GET v1/PoliciesInfo/ByCustomer/{customerID}

Retrieves detailed policy info for all policies belonging to a customer

Request Information

URI Parameters

Name	Description	Type	Additional information
customerID	Id of the customer	integer	Required

Body Parameters

None.

Response Information

Resource Description

Detailed policy info including binder, quotes, and named insureds

Collection of PolicyInfoDetailedDTO

Name	Description	Type	Additional information
PolicyID	Policy Id	integer	None.
PolicyNo	Policy number	string	None.
CustomerID	Customer Id	integer	None.
Status	Status	string	None.
LOB	Line of business	string	None.
LOBID	LOB Id	integer	None.
Carrier	Carrier	string	None.
CarrierID	Carrier Id	integer	None.
Agent	Agent	string	None.
AgentID	Agent Id	integer	None.
CSR	CSR	string	None.
CsrID	CSR Id	integer	None.
EffectiveDate	Effective date	date	None.
ExpirationDate	Expiration date	date	None.
BusinessType	Business type	string	None.
Description	Description	string	None.
NonRenewal	Non renewal flag	boolean	None.
Reinstated	Reinstated flag	boolean	None.
ProducerIds	Producer Ids	Collection of integer	None.
PolicyAgencyFees	Agency fees	Collection of PolicyAgencyFeesDataDTO	None.
BinderNumber	Binder number	string	None.
BinderDate	Binder date	date	None.
BinderInfo	Detailed binder info	PolicyBinderInfoDTO	None.
Quotes	Quotes associated with this policy	Collection of PolicyQuoteDTO	None.
NamedInsureds	Named insureds associated with this policy	Collection of PolicyNamedInsuredDTO	None.
Lines	Policy lines (one per LOB/carrier combination on the policy)	Collection of PolicyLineInfoDTO	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "PolicyID": 1,
    "PolicyNo": "sample string 2",
    "CustomerID": 3,
    "Status": "sample string 4",
    "LOB": "sample string 5",
    "LOBID": 6,
    "Carrier": "sample string 7",
    "CarrierID": 1,
    "Agent": "sample string 8",
    "AgentID": 9,
    "CSR": "sample string 10",
    "CsrID": 1,
    "EffectiveDate": "2026-08-14T17:28:15.9442874+00:00",
    "ExpirationDate": "2026-08-14T17:28:15.9442874+00:00",
    "BusinessType": "sample string 13",
    "Description": "sample string 14",
    "NonRenewal": true,
    "Reinstated": true,
    "ProducerIds": [
      1,
      2
    ],
    "PolicyAgencyFees": [
      {
        "AgencyFeeName": "sample string 1",
        "Amount": 2.0,
        "AmountIsPercent": "sample string 3",
        "CalculatedAmount": 4.0
      },
      {
        "AgencyFeeName": "sample string 1",
        "Amount": 2.0,
        "AmountIsPercent": "sample string 3",
        "CalculatedAmount": 4.0
      }
    ],
    "BinderNumber": "sample string 17",
    "BinderDate": "2026-08-14T17:28:15.9442874+00:00",
    "BinderInfo": {
      "BinderInfoID": 1,
      "BinderPurposeID": 1,
      "NewBinder": true,
      "NonStandardConditions": true,
      "BinderDocument": "sample string 2",
      "BinderEffectiveTime": "00:00:00.1234567",
      "NumberOfDays": 1,
      "BinderExpirationDate": "2026-08-14T17:28:15.9442874+00:00",
      "BinderExpirationTime": "00:00:00.1234567"
    },
    "Quotes": [
      {
        "QuoteID": 1,
        "QuoteNo": "sample string 2",
        "Premium": 3.0,
        "Status": "sample string 4",
        "CreatedDate": "2026-08-14T17:28:15.9442874+00:00"
      },
      {
        "QuoteID": 1,
        "QuoteNo": "sample string 2",
        "Premium": 3.0,
        "Status": "sample string 4",
        "CreatedDate": "2026-08-14T17:28:15.9442874+00:00"
      }
    ],
    "NamedInsureds": [
      {
        "PolicyNamedInsuredID": 1,
        "PolicyQuoteID": 2,
        "NamedInsured": "sample string 3",
        "ListOrder": 64,
        "CompanyId": "sample string 5",
        "AgencyId": "sample string 6",
        "LegalEntityCode": "sample string 7",
        "NoOfMemberAndManagers": 1,
        "TaxCode": "sample string 8",
        "EducationLevelId": 1,
        "CountryId": "sample string 9"
      },
      {
        "PolicyNamedInsuredID": 1,
        "PolicyQuoteID": 2,
        "NamedInsured": "sample string 3",
        "ListOrder": 64,
        "CompanyId": "sample string 5",
        "AgencyId": "sample string 6",
        "LegalEntityCode": "sample string 7",
        "NoOfMemberAndManagers": 1,
        "TaxCode": "sample string 8",
        "EducationLevelId": 1,
        "CountryId": "sample string 9"
      }
    ],
    "Lines": [
      {
        "PolicyLineID": 1,
        "LOBID": 2,
        "CarrierID": 1,
        "PolicyQuoteID": 3,
        "PolicyDetailID": 1,
        "LOBName": "sample string 4"
      },
      {
        "PolicyLineID": 1,
        "LOBID": 2,
        "CarrierID": 1,
        "PolicyQuoteID": 3,
        "PolicyDetailID": 1,
        "LOBName": "sample string 4"
      }
    ]
  },
  {
    "PolicyID": 1,
    "PolicyNo": "sample string 2",
    "CustomerID": 3,
    "Status": "sample string 4",
    "LOB": "sample string 5",
    "LOBID": 6,
    "Carrier": "sample string 7",
    "CarrierID": 1,
    "Agent": "sample string 8",
    "AgentID": 9,
    "CSR": "sample string 10",
    "CsrID": 1,
    "EffectiveDate": "2026-08-14T17:28:15.9442874+00:00",
    "ExpirationDate": "2026-08-14T17:28:15.9442874+00:00",
    "BusinessType": "sample string 13",
    "Description": "sample string 14",
    "NonRenewal": true,
    "Reinstated": true,
    "ProducerIds": [
      1,
      2
    ],
    "PolicyAgencyFees": [
      {
        "AgencyFeeName": "sample string 1",
        "Amount": 2.0,
        "AmountIsPercent": "sample string 3",
        "CalculatedAmount": 4.0
      },
      {
        "AgencyFeeName": "sample string 1",
        "Amount": 2.0,
        "AmountIsPercent": "sample string 3",
        "CalculatedAmount": 4.0
      }
    ],
    "BinderNumber": "sample string 17",
    "BinderDate": "2026-08-14T17:28:15.9442874+00:00",
    "BinderInfo": {
      "BinderInfoID": 1,
      "BinderPurposeID": 1,
      "NewBinder": true,
      "NonStandardConditions": true,
      "BinderDocument": "sample string 2",
      "BinderEffectiveTime": "00:00:00.1234567",
      "NumberOfDays": 1,
      "BinderExpirationDate": "2026-08-14T17:28:15.9442874+00:00",
      "BinderExpirationTime": "00:00:00.1234567"
    },
    "Quotes": [
      {
        "QuoteID": 1,
        "QuoteNo": "sample string 2",
        "Premium": 3.0,
        "Status": "sample string 4",
        "CreatedDate": "2026-08-14T17:28:15.9442874+00:00"
      },
      {
        "QuoteID": 1,
        "QuoteNo": "sample string 2",
        "Premium": 3.0,
        "Status": "sample string 4",
        "CreatedDate": "2026-08-14T17:28:15.9442874+00:00"
      }
    ],
    "NamedInsureds": [
      {
        "PolicyNamedInsuredID": 1,
        "PolicyQuoteID": 2,
        "NamedInsured": "sample string 3",
        "ListOrder": 64,
        "CompanyId": "sample string 5",
        "AgencyId": "sample string 6",
        "LegalEntityCode": "sample string 7",
        "NoOfMemberAndManagers": 1,
        "TaxCode": "sample string 8",
        "EducationLevelId": 1,
        "CountryId": "sample string 9"
      },
      {
        "PolicyNamedInsuredID": 1,
        "PolicyQuoteID": 2,
        "NamedInsured": "sample string 3",
        "ListOrder": 64,
        "CompanyId": "sample string 5",
        "AgencyId": "sample string 6",
        "LegalEntityCode": "sample string 7",
        "NoOfMemberAndManagers": 1,
        "TaxCode": "sample string 8",
        "EducationLevelId": 1,
        "CountryId": "sample string 9"
      }
    ],
    "Lines": [
      {
        "PolicyLineID": 1,
        "LOBID": 2,
        "CarrierID": 1,
        "PolicyQuoteID": 3,
        "PolicyDetailID": 1,
        "LOBName": "sample string 4"
      },
      {
        "PolicyLineID": 1,
        "LOBID": 2,
        "CarrierID": 1,
        "PolicyQuoteID": 3,
        "PolicyDetailID": 1,
        "LOBName": "sample string 4"
      }
    ]
  }
]

application/xml, text/xml

Sample:

<ArrayOfPolicyInfoDetailedDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies.MultipleIssuePolicies">
  <PolicyInfoDetailedDTO>
    <Agent>sample string 8</Agent>
    <AgentID>9</AgentID>
    <BinderDate>2026-08-14T17:28:15.9442874+00:00</BinderDate>
    <BinderInfo>
      <BinderDocument>sample string 2</BinderDocument>
      <BinderEffectiveTime>PT0.1234567S</BinderEffectiveTime>
      <BinderExpirationDate>2026-08-14T17:28:15.9442874+00:00</BinderExpirationDate>
      <BinderExpirationTime>PT0.1234567S</BinderExpirationTime>
      <BinderInfoID>1</BinderInfoID>
      <BinderPurposeID>1</BinderPurposeID>
      <NewBinder>true</NewBinder>
      <NonStandardConditions>true</NonStandardConditions>
      <NumberOfDays>1</NumberOfDays>
    </BinderInfo>
    <BinderNumber>sample string 17</BinderNumber>
    <BusinessType>sample string 13</BusinessType>
    <CSR>sample string 10</CSR>
    <Carrier>sample string 7</Carrier>
    <CarrierID>1</CarrierID>
    <CsrID>1</CsrID>
    <CustomerID>3</CustomerID>
    <Description>sample string 14</Description>
    <EffectiveDate>2026-08-14T17:28:15.9442874+00:00</EffectiveDate>
    <ExpirationDate>2026-08-14T17:28:15.9442874+00:00</ExpirationDate>
    <LOB>sample string 5</LOB>
    <LOBID>6</LOBID>
    <Lines>
      <PolicyLineInfoDTO>
        <CarrierID>1</CarrierID>
        <LOBID>2</LOBID>
        <LOBName>sample string 4</LOBName>
        <PolicyDetailID>1</PolicyDetailID>
        <PolicyLineID>1</PolicyLineID>
        <PolicyQuoteID>3</PolicyQuoteID>
      </PolicyLineInfoDTO>
      <PolicyLineInfoDTO>
        <CarrierID>1</CarrierID>
        <LOBID>2</LOBID>
        <LOBName>sample string 4</LOBName>
        <PolicyDetailID>1</PolicyDetailID>
        <PolicyLineID>1</PolicyLineID>
        <PolicyQuoteID>3</PolicyQuoteID>
      </PolicyLineInfoDTO>
    </Lines>
    <NamedInsureds xmlns:d3p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
      <d3p1:PolicyNamedInsuredDTO>
        <d3p1:AgencyId>sample string 6</d3p1:AgencyId>
        <d3p1:CompanyId>sample string 5</d3p1:CompanyId>
        <d3p1:CountryId>sample string 9</d3p1:CountryId>
        <d3p1:EducationLevelId>1</d3p1:EducationLevelId>
        <d3p1:LegalEntityCode>sample string 7</d3p1:LegalEntityCode>
        <d3p1:ListOrder>64</d3p1:ListOrder>
        <d3p1:NamedInsured>sample string 3</d3p1:NamedInsured>
        <d3p1:NoOfMemberAndManagers>1</d3p1:NoOfMemberAndManagers>
        <d3p1:PolicyNamedInsuredID>1</d3p1:PolicyNamedInsuredID>
        <d3p1:PolicyQuoteID>2</d3p1:PolicyQuoteID>
        <d3p1:TaxCode>sample string 8</d3p1:TaxCode>
      </d3p1:PolicyNamedInsuredDTO>
      <d3p1:PolicyNamedInsuredDTO>
        <d3p1:AgencyId>sample string 6</d3p1:AgencyId>
        <d3p1:CompanyId>sample string 5</d3p1:CompanyId>
        <d3p1:CountryId>sample string 9</d3p1:CountryId>
        <d3p1:EducationLevelId>1</d3p1:EducationLevelId>
        <d3p1:LegalEntityCode>sample string 7</d3p1:LegalEntityCode>
        <d3p1:ListOrder>64</d3p1:ListOrder>
        <d3p1:NamedInsured>sample string 3</d3p1:NamedInsured>
        <d3p1:NoOfMemberAndManagers>1</d3p1:NoOfMemberAndManagers>
        <d3p1:PolicyNamedInsuredID>1</d3p1:PolicyNamedInsuredID>
        <d3p1:PolicyQuoteID>2</d3p1:PolicyQuoteID>
        <d3p1:TaxCode>sample string 8</d3p1:TaxCode>
      </d3p1:PolicyNamedInsuredDTO>
    </NamedInsureds>
    <NonRenewal>true</NonRenewal>
    <PolicyAgencyFees xmlns:d3p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.Contracts.Dto.Policy">
      <d3p1:PolicyAgencyFeesDataDTO>
        <d3p1:AgencyFeeName>sample string 1</d3p1:AgencyFeeName>
        <d3p1:Amount>2</d3p1:Amount>
        <d3p1:AmountIsPercent>sample string 3</d3p1:AmountIsPercent>
        <d3p1:CalculatedAmount>4</d3p1:CalculatedAmount>
      </d3p1:PolicyAgencyFeesDataDTO>
      <d3p1:PolicyAgencyFeesDataDTO>
        <d3p1:AgencyFeeName>sample string 1</d3p1:AgencyFeeName>
        <d3p1:Amount>2</d3p1:Amount>
        <d3p1:AmountIsPercent>sample string 3</d3p1:AmountIsPercent>
        <d3p1:CalculatedAmount>4</d3p1:CalculatedAmount>
      </d3p1:PolicyAgencyFeesDataDTO>
    </PolicyAgencyFees>
    <PolicyID>1</PolicyID>
    <PolicyNo>sample string 2</PolicyNo>
    <ProducerIds xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:int>1</d3p1:int>
      <d3p1:int>2</d3p1:int>
    </ProducerIds>
    <Quotes>
      <PolicyQuoteDTO>
        <CreatedDate>2026-08-14T17:28:15.9442874+00:00</CreatedDate>
        <Premium>3</Premium>
        <QuoteID>1</QuoteID>
        <QuoteNo>sample string 2</QuoteNo>
        <Status>sample string 4</Status>
      </PolicyQuoteDTO>
      <PolicyQuoteDTO>
        <CreatedDate>2026-08-14T17:28:15.9442874+00:00</CreatedDate>
        <Premium>3</Premium>
        <QuoteID>1</QuoteID>
        <QuoteNo>sample string 2</QuoteNo>
        <Status>sample string 4</Status>
      </PolicyQuoteDTO>
    </Quotes>
    <Reinstated>true</Reinstated>
    <Status>sample string 4</Status>
  </PolicyInfoDetailedDTO>
  <PolicyInfoDetailedDTO>
    <Agent>sample string 8</Agent>
    <AgentID>9</AgentID>
    <BinderDate>2026-08-14T17:28:15.9442874+00:00</BinderDate>
    <BinderInfo>
      <BinderDocument>sample string 2</BinderDocument>
      <BinderEffectiveTime>PT0.1234567S</BinderEffectiveTime>
      <BinderExpirationDate>2026-08-14T17:28:15.9442874+00:00</BinderExpirationDate>
      <BinderExpirationTime>PT0.1234567S</BinderExpirationTime>
      <BinderInfoID>1</BinderInfoID>
      <BinderPurposeID>1</BinderPurposeID>
      <NewBinder>true</NewBinder>
      <NonStandardConditions>true</NonStandardConditions>
      <NumberOfDays>1</NumberOfDays>
    </BinderInfo>
    <BinderNumber>sample string 17</BinderNumber>
    <BusinessType>sample string 13</BusinessType>
    <CSR>sample string 10</CSR>
    <Carrier>sample string 7</Carrier>
    <CarrierID>1</CarrierID>
    <CsrID>1</CsrID>
    <CustomerID>3</CustomerID>
    <Description>sample string 14</Description>
    <EffectiveDate>2026-08-14T17:28:15.9442874+00:00</EffectiveDate>
    <ExpirationDate>2026-08-14T17:28:15.9442874+00:00</ExpirationDate>
    <LOB>sample string 5</LOB>
    <LOBID>6</LOBID>
    <Lines>
      <PolicyLineInfoDTO>
        <CarrierID>1</CarrierID>
        <LOBID>2</LOBID>
        <LOBName>sample string 4</LOBName>
        <PolicyDetailID>1</PolicyDetailID>
        <PolicyLineID>1</PolicyLineID>
        <PolicyQuoteID>3</PolicyQuoteID>
      </PolicyLineInfoDTO>
      <PolicyLineInfoDTO>
        <CarrierID>1</CarrierID>
        <LOBID>2</LOBID>
        <LOBName>sample string 4</LOBName>
        <PolicyDetailID>1</PolicyDetailID>
        <PolicyLineID>1</PolicyLineID>
        <PolicyQuoteID>3</PolicyQuoteID>
      </PolicyLineInfoDTO>
    </Lines>
    <NamedInsureds xmlns:d3p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
      <d3p1:PolicyNamedInsuredDTO>
        <d3p1:AgencyId>sample string 6</d3p1:AgencyId>
        <d3p1:CompanyId>sample string 5</d3p1:CompanyId>
        <d3p1:CountryId>sample string 9</d3p1:CountryId>
        <d3p1:EducationLevelId>1</d3p1:EducationLevelId>
        <d3p1:LegalEntityCode>sample string 7</d3p1:LegalEntityCode>
        <d3p1:ListOrder>64</d3p1:ListOrder>
        <d3p1:NamedInsured>sample string 3</d3p1:NamedInsured>
        <d3p1:NoOfMemberAndManagers>1</d3p1:NoOfMemberAndManagers>
        <d3p1:PolicyNamedInsuredID>1</d3p1:PolicyNamedInsuredID>
        <d3p1:PolicyQuoteID>2</d3p1:PolicyQuoteID>
        <d3p1:TaxCode>sample string 8</d3p1:TaxCode>
      </d3p1:PolicyNamedInsuredDTO>
      <d3p1:PolicyNamedInsuredDTO>
        <d3p1:AgencyId>sample string 6</d3p1:AgencyId>
        <d3p1:CompanyId>sample string 5</d3p1:CompanyId>
        <d3p1:CountryId>sample string 9</d3p1:CountryId>
        <d3p1:EducationLevelId>1</d3p1:EducationLevelId>
        <d3p1:LegalEntityCode>sample string 7</d3p1:LegalEntityCode>
        <d3p1:ListOrder>64</d3p1:ListOrder>
        <d3p1:NamedInsured>sample string 3</d3p1:NamedInsured>
        <d3p1:NoOfMemberAndManagers>1</d3p1:NoOfMemberAndManagers>
        <d3p1:PolicyNamedInsuredID>1</d3p1:PolicyNamedInsuredID>
        <d3p1:PolicyQuoteID>2</d3p1:PolicyQuoteID>
        <d3p1:TaxCode>sample string 8</d3p1:TaxCode>
      </d3p1:PolicyNamedInsuredDTO>
    </NamedInsureds>
    <NonRenewal>true</NonRenewal>
    <PolicyAgencyFees xmlns:d3p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.Contracts.Dto.Policy">
      <d3p1:PolicyAgencyFeesDataDTO>
        <d3p1:AgencyFeeName>sample string 1</d3p1:AgencyFeeName>
        <d3p1:Amount>2</d3p1:Amount>
        <d3p1:AmountIsPercent>sample string 3</d3p1:AmountIsPercent>
        <d3p1:CalculatedAmount>4</d3p1:CalculatedAmount>
      </d3p1:PolicyAgencyFeesDataDTO>
      <d3p1:PolicyAgencyFeesDataDTO>
        <d3p1:AgencyFeeName>sample string 1</d3p1:AgencyFeeName>
        <d3p1:Amount>2</d3p1:Amount>
        <d3p1:AmountIsPercent>sample string 3</d3p1:AmountIsPercent>
        <d3p1:CalculatedAmount>4</d3p1:CalculatedAmount>
      </d3p1:PolicyAgencyFeesDataDTO>
    </PolicyAgencyFees>
    <PolicyID>1</PolicyID>
    <PolicyNo>sample string 2</PolicyNo>
    <ProducerIds xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:int>1</d3p1:int>
      <d3p1:int>2</d3p1:int>
    </ProducerIds>
    <Quotes>
      <PolicyQuoteDTO>
        <CreatedDate>2026-08-14T17:28:15.9442874+00:00</CreatedDate>
        <Premium>3</Premium>
        <QuoteID>1</QuoteID>
        <QuoteNo>sample string 2</QuoteNo>
        <Status>sample string 4</Status>
      </PolicyQuoteDTO>
      <PolicyQuoteDTO>
        <CreatedDate>2026-08-14T17:28:15.9442874+00:00</CreatedDate>
        <Premium>3</Premium>
        <QuoteID>1</QuoteID>
        <QuoteNo>sample string 2</QuoteNo>
        <Status>sample string 4</Status>
      </PolicyQuoteDTO>
    </Quotes>
    <Reinstated>true</Reinstated>
    <Status>sample string 4</Status>
  </PolicyInfoDetailedDTO>
</ArrayOfPolicyInfoDetailedDTO>