Simplify insurance billing by calculating prorated policy values and executing data rollups for specific policies for insurance carriers. Issue, endorse, cancel, and reinstate individual insurance policies.
- Issue an insurance policy
- Make a PATCH request to the
/connect/insurance/brokerage/policies/policyId/issueresource. - New response body: Insurance Policy Issue Details
- Endorse an insurance policy or create a draft endorsement
- Make a POST or PATCH request to the
/connect/insurance/brokerage/policies/policyId/endorseresource. - New request body: Insurance Policy Draft Input
- New response body for POST: Insurance Policy Draft Response
- New response body for PATCH: Insurance Policy Issue Details
- Cancel an insurance policy
- Make a PATCH request to the
/connect/insurance/brokerage/policies/policyId/cancelresource. - New request body: Insurance Policy Cancellation Input
- New response body: Insurance Policy Cancellation Response
- Reinstate a canceled insurance policy
- Make a POST request to the
/connect/insurance/brokerage/policies/policyId/reinstateresource. - New request body: Insurance Policy Reinstatement Input
- New response body: Insurance Policy Reinstatement Response