POST api/Policy/Insert

Insert/update policy

Request Information

URI Parameters

None.

Body Parameters

NcPolicyOrQuoteMatch properties

NcPolicyOrQuoteMatch
NameDescriptionTypeAdditional 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.

Request Formats

application/json, text/json

Sample:
{
  "insuredDatabaseId": "ec7a4c34-6dc7-49d6-98cd-adeaacc1f69c",
  "insuredEmail": "sample string 2",
  "insuredFirstName": "sample string 3",
  "insuredLastName": "sample string 4",
  "databaseId": "f629ddd6-f61a-456d-91e1-7aacde3262b7",
  "number": "sample string 6",
  "effectiveDate": "2024-12-10T08:27:05.6837939-06:00",
  "expirationDate": "2024-12-10T08:27:05.6837939-06:00",
  "bindDate": "2024-12-10T08:27:05.6837939-06:00",
  "businessType": 0,
  "businessSubType": 0,
  "description": "sample string 7",
  "billingType": 0,
  "insuredName": "sample string 8",
  "agents": [
    {
      "databaseId": "6de9e53d-362d-42a2-abcc-424191139e91",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "6de9e53d-362d-42a2-abcc-424191139e91",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "csRs": [
    {
      "databaseId": "6de9e53d-362d-42a2-abcc-424191139e91",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "6de9e53d-362d-42a2-abcc-424191139e91",
      "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": "2024-12-10T08:27:05.6837939-06:00",
  "manualStatus": 0,
  "cancellationDate": "2024-12-10T08:27:05.6837939-06:00",
  "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": "da8d1f90-84da-4984-9a07-222f71b29d29",
  "referralSourceCompanyName": "sample string 16",
  "deleteBasePremiumFeesAndTaxes": true,
  "deleteExistingAgents": true,
  "parentPolicyId": "699b80d0-50b3-48b2-9e50-632efbc24a2a",
  "isPolicyRenewal": true
}

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>6de9e53d-362d-42a2-abcc-424191139e91</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>6de9e53d-362d-42a2-abcc-424191139e91</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </Agents>
  <BillingType>Direct_Bill_100</BillingType>
  <BindDate>2024-12-10T08:27:05.6837939-06:00</BindDate>
  <BinderId>sample string 12</BinderId>
  <BusinessSubType>AgentOfRecord</BusinessSubType>
  <BusinessType>New_Business</BusinessType>
  <CSRs>
    <AgentBusiness>
      <DatabaseId>6de9e53d-362d-42a2-abcc-424191139e91</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
    <AgentBusiness>
      <DatabaseId>6de9e53d-362d-42a2-abcc-424191139e91</DatabaseId>
      <FirstName>sample string 2</FirstName>
      <LastName>sample string 3</LastName>
    </AgentBusiness>
  </CSRs>
  <CancellationDate>2024-12-10T08:27:05.6837939-06:00</CancellationDate>
  <CarrierName>sample string 10</CarrierName>
  <DatabaseId>f629ddd6-f61a-456d-91e1-7aacde3262b7</DatabaseId>
  <DeleteBasePremiumFeesAndTaxes>true</DeleteBasePremiumFeesAndTaxes>
  <DeleteExistingAgents>true</DeleteExistingAgents>
  <DeleteOtherLob>true</DeleteOtherLob>
  <Description>sample string 7</Description>
  <EffectiveDate>2024-12-10T08:27:05.6837939-06:00</EffectiveDate>
  <ExpirationDate>2024-12-10T08:27:05.6837939-06:00</ExpirationDate>
  <InsuredName>sample string 8</InsuredName>
  <IsPolicyRenewal>true</IsPolicyRenewal>
  <LineOfBusinessName>sample string 9</LineOfBusinessName>
  <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>699b80d0-50b3-48b2-9e50-632efbc24a2a</ParentPolicyId>
  <PolicyFee>1</PolicyFee>
  <PolicyURL>sample string 13</PolicyURL>
  <Premium>1</Premium>
  <PrimaryOfficeDatabaseId>da8d1f90-84da-4984-9a07-222f71b29d29</PrimaryOfficeDatabaseId>
  <ProductName>sample string 14</ProductName>
  <ReferralSourceCompanyName>sample string 16</ReferralSourceCompanyName>
  <Status>64</Status>
  <StatusChangeDate>2024-12-10T08:27:05.6837939-06:00</StatusChangeDate>
  <Taxes>1</Taxes>
  <InsuredDatabaseId xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum.Contracts">ec7a4c34-6dc7-49d6-98cd-adeaacc1f69c</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
NameDescriptionTypeAdditional 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": "ffa22421-1fdc-4889-8091-431d751275a5",
      "isQuote": true,
      "objectURL": "sample string 3",
      "status": 0,
      "message": "sample string 4"
    },
    {
      "policyOrQuoteId": "ffa22421-1fdc-4889-8091-431d751275a5",
      "isQuote": true,
      "objectURL": "sample string 3",
      "status": 0,
      "message": "sample string 4"
    }
  ],
  "insuredDatabaseId": "8638f01f-d38f-463c-bac4-e623911931a4",
  "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>8638f01f-d38f-463c-bac4-e623911931a4</InsuredDatabaseId>
  <PoliciesOrQuotes>
    <NowCertsApiResultWithPoliciesAndQuotesIds>
      <Message>sample string 4</Message>
      <Status>Error</Status>
      <IsQuote>true</IsQuote>
      <PolicyOrQuoteId>ffa22421-1fdc-4889-8091-431d751275a5</PolicyOrQuoteId>
      <objectURL>sample string 3</objectURL>
    </NowCertsApiResultWithPoliciesAndQuotesIds>
    <NowCertsApiResultWithPoliciesAndQuotesIds>
      <Message>sample string 4</Message>
      <Status>Error</Status>
      <IsQuote>true</IsQuote>
      <PolicyOrQuoteId>ffa22421-1fdc-4889-8091-431d751275a5</PolicyOrQuoteId>
      <objectURL>sample string 3</objectURL>
    </NowCertsApiResultWithPoliciesAndQuotesIds>
  </PoliciesOrQuotes>
</NowCertsApiResultWithInsuredAndPoliciesAndQuotesIds>