Search policies
agencybloc_search_policiesSearch policies by number, coverage type, carrier, holder, servicing agent, application date or last update. Returns id, holder, policy number, carrier, status, coverage type, effective and renewal dates. Use submitted_after/updated_since for recent business. POST policies/search.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist. | |
| carrier | No | Carrier name. | |
| entity_id | No | Holder id (group or individual id); give entity_type too. | |
| entity_type | No | Whether entity_id is a Group or an Individual. | |
| coverage_type | No | Coverage type as configured in the account (e.g. Medicare Supplement). | |
| policy_number | No | ||
| updated_since | No | Only records updated on/after this (inclusive); results then run oldest update first. | |
| updated_before | No | Only records updated before this (exclusive). | |
| submitted_after | No | Application submitted on/after this date. | |
| submitted_before | No | Application submitted on/before this date (AgencyBloc includes the date itself). | |
| servicing_agent_id | No |