Manage policy transactions such as issuance, endorsement, renewal, and cancellation.
Calculate term taxes based on transaction types and policy durations.
This table lists the available Insurance Policy Administration resources.
| Resource | Description |
|---|---|
| /connect/insurance/policies/policyId/cancel (POST) | Cancel an insurance policy version. The API takes the effective date of cancellation from the input JSON. |
| /connect/insurance/policies/policyId/endorse (POST) | Endorse the latest version of the insurance policy based on the context ID and effective date. |
| /connect/insurance/policies/policyId?_qs=contextOnly=true (GET) | Get the ID of the context and the insurance policy details. This includes related assets, participants, and coverages. Use query parameters to request additional information. |
| /connect/insurance/policies (POST) | Use the context ID provided in the input JSON to generate a new insurance policy. |
| /connect/insurance/policies/policyId/renew (POST) | Use the context ID of an existing policy to renew a policy. Modify the renewal date and also add optional fields and additional information in the input JSON. |
| /connect/insurance/policies/policyId/out-of-sequence-endorsement (POST) | Create an out-of-sequence endorsement for an insurance policy. |
| /connect/insurance/policies/policyId/reinstate (POST) | Reinstate a previously canceled insurance policy. |
| /connect/insurance/policies/multi-root (POST) | Asynchronoulsy create a multi-root insurance policy along with its child policies. A multi-root policy includes multiple child policies of different product types under a single parent policy. |
| /connect/insurance/policies/multi-root/endorse (POST) | Asynchronously endorse a multi-root insurance policy along with its child policies. |
| /connect/insurance/policies/multi-root/renew (POST) | Asynchronously renew a multi-root insurance policy, create renewed records for the parent policy and the associated child policies. |