ASP.NET Web API Help Page

Introduction

QQCatalyst provides a comprehensive list of API to access and process your agency’s information: contacts,billing, policies, notes,accord etc.

AcordDescription

Allows to retrieve/update ACORD description

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

Allows you to retrieve/update ACORD forms

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

Allows to retrieve additional/business contacts for customers

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

Allows to retrieve default address information

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

AgencyCommissionRules

Allows to retrieve/add Agency Commissions rules

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

Allows to retrieve/upsert agency fees

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

Billing

This endpoint return a list of billing information.

API	Description
GET v1/Billing/LastModifiedCreated?startDate={startDate}&endDate={endDate}&pageNumber={pageNumber}&pageSize={pageSize}	Get a paged list of customer billing information that were created in a specified date range.

BusinessLogic

Allows access to businesslogic methods

API	Description
GET v1/BusinessLogic/Ping	Ping BusinessLogic Controller

CampaignTemplateEditor

Allows to save template data

API	Description
POST v1/CampaignTemplateEditor/TemplateData	Save template data

CancellationReasons

Allows to perform CRUD operations for cancellation reasons

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

Allows to perform CRUD operations for carrier fees

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

Allows to retrieve carriers

API	Description
GET v1/Carriers	Get a list of all carriers for a user.
GET v1/Carriers/GetAllCarriersWithParentCarrier?startDate={startDate}&endDate={endDate}	No documentation available.

CommercialAutoVehicles

Allows to retrieve vehicles on a Commercial Auto Policy Details

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

Allows to retrieve, update and delete additional interests section

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 an Additional Interests Item on the Policy Details

CommInlandMarineBasicInfo

Allows to retrieve and upsert Basic Info Section data

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

Allows to retrieve and upsert coverage info section data

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

Allows to retrieve, upsert and delete equipment storages

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

Allows to retrieve and upsert general info section data

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

CommInlandMarineScheduleEquipment

Allows to retrieve, update and delete scheduled equipment data

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

Allows to retrieve, update and delete unscheduled equipment data

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

Allows to remove commission rules

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

ContactInformation

Allows to retrieve contact Info types

API	Description
GET v1/Contacts/{contactID}/ContactInformation/Types	Get all of Contact Info types

Contacts

Allows to retrieve/insert contacts

API	Description
PUT v1/Contacts	Insert a contact into Catalyst with a simple contract
GET v1/Contacts/{contactId}/ContactSummaryDTO	Gets contact summary info for a single contact
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.
GET v1/Contacts/LastModifiedCreatedCustomersEmployees?startDate={startDate}&endDate={endDate}&pageNumber={pageNumber}&pageSize={pageSize}	Get a paged list of customers and employees that were created or modified in a specified date range.

ContactsAccountInfo

Allows to retrieve contact account information

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

ContactsAddresses

Allows to retrieve contact addresses

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

ContactsEmails

Allows to retrieve/update contact emails

API	Description
GET v1/Contacts/{contactID}/Emails	Get the Emails for a contact
POST v1/Contacts/{contactID}/Emails	Update the Emails for a contact.

ContactsXDates

Allows to retrieve/update contact xDates

API	Description
GET v1/Contacts/{contactID}/XDates	Return a list of xDates for a contact.
POST v1/XDates	Upsert xDate
GET v1/XDates/{id}	Get xDate by id
POST v1/XDates/{id}/AutoAdvance	Advances the date on the Xdate to the next interval based on the term/period (monthly,semi,annual,etc)

ContractorsUnderwriting

Allows to GET/UPDATE the Contractors Underwriting by Policy ID

API	Description
GET v1/ContractorsUnderwriting/{policyId}/GetContractorsUnderwriting	Gets Contractors Underwriting for a given Policy Id
POST v1/ContractorsUnderwriting/{policyId}/UpsertContractorsUnderwriting	Inserts or Updates Contractors Underwriting

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

Allows to retrieve employers for a customers

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

CustomerNumbers

Allows to update customer number settings

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

Customers

Allows to retrieve/relocate 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

Allows to perform CRUD operations for customer sources

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

Allows to perform CRUD operations for 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

Allows to retrieve images associated with the contact, update avatar

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

Allows to retrieve available email attachments (ACORD Forms, Documents, and Images (files))

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
POST v1/Emails/Send	Send an email document

Employees

Allows to retrieve logged in user's login status

API	Description
GET v1/Employees/AccountInformation	No documentation available.
GET v1/Employees/LoginStatus	Get the current logged in user's login status.

EmployeeShifts

Allows to retrieve employee shifts

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

EndorsementReasons

Allows to perform CRUD operations for endorsement reasons

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

Allows to update approved endorsements

API	Description
POST v1/Policies/Endorsements/UpdateApproved	Update approved endorsements

Enterprise

Enables the Enterprise customers to fetch summarized data of tenants

API	Description
GET v1/enterprise/carriers?pageSize={pageSize}&pageNumber={pageNumber}&modifiedStartDate={modifiedStartDate}&modifiedEndDate={modifiedEndDate}	API for fetching Enterprise customer carriers data order by tenant Id
GET v1/enterprise/contacts?pageNumber={pageNumber}&modifiedStartDate={modifiedStartDate}&modifiedEndDate={modifiedEndDate}&pageSize={pageSize}	API for fetching Enterprise customer Contact/Prospect data order by tenant Id
GET v1/enterprise/employees?pageNumber={pageNumber}&modifiedStartDate={modifiedStartDate}&modifiedEndDate={modifiedEndDate}&pageSize={pageSize}	API for fetching Enterprise customer employees data order by tenant Id
GET v1/enterprise/locations?pageNumber={pageNumber}&modifiedStartDate={modifiedStartDate}&modifiedEndDate={modifiedEndDate}&pageSize={pageSize}	API for fetching Enterprise customer locations data order by tenant Id
GET v1/enterprise/policies?pageNumber={pageNumber}&modifiedStartDate={modifiedStartDate}&modifiedEndDate={modifiedEndDate}&pageSize={pageSize}	API for fetching Enterprise customer policies data order by tenant Id
GET v1/enterprise/policysource?pageNumber={pageNumber}&pageSize={pageSize}	API for fetching Enterprise customer policy source data order by tenant Id
GET v1/enterprise/policytype?pageNumber={pageNumber}&pageSize={pageSize}	API for fetching Enterprise customer Policy Type(Line of Business) data order by tenant Id
GET v1/enterprise/Tenants	Get All Enterprise Tenants Info

ExtendedPolicyInfo

Allows to GET/UPDATE the Extended Policy information by policy Id

API	Description
POST v1/ExtendedPolicyInfo/UpdateExtendedPolicyInfo	Insert or Update Extended Policy Info
GET v1/ExtendedPolicyInfo?policyId={policyId}	Get ExtendedPolicyInfo data by policy id

FileFolders

Methods to maintain File Folders

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

FileProperties

Methods to maintain File Properties

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.

Files

Allows to retrieve/upload 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, asynchronously.
GET v1/Files/FilesByContact?contactid={contactid}&dlFileType={dlFileType}&pageNumber={pageNumber}&pageSize={pageSize}	Get a list of files associated to a Contact ID.
GET v1/Files/FilesByPolicy?contactid={contactid}&policyid={policyid}&dlFileType={dlFileType}&pageNumber={pageNumber}&pageSize={pageSize}	Get a list of files associated to a Policy ID.

GarageCoverages

Allows to retrieve and upsert garage coverages

API	Description
GET v1/Policies/Details/{policyDetailId}/Garage/Coverages	Get a list of garage coverages for policy
POST v1/Policies/Details/Garage/Coverages	Upsert garage coverages with provided coverages

GarageOperations

Allows to retrieve and upsert policy details garage operations

API	Description
GET v1/Policies/Details/{policyDetailId}/Garage/Operations	Get policy details garage operations by policy details Id
POST v1/Policies/Details/Garage/Operations	Upsert policy details garage operations

GeneralLiabilityUnderwriting

Allows to GET/UPDATE the Contractors Underwriting by Policy ID

API	Description
GET v1/GLUnderwriting/{policyId}/GetGLUnderwriting	Gets Contractors Underwriting for a given Policy Id
POST v1/GLUnderwriting/{policyId}/UpsertGLUnderwriting	Inserts or Updates Contractors Underwriting

HomeownersLocations

Allows to retrieve locations on a Homeowners Policy Details

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

Images

API	Description
GET v1/Images/Assets?orderby={orderby}&sortdirection={sortdirection}&searchvalue={searchvalue}	No documentation available.
POST v1/Images/SaveMetadata	No documentation available.
POST v1/Images/SaveThumbnailEmailTemplate	No documentation available.
POST v1/Images/Upload?fileName={fileName}	No documentation available.

Industries

Allows to perform CRUD operations for industries and related occupations

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

Invoice

This endpoint returns invoice information with billing details.

API	Description
GET v1/Locations/{locationId}/Invoices/{invoiceNo}	Gets Invoice Information with Billing Details

InvoiceNumbers

Allows to retrieve/update invoice number

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

Allows to perform CRUD operations for 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

Allows to retrieve/assign/remove Lines of Business and Coverages

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.
POST v1/Locations/{locationID}/Policies/LinesOfBusiness/{systemLineOfBusinessID}	Assign a Line of Business to a Location
GET v1/Locations/{locationID}/Policies/LinesOfBusiness/{systemLineOfBusinessID}/SystemCoverages	Get the available coverages that can be added to a Line Of Business
GET v1/Locations/Policies/SystemLines	Get the available Lines of Business that can be added to a Location

LinkedAccount

Allows to retrieve linked accounts

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

Locations

Allows to retrieve current user's locations, location details

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/LastModifiedCreated?startDate={startDate}&endDate={endDate}	Fetch all locations avaialbe for tenant
GET v1/Locations/UserLocationsV2	Get the locations that the current user have access to.

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	Get list of contact sub types
GET v1/Lookups/ContactTypes	Get list of Contact Types
GET v1/Lookups/ContactTypesAndSubTypes	Get list of Contact Types with their child sub types
GET v1/Lookups/Countries	Returns a list of Countries
GET v1/Lookups/Countries/{countryCode}/States	Returns the states/provinces for the specified country
GET v1/Lookups/DownloadAsFileTypes	Get list of download file types
GET v1/Lookups/FileRelations	Get list of file relations
POST v1/Lookups/QQSolutionsStatus	Get The System Status for all of QQSolutions
GET v1/Lookups/States	Returns the states for The United States of America
GET v1/Lookups/States/{stateCode}	Returns a specific state

NamedInsured

Allow to retrieve named insured for the specified policy

API	Description
DELETE v1/Policies/{policyId}/DeleteNamedInsured?policyNamedInsuredId={policyNamedInsuredId}	Deletes the specifed namedinsured
GET v1/Policies/{policyId}/NamedInsured	Gets the named insured for the specified policy
POST v1/Policies/{policyId}/NamedInsured	Replaces the named insured for the specified policy.
POST v1/Policies/{policyId}/ResetToDefaultNamedInsured	Replaces the named insured for the policy with the default based on the customer's name.

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

Allows to retrieve/create 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

Allows to perform CRUD operations for 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

Allows to retrieve/update payment information

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

PaymentPayableAddress

Allows to retrieve/update Payment Payable To address

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

PaymentPlan

Allows to GET/UPDATE the Payment Plan information by Policy ID

API	Description
POST v1/PaymentPlan/UpdatePaymentPlanInfo	Insert or Update Payment Plan Info
GET v1/PaymentPlan?policyId={policyId}	Get Payment Plan Info by policy id

PersonalAutoDrivers

Allows to retrieve details for a drivers on a personal auto

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

Allows to retrieve liability coverages on a policy detail for personal auto

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

PersonalAutoPhysicalDamageCoverages

Allows to retrieve physical coverages per vehicle for policy details for personal auto

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

Allows to retrieve vehicles on a Personal Auto Policy Details

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

PersonalInformation

Allows to retrieve personal information section for a customer

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

PersonalInlandMarineAdditionalInterests

Allows to retrieve, update and remove additional interest on the policy details

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 an Additional Interests Item on the Policy Details

PersonalInlandMarineCoverageInfo

Allows to retrieve, upsert and remove coverage infos

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

Allows to retrieve General Info Section data for Inland Marine type policies

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

Allows to retrieve, upsert and remove safe/vault

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

Allows to retrieve, upsert and remove schedules of properties

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

Allows to retrieve/update phone numbers for contacts

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.

Policies

Allows to retrieve, insert and search policies

API	Description
PUT v1/Policies	Insert a pending 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
GET v1/Policies/lobdetails	Fetches LOB details
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

Allows to retrieve basic policy info including agent and CSR

API	Description
GET v1/Policies/{policyID}/PolicyInfo	Retrieves the basic policy info including agent and CSR

PolicyACORDForms

Allows to retrieve and rename ACORD forms, retrieve drivers and vehicles on policy

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

Allows to get an ACORD form template descriptions

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

PolicyAttachments

Allow to perform operations on policy attachments section

API	Description
DELETE v1/Policies/DeletePolicyAttachment?attachmentId={attachmentId}	Deletes the specifed Policyattachment entry
GET v1/Policies/GetPolicyAttachment?attachmentId={attachmentId}	Gets the specifed PolicyForm entry
POST v1/Policies/UpdatePolicyAttachment	Updates the specifed Policyattachment entry

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

PolicyBinderInfo

Allow to retrieve BinderInfo Details for the specified policy

API	Description
GET v1/Policies/{policyId}/GetBinderInfo	Gets Binder info details for the specified policy.
POST v1/Policies/{PolicyId}/UpdateBinderInfo	Updates/Adds BinderInfo Details for given policy.

PolicyCarriers

Allows to retrieve the policy carrier information by carrier id

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

PolicyCommissions

Allows to default the commission for the given quote/policy object

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

PolicyCommProductsCompletedOperationsUnderwriting

Allows to GET/UPDATE the Policy Comm Products CompletedOperations Underwriting by Policy ID

API	Description
GET v1/PolicyCommProductsCompletedOperationsUnderwriting/{policyId}/GetPolicyCommProductsCompletedOperationsUnderwriting	GET: PolicyCommProductsCompletedOperationsUnderwriting
POST v1/PolicyCommProductsCompletedOperationsUnderwriting/{policyId}/UpsertPolicyCommProductsCompletedOperationsUnderwriting	Inserts or Updates PolicyCommProductsCompletedOperationsUnderwriting

PolicyDetailsFarmAdditionalInterests

Additional Interest Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests	Get a list of farm additional interests for a specified policy detail
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests/{id}?isAnimalAdditionalInterest={isAnimalAdditionalInterest}	Get farm additional interests for a specified policy detail by ID
GET v1/Policies/Details/{policyDetailID}/FarmAdditionalInterests/AnimalsPropertiesDropdown	Get a dropdown list for animals and properties

PolicyDetailsFarmAnimals

Animals Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmAnimals	Get a list of farm animals for a specified policy detail
GET v1/Policies/Details/{policyDetailID}/FarmAnimals/{id}	Get a farm animal for a specified policy detail by Id

PolicyDetailsFarmPersonalProperties

Personal Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages	Get a list of personal property coverage details for a given policy detail
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages/{id}	Get personal property coverage detail for a given policy detail by id
GET v1/Policies/Details/{policyDetailID}/FarmPersonalPropertyCoverages/Detail?personalPropertyCoverageId={personalPropertyCoverageId}	Get personal property coverage detail for a given policy detail by id

PolicyDetailsFarmPremises

Premises Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmPremises	Get a list of farm premises details for a specified policy detail
GET v1/Policies/Details/{policyDetailID}/FarmPremises/{id}	Get farm premises details for a specified policy detail by Id
GET v1/Policies/Details/{policyDetailID}/FarmPremises/PremiseDetail?premisId={premisId}	Get farm premises details for a specified policy detail by premis Id

PolicyDetailsFarmScheduledProperties

Scheduled Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmScheduledProperties	Get a list of farm scheduled properties for specified policy detail
GET v1/Policies/Details/{policyDetailID}/FarmScheduledProperties/{id}	Get farm scheduled properties for specified policy detail by Id

PolicyDetailsFarmUnscheduledProperties

Unscheduled Properties Controller for farm policies

API	Description
GET v1/Policies/Details/{policyDetailID}/FarmUnscheduledProperties	Get a list of farm unscheduled properties
GET v1/Policies/Details/{policyDetailID}/FarmUnscheduledProperties/{id}	Get farm unscheduled properties by Id
GET v1/Policies/Details/FarmUnscheduledProperties/Classes	Get a list of all classes of farm unscheduled properties
GET v1/Policies/Details/FarmUnscheduledProperties/SubClasses?classID={classID}	Get a list of all subclasses of farm unscheduled properties by class Id

PolicyDetailsGaragePremises

Premises Controller for farm policies

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

PolicyDetailsGeneralLocations

Allows to retrieve a list of locations for a policy

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

PolicyDownPayment

Allows to retrieve down payment information

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

PolicyForms

Allow to perform operations on PolicyForms section

API	Description
DELETE v1/Policies/DeletePolicyForm?formId={formId}	Deletes the specifed PolicyForm entry
GET v1/Policies/GetPolicyForm?formId={formId}	Gets the specifed PolicyForm entry
POST v1/Policies/UpdatePolicyForms	Updates the specifed PolicyForms entry

PolicyLines

Allows to get the policy line summaries

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

PolicyNotes

Allows to get policy notes

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

PolicyPremium

Allows to gets the base policy premium and base carrier fees on a policy

API	Description
GET v1/Policies/{policyId}/Premium	Gets the base policy premium and base carrier fees on a policy
POST v1/Policies/{policyId}/Premium	Updates the base policy premium and base carrier fees on a policy

PolicyProductDetails

Policy ProductDetails Controller

API	Description
GET v1/PolicyProductDetails/ProductDetailsData/{policyId}	Get Policy Product details by policy id
POST v1/PolicyProductDetails/UpdatePolicyProductDetails	Insert or Update policy product details

PolicyProposal

Allows to generate a policy proposal

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

PolicySources

Allows to perform CRUD operations for policy sources

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/PolicySource/PolicySourcesList	Get a list of policy sources
GET v1/PolicySources/GetList?locationID={locationID}	Get a list of policy sources
POST v1/PolicySources/Post?locationID={locationID}	Insert a policy source

PolicySummary

Allows to generate a policy summary

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

PolicyTransformationStation

Allows to get all products/products that are assigned to the carrier assigned to the policy, get setup indicator, sync all active users, sumbit the real time inquiry

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	Submit the Real Time Inquiry using Progressive
POST v1/Policies/TransformationStation/SubmitRTI	Submit the Real Time Inquiry
GET v1/Policies/TransformationStation/SyncUsers	Sync all active Agency Users with TransformationStation
GET v1/PolicyTransformationStation/GetTransformationStationSetupCompleteIndicator	Get transformation station setup complete indicator

PriorPolicyInfo

Allows to retrieve the Prior Policy information by policy Id

API	Description
POST v1/PriorPolicyInfo/UpdatePriorPolicyInfo	Insert or Update Prior Policy Info
GET v1/PriorPolicyInfo?policyId={policyId}	Get PriorPolicyInfo data by policy id

ProducerCommissionRules

Allows to retrieve/add Producer Commissions rules

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

Allows to create and retrieve prof liab addl coverages

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/AddlCoverages	Retrieves prof liab addl coverages
POST v1/Policies/Details/ProfessionalLiability/AddlCoverages	Creates new prof liab addl coverages

ProfLiabCoverages

Allows to create and retrieve prof liab coverages

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/Coverages	Retrieves prof liab coverages
POST v1/Policies/Details/ProfessionalLiability/Coverages	Creates new prof liab coverages

ProfLiabGrossSales

Allows to create and retrieve prof liab gross sales

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/GrossSales	Retrieves prof liab gross sales
POST v1/Policies/Details/ProfessionalLiability/GrossSales	Creates new prof liab gross sales

ProfLiabProductsServices

Allows to create and retrieve prof liab product services

API	Description
GET v1/Policies/Details/{policyDetailId}/ProfessionalLiability/ProductsServices	Retrieves prof liab product services
POST v1/Policies/Details/ProfessionalLiability/ProductsServices	Creates new prof liab product service

QBAccounts

Allows to get a list of accounts from the QuickBooks API

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

QBActions

Allows to get the data driven list of QB Actions

API	Description
GET v1/QuickBooks/Actions/{accountType}	Get the data driven list of QB Actions

QBAuthentication

Allows to get the current status of QuickBooks integration with Catalyst

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

QBSyncStatus

Allows to retrieve sync status event for QuickBooks

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

Allows to get, upsert, remove linked locations and trust accounts for QuickBooks

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

Allows to perform CRUD operations with 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

Allows to send proposal email, create customer letter, save MvrReport, get rating states

API	Description
GET v1/Rating/{locationId}/AllRatingStates	Get Rating States including which states are being used and which is default
POST v1/Rating/AutoSave	Performs autosave operation
POST v1/Rating/GetQuoteCustomerLetter	Create Customer Letter from Rating Breakdown
POST v1/Rating/SaveMvrReport	Save the MvrReport
POST v1/Rating/SendProposalEmail	Send proposal email

ReceiptNumbers

Allows to retrieve/update receipt number settings

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

Allows to perform search operations with different parameters

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 list 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/QuickSearch?searchContent={searchContent}	No documentation available.
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

Allows to perform CRUD operations for 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

Allows to retrieve websites in social media sections

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

Statistics

Allows to get the number of statistics records

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

Sublines

Allows to perform CRUD operations for 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

Allows to retrieve/create/update 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.
POST v1/Tasks/UpdateTask?taskInfo={taskInfo}&noteID={noteID}	Method used to add or update task

TextMessages

Handles work with text messages

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

TransactionConcepts

Allows to retrieve transaction concepts

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

TransformationStation

Allows to retrieve products from the IVANS TransformationStation Server, check if an agency is configured to use the server

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

Allows to retrieve text message signature

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

UnderWritingQuestions

Allow to perform operations on UnderWriting Questions section

API	Description
DELETE v1/Policies/DeleteUWQuestion?questionId={questionId}	Deletes the specifed UnderWritingQuestions entry
GET v1/Policies/GetUnderwritingQuestion?questionId={questionId}	Gets the specifed UnderWritingQuestions entry
POST v1/Policies/UpdateUWQuestion	Updates the specifed UnderWritingQuestions entry

UserInformation

Allows to retrieve employee's user information

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

UserPreferences

Allows to retrieve/update employee's user preferences

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

UserSettings

Allows to retrieve/update user settings

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

Websites

Allows to retrieve/update websites for a contact

API	Description
GET v1/Contacts/{contactID}/Websites	Get the websites for a contact
POST v1/Contacts/{contactID}/Websites	Update the websites for a contact.