Use the Group Benefits Connect APIs to support end-to-end group insurance workflows, including census, quote, contract, and policy lifecycle management. The APIs also support post-insurance operations, such as policy and contract endorsements and renewals, helping accommodate individual life events, changes in carrier offerings or regulations, and ongoing benefits administration.
- Add or update members and their plan selections during enrollment
- Make a POST or PATCH request to the
/connect/insurance/group-censuses/censusId/members-with-plansresource. - New request body: Members With Plans Input
- New response body: Members With Plans
- Apply contract endorsement changes to affected member policies
- Make a POST request to the
/connect/insurance/group-censuses/censusId/policies/actions/apply-contract-adjustmentresource. - New request body: Insurance Group Endorsement Input
- New response body: Insurance Group Endorsement
- Apply or revert member-level quote overrides
- Make a POST or DELETE request to the
/connect/insurance/quote-line-items/rootQliId/overridesresource. - New request body: Member Overrides Input
- New response body: Member Overrides
- Deep clone a group census to reuse quoting-phase data for enrollment
- Make a POST request to the
/connect/insurance/group-censuses/censusId/actions/deep-cloneresource. - New request body: Group Census Deep Clone Input
- New response body: Group Census Deep Clone
- Generate an endorsement or renewal quote from a group insurance contract
- Make a POST request to the
/connect/insurance/contracts/contractId/actions/generate-quoteresource. - New request body: Insurance Create Quote From Contract Input
- New response body: Insurance Create Quote From Contract
- Generate a census from an insurance contract's policies
- Make a POST request to the
/connect/insurance/contracts/contractId/actions/generate-censusresource. - New request body: Insurance Generate Census Input
- New response body: Insurance Generate Census
- Update a group census from an insurance contract's policy enrollments and endorsements
- Make a PATCH request to the
/connect/insurance/contracts/contractId/actions/refresh-censusresource. - New request body: Insurance Refresh Census Input
- New response body: Insurance Refresh Census
- Generate or update group census members from an insurance contract's policies
- Make a POST request to the
/connect/insurance/contracts/contractId/actions/upsert-membersresource. - New request body: Insurance Generate and Refresh Census Members Input
- New response body: Insurance Generate and Refresh Census Members
- Generate contract-level transaction details for a group benefits contract over a specified date range
- Make a POST request to the
/connect/insurance/contracts/contractId/actions/generate-transactionsresource. - New request body: Insurance Contract Transactions Generation Input
- New response body: Insurance Contract Transactions Generation Response
- Map group census fields to relink quote and contract references
- Make a POST request to the
/connect/insurance/group-censuses/censusId/actions/map-fieldsresource. - New request body: Group Census Field Mapping Input
- New response body: Group Census Field Mapping
- Issue a contract from a quote
- Make a POST request to the
/connect/insurance/contracts/actions/issueresource. - New request body: Insurance Issue Contract Input
- New response body: Insurance Issue Contract
- Endorse a contract by creating a new contract version from a quote
- Make a POST request to the
/connect/insurance/contracts/actions/endorseresource. - New request body: Insurance Contract Endorse Input
- New response body: Insurance Contract Endorse
- Renew a contract by creating a renewed contract version from a quote
- Make a POST request to the
/connect/insurance/contracts/actions/renewresource. - New request body: Insurance Contract Renewal Input
- New response body: Insurance Contract Renewal
- Submit a bulk mid-term adjustment (MTA) to change members' plans in a group census
- Make a POST request to the
/connect/insurance/group-censuses/censusId/policies/member-plan-adjustmentresource. - New request body: Insurance Group Adjustment Input
- New response body: Insurance Group Adjustment
- Renew group census members' policies under a renewed contract
- Make a POST request to the
/connect/insurance/group-censuses/censusId/policies/actions/renewresource. - New request body: Insurance Group Renewal Input
- New response body: Insurance Group Renewal
- Compare prices across a group census for financial-impact analysis
- Make a POST request to the
/connect/insurance/group-censuses/censusId/price-comparisonsresource. - New request body: Insurance Price Comparison Input
- New response body: Rate Comparison