustomFieldAndValue>
          <CustomFieldName>sample string 1</CustomFieldName>
          <CustomFieldValue>sample string 2</CustomFieldValue>
        </CustomFieldAndValue>
      </CustomFields>
      <CustomPanelName>sample string 1</CustomPanelName>
    </CustomFieldEdit>
    <CustomFieldEdit>
      <CustomFields>
        <CustomFieldAndValue>
          <CustomFieldName>sample string 1</CustomFieldName>
          <CustomFieldValue>sample string 2</CustomFieldValue>
        </CustomFieldAndValue>
        <CustomFieldAndValue>
          <CustomFieldName>sample string 1</CustomFieldName>
          <CustomFieldValue>sample string 2</CustomFieldValue>
        </CustomFieldAndValue>
      </CustomFields>
      <CustomPanelName>sample string 1</CustomPanelName>
    </CustomFieldEdit>
  </CustomFields>
  <CustomFieldsSimple>
    <CustomFieldSimple>
      <Text>sample string 1</Text>
      <Value>sample string 2</Value>
    </CustomFieldSimple>
    <CustomFieldSimple>
      <Text>sample string 1</Text>
      <Value>sample string 2</Value>
    </CustomFieldSimple>
  </CustomFieldsSimple>
  <CustomerId>sample string 23</CustomerId>
  <DatabaseId>c2a9789e-03ee-486b-9164-05ea57b2e734</DatabaseId>
  <DateOfBirth>2024-12-06T19:24:06.5303567-06:00</DateOfBirth>
  <Dba>sample string 6</Dba>
  <Description>sample string 19</Description>
  <EMail>sample string 12</EMail>
  <EMail2>sample string 13</EMail2>
  <EMail3>sample string 14</EMail3>
  <FEIN>sample string 22</FEIN>
  <Fax>sample string 15</Fax>
  <FirstName>sample string 3</FirstName>
  <InsuredId>sample string 24</InsuredId>
  <InsuredType>Commercial</InsuredType>
  <LastName>sample string 4</LastName>
  <MiddleName>sample string 5</MiddleName>
  <Naic>sample string 32</Naic>
  <Phone>sample string 16</Phone>
  <PrimaryAgencyOfficeId>96e78439-8bde-4653-8896-2fd7f21de9dd</PrimaryAgencyOfficeId>
  <PrimaryAgencyOfficeLocationName>sample string 26</PrimaryAgencyOfficeLocationName>
  <ProspectStatusId>5a4a9cae-b022-4cb8-8219-573c7d8290fa</ProspectStatusId>
  <ProspectType>1</ProspectType>
  <ReferralSourceCompanyName>sample string 25</ReferralSourceCompanyName>
  <SmsPhone>sample string 18</SmsPhone>
  <State>sample string 9</State>
  <TagDescription>sample string 28</TagDescription>
  <TagName>sample string 27</TagName>
  <Type>Insured</Type>
  <Website>sample string 21</Website>
  <XDatesAndLinesOfBusiness>
    <XDateAndLineOfBusiness>
      <LineOfBusinessName>sample string 2</LineOfBusinessName>
      <XDate>2024-12-06T19:24:06.5303567-06:00</XDate>
    </XDateAndLineOfBusiness>
    <XDateAndLineOfBusiness>
      <LineOfBusinessName>sample string 2</LineOfBusinessName>
      <XDate>2024-12-06T19:24:06.5303567-06:00</XDate>
    </XDateAndLineOfBusiness>
  </XDatesAndLinesOfBusiness>
  <ZipCode>sample string 11</ZipCode>
</Insured>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

NowCertsApiResultWithInsuredIdAndReferralSourceCompanyName
NameDescriptionTypeAdditional information
InsuredDatabaseId

globally unique identifier

None.

ReferralSourceCompanyName

string

None.

Status

ApiStatus

None.

Message

string

None.

Response Formats

application/json, text/json

Sample:
{
  "insuredDatabaseId": "5999082d-e1cb-4226-860e-27b7e8bf980d",
  "referralSourceCompanyName": "sample string 2",
  "status": 0,
  "message": "sample string 3"
}

application/xml, text/xml

Sample:
<NowCertsApiResultWithInsuredIdAndReferralSourceCompanyName xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
  <Message>sample string 3</Message>
  <Status>Error</Status>
  <InsuredDatabaseId>5999082d-e1cb-4226-860e-27b7e8bf980d</InsuredDatabaseId>
  <ReferralSourceCompanyName>sample string 2</ReferralSourceCompanyName>
</NowCertsApiResultWithInsuredIdAndReferralSourceCompanyName>