Contract Lifecycle Management

Issue, endorse, and renew group benefits contracts.

  • Endorse Contract (POST)

    Create an endorsed contract version from a quote for mid-term adjustments. This API shortens the existing contract, creates a new version of the contract and contract group plan records along with their associated attributes based on the finalized endorsement quote, and links both versions.

  • Issue Contract From Quote (POST)

    Create a contract from a quote synchronously, along with contract group plans and attributes, based on the quote configuration for new business.

  • Issue Contract From Quote Asynchronous (POST)

    Create a group benefits contract from a quote. This API supports asynchronous operation for long-running conversions.

  • Renew Contract (POST)

    Create a renewed insurance contract from a renewal quote, carrying forward the applicable contract details and line items for the next coverage term.