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Insurance Brokerage Business APIs

Use the Insurance Brokerage Business APIs to manage policy lifecycle, brokerage commissions, and plan benefits.

This table lists the available Insurance Brokerage resources.

Resource Description
/connect/insurance/brokerage/policies/bulk-cancel (POST) Bulk cancel policies with the same (existing) carriers for specified insurance policy IDs.
/connect/insurance/brokerage/policies/bulk-renew (POST) Bulk renew policies with the same (existing) carriers for specified insurance policy IDs.
/connect/insurance/brokerage/commission/process (POST) Process commission statements in an asynchronous manner using a preconfigured batch job.
/connect/insurance/brokerage/policies/policyId/expected-rates (PATCH) Calculate the premium, fee, or premium-equivalent amount at InsuranceRatePlanLineItem based on the underlying rate plan.
/connect/insurance/brokerage/policies/policyId/expected-revenue (PATCH) Calculate the expected revenue, which is derived both from an Insurance Rate Plan Commission object, such as a flat fee and percentage premium, and the premium, fee, or premium equivalent amount on Insurance Rate Plan.
/connect/insurance/brokerage/coverages/coverageId/benefits (POST) Get, create, update and delete Insurance Policy Coverage Networks and Insurance Policy Coverage Benefits of an Insurance Policy Coverage.
/connect/insurance/brokerage/coverages/coverageId/benefits/product (GET) Get the product model details along with child components and their attributes for a given insurance policy coverage.
/connect/insurance/brokerage/policies/policyId/renew (POST) Renew policy for the specified insurance policy ID.