Resources

Learn about the available Insurance Brokerage API resources.

Bulk Cancel Policy (POST)
Bulk cancel policies for the specified insurance policy IDs.
Bulk Renew Policy (POST)
Bulk renew policies for the specified insurance policy IDs.
Commission Processing (POST)
Process commission statements in an asynchronous manner using a preconfigured batch job.
Cost Calculation (PATCH)
Calculate the premium, fee, or premium-equivalent amount at InsuranceRatePlanLineItem based on the underlying rate plan. The InsuranceRatePlanLineItem premium, fees, or premium equivalent amount is rolled up to the Insurance Rate Plan, Insurance Coverage, and Insurance Policy Premium Amount.
Expected Revenue (PATCH)
Calculate the expected revenue, 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. The expected revenue amount is rolled up from Insurance Rate Plan to Insurance Coverage and Insurance Policy expected revenue amount.
Insurance Policy Prorate (PATCH)
Calculate and update prorated amounts, such as premiums, taxes, and fees, for an insurance policy.
Insurance Policy Rollup (PATCH)
Calculate and rollup financial amounts, such as premiums, taxes, and fees for an insurance policy.
Insurance Billing Schedules (POST)
Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events.
Plan Benefits (GET, POST, PATCH, DELETE)
Get, create, update and delete Insurance Policy Coverage Networks and Insurance Policy Coverage Benefits of an Insurance Policy Coverage.
Plan Benefits Product Model (GET)
Get the product model details along with child components and their attributes for a given insurance policy coverage.
Renew Policy (POST)
Renew policy for the specified insurance policy ID.