ASP.NET Web API Help Page

Introduction

Provide a general description of your APIs here.

AcordDescription

API	Description
GET v1/Businesses/{businessID}/AcordDescription	Get the Acord Description for a business
POST v1/Businesses/AcordDescription	Upsert ACORD Description for Certificate Holder or Lienholder

AcordForms

API	Description
GET v1/ACORDForms/{acordFormID}	Get ACORD Form with data object
POST v1/ACORDForms/{acordFormID}/AssociatePolicy?policyID={policyID}	Updates the ACORD form with the PolicyID that it is associated with or -1 if it should be associated to the contact only.
POST v1/ACORDForms/{acordFormID}/Rename?newDescription={newDescription}	Rename an ACORD Form
GET v1/ACORDForms/ByCustomer/{customerID}	Get all acord form data for a customer/prospect ID. This does not result in the file, but the data that supports creating the ACORD Form
GET v1/ACORDForms/Templates/{templateID}	Get ACORD form template descriptions by acord form template ID
GET v1/ACORDForms?policyID={policyID}&contactId={contactId}	Get a list of ACORD forms for contact and policy

AdditonalContacts

API	Description
GET v1/CommercialCustomers/{parentEntityID}/BusinessContacts	Get a list of additional/business contacts for a customer (for 3rd party devs)
GET v1/PersonalCustomers/{parentEntityID}/AdditionalContacts	Get a list of additional/business contacts for a customer (for 3rd party devs)

AddressInfo

API	Description
GET v1/Locations/{locationID}/Contacts/AddressInfo	Get the default address information

AgencyCommissionRules

API	Description
POST v1/Commissions/AgencyRules/Get	Gets the list of Agency Commissions rules based on the filter
POST v1/Commissions/AgencyRules/Update	Adds or updates a commission rule for the agency

AgencyFees

API	Description
GET v1/Locations/{locationID}/Policies/AgencyFees	Get a list of Agency Fees
POST v1/Locations/{locationID}/Policies/AgencyFees	Upsert and agency fee

CampaignTemplateEditor

CampaignTemplateEditorController

API	Description
POST v1/CampaignTemplateEditor/TemplateData	Save template data

CancellationReasons

API	Description
GET v1/Locations/{locationID}/Policies/CancellationReasons	Get a list of cancellation reasons
POST v1/Locations/{locationID}/Policies/CancellationReasons	Insert a new cancellation reason
PUT v1/Locations/{locationID}/Policies/CancellationReasons/{cancellationReasonID}	Update a cancellation reason
DELETE v1/Locations/{locationID}/Policies/CancellationReasons/{cancellationReasonID}	Delete a cancellation reason

CarrierFees

API	Description
GET v1/Locations/{locationID}/Policies/CarrierFees	Get a list of carrier fees
POST v1/Locations/{locationID}/Policies/CarrierFees	Insert a carrier fee
PUT v1/Locations/{locationID}/Policies/CarrierFees/{carrierFeeID}	Update a carrier fee
DELETE v1/Locations/{locationID}/Policies/CarrierFees/{carrierFeeID}	Delete a carrier fee

Carriers

API	Description
GET v1/Carriers	Get a list of all carriers for a user.

CommercialAutoVehicles

API	Description
GET v1/Policies/Details/{policyDetailID}/CommercialAuto/Vehicles	Get a list of vehicles on a Commercial Auto Policy Details
PUT v1/Policies/Details/CommercialAuto/Vehicles/Create	No documentation available.

CommInlandMarineAdditionalInterests

API	Description
POST v1/Policies/Details/{policyDetailID}/InlandMarine/AdditionalInterests	Update the Additional Interests Section on the Policy Details
DELETE v1/Policies/Details/{policyDetailID}/InlandMarine/AdditionalInterests/{additionalInterestID}?notes={notes}	Delete the Additional Interests Section on the Policy Details
POST v1/Policies/Details/{policyDetailID}/InlandMarine/AdditionalInterests/Import/{equipmentID}	Import Additional Interests to the Section on the Policy Details
GET v1/Policies/Details/{policyDetailID}/InlandMarine/AdditionalInterests?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&sortDirection={sortDirection}	Get a list of Additional Interests on the Policy Details
GET v1/Policies/Details/InlandMarine/AdditionalInterests/{additionalInterestID}	Get a Additional Interests Item on the Policy Details

CommInlandMarineBasicInfo

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/BasicInfo	Get the Basic Info Section data for Inland Marine type policies
POST v1/Policies/Details/InlandMarine/BasicInfo	Upsert the Basic Info Section data for Inland Marine type policies

CommInlandMarineCoverageInfo

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/CoverageInfo	Get the Coverage Info Section data for Inland Marine type policies
POST v1/Policies/Details/InlandMarine/CoverageInfo	Upsert the Coverage Info Section data for Inland Marine type policies

CommInlandMarineEquipmentStorage

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/EquipmentStorage	Get all of the equipment storages for the specified Inland Marine type policies.
GET v1/Policies/Details/{policyDetailID}/InlandMarine/EquipmentStorage/{equipmentStorageID}	Get all of the details for a specific equipment storage for Inland Marine type policies.
POST v1/Policies/Details/InlandMarine/EquipmentStorage	Upserts an equipment storage for an existing Inland Marine type policy.
DELETE v1/Policies/Details/InlandMarine/EquipmentStorage/{equipmentStorageID}	Removes an equipment storage.

CommInlandMarineGeneralInfo

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/GeneralInfo	Get the General Info Section data for Inland Marine type policiesS
POST v1/Policies/Details/InlandMarine/GeneralInfo	Upsert the General Info Section data for Inland Marine type policies

CommInlandMarineScheduleEquipment

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/ScheduledEquipment	Get the Scheduled Equipment Section data for Commercial Inland Marine type policies
GET v1/Policies/Details/{policyDetailID}/InlandMarine/ScheduledEquipment/{scheduledEquipmentID}	Get the Scheduled Equipment Section specific item for Commercial Inland Marine type policies
POST v1/Policies/Details/{policyDetailID}/InlandMarine/ScheduledEquipment/{scheduledEquipmentID}	Delete the Scheduled Equipment Section data for Commercial Inland Marine type policies
POST v1/Policies/Details/InlandMarine/ScheduledEquipment	Insert the Scheduled Equipment Section data for Commercial Inland Marine type policies

CommInlandMarineUnscheduleEquipment

API	Description
GET v1/Policies/Details/{policyDetailID}/InlandMarine/UnscheduledEquipment	Get the Unscheduled Equipment Section data for Commercial Inland Marine type policies
POST v1/Policies/Details/{policyDetailID}/InlandMarine/UnscheduledEquipment/{unscheduledEquipmentID}	Delete the Unscheduled Equipment Section data for Commercial Inland Marine type policies
POST v1/Policies/Details/InlandMarine/UnscheduledEquipment	Insert the Unscheduled Equipment Section data for Commercial Inland Marine type policies

Commissions

API	Description
DELETE v1/Commissions/Delete?ruleId={ruleId}	delete a commission rule

ContactInformation

API	Description
GET v1/Contacts/{contactID}/ContactInformation/Types	No documentation available.

Contacts

API	Description
PUT v1/Contacts	Insert a contact into Catalyst with a simple contract
GET v1/Contacts/LastModifiedCreated?startDate={startDate}&endDate={endDate}&pageNumber={pageNumber}&pageSize={pageSize}	Get a paged list of contacts that were created or modified in a specified date range.

ContactsAccountInfo

API	Description
GET v1/Contacts/{contactID}/AccountInfo	Get the account information for a contact including Agent and CSR

ContactsAddresses

API	Description
GET v1/Contacts/{contactID}/Addresses	Return a list of address for a contact.

ContactsEmails

API	Description
GET v1/Contacts/{contactID}/Emails	Get the Emails for a contact
POST v1/Contacts/{contactID}/Emails	Update the Emails for a contact. This input list will replace the existing collection of Emails.

ContactsXDates

API	Description
GET v1/Contacts/{contactID}/XDates	Return a list of xDates for a contact.
POST v1/XDates
GET v1/XDates/{id}
POST v1/XDates/{id}/AutoAdvance

CustomerBilling

These endpoints return a list of billing information for a customer.

API	Description
GET v1/Customers/{contactId}/Billing/CompanyCommission?numDaysPrior={numDaysPrior}	Gets Company Commission Billing Information for a customer
GET v1/Customers/{contactId}/Billing/CompanyPremium?numDaysPrior={numDaysPrior}	Gets Company Premium Billing Information for a customer
GET v1/Customers/{contactId}/Billing/Customer?numDaysPrior={numDaysPrior}	Gets Customer Billing Information for a customer
GET v1/Customers/{contactId}/Billing/FinancePremium?numDaysPrior={numDaysPrior}	Gets Finance Premium Billing Information for a customer
GET v1/Customers/{contactId}/Billing/ProducerCommission?numDaysPrior={numDaysPrior}	Gets Producer Commission Billing Information for a customer

CustomerEmployer

API	Description
GET v1/Customers/{customerID}/Employers	Get a list of employers for a customer id (for 3rd party devs)

CustomerNumbers

API	Description
PUT v1/CustomerNumbers/Put?locationID={locationID}	Update the location's customer number settings

Customers

API	Description
POST v1/Customers/{contactID}/Relocate?newOfficeId={newOfficeId}	Relocate a customer/prospect to a different location
GET v1/Customers/{customerID}/CustomerDetailSummary	Get a detail summary of information about a customer (for 3rd party devs)

CustomerSources

API	Description
GET v1/Locations/{locationID}/Contacts/CustomerSources	Get a list of Customer Sources
POST v1/Locations/{locationID}/Contacts/CustomerSources	Insert a customer source
PUT v1/Locations/{locationID}/Contacts/CustomerSources/{customerSourceID}	Update a customer source
DELETE v1/Locations/{locationID}/Contacts/CustomerSources/{customerSourceID}	Delete a Customer Source

Departments

API	Description
POST v1/Locations/{locationID}/Contacts/Departments	Insert a department
GET v1/Locations/{locationID}/Contacts/Departments	Get a list of Departments
PUT v1/Locations/{locationID}/Contacts/Departments/{departmentID}	Update an department
DELETE v1/Locations/{locationID}/Contacts/Departments/{departmentID}	Delete a department

Documents

API	Description
GET v1/Documents/Images?entityId={entityId}	Get a list of images associated to the contact
POST v1/Documents/UpdateAvatar?entityId={entityId}&blobInfoId={blobInfoId}	Sets a particular file as the avatar

Emails

API	Description
GET v1/Emails/ACORDs?entityId={entityId}&entityType={entityType}&excludeCertificates={excludeCertificates}&orderBy={orderBy}&sortDirection={sortDirection}	Get a list of Acord Forms to display as available email attachments
GET v1/Emails/DocsAndImages?entityId={entityId}&entityType={entityType}&excludeFileTypes={excludeFileTypes}&orderBy={orderBy}&sortDirection={sortDirection}	Get a list of Documents and Images (files) to display as available email attachments

Employees

API	Description
GET v1/Employees/LoginStatus	Get the current logged in user's login status.

EmployeeShifts

API	Description
GET v1/Employees/{id}/EmployeeShifts	Get the employee's shifts

EndorsementReasons

API	Description
GET v1/Locations/{locationID}/Policies/EndorsementReasons	Get a list of endorsement reasons
POST v1/Locations/{locationID}/Policies/EndorsementReasons	Insert a new endorsement reason
PUT v1/Locations/{locationID}/Policies/EndorsementReasons/endorsementReasonID?endorsementReasonID={endorsementReasonID}	Update an endorsement reason
DELETE v1/Locations/{locationID}/Policies/EndorsementReasons/endorsementReasonID?endorsementReasonID={endorsementReasonID}	Delete an endorsement reason

Endorsements

API	Description
POST v1/Policies/Endorsements/UpdateApproved	No documentation available.

FileFolders

Methods to maintain File Folders

API	Description
GET v1/FileFolders?entityId={entityId}	Get Folders by entity id

FileProperties

API	Description
POST v1/Files/Properties/{id}	Update the file properties for a specific file
GET v1/Files/Properties/{id}?downloadAs={downloadAs}	Get the file properties for a specific file id, alternatively you can request the byte[] of the file with 'downloadAs': None, Thumbnail, Original

Files

API	Description
GET v1/Files/{id}	Get the raw stream of the file by ID
PUT v1/Files/File	Upload a stream to the cloud associated to contact ID. This requires a web header 'QQ-Upload-ContactID' you can also provide the header 'QQ-Upload-Filename'
GET v1/Files/FilesByContact?contactid={contactid}&dlFileType={dlFileType}&pageNumber={pageNumber}&pageSize={pageSize}	Get a list of files associated to a Contact ID, alternatively you can request the byte[] of the file with 'downloadAs': None, Thumbnail, Original
GET v1/Files/FilesByPolicy?contactid={contactid}&policyid={policyid}&dlFileType={dlFileType}&pageNumber={pageNumber}&pageSize={pageSize}	Get a list of files associated to a Policy ID, alternatively you can request the byte[] of the file with 'downloadAs': None, Thumbnail, Original

GarageCoverages

API	Description
GET v1/Policies/Details/{policyDetailId}/Garage/Coverages
POST v1/Policies/Details/Garage/Coverages

GarageOperations

API	Description
GET v1/Policies/Details/{policyDetailId}/Garage/Operations
POST v1/Policies/Details/Garage/Operations

HomeownersLocations

API	Description
GET v1/Policies/Details/{policyDetailID}/Homeowners/Locations	Get a list of locations on a Homeowners Policy Details

Industries

API	Description
GET v1/Locations/{locationID}/Contacts/Industries	Get a list of Industries and related occupations
POST v1/Locations/{locationID}/Contacts/Industries	Insert an Industry and it's related occupations
PUT v1/Locations/{locationID}/Contacts/Industries/{industryID}	Update an Industry and its occupations
DELETE v1/Locations/{locationID}/Contacts/Industries/{industryID}	delete an industry
GET v1/Locations/{locationID}/Contacts/Industries/{industryId}/Occupations	get a list of Occupations for an Industry

InvoiceNumbers

API	Description
GET v1/Locations/{locationID}/Finance/InvoiceNumbers	Get the Invoice number settings
POST v1/Locations/{locationID}/Finance/InvoiceNumbers	Update the Invoice Number Settings

Languages

API	Description
GET v1/Locations/{locationID}/Contacts/Languages	Get the list of languages
POST v1/Locations/{locationID}/Contacts/Languages	insert a language
PUT v1/Locations/{locationID}/Contacts/Languages/{languageID}	Update a language ID Record
DELETE v1/Locations/{locationID}/Contacts/Languages/{languageID}	Delete a language ID

LinesOfBusiness

API	Description
GET v1/Locations/{locationID}/Policies/LinesOfBusiness	Get the Lines of Business' and Coverages
DELETE v1/Locations/{locationID}/Policies/LinesOfBusiness/{locationLOBID}	Remove(Hide) a line of business for a location
DELETE v1/Locations/{locationID}/Policies/LinesOfBusiness/{locationLOBID}/Coverages/{locationCoverageID}	Remove(hide) a location's coverage from the location's line of business
POST v1/Locations/{locationID}/Policies/LinesOfBusiness/{locationLOBID}/Coverages?systemCoverageID={systemCoverageID}	Assign a system coverage for a line of business for a Location, use the system coverage ID from the GetSystemCoveragesFoLine method and the OfficeLOBVM.ID from GetLinesOfBusinessVM
POST v1/Locations/{locationID}/Policies/LinesOfBusiness/{systemLineOfBusinessID}	Assign a Line of Business to a Location, use the System Line of Business ID from the SystemLinesOfBusiness method
GET v1/Locations/{locationID}/Policies/LinesOfBusiness/{systemLineOfBusinessID}/SystemCoverages	Get the available coverages that can be added to a Line Of Business, use the system line of business ID from the SystemLinesOfBusiness method
GET v1/Locations/Policies/SystemLines	Get the available Lines of Business that can be added to a Location

LinkedAccount

API	Description
GET v1/Customers/{customerID}/LinkedAccounts	Get Linked Accounts

Locations

API	Description
GET v1/Locations/{locationID}	Get full details on a location
GET v1/Locations/{locationID}/Address	Get the locations main address
GET v1/Locations/UserLocations	Get the current user's list of locations

Lookups

Provides methods for getting the possible values of "dropdown" properties.

API	Description
GET v1/Lookups/AddressTypes	Returns the list of Address types
POST v1/Lookups/BusinessTypes	Gets a list of Business Types used for Commercial Customers, such as LLC or Incorporation.
GET v1/Lookups/ContactInfoTypes	Get a list of Contact Info Types to be used to insert/update EntityContactInfoDTO, PhoneNumberDTO, EmailDTO, WebsiteDTO, etc.
GET v1/Lookups/ContactSubTypes	A list of contact sub types
GET v1/Lookups/ContactTypes	A list of Contact Types
GET v1/Lookups/ContactTypesAndSubTypes	A list of Contact Types with their child sub types
GET v1/Lookups/Countries	Returns a list of Countries
GET v1/Lookups/Countries/{countryCode}/States	This returns the states/provinces for the specified country
GET v1/Lookups/DownloadAsFileTypes	A list of download file types
GET v1/Lookups/FileRelations	"A list of file relations"
POST v1/Lookups/QQSolutionsStatus	Get The System Status for all of QQSolutions
GET v1/Lookups/States	This returns the states for The United States of America
GET v1/Lookups/States/{stateCode}	returns a specific state

NamedInsured

API	Description
GET v1/Policies/{policyId}/NamedInsured	Gets the named insured for the specified policy

NonCustomerBilling

These endpoints return a list of billing information for noncustomers: carriers, employees, finance companies, MGAs, and prospects.

API	Description
GET v1/NonCustomers/{contactId}/Billing/CompanyCommission?numDaysPrior={numDaysPrior}	Gets Company Commission Billing Information for noncustomers. This endpoint is available for carriers, MGAs and prospects.
GET v1/NonCustomers/{contactId}/Billing/CompanyPremium?numDaysPrior={numDaysPrior}	Gets Company Premium Billing Information for noncustomers. This endpoint is available for carriers, MGAs and prospects.
GET v1/NonCustomers/{contactId}/Billing/Customer?numDaysPrior={numDaysPrior}	Gets Customer Billing Information for noncustomers. This endpoint is available for prospects.
GET v1/NonCustomers/{contactId}/Billing/FinancePremium?numDaysPrior={numDaysPrior}	Gets Finance Premium Billing Information for noncustomers. This endpoint is available for finance companies and prospects.
GET v1/NonCustomers/{contactId}/Billing/ProducerCommission?numDaysPrior={numDaysPrior}	Gets Producer Commission Billing Information for noncustomers. This endpoint is available for employees and prospects.

Notes

API	Description
GET v1/Contacts/{contactID}/Notes?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}	Get a paged list of notes for a contact
PUT v1/Contacts/Notes	Create a new note

Occupations

API	Description
GET v1/Locations/{locationID}/Contacts/Occupations	Get the list of occupations
POST v1/Locations/{locationID}/Contacts/Occupations	insert a new occupation
PUT v1/Locations/{locationID}/Contacts/Occupations/{occupationID}	Update an occupation
DELETE v1/Locations/{locationID}/Contacts/Occupations/{occupationID}	Delete an occupation

PaymentInformation

API	Description
GET v1/Locations/{locationID}/Finance/PaymentInformation	Get the payment information
POST v1/Locations/{locationID}/Finance/PaymentInformation	Update the Payment information

PaymentPayableAddress

API	Description
GET v1/Locations/{locationID}/Finance/PaymentPayableAddress?payableToType={payableToType}	Get the Payment Payable To address for a specific location.
POST v1/Locations/Finance/PaymentPayableAddress	Update a Payment Payable To address

PersonalAutoDrivers

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalAuto/DriverList	Get a list of Drivers on a personal auto policy detail
GET v1/Policies/Details/PersonalAuto/Drivers/{driverID}	Get details for a specific driver on a personal auto policy detail

PersonalAutoLiabilityCoverages

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalAuto/LiabilityCoverages	Get a list of Liability Coverages on a policy detail for personal auto

PersonalAutoPhysicalDamageCoverages

API	Description
GET v1/Policies/Details/PersonalAuto/Vehicles/{vehicleID}/PhysicalCoverages	Get a list of physical coverages per vehicle for policy details for personal auto.

PersonalAutoVehicles

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalAuto/Vehicles	Get a list of vehicles on a Personal Auto Policy Details

PersonalInformation

API	Description
GET v1/Customers/{customerID}/PersonalInformation	Get Personal Information section for a customer

PersonalInlandMarineAdditionalInterests

API	Description
POST v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/AdditionalInterests	Update the Additional Interests Section on the Policy Details
DELETE v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/AdditionalInterests/{additionalInterestID}?notes={notes}	Delete the Additional Interests Section on the Policy Details
POST v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/AdditionalInterests/Import/{equipmentID}	Import Additional Interests to the Section on the Policy Details
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/AdditionalInterests?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&sortDirection={sortDirection}	Get a list of Additional Interests on the Policy Details
GET v1/Policies/Details/PersonalInlandMarine/AdditionalInterests/{additionalInterestID}	Get a Additional Interests Item on the Policy Details

PersonalInlandMarineCoverageInfo

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/CoverageInfo	Get all of the coverage infos for the specified Personal Inland Marine type policies.
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/CoverageInfo/{coverageInfoID}	Get all of the details for a specific coverage info for Personal Inland Marine type policies.
POST v1/Policies/Details/PersonalInlandMarine/CoverageInfo	Upserts a coverage info for an existing Personal Inland Marine type policy.
DELETE v1/Policies/Details/PersonalInlandMarine/CoverageInfo/{coverageInfoID}	Removes a coverage info for Personal Inland Marine type policies

PersonalInlandMarineGeneralInfo

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/GeneralInfo	Get the General Info Section data for Inland Marine type policies
POST v1/Policies/Details/PersonalInlandMarine/GeneralInfo	Upsert the General Info Section data for Inland Marine type policies

PersonalInlandMarineSafeVaults

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/SafeVault	Get all of the safe / vault infos for the specified Personal Inland Marine type policies.
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/SafeVault/{safeVaultID}	Get all of the details for a specific safe / vault for Personal Inland Marine type policies
POST v1/Policies/Details/PersonalInlandMarine/SafeVault	Upserts a safe/vault for an existing Personal Inland Marine type policy.
DELETE v1/Policies/Details/PersonalInlandMarine/SafeVault/{safeVaultID}	Removes a safe / vault for Personal Inland Marine type policies.

PersonalInlandMarineScheduleOfProperties

API	Description
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/ScheduleOfProperty	Get all of the schedule of properties for the specified Personal Inland Marine type policies
GET v1/Policies/Details/{policyDetailID}/PersonalInlandMarine/ScheduleOfProperty/{propertyID}	Get all of the details for a specific schedule of property for Personal Inland Marine type policies
POST v1/Policies/Details/PersonalInlandMarine/ScheduleOfProperty	Upserts a schedule of property for an existing Personal Inland Marine type policy.
DELETE v1/Policies/Details/PersonalInlandMarine/ScheduleOfProperty/{propertyID}	Removes a schedule of property for Personal Inland Marine type policies.

PhoneNumbers

API	Description
GET v1/Contacts/{contactID}/PhoneNumbers	Get the phone numbers for a contact
POST v1/Contacts/{contactID}/PhoneNumbers	Update the phone numbers for a contact. This input list will replace the existing collection of phone numbers.

Policies

API	Description
PUT v1/Policies	Insert a policy into Catalyst
GET v1/Policies/ByCustomer/{customerId}?keyword={keyword}&page={page}&rowCount={rowCount}	Get a list of policies for a customer ID
GET v1/Policies/ImportPolicy/GetList?contactId={contactId}&activeOnly={activeOnly}&excludePrs={excludePrs}	Get a list of policies for the import list popup
GET v1/Policies/LastModifiedCreated?startDate={startDate}&endDate={endDate}&pageNumber={pageNumber}&pageSize={pageSize}	Get a list of modified policies given a date range with paging
POST v1/Policies/SearchByPolicyNumbers	Search for Policies based on a list of Policy Numbers
GET v1/PolicySummaryForApi?policyID={policyID}	Get policy information summary detail information for a policy (for 3rd party devs)

PoliciesInfo

API	Description
GET v1/Policies/{policyID}/PolicyInfo	Provide a new method to get the Basic Policy Info including Agent and CSR

PolicyACORDForms

API	Description
GET v1/PolicyACORDForms/{policyId}/AcordSelectorDriverList?policyDetailsId={policyDetailsId}&lobInternalCode={lobInternalCode}	Get List of Drivers on Policy and format for Acord Selector List
GET v1/PolicyACORDForms/{policyId}/AcordSelectorVehicleList?policyDetailsId={policyDetailsId}&lobInternalCode={lobInternalCode}	Get List of Vehicles on Policy and format for Acord Selector List
GET v1/PolicyACORDForms/AcordAutoIdCardTemplateList	Get List of Acord Templates for Auto ID Cards
GET v1/PolicyACORDForms/AcordSelectListAutoIdTemplates	Get Simple List of Acord Templates for Auto ID Cards
GET v1/PolicyACORDForms/GetACORDWithData/{acordFormID}?policyID={policyID}	Get the ACORD form with data object
GET v1/PolicyACORDForms/GetList?policyID={policyID}	Get a list of ACORD Forms for a specific policy ID
POST v1/PolicyACORDForms/Rename?policyID={policyID}&acordFormID={acordFormID}&newDescription={newDescription}	Rename an ACORD form.

PolicyACORDFormTemplates

API	Description
GET v1/Policies/AcordFormTemplate/{acordFormTemplateId}	Get an acord form template descriptions by acord form template id

PolicyAdjustments

This endpoint returns a list of adjustments for a policy.

API	Description
GET v1/Policies/{policyId}/Adjustments	Gets the List of Adjustments for a policy

PolicyBilling

These endpoints return a list of billing information for a policy.

API	Description
GET v1/Policies/{policyId}/Contacts/{contactId}/Billing/CompanyCommission?numDaysPrior={numDaysPrior}	Gets Company Commission Billing Information for a policy
GET v1/Policies/{policyId}/Contacts/{contactId}/Billing/CompanyPremium?numDaysPrior={numDaysPrior}	Gets Company Premium Billing Information for a policy
GET v1/Policies/{policyId}/Contacts/{contactId}/Billing/Customer?numDaysPrior={numDaysPrior}	Gets Customer Billing Information for a policy
GET v1/Policies/{policyId}/Contacts/{contactId}/Billing/FinancePremium?numDaysPrior={numDaysPrior}	Gets Finance Premium Billing Information for a policy
GET v1/Policies/{policyId}/Contacts/{contactId}/Billing/ProducerCommission?numDaysPrior={numDaysPrior}	Gets Producer Commission Billing Information for a policy

PolicyCarriers

API	Description
GET v1/PolicyCarriers?carrierID={carrierID}	Get the Policy Carrier Display Information by Carrier ID

PolicyCommissions

API	Description
POST v1/PolicyCommissions/DefaultCommission	Default the commission information for the given quote/policy object.

PolicyDetailsFarmAdditionalInterests

Additional Interest Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests/{id}?isAnimalAdditionalInterest={isAnimalAdditionalInterest}	Get by ID
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests/AnimalsPropertiesDropdown	No documentation available.

PolicyDetailsFarmAnimals

Animals Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmAnimals	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmAnimals/{id}	Get by ID

PolicyDetailsFarmPersonalProperties

Personal Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages/{id}	Get by ID
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages/Detail?personalPropertyCoverageId={personalPropertyCoverageId}	Get by ID

PolicyDetailsFarmPremises

Premises Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmPremises	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmPremises/{id}	Get by ID
GET v1/Policies/Details/{policyDetailID}/FarmPremises/PremiseDetail?premisId={premisId}	Get by ID

PolicyDetailsFarmScheduledProperties

Scheduled Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmScheduledProperties	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmScheduledProperties/{id}	Get by ID

PolicyDetailsFarmUnscheduledProperties

Unscheduled Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmUnscheduledProperties	Get the list
GET v1/Policies/Details/{policyDetailID}/FarmUnscheduledProperties/{id}	Get by ID
GET v1/Policies/Details/FarmUnscheduledProperties/Classes	No documentation available.
GET v1/Policies/Details/FarmUnscheduledProperties/SubClasses?classID={classID}	No documentation available.

PolicyDetailsGaragePremises

Premises Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailId}/GaragePremises	Get the list
GET v1/Policies/Details/{policyDetailID}/GaragePremises/{id}?policyDetailsId={policyDetailsId}&premisesId={premisesId}	Get by ID
GET v1/Policies/Details/{policyDetailId}/GaragePremises/PremiseDetail?premisId={premisId}	Get by ID

PolicyDetailsGeneralLocations

API	Description
GET v1/Policies/{policyID}/GeneralLocations?pageNumber={pageNumber}&pageSize={pageSize}	Get a list of locations for a policy

PolicyDownPayment

API	Description
GET v1/Policies/{policyId}/DownPayment	Returns the down payment information for a policy

PolicyLines

API	Description
GET v1/Policies/{policyID}/PolicyLines	Get the policy line summaries for lines under a Policy ID

PolicyNotes

API	Description
GET v1/Policies/{policyID}/Notes?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}	Get notes for a Policy ID

PolicyProposal

API	Description
POST v1/PolicyProposal	Generate a policy proposal for the given list of quote IDs

PolicySources

API	Description
PUT v1/Locations/{locationID}/Policies/PolicySources/{policySourceID}	Update a policy source
DELETE v1/Locations/{locationID}/Policies/PolicySources/{policySourceID}	Delete a policy source
GET v1/PolicySources/GetList?locationID={locationID}	Get a list of policy sources
POST v1/PolicySources/Post?locationID={locationID}	Insert a policy source

PolicySummary

API	Description
POST v1/PolicySummary	Generate a Policy Summary for the given list of policy IDs

PolicyTransformationStation

API	Description
GET v1/Policies/TransformationStation/AllProducts	Get a list of all products from TransformationStation
GET v1/Policies/TransformationStation/Products?policyID={policyID}	Get products that are assigned to the carrier assigned to the policy.
POST v1/Policies/TransformationStation/SubmitProgressiveRTI	Sumbit the Real Time Inquiry using Progressive
POST v1/Policies/TransformationStation/SubmitRTI	Sumbit the Real Time Inquiry
GET v1/Policies/TransformationStation/SyncUsers	Sync all active Agency Users with TransformationStation
GET v1/PolicyTransformationStation/GetTransformationStationSetupCompleteIndicator	No documentation available.

ProducerCommissionRules

API	Description
POST v1/Commissions/ProducerRules/Get	Gets the list of Producer Commissions rules based on the filter
POST v1/Commissions/ProducerRules/Update	Adds or updates a commission rule for the producer

ProfLiabAddlCoverages

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/AddlCoverages
POST v1/Policies/Details/ProfessionalLiability/AddlCoverages

ProfLiabCoverages

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/Coverages
POST v1/Policies/Details/ProfessionalLiability/Coverages

ProfLiabGrossSales

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/GrossSales
POST v1/Policies/Details/ProfessionalLiability/GrossSales

ProfLiabProductsServices

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/ProductsServices
POST v1/Policies/Details/ProfessionalLiability/ProductsServices

QBAccounts

API	Description
GET v1/QuickBooks/Accounts?addTrustAccount={addTrustAccount}	Get a list of accounts from the QuickBooks API

QBActions

API	Description
GET v1/QuickBooks/Actions/{accountType}	Get the data driven list of QB Actions. Account Types: {Payable, Receivable}

QBAuthentication

API	Description
GET v1/QuickBooks/OAuth/Status	Gets the current status of QuickBooks integration with Catalyst.

QBSyncStatus

API	Description
GET v1/QuickBooks/SyncStatus	Retrieves the latest sync status event for QuickBooks
GET v1/QuickBooks/SyncStatus/{id}	Retrieves the latest sync status event for QuickBooks

QBTrustAccountLinks

API	Description
GET v1/QuickBooks/TrustAccountLinks	Get the list of linked locations and trust accounts for QuickBooks.
PUT v1/QuickBooks/TrustAccountLinks	Upserts a list of linked locations and trust accounts for QuickBooks.

Quotes

API	Description
GET v1/Policies/{policyId}/Quotes	Get all of the quotes for the specified policy
POST v1/Policies/{policyId}/Quotes	Upserts a quote for an existing policy.
GET v1/Policies/Quotes/{quoteId}	Get all of the details for a specific quote
DELETE v1/Policies/Quotes/{quoteId}	Removes a quote

Ratings

API	Description
GET v1/Rating/{locationId}/AllRatingStates	Get Rating States including which states are being used and which is default
POST v1/Rating/AutoSave	No documentation available.
POST v1/Rating/GetQuoteCustomerLetter	Create Customer Letter from Rating Breakdown
POST v1/Rating/SaveMvrReport	Save the MvrReport
POST v1/Rating/SendProposalEmail	SendPropposalEmail

ReceiptNumbers

API	Description
GET v1/Locations/{locationID}/Finance/ReceiptNumbers	Get the Receipt number settings
POST v1/Locations/{locationID}/Finance/ReceiptNumbers	Update the Receipt Number Settings

Search

API	Description
POST v1/Search	Perform an Advanced Search
GET v1/Search/Businesses/BasicSearch?keyword={keyword}&type={type}&locationID={locationID}&pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}	Perform a basic search against the Business contact types
GET v1/Search/Customers/BasicSearch?keyword={keyword}&type={type}&locationID={locationID}&pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}&status={status}&name={name}&customerNumber={customerNumber}&email={email}&phone={phone}&zipCode={zipCode}	Perform a basic Search against the customer contact types
GET v1/Search/Employees/BasicSearch?keyword={keyword}&locationID={locationID}&pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}&status={status}&name={name}&email={email}&phone={phone}&zipCode={zipCode}	Perform a basic search against the employee contact type
GET v1/Search/LastAccessed	Get a lsit of last accessed Contacts for the user
POST v1/Search/Policies	An Advanced search against policies
POST v1/Search/PoliciesWithDates	An advanced version of search that allows searching by effective and exipration date ranges.
GET v1/Search/PolicyQuoteList/{customerId}?polWithoutQuotes={polWithoutQuotes}&voidedPolicyIdToInclude={voidedPolicyIdToInclude}	Returns the basic information needed when issuing a policy
GET v1/Search/Prospects/BasicSearch?keyword={keyword}&type={type}&locationID={locationID}&pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}&status={status}&name={name}&prospectNumber={prospectNumber}&email={email}&phone={phone}&zipCode={zipCode}	Perform a basic search against the prospect contact type
GET v1/Search/ReconcilableCommEntities	Returns a list of entities that are reconcilable for commission
GET v1/Search?searchString={searchString}&locationID={locationID}	Perform a basic search

Signatures

API	Description
GET v1/Locations/{locationID}/Policies/Signatures	Get a list of signatures
POST v1/Locations/{locationID}/Policies/Signatures	Insert a signature
DELETE v1/Locations/{locationID}/Policies/Signatures/signatureBlobID?blobInfoID={blobInfoID}	Delete a signature
PUT v1/Locations/{locationID}/Policies/Signatures/signatureBlobID?signatureBlobID={signatureBlobID}	Update a signature

SocialMedia

API	Description
GET v1/Contacts/{contactId}/SocialMedia	Get the list of websites in social media sections

Statistics

API	Description
POST v1/Statistics/CountByCategory	Gets the number of records for each main entity type

Sublines

API	Description
POST v1/Sublines	Insert or UPdate a Subline
GET v1/Sublines/{id}	Get a single Subline
DELETE v1/Sublines/{id}	Delete a subline
GET v1/Sublines?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&sortDirection={sortDirection}	Get all not deleted Sublines

Tasks

API	Description
GET v1/Contacts/{contactID}/Tasks?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}	Gets the tasks associated to a contact
GET v1/Employees/{employeeID}/Tasks?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&orderDirection={orderDirection}	Gets the tasks assigned to an employee
POST v1/Tasks	Insert a task
POST v1/Tasks/{taskId}/MarkComplete	Updates task to completed status
POST v1/Tasks/UpdateProgress	Updates task to specified percent complete. TaskDTO properties ID, Complete (percentage), Status and ReminderDate(Optional) should be filled. Status: Not Started, Waiting, In Progress, Deferred, Completed

TextMessages

API	Description
GET v1/Contacts/{contactID}/TextMessages?pageNumber={pageNumber}&pageSize={pageSize}&orderBy={orderBy}&sortDirection={sortDirection}	Get the list of text messages for a contact ID

TransactionConcepts

API	Description
GET v1/TransactionConcepts	Get the list of Financial Transaction Concepts

TransformationStation

API	Description
GET v1/Preferences/TransformationStation/AllProducts	Get a list of all products from the IVANS TransformationStation Server
GET v1/Preferences/TransformationStation/IsSetup	Check to see if Agency is configured to use IVANS TransformationStation Server

TwilioSettings

API	Description
GET v1/Locations/{locationID}/TwilioSettings/TextSignature?customerID={customerID}	Get the text message signature.

UserInformation

API	Description
GET v1/Employees/{id}/UserInfo	Get the Employee's User Information

UserPreferences

API	Description
GET v1/Employees/{id}/UserPreferences	Get employee's user preferences
POST v1/Employees/{id}/UserPreferences	update the employees user preferences

UserSettings

API	Description
GET v1/Locations/{locationID}/UserSettings	Get the user settings
POST v1/Locations/{locationID}/UserSettings	Update the User settings

Websites

API	Description
GET v1/Contacts/{contactID}/Websites	Get the websites for a contact
POST v1/Contacts/{contactID}/Websites	Update the websites for a contact. This input list will replace the existing collection of websites.