Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.
- Create draft endorsement of multiple insurance policies in bulk
- Make a POST request to the new
/connect/insurance/brokerage/policies/bulk-endorse-draftresource. - New request body: Insurance Policy Bulk Field Map Input Representation
- New response body: Insurance Policy Bulk Response
- Complete endorsement of multiple insurance policies in bulk
- Make a POST request to the new
/connect/insurance/brokerage/policies/bulk-endorseresource. - New request body: Insurance Policy Bulk Input
- New response body: Insurance Policy Bulk Response
- Issue multiple insurance policies in bulk
- Make a POST request to the new
/connect/insurance/brokerage/policies/bulk-issueresource. - New request body: Insurance Policy Bulk Input
- New response body: Insurance Policy Bulk Response
- Reinstate multiple insurance policies in bulk
- Make a POST request to the new
/connect/insurance/brokerage/policies/bulk-reinstateresource. - New request body: Insurance Policy Bulk Field Map Input Representation
- New response body: Insurance Policy Bulk Response
- Preview rolled-up premium amounts for a draft insurance policy
- Make a POST request to the new
/connect/insurance/brokerage/policies/policyId/premium-previewresource. - New request body: Premium Preview Input
- New response body: Premium Preview Response