Insurance Developer Guide
jGet Started with Insurance Developer Resources
Bulk Cancel Policy (POST)
Bulk Endorse Draft Policy (POST)
Bulk Endorse Policy (POST)
Bulk Issue Policy (POST)
Bulk Reinstate Policy (POST)
Bulk Renew Policy (POST)
Cancel Policy (PATCH)
Commission Processing (POST)
Cost Calculation (PATCH)
Endorse Policy (POST, PATCH)
Expected Revenue (PATCH)
Insurance Billing Schedules (POST)
Issue Policy (PATCH)
Plan Benefits (GET, POST, PATCH, DELETE)
Plan Benefits Product Model (GET)
Reinstate Policy (POST)
Renew Policy (POST)
Resources
Learn about the available Insurance Brokerage API resources.
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Bulk Cancel Policy (POST)
Cancel policies in bulk for the specified insurance policy IDs. -
Bulk Endorse Draft Policy (POST)
Create endorsement drafts in bulk for the specified insurance policies. You can modify the drafts until you endorse the policies using the Bulk Endorse Policy API. After you endorse the policies, you can't make any further changes. -
Bulk Endorse Policy (POST)
Endorse policies in bulk for the specified insurance policy IDs. -
Bulk Issue Policy (POST)
Issue policies in bulk for the specified insurance policy IDs. -
Bulk Reinstate Policy (POST)
Reinstate policies in bulk for the specified insurance policy IDs. -
Bulk Renew Policy (POST)
Renew policies in bulk for the specified insurance policy IDs. -
Cancel Policy (PATCH)
Cancel an insurance policy. -
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. -
Endorse Policy (POST, PATCH)
Create an endorsement policy draft or complete endorsing a policy by using the insurance policy ID. -
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 Billing Schedules (POST)
Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. -
Issue Policy (PATCH)
Issue a policy using the policy ID. -
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. -
Reinstate Policy (POST)
Reinstate a canceled policy for the specified insurance policy ID. -
Renew Policy (POST)
Renew policy for the specified insurance policy ID.