Bring in an outside policy
bring_in_outside_policyCurrent clients only. Use when a signed-in client has a policy with another agency that is not linked to their account yet and wants to bring it in. Lets the Hutsenpiller team know (it goes to the agency's lead router) and returns the ways to share it: canopy_connect_url (Canopy Connect, the client signs in to their insurance company and shares the policy securely) and/or upload_url (upload the declarations page). Nothing changes on any policy. line: auto, home, flood, life or other; carrier: the other company's name, if known. Ask the client before calling.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"client_session": "<client_session>"
},
"name": "bring_in_outside_policy"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| line | No | ||
| method | No | both | |
| carrier | No | ||
| client_session | Yes |