GET v1/PolicySummaryForApi?policyID={policyID}

Get policy information summary detail information for a policy (for 3rd party devs)

Request Information

URI Parameters

NameDescriptionTypeAdditional information
policyID

Id of the policy

integer

Required

Body Parameters

None.

Response Information

Resource Description

Policy information summary detail information for a policy

PolicySummaryForApiDTO
NameDescriptionTypeAdditional information
PolicyID

Policy Id

integer

None.

CustomerID

Customer Id

integer

None.

PolicyNo

Policy no

string

None.

EffectiveDate

Effective date

date

None.

ExpirationDate

Expiration date

date

None.

Status

Status

string

None.

TotalPremiumString

Total premium string

string

None.

PolicyStatusCaption

Policy status caption

string

None.

EffectiveDateString

Effective date string

string

None.

ExpirationDateString

Expiration date string

string

None.

AgentID

Agent Id

integer

None.

AgentName

Agent name

string

None.

CSRID

CSRID

integer

None.

CSRName

CSR name

string

None.

TotalPremium

Total premium

decimal number

None.

Description

Description

string

None.

LOBID

LOBID

integer

None.

LOB

LOB

string

None.

MGAID

MGAID

integer

None.

MGA

MGA

string

None.

CarrierID

Carrier Id

integer

None.

WritingCarrier

Writing carrier

string

None.

WritingCarrierNAIC

Writing carrier NAIC

string

None.

WritingCarrierDisplayName

Writing carrier display name

string

None.

CustomerName

Customer name

string

None.

NonRenewal

Non renewal

boolean

None.

PriorPolicyID

Prior policy Id

integer

None.

PriorPolicyNo

Prior policy no

string

None.

BusinessType

Business type

string

None.

PremiumBase

Premium base

decimal number

None.

PremiumDownPayAmount

Premium down pay amount

decimal number

None.

ProducerIds

Array of ProducerIDs

Collection of integer

None.

PolicyAgencyFees

Policy Agency Fee information

Collection of PolicyAgencyFeesDataDTO

None.

Response Formats

application/json, text/json

Sample:
{
  "PolicyID": 1,
  "CustomerID": 2,
  "PolicyNo": "sample string 3",
  "EffectiveDate": "0001-01-01T00:00:00",
  "ExpirationDate": "0001-01-01T00:00:00",
  "Status": "sample string 6",
  "TotalPremiumString": "$13.00",
  "PolicyStatusCaption": "sample string 7",
  "EffectiveDateString": "",
  "ExpirationDateString": "",
  "AgentID": 10,
  "AgentName": "sample string 11",
  "CSRID": 1,
  "CSRName": "sample string 12",
  "TotalPremium": 13.0,
  "Description": "sample string 14",
  "LOBID": 1,
  "LOB": "sample string 15",
  "MGAID": 1,
  "MGA": "sample string 16",
  "CarrierID": 17,
  "WritingCarrier": "sample string 18",
  "WritingCarrierNAIC": "sample string 19",
  "WritingCarrierDisplayName": "sample string 18 (sample string 19)",
  "CustomerName": "sample string 20",
  "NonRenewal": true,
  "PriorPolicyID": 1,
  "PriorPolicyNo": "sample string 22",
  "BusinessType": "sample string 23",
  "PremiumBase": 24.0,
  "PremiumDownPayAmount": 25.0,
  "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
    }
  ]
}

application/xml, text/xml

Sample:
<PolicySummaryForApiDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
  <AgentID>10</AgentID>
  <AgentName>sample string 11</AgentName>
  <BusinessType>sample string 23</BusinessType>
  <CSRID>1</CSRID>
  <CSRName>sample string 12</CSRName>
  <CarrierID>17</CarrierID>
  <CustomerID>2</CustomerID>
  <CustomerName>sample string 20</CustomerName>
  <Description>sample string 14</Description>
  <EffectiveDate>0001-01-01T00:00:00</EffectiveDate>
  <EffectiveDateString></EffectiveDateString>
  <ExpirationDate>0001-01-01T00:00:00</ExpirationDate>
  <ExpirationDateString></ExpirationDateString>
  <LOB>sample string 15</LOB>
  <LOBID>1</LOBID>
  <MGA>sample string 16</MGA>
  <MGAID>1</MGAID>
  <NonRenewal>true</NonRenewal>
  <PolicyAgencyFees xmlns:d2p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.Contracts.Dto.Policy">
    <d2p1:PolicyAgencyFeesDataDTO>
      <d2p1:AgencyFeeName>sample string 1</d2p1:AgencyFeeName>
      <d2p1:Amount>2</d2p1:Amount>
      <d2p1:AmountIsPercent>sample string 3</d2p1:AmountIsPercent>
      <d2p1:CalculatedAmount>4</d2p1:CalculatedAmount>
    </d2p1:PolicyAgencyFeesDataDTO>
    <d2p1:PolicyAgencyFeesDataDTO>
      <d2p1:AgencyFeeName>sample string 1</d2p1:AgencyFeeName>
      <d2p1:Amount>2</d2p1:Amount>
      <d2p1:AmountIsPercent>sample string 3</d2p1:AmountIsPercent>
      <d2p1:CalculatedAmount>4</d2p1:CalculatedAmount>
    </d2p1:PolicyAgencyFeesDataDTO>
  </PolicyAgencyFees>
  <PolicyID>1</PolicyID>
  <PolicyNo>sample string 3</PolicyNo>
  <PolicyStatusCaption>sample string 7</PolicyStatusCaption>
  <PremiumBase>24</PremiumBase>
  <PremiumDownPayAmount>25</PremiumDownPayAmount>
  <PriorPolicyID>1</PriorPolicyID>
  <PriorPolicyNo>sample string 22</PriorPolicyNo>
  <ProducerIds xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:int>1</d2p1:int>
    <d2p1:int>2</d2p1:int>
  </ProducerIds>
  <Status>sample string 6</Status>
  <TotalPremium>13</TotalPremium>
  <WritingCarrier>sample string 18</WritingCarrier>
  <WritingCarrierNAIC>sample string 19</WritingCarrierNAIC>
</PolicySummaryForApiDTO>