POST api/Policy/Insert

Insert/update policy

Request Information

URI Parameters

None.

Body Parameters

NcPolicyOrQuoteMatch properties

Name	Type	Additional information
InsuredDatabaseId	globally unique identifier	None.
InsuredEmail	string	None.
InsuredFirstName	string	None.
InsuredLastName	string	None.
DatabaseId	globally unique identifier	None.
Number	string	None.
EffectiveDate	date	None.
ExpirationDate	date	None.
BindDate	date	None.
BusinessType	PolicyBusinessType	None.
BusinessSubType	PolicyBusinessSubType	None.
Description	string	None.
BillingType	PolicyBillingType	None.
InsuredName	string	None.
Agents	Collection of AgentBusiness	None.
CSRs	Collection of AgentBusiness	None.
LineOfBusinessName	string	None.
CarrierName	string	None.
MgaName	string	None.
Premium	decimal number	None.
AgencyCommissionPercent	decimal number	None.
AgencyCommissionValue	decimal number	None.
AgencyFee	decimal number	None.
Taxes	decimal number	None.
BinderId	string	None.
Status	byte	None.
StatusChangeDate	date	None.
ManualStatus	PolicyStatus	None.
CancellationDate	date	None.
PolicyFee	decimal number	None.
PolicyURL	string	None.
ProductName	string	None.
OldPremium	decimal number	None.
OldAgencyCommissionValue	decimal number	None.
OldAgencyFee	decimal number	None.
OldTaxes	decimal number	None.
DeleteOtherLob	boolean	None.
PrimaryOfficeDatabaseId	globally unique identifier	None.
ReferralSourceCompanyName	string	None.
DeleteBasePremiumFeesAndTaxes	boolean	None.
DeleteExistingAgents	boolean	None.
ParentPolicyId	globally unique identifier	None.
IsPolicyRenewal	boolean	None.
CheckPolicyOnNumber	boolean	None.
BillingCompanyDatabaseId	globally unique identifier	None.
LineOfBusinessNames	Collection of string	None.

Request Formats

application/json, text/json

Sample:

{
  "insuredDatabaseId": "5b039348-ad10-480b-ae8c-2aa144cd5e68",
  "insuredEmail": "sample string 2",
  "insuredFirstName": "sample string 3",
  "insuredLastName": "sample string 4",
  "databaseId": "cd12b241-8922-4c2f-8cc1-ada321a6e6cf",
  "number": "sample string 6",
  "effectiveDate": "2025-05-30T21:08:17.3153693-05:00",
  "expirationDate": "2025-05-30T21:08:17.3153693-05:00",
  "bindDate": "2025-05-30T21:08:17.3153693-05:00",
  "businessType": 0,
  "businessSubType": 0,
  "description": "sample string 7",
  "billingType": 0,
  "insuredName": "sample string 8",
  "agents": [
    {
      "databaseId": "525761d1-3efe-49aa-81f9-93f046a45984",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "525761d1-3efe-49aa-81f9-93f046a45984",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "csRs": [
    {
      "databaseId": "525761d1-3efe-49aa-81f9-93f046a45984",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "525761d1-3efe-49aa-81f9-93f046a45984",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "lineOfBusinessName": "sample string 9",
  "carrierName": "sample string 10",
  "mgaName": "sample string 11",
  "premium": 1.0,
  "agencyCommissionPercent": 1.0,
  "agencyCommissionValue": 1.0,
  "agencyFee": 1.0,
  "taxes": 1.0,
  "binderId": "sample string 12",
  "status": 64,
  "statusChangeDate": "2025-05-30T21:08:17.3153693-05:00",
  "manualStatus": 0,
  "cancellationDate": "2025-05-30T21:08:17.3153693-05:00",
  "policyFee": 1.0,
  "policyURL": "sample string 13",
  "productName": "sample string 14",
  "oldPremium": 1.0,
  "oldAgencyCommissionValue": 1.0,
  "oldAgencyFee": 1.0,
  "oldTaxes": 1.0,
  "deleteOtherLob": true,
  "primaryOfficeDatabaseId": "9d61c958-9bb3-4a44-869e-8901a595086e",
  "referralSourceCompanyName": "sample string 16",
  "deleteBasePremiumFeesAndTaxes": true,
  "deleteExistingAgents": true,
  "parentPolicyId": "51f849ce-63cd-4cae-be53-a5c7806c6a93",
  "isPolicyRenewal": true,
  "checkPolicyOnNumber": true,
  "billingCompanyDatabaseId": "e461970a-b539-4f05-b251-6afa8f8dc930",
  "lineOfBusinessNames": [
    "sample string 1",
    "sample string 2"
  ]
}

application/xml, text/xml

Sample:

<NcPolicyOrQuoteMatch xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
  <AgencyCommissionPercent>1</AgencyCommissionPercent>
  <AgencyCommissionValue>1</AgencyCommissionValue>
  <AgencyFee>1</AgencyFee>
  <Agents>
    <AgentBusiness>
      <DatabaseId>525761d1-3efe-49aa-81f9-93f046a45984</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>525761d1-3efe-49aa-81f9-93f046a45984</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </Agents>
  <BillingCompanyDatabaseId>e461970a-b539-4f05-b251-6afa8f8dc930</BillingCompanyDatabaseId>
  <BillingType>Direct_Bill_100</BillingType>
  <BindDate>2025-05-30T21:08:17.3153693-05:00</BindDate>
  <BinderId>sample string 12</BinderId>
  <BusinessSubType>AgentOfRecord</BusinessSubType>
  <BusinessType>New_Business</BusinessType>
  <CSRs>
    <AgentBusiness>
      <DatabaseId>525761d1-3efe-49aa-81f9-93f046a45984</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>525761d1-3efe-49aa-81f9-93f046a45984</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </CSRs>
  <CancellationDate>2025-05-30T21:08:17.3153693-05:00</CancellationDate>
  <CarrierName>sample string 10</CarrierName>
  <CheckPolicyOnNumber>true</CheckPolicyOnNumber>
  <DatabaseId>cd12b241-8922-4c2f-8cc1-ada321a6e6cf</DatabaseId>
  <DeleteBasePremiumFeesAndTaxes>true</DeleteBasePremiumFeesAndTaxes>
  <DeleteExistingAgents>true</DeleteExistingAgents>
  <DeleteOtherLob>true</DeleteOtherLob>
  <Description>sample string 7</Description>
  <EffectiveDate>2025-05-30T21:08:17.3153693-05:00</EffectiveDate>
  <ExpirationDate>2025-05-30T21:08:17.3153693-05:00</ExpirationDate>
  <InsuredName>sample string 8</InsuredName>
  <IsPolicyRenewal>true</IsPolicyRenewal>
  <LineOfBusinessName>sample string 9</LineOfBusinessName>
  <LineOfBusinessNames xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
  </LineOfBusinessNames>
  <ManualStatus>Active</ManualStatus>
  <MgaName>sample string 11</MgaName>
  <Number>sample string 6</Number>
  <OldAgencyCommissionValue>1</OldAgencyCommissionValue>
  <OldAgencyFee>1</OldAgencyFee>
  <OldPremium>1</OldPremium>
  <OldTaxes>1</OldTaxes>
  <ParentPolicyId>51f849ce-63cd-4cae-be53-a5c7806c6a93</ParentPolicyId>
  <PolicyFee>1</PolicyFee>
  <PolicyURL>sample string 13</PolicyURL>
  <Premium>1</Premium>
  <PrimaryOfficeDatabaseId>9d61c958-9bb3-4a44-869e-8901a595086e</PrimaryOfficeDatabaseId>
  <ProductName>sample string 14</ProductName>
  <ReferralSourceCompanyName>sample string 16</ReferralSourceCompanyName>
  <Status>64</Status>
  <StatusChangeDate>2025-05-30T21:08:17.3153693-05:00</StatusChangeDate>
  <Taxes>1</Taxes>
  <InsuredDatabaseId xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum.Contracts">5b039348-ad10-480b-ae8c-2aa144cd5e68</InsuredDatabaseId>
  <InsuredEmail xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum.Contracts">sample string 2</InsuredEmail>
  <InsuredFirstName xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum.Contracts">sample string 3</InsuredFirstName>
  <InsuredLastName xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum.Contracts">sample string 4</InsuredLastName>
</NcPolicyOrQuoteMatch>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

NowCertsApiResultWithInsuredAndPoliciesAndQuotesIds

Name	Type	Additional information
PoliciesOrQuotes	Collection of NowCertsApiResultWithPoliciesAndQuotesIds	None.
InsuredDatabaseId	globally unique identifier	None.
Status	ApiStatus	None.
Message	string	None.

Response Formats

application/json, text/json

Sample:

{
  "policiesOrQuotes": [
    {
      "policyOrQuoteId": "4d6dc51e-578a-442e-97f8-7fe5a0ffab3f",
      "isQuote": true,
      "objectURL": "sample string 3",
      "status": 0,
      "message": "sample string 4"
    },
    {
      "policyOrQuoteId": "4d6dc51e-578a-442e-97f8-7fe5a0ffab3f",
      "isQuote": true,
      "objectURL": "sample string 3",
      "status": 0,
      "message": "sample string 4"
    }
  ],
  "insuredDatabaseId": "65969aa0-bd53-4d83-8847-8cb2c9289899",
  "status": 0,
  "message": "sample string 2"
}

application/xml, text/xml

Sample:

<NowCertsApiResultWithInsuredAndPoliciesAndQuotesIds xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
  <Message>sample string 2</Message>
  <Status>Error</Status>
  <InsuredDatabaseId>65969aa0-bd53-4d83-8847-8cb2c9289899</InsuredDatabaseId>
  <PoliciesOrQuotes>
    <NowCertsApiResultWithPoliciesAndQuotesIds>
      <Message>sample string 4</Message>
      <Status>Error</Status>
      <IsQuote>true</IsQuote>
      <PolicyOrQuoteId>4d6dc51e-578a-442e-97f8-7fe5a0ffab3f</PolicyOrQuoteId>
      <objectURL>sample string 3</objectURL>
    </NowCertsApiResultWithPoliciesAndQuotesIds>
    <NowCertsApiResultWithPoliciesAndQuotesIds>
      <Message>sample string 4</Message>
      <Status>Error</Status>
      <IsQuote>true</IsQuote>
      <PolicyOrQuoteId>4d6dc51e-578a-442e-97f8-7fe5a0ffab3f</PolicyOrQuoteId>
      <objectURL>sample string 3</objectURL>
    </NowCertsApiResultWithPoliciesAndQuotesIds>
  </PoliciesOrQuotes>
</NowCertsApiResultWithInsuredAndPoliciesAndQuotesIds>