jGet Started with Insurance Developer Resources
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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/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/issue (PATCH) | Issue a policy for the specified insurance policy ID. |
/connect/insurance/brokerage/policies/policyId/endorse (POST, PATCH) | Endorse a policy or create a draft endorsement for the specified insurance policy ID. |
/connect/insurance/brokerage/policies/policyId/cancel (PATCH) | Cancel an insurance brokerage policy. |
/connect/insurance/brokerage/policies/policyId/reinstate (POST) | Reinstate a canceled policy for the specified insurance policy ID. |
/connect/insurance/brokerage/policies/policyId/renew (POST) | Renew policy for the specified insurance policy ID. |
/connect/insurance/billing/billing-schedules (POST) | Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. |
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Learn about the available Insurance Brokerage API resources.
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Learn about the available Insurance Brokerage API requests.
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Learn about the response bodies of Insurance Brokerage APIs.
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