Nowcerts API Complete Documentation•689 kB
Nowcerts Applications Documentation
Overview & Purpose
The purpose of this documentation is to explain integration to nowcerts through public api.
Public API Endpoints
1.Token
2.AgentList
3.AutomobileLossClaimList
4.CallLogRecord
5.ClaimList
6.CustomersList
7.CustomFieldList
8.GetStructure
9.DeletedInsuredList
10.DriverList
11.GeneralLiabilityClaimList
12.GroupHealthMemberList
13.AgencyLocationList
14.LineOfBusinessList
15.NotesHistoryList
16.NotesList
17.OpportunitiesList
18.OtherClaimsList
19.PrincipalList
20.PropertyList
21.PropertyLossClaimList
22.QuoteApplicationList
23.ServicesRequestAddDriverList
24.ServiceRequestsAddressChangeList
25.ServiceRequestsGeneralNewList
26.ServiceRequestsGenericList
27.ServiceRequestsRemoveDriverList
28.ServiceRequestsVehicleTransferList
29.SMSList
30.TagsList
31.TasksList
32.VehicleList
33.WorkerCompensationClaimList
34.InsuredDetailList
35.PolicyDetailList
36.CarrierDetailList
37.UnderwriterDetailList
38.FinanceCompanyDetailList
39.OtherInsuredDetailList
40.ReferralSourceDetailList
41.ServiceRequestsPolicyChangeList
42.ServiceRequestsAddVehicleList
43.PolicyCoverages
44.PolicyStatusTypes
45.AgencyTagsList
46.InsuredLocationList
47.OpportunityStageList
48.GeneralLiabilityList
49.WorkersCompensationList
50.LineOfBusinessClassList
51.InsuranceAgencyDetailList
52.TaskCategoryDetailList
53.NotesTypeList
54.AgencyQueuesList
55.GetInsuredFilesList
56.GetFileDirectUrl
57.GetPolicyFilesList
58.GetPolicyFilesListByInsuredId
59.GetContactNoteFilesList
60.CustomPanel/Insert
61.Driver/BulkInsertDriver
62.Insured/Insert
63.Insured/OnlyInsertInsured
64.InsertReferralSource
65.Zapier/InsertQuote
66.Zapier/InsertTask
67.Zapier/InsertOpportunity
68.Zapier/InsertServiceRequestsAddDriver
69.Zapier/InsertServiceRequestsAddressChanges
70.Zapier/InsertServiceRequestsRemoveDriver
71.Zapier/InsertServiceRequestsReplaceDriver
72.Zapier/InsertServiceRequestsGeneralNew
73.Zapier/InsertServiceRequestsGeneric
74.Zapier/InsertClaim
75.Zapier/InsertAutomobileLossClaim
76.Zapier/InsertGeneralLiabilityNotice
77.Zapier/InsertPropertyLossClaim
78.Zapier/InsertWorkerCompensationClaim
79.Zapier/InsertNote
80.Zapier/InsertDriver
81.Zapier/InsertProperty
82.Zapier/InsertPrincipal
83.Zapier/InsertTagApply
84.Policy/Insert
85.Quote/Insert
86.Vehicle/BulkInsertVehicle
87.Vehicle/InsertVehicle
88.RefreshToken
89.Insured/InsuredAgents
90.Insured/InsuredAgencyLocation
91.Insured/InsuredCSRS
92.Insured/InsuredXDatesAndLinesOfBusiness
93.Insured/InsuredContacts
94.Insured/InsuredPolicies
95.Insured/InsuredTags
96.Insured/InsuredClaims
97.Zapier/UpdateTask
98.Insured/InsuredNotes
99.Insured/InsuredTasks
100.Insured/PendingCancellations
101.Policy/PendingCancellations
102.PendingCancellation/Insert
103.Zapier/InsertServiceRequestsPolicyChange
104.Zapier/InsertServiceRequestsAddVehicle
105.Zapier/InsertNotesForSameInsured
106.Policy/PolicyTags
107.InsuredLocation/Insert
108.Zapier/InsertVehicleCoverage
109.Zapier/InsertPolicyDirectBilling
110.Zapier/UpdateQuoteStage
111.Zapier/RemoveInsuredTags
112.Zapier/RemoveInsuredTags
113.Zapier/InsertPolicyTag
114.Policy/UploadPolicyFile
115.Insured/UploadInsuredFile
116.Files/CreateFolder
117.Policy/PolicyDrivers
118.Policy/PolicyVehicles
119.Policy/PolicyProperties
120.Policy/PolicyAgents
121.Policy/PolicyCSR
122.Policy/PolicyLineOfBusiness
123.PushJsonQuoteApplications
124.InsertPolicyEndorsementFee
125.PolicyEndorsementDetailList
126.PolicyEndorsementAgencyCommissionDetailList
127.PolicyEndorsementAgentsCommissionDetailList
128.PolicyEndorsementFinanceCompanyIncentiveDetailList
129.PolicyEndorsementFinancingDetailList
130.PolicyEndorsementPayableDetailList
131.PolicyEndorsementReceivableDetailList
132.Insured/InsuredCustomFields
133.SendCertificate/Approve
134.HistoricalCertificateHolderList
135.CertificateHolderList
136.LifeInsuranceDetailList
137.ReferralSourceCategoryDetailList
138. MedicalHealthCareClaimList
139.HoaUnitDetailList
140.CLRatingDetailList
141.EquipmentDetailList
142.PolicyAdditionalInterestDetailList
143.InsertAdditionalInsured
144.InsertAgencyCommissionPayment
145.GetOpportunityLevelFolders
146.GetOpportunityFilesList
147.UploadOpportunityFile
148.MotorTruck/Insert
149.MotorTruckDetailList
150.SimpleCustomField/Insert
151.ReceiptsList
152.PolicyLeadSourceList
153.PolicyFinanceCompanyList
154.Agent/InsertUpdate
155.TasksWork/InsertUpdate
156.TasksWorkGroupList
157.InsertUpdatePolicyEndorsementFee
158.DeleteEndorsementRecords
159.ServiceRequestCertificateOfInsuranceList
160.ServiceRequestCertificateOfInsurance/InsertOrUpdate
161.ReceiptPaymentLink
162.OpportunityStage/InsertOrUpdate
163.GetPolicyLevelFolders
164.ReceiptBrokerList
165.Lookup Tables
Version
Release Date
Change Type
Description of Changes
Author/Editor
Status
2.1.5
01/01/2025
Minor
New endpoint for policy lead source and policy finance company.
01)PolicyLeadSourceList
02)PolicyFinanceCompanyList
Kevin
Published
2.1.5
03/15/2025
Minor
New endpoint added for policy endorsement fees insert/update/delete
01)InsertUpdatePolicyEndorsementFee
02)DeleteEndorsementRecords
Kevin
Published
Endpoint Explanation
Base URL: https://api.nowcerts.com/api/
1.Token
Endpoint Name
token
Description
This endpoint will create a bearer token that will be used for authenticating all the calls to Nowcerts Public API. This token must be passed as bearer token in header segment for all the calls to Nowcerts Public API
Method Type
POST
Request Body
Field Name
Required/Optional
Default/Fix Value
Data Type
grant_type
R
password
string
username
R
Nowcerts username
string
password
R
Nowcerts password
string
client_id
R
ngAuthApp
string
Sample Request
grant_type=password&username=UserName&password=Password&client_id=ngAuthApp
Response Body
Field Name
Description
Data Type
access_token
This property will be used as a bearer token in all subsequent calls.
string
token_type
This property will show the token type.
string
expires_in
This property will explain the time after the token expires .It’s around one day.
integer
refresh_token
This property will be used for refresh token.
Guid
as:client_id
This always remains as ngAuthApp.
string
userName
This property will show the username against which token is created.
string
userId
This property will show the user primary key in nowcerts system.
Guid
userDisplayName
This property will show the user profile name.
string
agencyId
This property will show the agency primary key of the user in nowcerts system.
Guid
agencyName
This property will show the agency name of the user.
string
contactId
This property will show the user contact primary key in nowcerts system.
Guid
userType
This property will show the user role type. i.e Agent/Agency etc.
string
isAgencyOwner
This property will show if the user is the agency owner?
string
email
This property will show the user 's email address.
string
.issued
This property will show the token issued date time.
string
.expires
This property will show the token expiry date time.
string
Sample Response
{
"access_token": " Long Encrypted Token ",
"token_type": "bearer",
"expires_in": 101951,
"refresh_token": "1c261711b5eb4a838667999dbcf8614e",
"as:client_id": "ngAuthApp",
"userName": "test@test.test",
"userId": "a17be6bc-115f-47cf-b6af-5269483ea665",
"userDisplayName": "Annie Walker",
"agencyId": "4e9e2d23-3111-43dd-9a82-75d00f0af520",
"agencyName": "Test Agency Plovdiv",
"contactId": "3b518a22-edb5-4336-a864-397c60be7ae0",
"userType": "Agent",
"isAgencyOwner": "true",
"email": "test@test.test",
".issued": "Wed, 18 Oct 2023 15:08:05 GMT",
".expires": "Thu, 19 Oct 2023 19:27:17 GMT"
}
2.AgentList
Endpoint Name
AgentList
Description
This endpoint will get the agent's details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
firstName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by first name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/AgentList?$count=true&$orderby=firstname asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/AgentList?$count=true&$orderby=id asc&$skip=0&$top=10
03)https://api.nowcerts.com/api/AgentList?$filter=firstName in ('Anna','tetst')&$count=true&$orderby=lastName desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will be used as a primary key of the agent in the nowcerts system.
Guid
firstName
This property will show the agent's first name.
string
lastName
This property will show the agent’s last name.
string
email
This property will show the agent’s email address.
string
npnNumber
This property will show the agent’s national procedure number.
string
primaryRole
This property will show the agent’s primary role. i-e
Agent/Producer,Account Manager / CSR etc.
string
assignCommissionIfCSR
This property will show agent commission if its role type is CSR.
boolean
useAgentIfNotDefault
This property will show to use this agent as default if default agent is not selected.
boolean
phone
This property will show the agent’s phone number.
string
cellPhone
This property will show the agent’s mobile number.
string
fax
This property will show the agent’s fax number
string
primaryOfficeName
This property will show the agent’s primary office name.
string
active
This property will show if the agent is active.
boolean
changeDate
This property will show the agent’'s last update datetime.
Datetime
userId
This property will show the primary key of the user if the agent is also a nowcerts user.
Guid
addressLine1
This property will show the agent’s street line 1 address.
string
addressLine2
This property will show the agent’s street line 2 address.
string
city
This property will show the agent’s city name,
string
state
This property will show the agent’s state name.
string
county
This property will show the agent’s county name.
string
zipCode
This property will show the agent’s zip code address.
string
isSuperVisior
This property will show if the agent is also a supervisor.
boolean
userDisplayName
This property will show the agent’s display name.
string
agentIs
This property will show the agent is company or personal.
string
workGroups
This property will show the agent’s work group detail.
List
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#AgentList",
"@odata.count": 317,
"value": [
{
"id": "34588ba2-b221-42ca-9f7b-6a49da02bbc8",
"firstName": "Sarah",
"lastName": "Johnson",
"email": "sarah.johnson@summitinsurance.com",
"npnNumber": null,
"primaryRole": "",
"assignCommissionIfCSR": false,
"isDefaultAgent": false,
"useAgentIfNotDefault": false,
"phone": "",
"cellPhone": "",
"fax": "",
"primaryOfficeName": null,
"active": false,
"changeDate": "2025-09-12T08:57:00+04:00",
"userId": "dc341c57-89d0-433c-86fe-f3fc793cdc07",
"addressLine1": null,
"addressLine2": null,
"city": null,
"state": "",
"county": null,
"zipCode": null,
"isSuperVisior": false,
"userDisplayName": "Agency On DEV SERVER IN MARCH",
"agentIs": "Company",
"workGroups": []
}
]
}
3.AutomobileLossClaimList
Endpoint Name
AutomobileLossClaimList
Description
This endpoint will get the automobile loss claim details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
claimNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by claim number.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/AutomobileLossClaimList()?$count=true&$orderby=ClaimNumber asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/AutomobileLossClaimList()?$count=true&$orderby=status asc&$skip=0&$top=10
03)https://api.nowcerts.com/api/AutomobileLossClaimList()?$filter=claimNumber in ('043085855','044717730')&$count=true&$orderby=status asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
descriptionOfAccident
This property will show the detail description of accident
string
vehicleVIN_Number
This property will show the vehicle identifier number detail.
string
driverFirstName
This property will show the driver’s first name.
string
driverLastName
This property will show the driver’s last name.
string
driverDLNumber
This property will show the driver’s license number.
string
describeDamage
This property will show the detail description of
damage happens.
string
otherVehicleVIN_Number
This property will show the other vehicle identifier number detail.
string
otherDriverFirstName
This property will show the other driver’s first name.
string
otherDriverLastName
This property will show the driver’s last name.
string
otherDriverDLNumber
This property will show the other driver’s license number.
string
otherDescribeDamage
This property will show the detail description of
damage happens to other vehicles.
string
childSeat
This property will show the child seat installed in the vehicle.
boolean
childSeatInstalled
This property will show the child seat installed in the vehicle.
boolean
childSeatSustain
This property will show if the child seat sustains a loss.
boolean
estimateAmount
This property will show the estimated amount of damage.
string
whereVehicleCanBeSeen
This property will show where vehicles can be seen.
string
whenVehicleCanBeSeen
This property will show when vehicles can be seen.
string
id
This property will be used as a primary key of the automobile loss record in the nowcerts system.
Guid
claimNumber
This property will show the loss claim number.
string
status
This property will show the status of the claim.
string
street
This property will show the loss location street address.
string
city
This property will show the loss location city name.
string
state
This property will show the loss location state name.
string
zipCode
This property will show the loss location zip code.
string
county
This property will show the loss location county name.
string
dateOfLossAndTime
This property will show the date and time when the incident happened.
Datetime
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the report number.
string
additionalComments
This property will show if any additional comments are marked.
string
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number.
string
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#AutomobileLossClaimList",
"@odata.count": 101,
"value": [
{
"descriptionOfAccident": null,
"vehicleVIN_Number": null,
"driverFirstName": null,
"driverLastName": null,
"driverDLNumber": null,
"describeDamage": null,
"otherVehicleVIN_Number": null,
"otherDriverFirstName": null,
"otherDriverLastName": null,
"otherDriverDLNumber": null,
"otherDescribeDamage": null,
"childSeat": false,
"childSeatInstalled": false,
"childSeatSustain": false,
"estimateAmount": null,
"whereVehicleCanBeSeen": null,
"whenVehicleCanBeSeen": null,
"id": "182cf4f0-7019-4666-8383-d769d6519ce3",
"claimNumber": "043085855",
"status": "Closed",
"street": null,
"city": "New Port Richey",
"state": "FL",
"zipCode": null,
"county": null,
"dateOfLossAndTime": "2020-07-17T00:00:00-05:00",
"describeLocation": "ROCK FROM ROAD - NO ONE AT FAULT",
"policeOrFireDepartment": null,
"reportNumber": null,
"additionalComments": null,
"descriptionOfLossAndDamage": null,
"insuredDatabaseId": "af95acd5-f33d-43a3-840f-179399d3db38",
"insuredEmail": "",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "Rahn, Michael",
"policyNumber": "F3224691",
"dateAndAmount": []
}
]
}
4.CallLogRecord
Endpoint Name
CallLogRecordList
Description
This endpoint will get the details of the agency call records against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
startDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by startDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/CallLogRecordList()?$count=true&$orderby=startDate desc&$skip=0&$top=10
02) https://api.nowcerts.com/api/CallLogRecordList()?$count=true&$orderby=id desc&$skip=0&$top=10
03)https://api.nowcerts.com/api/CallLogRecordList?$filter=id eq e81122d5-c5ad-4e59-833b-ff913c360658 or id eq 724cd7ae-61ea-45e1-adc0-fe57ce23f1e1&$count=true&$orderby=id asc&$skip=0&$top=2
Response Body
Field Name
Description
Data Type
id
This property will be used as a primary key of the call record in the nowcerts system.
Guid
type
This property will show the call type.
string
fromNumber
This property will show the caller number.
string
toNumber
This property will show the number to whom a call is made.
string
toName
This property will show the name of the person to whom a call is made.
string
startDate
This property will show the start datetime of the call.
Datetime
duration
This property will show call duration.
decimal
callLogId
This property will show the call log id.
string
action
This property will show the call action.
string
result
This property will show the call result.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#CallLogRecordList",
"@odata.count": 258,
"value": [
{
"id": "e81122d5-c5ad-4e59-833b-ff913c360658",
"type": "Voice",
"fromNumber": "14695563040",
"fromName": "kevin",
"toNumber": "14695563040",
"toName": "kevin",
"startDate": "08/04/2020 10:38:00 PM",
"duration": "10",
"callLogId": "C486C848-7234-4420-A276-A2A8ACFFAE4F",
"action": "Success",
"result": "Accepted",
"insuredDatabaseId": "42a07914-1988-4747-9060-34a1c2848bc9",
"insuredEmail": "test@test.test",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "Zdravko Atanasov"
}
]
}
5.ClaimList
Endpoint Name
ClaimList
Description
This endpoint will get the details of the claim records against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
claimNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by claimNumber.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/ClaimList()?$count=true&$orderby=claimNumber asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/ClaimList()?$count=true&$orderby=databaseId asc&$skip=0&$top=10
03)https://api.nowcerts.com/api/ClaimList?$filter=databaseId eq 7c8b37f8-e4d0-42f9-a7d0-ffefd163f657 or databaseId eq 60cdf4a2-ad6d-4e8e-b1ea-fefc2374a5ac&$count=true&$orderby=databaseId asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will be used as a primary key of the claim record in the nowcerts system.
Guid
claimNumber
This property will show the claim number.
string
status
This property will show the status of the claim.
string
street
This property will show the claim location street address.
string
city
This property will show the claim location city name.
string
state
This property will show the loss location state name abbreviation.
string
zipCode
This property will show the claim location zip code.
string
county
This property will show the claim location county name.
string
dateOfLossAndTime
This property will show the date and time when the incident happened.
Datetime
describeLocation
This property will show the claim location.
string
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the claim report number.
string
additionalComments
This property will show the additional comments.
string
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number.
string
changeDate
Last updated datetime of record.
Datetime
createDate
Created datetime of record.
Datetime
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
________________
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ClaimList",
"@odata.count": 359,
"value": [
{
"databaseId": "7c8b37f8-e4d0-42f9-a7d0-ffefd163f657",
"claimNumber": "7894789",
"status": "Submitted_To_Carrier",
"street": "auto",
"city": "mobile",
"state": "FL",
"zipCode": "432432",
"county": "acc",
"dateOfLossAndTime": "2021-10-28T16:00:00-05:00",
"describeLocation": "wow",
"policeOrFireDepartment": "lit yes",
"reportNumber": "1235",
"additionalComments": "woot woot",
"descriptionOfLossAndDamage": "",
"insuredDatabaseId": "7ed8b625-880c-4a95-9e1a-afd812d9c729",
"insuredEmail": "test@test.test",
"insuredFirstName": "Ramona2",
"insuredLastName": "Morales",
"insuredCommercialName": "Morales, Ramona2 Test",
"policyNumber": "Ma29rchRetestRenew",
"changeDate": "2021-04-26T12:26:00-05:00",
"createDate": "2021-04-26T12:26:00-05:00",
"dateAndAmount": [
{
"date": "2021-04-26T00:00:00-05:00",
"amount": 112.0000
}
]
}
]
}
6.CustomersList(Deprecated, use InsuredDetailList)
Endpoint Name
CustomersList
Description
This endpoint will get the details of the insured/prospect of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
commercialName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by commercialName.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/CustomersList?$count=true&$orderby=commercialName asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/CustomersList?$count=true&$orderby=id desc&$skip=0&$top=10
03) https://api.nowcerts.com/api/CustomersList?$filter=id eq dd7b133f-aa52-4813-bcec-0008296e7431 or id eq 70ea2dd3-b3e3-4359-940d-00265f3dead3&$count=true&$orderby=id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will be used as a primary key of the insured/prospect record in the nowcerts system.
Guid
commercialName
This property will show the insured commercial name.
string
firstName
This property will show the insured first name.
string
lastName
This property will show the insured last name.
string
type
This property will show the insured type.i.e Insured/Prospect etc.
string
addressLine1
This property will show the insured street line 1 address.
string
addressLine2
This property will show the insured street line 2 address.
string
stateNameOrAbbreviation
This property will show the insured state name.
string
city
This property will show the insured city name.
string
zipCode
This property will show the insured zip code.
string
eMail
This property will show insured primary email address.
string
eMail2
This property will show insured secondary email address
string
eMail3
This property will show insured tertiary email address
string
fax
This property will show the insured fax number.
string
phone
This property will show the insured phone number.
string
cellPhone
This property will show the insured mobile number.
string
smsPhone
This property will show the insured mobile number.
string
description
This property will show the insured description.
string
active
This property will show the insured active status.
Boolean
website
This property will show the insured website address.
string
fein
This property will show the insured federal employer identification number .
string
customerId
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, MC number, contractor License number, etc.
string
insuredId
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, USDOT number, contractor License number, etc.
.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#CustomersList",
"@odata.count": 14303,
"value": [
{
"id": "dd7b133f-aa52-4813-bcec-0008296e7431",
"commercialName": "F & L PLUMBING AND HEATING",
"firstName": null,
"lastName": null,
"type": "Insured",
"addressLine1": null,
"addressLine2": null,
"stateNameOrAbbreviation": null,
"city": null,
"zipCode": null,
"eMail": "fl_ph@gmail.com",
"eMail2": null,
"eMail3": null,
"fax": "",
"phone": "",
"cellPhone": "",
"smsPhone": null,
"description": "rest",
"active": false,
"website": null,
"fein": "",
"customerId": null,
"insuredId": null
}
]
}
7.CustomFieldList
Endpoint Name
CustomFieldsList
Description
This endpoint will get the details of the custom fields of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
label
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by label.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/CustomFieldsList()?$count=true&$orderby=label asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/CustomFieldsList()?$count=true&$orderby=id asc&$skip=0&$top=10
03) https://api.nowcerts.com/api/CustomFieldsList?$filter=id eq acadcfe4-6112-4b41-93c4-00b013d81c42 or id eq db655f6c-7e5c-428b-97ed-00e4749e8761&$count=true&$orderby=label asc&$skip=0&$top=2
Response Body
Field Name
Description
Data Type
id
This property will be used as a primary key of the custom field record in the nowcerts system.
Guid
key
This property will be used as a primary key of the custom field record in the nowcerts system.
string
label
This property will show the custom field name.
string
type
This property will show the custom field type.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#CustomFieldsList",
"@odata.count": 934,
"value": [
{
"id": "acadcfe4-6112-4b41-93c4-00b013d81c42",
"key": "acadcfe4-6112-4b41-93c4-00b013d81c42",
"label": "Field 4",
"type": "string"
}
]
}
8.GetStructure
Endpoint Name
GetStructure
Description
This endpoint will get the details of the custom panels along with their custom fields of the agency against which the token is created.
Method Type
GET
Sample Request
01) https://api.nowcerts.com/api/CustomPanel/GetStructure
Response Body
Field Name
Description
Data Type
name
This property will show the custom panel name.
string
description
This property will show the custom panel description.
string
customFieldsname
This property will show the custom field name.
string
customFieldsdescription
This property will show the custom field description.
string
customFieldstype
This property will show the custom field type.
integer
customFieldsorder
This property will show the custom field order.
integer
Sample Response
[
{
"name": "MArvi",
"description": "LEs",
"customFields": [
{
"name": "MArvo",
"description": "ok",
"type": 0,
"order": 0
}
],
"order": 0
}
]
9.DeletedInsuredList
Endpoint Name
DeletedInsuredList
Description
This endpoint will get the details of the deleted insured/prospect along with their policies and contacts of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
InsuredDatabaseId
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by InsuredDatabaseId.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/DeletedInsuredList()?&$count=true&$orderby=InsuredDatabaseId asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/DeletedInsuredList?$filter=insuredDatabaseId eq 34cd1d71-99f8-4c2e-9b80-0037a0c45734 or insuredDatabaseId eq 4a5b4be9-52b4-4a66-8543-0104c54518bf&$count=true&$orderby=insuredDatabaseId asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured/prospect primary key in the nowcerts system.
Guid
deleted
This property will show the deleted status of insured/prospect.
boolean
policies
List of policies primary key in the nowcerts system
under particular insured.
Guid
insuredContacts
List of contacts primary key in the nowcerts system
under particular insured.
Guid
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#DeletedInsuredList",
"@odata.count": 582,
"value": [
{
"insuredDatabaseId": "34cd1d71-99f8-4c2e-9b80-0037a0c45734",
"deleted": true,
"policies": [
{
"policyDatabaseId": "f83fb2c6-ab39-4e5e-bdcb-36f0e15cfb8c"
},
{
"policyDatabaseId": "67342e9b-4aa9-4721-ba8b-37c0d9985971"
},
{
"policyDatabaseId": "6dcfe729-9376-4636-afc6-4879ca314033"
},
{
"policyDatabaseId": "e25718da-0c3d-43dd-8d36-495ab27b9dbd"
},
{
"policyDatabaseId": "9b12fb65-00a6-4f48-820d-5905ed7c086e"
},
{
"policyDatabaseId": "efee0bcb-27f0-4bcf-b8f2-70735d50e582"
},
{
"policyDatabaseId": "7451f9f3-427d-483c-b456-7ae8da631918"
},
{
"policyDatabaseId": "ef96be2b-e3ec-4931-9140-9239b554ccb5"
}
],
"insuredContacts": [
{
"contactDatabaseId": "7907f62e-e83c-474a-889b-e6cf8e58f267"
}
]
}
]
}
10.DriverList
Endpoint Name
DriverList
Description
This endpoint will get the details of the drivers of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
firstName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by firstName.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/DriverList()?$count=true&$orderby=FirstName asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/DriverList()?$count=true&$orderby=insuredDatabaseId asc&$skip=0&$top=10
03)
https://api.nowcerts.com/api/DriverList?$filter=active eq true&$count=true&$orderby=firstname asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the driver primary key in the nowcerts system.
Guid
firstName
This property will show the driver's first name.
string
middleName
This property will show the driver's middle name.
string
lastName
This property will show the driver's last name.
string
dateOfBirth
This property will show the driver's date of birth.
Datetime
ssn
This property will show the driver's social security number.
string
excluded
This property will show the driver's excluded status.
Boolean
licenseNumber
This property will show the driver's license number.
string
licenseState
This property will show the driver's license state name.
string
licenseYear
This property will show the driver's license year.
short
hireDate
This property will show the driver's hire date.
Datetime
terminationDate
This property will show the driver's termination date.
Datetime
policyNumbers
This property will show all the policies number against which a particular driver is connected.
List of string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyIds
This property will show all the policies' primary key in nowcerts system against which a particular driver is connected.
List of Guid
active
This property will show the driver's active status.
boolean
maritalStatus
This property will show the driver's marital status.
string
gender
This property will show the driver's gender name.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#DriverList",
"@odata.count": 2630,
"value": [
{
"id": "54e0599f-7347-4da9-825d-a88d2d9d12a3",
"firstName": "driver",
"middleName": "first",
"lastName": "lAST",
"dateOfBirth": "2003-04-06T00:00:00-06:00",
"ssn": "3545435",
"excluded": false,
"licenseNumber": "adfa1234",
"licenseState": null,
"licenseYear": 2021,
"hireDate": null,
"terminationDate": null,
"policyNumbers": [
"policy testing 45"
],
"insuredDatabaseId": "948f3e50-a0bc-4e97-bd47-0008d808bf3a",
"insuredEmail": "Edilberto@gmail.com",
"insuredFirstName": "Edilberto",
"insuredLastName": "Medina",
"insuredCommercialName": "Medina, Edilberto",
"policyIds": [
"a299ff61-0a01-44f9-8931-6f861dde29d0"
],
"active": true,
"maritalStatus": "",
"gender": ""
}
]
}
11.GeneralLiabilityClaimList
Endpoint Name
GeneralLiabilityClaimList
Description
This endpoint will get the details of the general liability type claims of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
insuredDatabaseId
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by insuredDatabaseId.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/GeneralLiabilityClaimList()?$count=true&$orderby=insuredDatabaseId asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/GeneralLiabilityClaimList()?$count=true&$orderby=claimNumber asc&$skip=0&$top=10
03)
https://api.nowcerts.com/api/GeneralLiabilityClaimList?$filter=claimNumber in ('0900','117')&$count=true&$orderby=claimNumber asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the claim primary key in the nowcerts system.
Guid
descriptionOfOccurrence
This property will show the description of occurrence detail.
string
claimNumber
This property will show the claim number.
string
status
This property will show the claim status.
string
street
This property will show the location of the loss street address.
string
city
This property will show the location of the loss city name.
string
state
This property will show the location of the loss state abbreviation.
string
zipCode
This property will show the location of the loss zip code.
string
county
This property will show the location of the loss county.
string
dateOfLossAndTime
This property will show the date and time of the incident.
Datetime
describeLocation
This property will show the incident location in detail.
string
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the claim report number.
string
additionalComments
This property will show the additional comments.
Guid
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number.
string
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#GeneralLiabilityClaimList",
"@odata.count": 1,
"value": [
{
"descriptionOfOccurrence": "testing",
"id": "0d2b6b46-617b-4fcc-afe3-c2c1c2dc8232",
"claimNumber": "ad",
"status": "Submitted_To_Carrier",
"street": "1150 Broadway",
"city": "New York",
"state": "NY",
"zipCode": "52525",
"county": "New York County",
"dateOfLossAndTime": "2023-10-31T00:00:00-05:00",
"describeLocation": "LAne 20",
"policeOrFireDepartment": "Yes",
"reportNumber": "sdsd",
"additionalComments": "Test",
"descriptionOfLossAndDamage": null,
"insuredDatabaseId": "c6ddddb8-cfb6-47af-9ae4-b08fa2c05804",
"insuredEmail": "nguintu@nowcertscsr.com",
"insuredFirstName": "bapbap",
"insuredLastName": "Ninz",
"insuredCommercialName": "Ninz Bapbap",
"policyNumber": "Auto Lib Policy 1",
"dateAndAmount": [
{
"date": "2023-10-23T00:00:00-05:00",
"amount": 12.0000
}
]
}
]
}
12.GroupHealthMemberList
Endpoint Name
GroupHealthMemberList
Description
This endpoint will get details of the group health members for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
FirstName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by FirstName.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/GroupHealthMemberList()?$count=true&$orderby=FirstName asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/GroupHealthMemberList?$filter=phone in ('22323232323')&$count=true&$orderby=phone asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the group health member primary key in the nowcerts system.
Guid
firstName
This property will show the health member's first name.
string
middleName
This property will show the health member's middle name.
string
lastName
This property will show the health member's last name.
string
citizenship
This property will show the health member's citizenship.
string
race
This property will show the health member's race.
string
maritalStatus
This property will show the health member's marital status.
string
gender
This property will show the health member's gender name. I.e Male/Female.
string
ssn
This property will show the health member's social security number.
string
dateOfBirth
This property will show the health member's date of birth
Datetime
email
This property will show the health member's email address.
string
phone
This property will show the health member's phone number.
string
policyNumbers
This property will show the list of policies connected to particular health members.
List of string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#GroupHealthMemberList",
"@odata.count": 1,
"value": [
{
"id": "081d0e8d-9be4-4ca2-ac98-736421b416df",
"firstName": "aslam",
"middleName": "G",
"lastName": "khan",
"citizenship": null,
"race": null,
"maritalStatus": null,
"gender": null,
"ssn": "34343443434",
"dateOfBirth": "2021-07-01T00:00:00-05:00",
"email": "a@a.com",
"phone": "22323232323",
"policyNumbers": [],
"insuredDatabaseId": "3161ec75-795d-4df3-9b08-1ec5340ae76f"
}
]
}
13.AgencyLocationList
Endpoint Name
AgencyLocationList
Description
This endpoint will get details of the agency locations against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/AgencyLocationList?$count=true&$orderby=Id asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/AgencyLocationList?$filter=city in ('Plovdiv')&$count=true&$orderby=businessName asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the agency location primary key in the nowcerts system.
Guid
locationId
This property will show the agency location’s id.
string
businessName
This property will show the agency location’s business name.
string
adressLine1
This property will show the agency location’s street line 1 address.
string
adressLine2
This property will show the agency location’s street line 2 address.
string
city
This property will show the agency location’s city name.
string
state
This property will show the agency location’s state abbreviation.
string
zip
This property will show the agency location’s zip code.
string
type
This property will show the agency location’s type.
I-e office/home etc
string
agents
This property will show the agency location’s admin agents list.
List of agents data.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#AgencyLocationList",
"@odata.count": 1,
"value": [
{
"id": "57b697a8-5393-4abb-8582-17b12fd6b69a",
"locationId": "Plovdiv_01",
"businessName": "Plovdiv",
"adressLine1": "blvd. Saedinenie",
"adressLine2": null,
"city": "Plovdiv",
"state": "VI",
"zip": "55555",
"type": "Office",
"agents": [
{
"databaseId": "2e69dc88-40d0-4df6-bfa7-c63fd325e15d",
"firstName": "testing",
"lastName": "tet",
"order": 0
}
]
}
]
}
14.LineOfBusinessList
Endpoint Name
LineOfBusinessList
Description
This endpoint will get the line of business of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/LineOfBusinessList?$count=true&$orderby=name asc&$skip=0&$top=10
02) https://api.nowcerts.com/api/LineOfBusinessList?$filter=name eq '01'&$count=true&$orderby=createDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the line of business primary key in the nowcerts system.
Guid
name
This property will show the line of business name.
string
class
This property will show the line of business class name.
string
lineOfBusinessClassId
This property will show the line of business class name primary key in the nowcerts system.
Guid
createDate
This property will show the line of business created date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#LineOfBusinessList",
"@odata.count": 1,
"value": [
{
"id": "b96f4611-f354-4e0f-a87f-68c0c216e080",
"name": "3000 Burial League (Active)",
"class": "Life-Health",
"lineOfBusinessClassId": "50657953-f080-46d5-b0e2-9c1fbf1be774",
"createDate": "2019-10-28T10:23:00-05:00"
}
]
}
15.NotesHistoryList
Endpoint Name
NotesHistoryList
Description
This endpoint will get the notes details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/NotesHistoryList()?&$count=true&$orderby=changeDate desc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/NotesHistoryList?$filter=databaseid eq 09df2d7a-1f4d-477b-8d6b-5bcaf4115cdb&$count=true&$orderby=changeDate desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will show the note primary key in the nowcerts system.
Guid
noteType
This property will show the note’s tye.i.e Change/Claim etc.
string
reminderDateTime
This property will show the note’s reminder date time.
string
subject
This property will show the note’s subject.
string
createDate
This property will show the note’s created datetime.
Datetime
changeDate
This property will show the note’s last change datetime.
Datetime
origin
This property will show the note’s origin.i-e Carrier download/Tasks/Public Api etc.
string
createdBy
This property will show the note’s created by user name.
string
parentNoteId
This property will show the note’s parent id.
If this note has some reply then this property is the id of the note against which the reply is made.
Guid
hide
This property will show the note’s hide status.
Boolean
insured
This property will show the note’s insured details.
List of insured details.
policy
This property will show the note’s policy details.
List of policy
details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#NotesHistoryList",
"@odata.count": 1,
"value": [
{
"databaseId": "72861f2a-b9b3-4dcd-a9a5-4e855c0d538b",
"noteType": null,
"reminderDateTime": null,
"subject": "<div>Sample note 01</div>",
"createDate": "2023-10-12T01:26:22.55-05:00",
"changeDate": "2023-10-12T01:26:22.55-05:00",
"origin": "Manual",
"createdBy": "Test Agency Plovdiv",
"parentNoteId": null,
"hide": null,
"insured": {
"databaseId": "e82a8f9d-bdc4-4906-916b-4a5cae2d0443",
"email": "josealexanderisip05@gmail.com",
"firstName": "Alex",
"lastName": "Testing",
"commercialName": "Testing, Alex"
},
"policy": {
"databaseId": "b466ec8e-27bb-4324-939b-495334f96e60",
"number": "Alex policy test",
"effectiveDate": "2023-09-29T00:00:00-05:00",
"expirationDate": "2024-09-29T00:00:00-05:00",
"linesOfBusiness": [
"Worker's Compensation"
],
"carrierName": null
}
}
]
}
16.NotesList
Endpoint Name
NotesList
Description
This endpoint will get the notes details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Subject
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Subject.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/NotesList?$filter=databaseId in ('095964c0-6bd3-4875-9623-636005075cc0')&$count=true&$orderby=Subject asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/NotesList?$filter=databaseid eq 095964c0-6bd3-4875-9623-636005075cc0&$count=true&$orderby=changeDate desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will show the note primary key in the nowcerts system.
Guid
noteType
This property will show the note’s type.i.e Change/Claim etc.
string
reminderDateTime
This property will show the note’s reminder date time.
string
subject
This property will show the note’s subject.
string
createDate
This property will show the note’s created datetime.
Datetime
changeDate
This property will show the note’s last change datetime.
Datetime
origin
This property will show the note’s origin.i-e Carrier download/Tasks/Public Api etc.
string
createdBy
This property will show the note’s created by user name.
string
parentNoteId
This property will show the note’s parent id.
If this note has some reply then this property is the id of the note against which the reply is made.
Guid
hide
This property will show the note’s hide status.
Boolean
insured
This property will show the note’s insured details.
List of insured details.
policy
This property will show the note’s policy details.
List of policy
details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#NotesList",
"@odata.count": 1,
"value": [
{
"databaseId": "095964c0-6bd3-4875-9623-636005075cc0",
"noteType": null,
"reminderDateTime": null,
"subject": " Test",
"createDate": "2022-02-09T00:19:00-06:00",
"changeDate": "2022-02-09T00:19:00-06:00",
"origin": "Downloads",
"createdBy": "Test Agency Plovdiv",
"parentNoteId": null,
"hide": null,
"insured": {
"databaseId": "5d564d23-7e8e-4212-b8b1-67efdb5ce191",
"email": "amirzynn@gmail.com",
"firstName": "_Insured, Amirzyn Test",
"lastName": "as",
"commercialName": "As, _Insured, Amirzyn Test Da"
},
"policy": {
"databaseId": "d26137ee-243b-4751-a1f0-113b446689ca",
"number": "UM7805700",
"effectiveDate": "2020-04-11T00:00:00-05:00",
"expirationDate": "2021-04-11T00:00:00-05:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "SAFECO INS CO OF AMER"
}
}
]
}
17.OpportunitiesList
Endpoint Name
OpportunitiesList
Description
This endpoint will get the opportunities details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
LineOfBusinessName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by LineOfBusinessName .
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/OpportunitiesList()?&$count=true&$orderby=LineOfBusinessName asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/OpportunitiesList?$filter=id eq de041107-9393-45db-99ee-1505b11bb292&$count=true&$orderby=id desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the opportunity primary key in the nowcerts system.
Guid
lineOfBusinessName
This property will show the opportunity line of business name.
string
neededBy
This property will show the deadline of opportunity.
Datetime
opportunityStageName
This property will show the opportunity stage name.
i.e Call/Lost etc.
string
currentStageDueDate
This property will show the opportunity current stage deadline datetime.
Datetime
referralSourceName
This property will show the note’s last change datetime.
Dastringtetime
referralSourceContactName
This property will show the opportunity referral source name.
string
winProbability
This property will show the opportunity to win probability.i.e Good/Very Good etc.
string
agencyCommission
This property will show the opportunity’s agency commission amount.
decimal
assignedTo
This property will show the person name to which this opportunity is assigned.
List of users.
description
This property will show the opportunity details description.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumbers
This property will show the policy number connected to this opportunity.
List of policy numbers.
createdFromRenewal
This property will show if the opportunity is created from the renewal section of nowcerts.
boolean
lastChangeUserId
This property will show the primary key of the last user/agent in the NowCerts system who modified the record.
Guid
lastChangeUserName
This property will show the profile display name of the last user/agent in the NowCerts system who modified the record.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#OpportunitiesList",
"@odata.count": 1,
"value": [
{
"id": "de041107-9393-45db-99ee-1505b11bb292",
"lineOfBusinessName": "1000 Burial League (Active)",
"neededBy": "2021-04-08T00:00:00-05:00",
"opportunityStageName": "Sent For Quoting",
"currentStageDueDate": "2021-04-16T00:00:00-05:00",
"referralSourceName": "KevinTesting",
"referralSourceContactName": "KEVIN TESTING",
"winProbability": "VeryGood",
"agencyCommission": 3.0000,
"assignedTo": [
"Ehsan Ali",
"Better Agency"
],
"description": "ALI TESTING DESCRIPTION",
"insuredDatabaseId": "6a95610f-bfe9-4621-926a-eed900c53b7a",
"insuredEmail": "test@nowcerts.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "5 Star Daylighting, LLC",
"lastChangeUserId": "b0522e86-ef7d-481c-94e8-e7bc33ebaba4",
"lastChangeUserName": "Amir Zyn",
"policyNumbers": [
"Policy converted from quote",
"Crime021-RNWL",
"Financed1500"
],
"createdFromRenewal": false
}
]
}
18.OtherClaimsList
Endpoint Name
OtherClaimsList
Description
This endpoint will get the details of the other type claims of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
ClaimNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by ClaimNumber.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/OtherClaimsList()?$count=true&$orderby=ClaimNumber desc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/OtherClaimsList?$filter=id eq f68cd9a0-94a6-4ba2-aa44-c0ea0c2aa219&$count=true&$orderby=status desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the claim primary key in the nowcerts system.
Guid
descriptionOfOccurrence
This property will show the description of occurrence detail.
string
claimNumber
This property will show the claim number.
string
status
This property will show the claim status.
string
street
This property will show the location of the loss street address.
string
city
This property will show the location of the loss city name.
string
state
This property will show the location of the loss state abbreviation.
string
zipCode
This property will show the location of the loss zip code.
string
county
This property will show the location of the loss county.
string
dateOfLossAndTime
This property will show the date and time of the incident.
Datetime
describeLocation
This property will show the incident location in detail.
string
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the claim report number.
string
additionalComments
This property will show the additional comments.
Guid
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number.
string
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#OtherClaimsList",
"@odata.count": 1,
"value": [
{
"id": "f68cd9a0-94a6-4ba2-aa44-c0ea0c2aa219",
"claimNumber": "zzzz123",
"status": "Submitted_To_Carrier",
"street": "333 test street",
"city": "Moab",
"state": "AZ",
"zipCode": "99999",
"county": "fetch",
"dateOfLossAndTime": "2020-08-12T00:00:00-05:00",
"describeLocation": "location loss",
"policeOrFireDepartment": "pol yes",
"reportNumber": "pol rep 58585",
"additionalComments": "no additional commnts",
"descriptionOfLossAndDamage": "",
"insuredDatabaseId": "d713f5c4-8b3f-4b51-aaaf-fd6c8370b264",
"insuredEmail": "julien@nowcerts.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "ABV Trucking",
"policyNumber": "TLC11119",
"dateAndAmount": [
{
"date": "2020-08-21T00:00:00-05:00",
"amount": 0.0000
}
]
}
]
}
19.PrincipalList
Endpoint Name
PrincipalList
Description
This endpoint will get the details of the contacts of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/PrincipalList()?$count=true&$orderby=changeDate desc&$skip=0&$top=1
02)
https://api.nowcerts.com/api/PrincipalList?$filter=changeDate gt 2023-10-23T04:48:00-05:00
Response Body
Field Name
Description
Data Type
databaseId
This property will show the contact primary key in the nowcerts system.
Guid
firstName
This property will show the contact’s first name.
string
middleName
This property will show the contact’s middle name.
string
lastName
This property will show the contact’s last name.
string
description
This property will show the contact’s detailed description.
string
type
This property will show the contact’s type.i-e Owner/Other etc.
string
personalEmail
This property will show the contact’s personal email address.
string
businessEmail
This property will show the contact’s business email address.
string
homePhone
This property will show the contact’s home phone number.
string
officePhone
This property will show the contact’s office phone number.
Datetime
cellPhone
This property will show the contact’s cell phone number.
string
personalFax
This property will show the contact’s personal fax number.
string
businessFax
This property will show the contact’s business fax number.
string
ssn
This property will show the contact's social security number.
Guid
birthday
This property will show the contact’s birthday date.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
changeDate
This property will show the contact’s information last modified date.
string
dlNumber
This property will show the contact’s driver license number.
List of details.
dlYear
This property will show the contact’s driver license year.
string
dlStateName
This property will show the contact’s driver license state name.
string
education
This property will show the contact’s education degree.
string
gender
This property will show the contact’s gender.i.e Male/Female.
string
industryName
This property will show the contact’s industry information.
string
isHealthPlanMember
This property will show the contact’s health member plan status.
string
maritalStatus
This property will show the contact’s marital status.
string
note
This property will show the contact’s notes.
string
prefix
This property will show the contact’s name prefix.i-eMR/MRS
string
socialSecurityNumber
This property will show the contact's social security number.
string
suffix
This property will show the contact’s name suffix.i-eJR/SR etc.
string
primaryContact
This property will show the contact’s primary status.
boolean
isDriver
This property will show the contact’s driver status.
boolean
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PrincipalList",
"@odata.count": 10,
"value": [
{
"databaseId": "2a6cee4d-5633-4106-820e-efef932d1c22",
"firstName": "Dwight",
"middleName": null,
"lastName": "Morrow",
"description": null,
"type": "Owner",
"personalEmail": null,
"businessEmail": null,
"homePhone": "701-313-0157",
"officePhone": "",
"cellPhone": "",
"personalFax": "",
"businessFax": "",
"ssn": null,
"birthday": null,
"insuredDatabaseId": "1711a8e0-c895-4b74-82af-67fb1bab0f3f",
"insuredEmail": null,
"insuredFirstName": "Dwight",
"insuredLastName": "Morrow",
"insuredCommercialName": "Morrow, Dwight",
"changeDate": "2023-10-24T07:09:00-05:00",
"dlNumber": null,
"dlYear": null,
"dlStateName": null,
"education": null,
"gender": "",
"industryName": null,
"isHealthPlanMember": false,
"maritalStatus": "",
"note": null,
"prefix": null,
"socialSecurityNumber": null,
"suffix": null,
"primaryContact": false,
"isDriver": false
}
]
}
20.PropertyList
Endpoint Name
PropertyList
Description
This endpoint will get the details of the properties of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
LocationNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by LocationNumber.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/PropertyList()?$count=true&$orderby=LocationNumber asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/PropertyList?$filter=insuredCommercialName eq 'x_John, Finn'&$count=true&$orderby=insuredCommercialName asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the property primary key in the nowcerts system.
Guid
propertyUse
This property will show the property use.i.e Commercial/Personal.
string
locationNumber
This property will show the property location number.
string
buildingNumber
This property will show the property building number.
string
addressLine1
This property will show the property street line 1 address.
string
addressLine2
This property will show the property street line 2 address.
string
city
This property will show the property city name.
string
county
This property will show the property county name.
string
zip
This property will show the property zip code.
string
descriptionOfOperations
This property will show the property operation description.
string
description
This property will show the property description details.
string
state
This property will show the property state name.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumbers
This property will show all the policy numbers connected to this property.
List of policy numbers.
policyIds
This property will show all the policy id’s connected to this property.
List of policy id’s.
coverages
This property will show the property coverage detail.
List of property coverages.
lienHolders
This property will show the property lien holders detail.
List of lien holders details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PropertyList",
"@odata.count": 15,
"value": [
{
"id": "02e2bd01-1e20-4b4d-97bb-1dd77076e07e",
"propertyUse": "Personal",
"locationNumber": null,
"buildingNumber": null,
"addressLine1": "",
"addressLine2": "",
"city": "",
"county": "",
"zip": "",
"descriptionOfOperations": null,
"description": "Renewal/Renewal Image",
"state": null,
"insuredDatabaseId": "34cd1d71-99f8-4c2e-9b80-0037a0c45734",
"insuredEmail": null,
"insuredFirstName": "Finn",
"insuredLastName": "John",
"insuredCommercialName": "x_John, Finn",
"policyNumbers": [
"PKG5100030244"
],
"serializeCoveragesXML": false,
"coveragesXML": "",
"policyIds": [
"7451f9f3-427d-483c-b456-7ae8da631918"
],
"coverages": [
{
"name": "Medical Payments (Cov. F)",
"typeCode": "MEDPM",
"limits": [
1000
],
"limitFormatted": "1000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0
},
{
"name": "Personal Liability (Cov. E)",
"typeCode": "PL",
"limits": [
100000
],
"limitFormatted": "100000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0
},
{
"name": "Personal Property",
"typeCode": "PP",
"limits": [
146068
],
"limitFormatted": "146068",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0
},
{
"name": "Other Structures (Cov. B)",
"typeCode": "OS",
"limits": [
29213
],
"limitFormatted": "29213",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0
},
{
"name": "Dwelling (Cov. A)",
"typeCode": "DWELL",
"limits": [
292137
],
"limitFormatted": "292137",
"deductibles": [
2500,
2500
],
"deductiblesFormatted": "2500/2500",
"premium": 0
},
{
"name": "Loss of Use (Cov. D)",
"typeCode": "LOU",
"limits": [
29213
],
"limitFormatted": "29213",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0
}
],
"lienHolders": []
}
]
}
21.PropertyLossClaimList
Endpoint Name
PropertyLossClaimList
Description
This endpoint will get the details for the property loss claims of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
claimNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by claimNumber.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/PropertyLossClaimList()?$count=true&$orderby=claimNumber asc&$skip=0&$top=1
02)
https://api.nowcerts.com/api/PropertyLossClaimList?$filter=claimNumber eq '12345'&$count=true&$orderby=claimNumber asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the property loss claim key in the nowcerts system.
Guid
fire
This property will show the property loss notice fire status.
boolean
theft
This property will show the property loss notice theft status.
boolean
lightning
This property will show the property loss notice lightning status.
boolean
hail
This property will show the property loss notice hail status.
boolean
flood
This property will show the property loss notice flood status.
boolean
wind
This property will show the property loss notice wind status.
boolean
other
This property will show the property loss notice other status.
boolean
otherDescription
This property will show the property loss notice other status description.
string
probableAmountEntireLoss
This property will show the property loss notice estimated amount.
string
reportedBy
This property will show the property loss notice person name.
string
reportedTo
This property will show the person name to whom property loss notice request is made.
string
claimNumber
This property will show the property loss notice claim number.
string
status
This property will show the property loss claim status.
string
street
This property will show the property loss location street address.
string
city
This property will show the property loss location street address.
string
state
This property will show the property loss location street abbreviation.
string
zipCode
This property will show the property loss location zip code.
string
county
This property will show the property loss location county.
string
dateOfLossAndTime
This property will show the property loss event date time.
Datetime
describeLocation
This property will show the location of loss if not at a specific street address.
string
policeOrFireDepartment
This property will show the police or fire department is contacted at incident time.
string
reportNumber
This property will show the property loss report number.
string
additionalComments
This property will show the property loss detail comments.
string
descriptionOfLossAndDamage
This property will show the property loss damage description.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number connected to this property.
List of policy numbers.
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PropertyLossClaimList",
"@odata.count": 1,
"value": [
{
"fire": false,
"theft": false,
"lightning": false,
"hail": false,
"flood": false,
"wind": false,
"other": false,
"otherDescription": "",
"probableAmountEntireLoss": "",
"reportedBy": "",
"reportedTo": "",
"id": "5e45eaf8-1c8e-45d3-a48b-fee511d2b171",
"claimNumber": "z1",
"status": "Open",
"street": null,
"city": null,
"state": "",
"zipCode": null,
"county": "wq",
"dateOfLossAndTime": null,
"describeLocation": null,
"policeOrFireDepartment": null,
"reportNumber": null,
"additionalComments": null,
"descriptionOfLossAndDamage": "",
"insuredDatabaseId": "6a95610f-bfe9-4621-926a-eed900c53b7a",
"insuredEmail": "test@nowcerts.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "5 Star Daylighting, LLC",
"policyNumber": "Flood Policy",
"dateAndAmount": [
{
"date": "2022-05-18T00:00:00-05:00",
"amount": 5.0000
},
{
"date": "2022-05-18T00:00:00-05:00",
"amount": 10.0000
},
{
"date": "2022-05-18T00:00:00-05:00",
"amount": 2.0000
},
{
"date": "2022-05-18T00:00:00-05:00",
"amount": 3.0000
}
]
}
]
}
22.QuoteApplicationList
Endpoint Name
QuoteApplicationList
Description
This endpoint will get the details for the quote request of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Type
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Type.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/QuoteApplicationList()?$count=true&$orderby=Type asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/QuoteApplicationList?$filter=firstName eq 'Febler Test'&$count=true&$orderby=lastName asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the quote application primary key in the nowcerts system.
Guid
firstName
This property will show the quote application first name.
boolean
lastName
This property will show the quote application last name.
boolean
email
This property will show the quote application email address.
boolean
phone
This property will show the quote application phone.
boolean
state
This property will show the quote application state name.
boolean
source
This property will show the quote application source.i-e Manual/Website etc.
boolean
status
This property will show the quote application status.
boolean
type
This property will show the quote application type.
i-e Personal Auto/Other
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#QuoteApplicationList",
"@odata.count": 532,
"value": [
{
"id": "6a7e2a30-48bc-4bf2-8408-360dc5b1cc4b",
"firstName": "5 Star Daylighting, LLC",
"lastName": "",
"email": "test@nowcerts.com",
"phone": "552-123-5156",
"state": "Colorado",
"source": "Manual",
"status": "New",
"type": "Worker's Compensations"
}
]
}
23.ServicesRequestAddDriverList
Endpoint Name
ServicesRequestAddDriverList
Description
This endpoint will get the details for the service request of the type add driver for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServicesRequestAddDriverList?$count=true&$orderby=id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServicesRequestAddDriverList?$filter=driverNameToAdd eq 'Test Driver Name'&$count=true&$orderby=lastName asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the add driver service request primary key in the nowcerts system.
Guid
driverNameToAdd
This property will show the driver's name.
string
subject
This property will show the driver's name.
string
firstName
This property will show the driver's first name.
string
middleName
This property will show the driver's middle name.
string
lastName
This property will show the driver's last name.
string
dateOfBirth
This property will show the driver's date of birth.
string
ssn
This property will show the driver's social security number.
string
driverServiceRequestId
This property will show the driver's service request Id.
string
dueDate
This property will show the driver's service due date.
string
dlNumber
This property will show the driver's license number.
string
dlState
This property will show the driver's license state.
string
dlYear
This property will show the driver's license year.
string
cdlYear
This property will show the driver's commercial license year.
string
addressLine1
This property will show the driver's street line 1 address.
string
addressLine2
This property will show the driver's street line 2 address.
string
city
This property will show the driver's address city.
string
driverState
This property will show the driver's address state.
string
county
This property will show the driver's address county.
string
zipCode
This property will show the driver's address zip code.
string
description
This property will show the driver's detailed notes.
string
status
This property will show the driver's service request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the driver's service policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServicesRequestAddDriverList",
"@odata.count": 1,
"value": [
{
"driverNameToAdd": "Test Driver Name",
"subject": null,
"firstName": "John",
"middleName": "Middle",
"lastName": "Doe",
"dateOfBirth": "2022-02-20T00:00:00-06:00",
"ssn": "12345-12",
"driverServiceRequestId": null,
"dueDate": "2022-02-27T00:00:00-06:00",
"dlNumber": "12345-001",
"dlState": "NY",
"dlYear": 2020,
"cdlYear": 2016,
"addressLine1": "51 W 51st St",
"addressLine2": "ADdress 2 Sample",
"city": "New York",
"driverState": "CT",
"county": "New York County",
"zipCode": "10019",
"id": "ef129040-6e79-4bbe-9237-8979c267a780",
"description": "Test Notess Here",
"status": "New",
"insuredId": "5d564d23-7e8e-4212-b8b1-67efdb5ce191",
"insuredName": "_Insured, Amirzyn Test",
"insuredEmail": "amirzynn103@gmail.com1",
"insuredPhone": "333-333-3222",
"policyNumber": "01-Policy",
"agents": []
}
]
}
24.ServiceRequestsAddressChangeList
Endpoint Name
ServiceRequestsAddressChangeList
Description
This endpoint will get the details for the service request of the type address change for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsAddressChangeList?$count=true&$orderby=id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsAddressChangeList?$filter=description eq 'ali_blanka_testing'&$count=true&$orderby=insuredEmail asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the address change service request primary key in the nowcerts system.
Guid
newAddress
This property will show the new address name.
string
description
This property will show the new address description.
string
status
This property will show address change request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the address change service policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsAddressChangeList",
"@odata.count": 2606,
"value": [
{
"newAddress": "sialkot",
"id": "ff9916f0-2b32-4667-b326-000fb01c686b",
"description": "ali_blanka_testing",
"status": "Completed",
"insuredId": "868ce7ce-c94d-4d42-99fb-1f5bc6abe718",
"insuredName": "#J-ROD ENTERPRISES,",
"insuredEmail": "REST@A.COM",
"insuredPhone": "959-881-1111",
"policyNumber": null,
"agents": []
}
]
}
25.ServiceRequestsGeneralNewList
Endpoint Name
ServiceRequestsGeneralNewList
Description
This endpoint will get the details for the service request of the type general for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Subject
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Subject.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsGeneralNewList()?&$count=true&$orderby=Subject asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsGeneralNewList()?$filter=status eq 'New'&$count=true&$orderby=effectiveDate asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the general new service request primary key in the nowcerts system.
Guid
subject
This property will show the request subject.
string
needToDo
This property will show what you need to do.
string
businessType
This property will show the request business type.
string
effectiveDate
This property will show the request effective date.
Datetime
description
This property will show the request description.
string
status
This property will show the request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the request policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsGeneralNewList",
"@odata.count": 569,
"value": [
{
"subject": "Test",
"needToDo": "58",
"businessType": "0",
"effectiveDate": null,
"id": "66ba500b-24de-4fc5-8bab-044000912da6",
"description": "test",
"status": "New",
"insuredId": "42a07914-1988-4747-9060-34a1c2848bc9",
"insuredName": " Zdravko Atanasov",
"insuredEmail": "email",
"insuredPhone": null,
"policyNumber": "0000694135"
}
]
}
26.ServiceRequestsGenericList
Endpoint Name
ServiceRequestsGenericList
Description
This endpoint will get the details for the service request of the type generic for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Subject
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Subject.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsGenericList()?$count=true&$orderby=Subject asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsGenericList()?$filter=status eq 'New'&$count=true&$orderby=Description asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the general new service request primary key in the nowcerts system.
Guid
subject
This property will show the request subject.
string
description
This property will show the request description.
string
status
This property will show the request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the request policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsGenericList",
"@odata.count": 173,
"value": [
{
"subject": "Test 2",
"id": "5c7c21e7-fac0-4daa-a3e6-08ff83339e9e",
"description": "",
"status": "New",
"insuredId": "73622524-febe-46d0-8de7-b81eb1c03649",
"insuredName": "Test",
"insuredEmail": "",
"insuredPhone": null,
"policyNumber": null,
"agents": []
}
]
}
27.ServiceRequestsRemoveDriverList
Endpoint Name
ServiceRequestsRemoveDriverList
Description
This endpoint will get the details for the service request of the type remove driver for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsRemoveDriverList?$count=true&$orderby=id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsRemoveDriverList?$filter=driverNameToRemove eq 'aslam'&$count=true&$orderby=Description asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the removed driver service request primary key in the nowcerts system.
Guid
driverNameToRemove
This property will show the driver name to be removed.
string
description
This property will show the request description.
string
status
This property will show the request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the request policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsRemoveDriverList",
"@odata.count": 98,
"value": [
{
"driverNameToRemove": "aslam",
"id": "cd5fed58-fc32-44dc-ab2f-001b6c7e401f",
"description": null,
"status": "New",
"insuredId": "42a07914-1988-4747-9060-34a1c2848bc9",
"insuredName": " Zdravko Atanasov",
"insuredEmail": "79vlad+test@gmail.com",
"insuredPhone": "123-456-7890",
"policyNumber": null
}
]
}
28.ServiceRequestsVehicleTransferList
Endpoint Name
ServiceRequestsVehicleTransferList
Description
This endpoint will get the details for the service request of the type vehicle transfer for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsVehicleTransferList?$count=true&$orderby=id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsVehicleTransferList?$filter=status eq 'InProgress'&$count=true&$orderby=Description asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the vehicle transfer service request primary key in the nowcerts system.
Guid
isCarUnderInsuredName
This property will show if the car is under insured name.
boolean
description
This property will show the request description.
string
status
This property will show the request status.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the request policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsVehicleTransferList",
"@odata.count": 13,
"value": [
{
"isCarUnderInsuredName": true,
"id": "010f246a-fdb8-44a0-a14c-04119ba8e005",
"description": "a",
"status": "InProgress",
"insuredId": "6a95610f-bfe9-4621-926a-eed900c53b7a",
"insuredName": "5 Star Daylighting, LLC",
"insuredEmail": "peter@nowcerts.com",
"insuredPhone": "334-445-4545 Ext. 3",
"policyNumber": "T_09",
"agents": []
}
]
}
29.SMSList
Endpoint Name
SMSList
Description
This endpoint will get the details for the SMS for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/SMSList()?$count=true&$orderby=Id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/SMSList?$filter=fromNumber eq '12144157421'&$count=true&$orderby=subject asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the vehicle transfer service request primary key in the nowcerts system.
Guid
dateAndTime
This property will show the SMS datetime.
Datetime
fromNumber
This property will show the SMS from the number.
string
toNumber
This property will show the SMS to the number.
string
subject
This property will show the SMS subject.
string
fromName
This property will show the SMS sender name.
string
toName
This property will show the SMS receiver name.
string
conversationId
This property will show the SMS conversation id.
string
messageId
This property will show the SMS message id.
string
isRead
This property will show the SMS read status.
boolean
systemType
This property will show the SMS system type.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
insuredPhone
This property will show the insured phone number.
string
policyNumber
This property will show the request policy number.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#SMSList",
"@odata.count": 50,
"value": [
{
"id": "a7b2d49b-44be-4a72-9b8d-e9534d9d2117",
"dateAndTime": "2020-11-26T12:25:00-06:00",
"fromNumber": "12144157421",
"toNumber": "12144157421",
"subject": "zap-sms-",
"fromName": null,
"toName": null,
"conversationId": null,
"messageId": null,
"isRead": false,
"systemType": "Zapier",
"insuredDatabaseId": "42a07914-1988-4747-9060-34a1c2848bc9",
"insuredEmail": "79vlad+test@gmail.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "Zdravko Atanasov"
}
]
}
30.TagsList
Endpoint Name
TagsList
Description
This endpoint will get the details for all the tags applied on insured/prospect for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
TagName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by TagName.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/TagsList()?$count=true&$orderby=TagName asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/TagsList?$filter=tagName eq '1'&$count=true&$orderby=tagName asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the vehicle transfer service request primary key in the nowcerts system.
Guid
tagName
This property will show the tag name.
string
tagDescription
This property will show the tag description.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
insuredAddressLine1
This property will show the insured street line 1 address.
string
insuredAddressLine2
This property will show the insured street line 2 address.
string
insuredMC_Number
This property will show the insured-insured id.
string
insuredDOT_Number
This property will show the insured customer id.
string
insuredCity
This property will show the insured location city name.
string
insuredState
This property will show the insured location state abbreviation.
string
insuredZipCode
This property will show the insured location zip code.
string
insuredPhoneNumber
This property will show the insured phone number.
string
insuredCellPhone
This property will show the insured cell phone.
string
insuredSMSPhone
This property will show the insured SMS phone.
string
insuredGreetingName
This property will show the insured greeting name.
string
insuredWebsite
This property will show the insured website address.
string
insuredType
This property will show the insured type.
string
insuredEmail
This property will show the insured email address.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#TagsList",
"@odata.count": 39,
"value": [
{
"id": "fd3b48e3-2323-4e69-b645-055dfd3199e1",
"tagName": "1",
"tagDescription": null,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": "Name@Name.com",
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Name",
"insuredGreetingName": null,
"insuredAddressLine1": "",
"insuredAddressLine2": null,
"insuredMC_Number": null,
"insuredDOT_Number": null,
"insuredCity": "",
"insuredState": "",
"insuredZipCode": "7788990",
"insuredPhoneNumber": "1234567890",
"insuredCellPhone": "1234567890",
"insuredSMSPhone": "1234567890",
"insuredWebsite": null,
"insuredType": "Commercial"
}
]
}
31.TasksList
Endpoint Name
TasksList
Description
This endpoint will get the details for all the tasks created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
CategoryName
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by CategoryName.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/TasksList()?&$count=true&$orderby=CategoryName asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/TasksList?$filter=title eq 'DianaRydell'&$count=true&$orderby=title asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task primary key in the nowcerts system.
Guid
title
This property will show the task’s title.
string
description
This property will show the task’s description.
string
categoryName
This property will show the task’s category name.
string
stageName
This property will show the task’s stage name.
string
status
This property will show the task’s status.
string
priority
This property will show the task’s priority
string
dueDate
This property will show the task’s due date.
string
completion
This property will show the task’s completion percentage.
string
supervisorName
This property will show the task’s supervisor name.
string
assignedTo
This property will show the task’s assignes name.
List of assigne names.
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policies connected to a particular task.
string
creatorName
This property will show the task’s creator name,
string
perStageStatusRecord
This property will show the task’s per stage in detail.
List of stage status details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#TasksList",
"@odata.count": 1,
"value": [
{
"databaseId": "e35b8e61-69e0-41dc-be42-63af2c5f5609",
"title": "DianaRydell",
"description": "TEST YASIR",
"categoryName": "General",
"stageName": "Change Request Form",
"status": "NotStarted",
"priority": "Low",
"dueDate": "2/12/2020",
"completion": 2,
"supervisorName": "agent 444",
"assignedTo": [
"20 Mile",
"100 Kila"
],
"insuredDatabaseId": "0547b3b5-ad15-42e4-bf3b-ff9d06f90709",
"insuredEmail": null,
"insuredFirstName": "Kevin",
"insuredLastName": "Eckes",
"insuredCommercialName": "Eckes, Kevin",
"policyNumber": null,
"creatorName": "Test Agency Plovdiv",
"perStageStatusRecord": [
{
"databaseId": "d9e85502-d694-45b4-b23e-05e2531b3a7d",
"name": "Send for Quoting",
"status": "In Progress"
},
{
"databaseId": "6943f582-72a8-4614-9ce2-6582111be8d2",
"name": "Fill Application",
"status": "Not Started"
}
]
}
]
}
32.VehicleList
Endpoint Name
VehicleList
Description
This endpoint will get the details for all the vehicles created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
type
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by type.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/VehicleList()?$filter=type eq 'Truck'&$count=true&$orderby=type asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/VehicleList()?$filter=id eq d2718b16-b0b0-4817-bfdc-8d646d770faa&$count=true&$orderby=type asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the vehicle primary key in the nowcerts system.
Guid
type
This property will show the vehicle type. i-e Truck/Car etc.
string
year
This property will show the vehicle year.
string
make
This property will show the vehicle brand name.
string
model
This property will show the vehicle model number.
string
vin
This property will show the vehicle identification number.
string
description
This property will show the vehicle detail description.
string
typeOfUse
This property will show the vehicle usage type.i-e commercial/personal etc.
string
typeOfUseAsFlag
This property will show the vehicle usage type.i-e commercial/personal etc.
string
value
This property will show the vehicle value.
string
deductibleComprehensive
This property will show the amount you pay out of pocket to repair or replace your vehicle after your claim is approved.
integer
deductibleCollision
This property will show the amount you agree to pay out of pocket to repair or replace your vehicle, while your insurance company covers the rest of the covered costs.
integer
visible
This property will show the vehicle visible status.
boolean
policyNumbers
This property will show the policies number connected to a particular vehicle.
List of policy numbers.
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyIds
This property will show the policies database id’s connected to a particular vehicle.
List of policy id’s.
active
This property will show the vehicle active status.
boolean
policyLevelCoverages
This property will show the vehicle's coverage details.
List of coverage details.
lienHolders
This property will show the vehicle lien holder detail.
List of lien holders details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#VehicleList",
"@odata.count": 1,
"value": [
{
"id": "d2718b16-b0b0-4817-bfdc-8d646d770faa",
"type": "Truck",
"year": 2024,
"make": "6543",
"model": "ULTRA AMC",
"vin": "1234456",
"description": null,
"typeOfUse": "Commercial, Personal",
"typeOfUseAsFlag": "Commercial, Personal",
"value": null,
"deductibleComprehensive": null,
"deductibleCollision": null,
"visible": true,
"policyNumbers": [
"BH0021"
],
"insuredDatabaseId": "dd7b133f-aa52-4813-bcec-0008296e7431",
"insuredEmail": "fl_ph@gmail.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "F & L PLUMBING AND HEATING",
"serializePolicyLevelCoveragesXML": false,
"policyLevelCoveragesXML": "",
"serializeVehicleSpecificCoveragesXML": false,
"vehicleSpecificCoveragesXML": "",
"policyIds": [
"eea8e47c-38e8-4003-ae5b-1d85c85cea28"
],
"active": false,
"policyLevelCoverages": [
{
"name": "Private Power and Light Poles",
"typeCode": "PLP",
"limits": [
123,
32434
],
"limitFormatted": "123/32434",
"deductibles": [
5000
],
"deductiblesFormatted": "5000",
"premium": 45454
}
],
"vehicleSpecificCoverages": [],
"lienHolders": []
}
]
}
33.WorkerCompensationClaimList
Endpoint Name
WorkerCompensationClaimList
Description
This endpoint will get the details for all the worker compensation claims created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
claimNumber
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by claimNumber.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/WorkerCompensationClaimList()?$count=true&$orderby=claimNumber asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/WorkerCompensationClaimList?$filter=id eq 602ba3f5-3e3a-4f65-b2f1-3a1bc9031c84&$count=true&$orderby=claimNumber asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the vehicle primary key in the nowcerts system.
Guid
nameOfInjuredEmployee
This property will show the injured worker's name.
string
timeEmployeeBeganWork
This property will show the shift start time of the worker.
Datetime
dateOfInjuryIllness
This property will show the date of the incident.
Datetime
timeOfOccurrenceCannotBeDetermined
This property will show whether the date time of the incident is known or not.
boolean
timeOfOccurrence
This property will show the incident datetime.
Datetime
lastWorkDate
This property will show the worker's last working date.
Datetime
dateEmployerNotified
This property will show the date when the employer is notified for compensation.
Datetime
dateDisabilityBegan
This property will show the date when worker disability starts.
Datetime
contactName
This property will show the contact person name.
string
contactPhone
This property will show the contact phone number.
string
typeOfInjuryIllness
This property will show injury type during the incident.
string
partOfBodyAffected
This property will show the body part name that is affected during the incident.
string
equipmentMaterialsOrChemicalsEmployeeWasUsing
This property will show does the employee is using
some chemicals or equipment during the incident.
string
activityEmployeeWasEngaged
This property will show the activity in which the employee is engaged during the incident.
string
workProcessEmployeeWasEngaged
This property will show the work process in detail in which the employee is engaged during the incident.
string
howInjuryOrIllnessOccurred
This property will show the root cause for event occurrence.
string
causeOfInjuryCode
This property will show the injury code.
string
dateReturnToWork
This property will show the date when the worker will rejoin.
Datetime
dateOfDeath
This property will show the worker's deceased date.
Datetime
wereSafeguardsOrSafetyEquipmentProvided
This property will show if the worker is supplied with proper safety equipment.
Boolean
wereTheyUsed
This property will show if the worker used supplied safety equipment.
Boolean
injuryOccuredOnEmployersPremises
This property will show if the incident happens on owner premises.
string
claimNumber
This property will show the compensation claim number.
string
status
This property will show the status of the claim.
string
street
This property will show the incident location's street address.
string
city
This property will show the incident location city.
string
state
This property will show the incident location state.
string
zipCode
This property will show the incident location zip code.
string
county
This property will show the incident location county.
string
dateOfLossAndTime
This property will show the date and time when the incident happened.
Datetime
describeLocation
This property will show the incident location.
string
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the report number.
string
additionalComments
This property will show if any additional comments are marked.
string
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number connected to a particular claim.
List of policy id’s.
dateAndAmount
This property will show when and how much amount is paid on a particular date.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#WorkerCompensationClaimList",
"@odata.count": 1,
"value": [
{
"nameOfInjuredEmployee": null,
"timeEmployeeBeganWork": null,
"dateOfInjuryIllness": null,
"timeOfOccurrenceCannotBeDetermined": false,
"timeOfOccurrence": null,
"lastWorkDate": null,
"dateEmployerNotified": null,
"dateDisabilityBegan": null,
"contactName": "",
"contactPhone": "",
"contactId": "00000000-0000-0000-0000-000000000000",
"typeOfInjuryIllness": "",
"partOfBodyAffected": "",
"equipmentMaterialsOrChemicalsEmployeeWasUsing": "",
"activityEmployeeWasEngaged": "",
"workProcessEmployeeWasEngaged": "",
"howInjuryOrIllnessOccurred": "",
"causeOfInjuryCode": "",
"dateReturnToWork": null,
"dateOfDeath": null,
"wereSafeguardsOrSafetyEquipmentProvided": null,
"wereTheyUsed": null,
"injuryOccuredOnEmployersPremises": null,
"typeOfInjuryIllnessCode": "",
"partOfBodyAffectedCode": "",
"id": "602ba3f5-3e3a-4f65-b2f1-3a1bc9031c84",
"claimNumber": "1",
"status": "Open",
"street": null,
"city": null,
"state": null,
"zipCode": null,
"county": null,
"dateOfLossAndTime": null,
"describeLocation": null,
"policeOrFireDepartment": null,
"reportNumber": "",
"additionalComments": null,
"descriptionOfLossAndDamage": null,
"insuredDatabaseId": "f52935b8-4504-45f4-bbcb-19783fc45e44",
"insuredEmail": "alice@mail.com",
"insuredFirstName": "zapLn, test-zap M-ok to go",
"insuredLastName": "- ok do it",
"insuredCommercialName": "111 Alice",
"policyNumber": "QR-PA-14-03-2022",
"dateAndAmount": [
{
"date": "2023-08-24T00:00:00-05:00",
"amount": 0.0000
}
]
}
]
}
34.InsuredDetailList
Endpoint Name
InsuredDetailList
Description
This endpoint will get the details for all the insured/prospect created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/InsuredDetailList()?$filter=(changeDate ge 2022-01-09T00:00:00Z and changeDate le 2022-12-21T00:00:00Z) and active eq true and eMail ne null &$count=true
02)
https://api.nowcerts.com/api/InsuredDetailList?$filter=id eq f7d8502a-c266-4ccd-834a-0080743b8132&$count=true&$orderby=id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the insured/prospect primary key in the nowcerts system.
Guid
commercialName
This property will show the insured commercial name.
string
firstName
This property will show the insured first name.
string
middleName
This property will show the insured middle name.
string
lastName
This property will show the insured last name.
string
dateOfBirth
This property will show the insured date of birth.
Datetime
type
This property will show the insured type.i-e Insured/Prospect .
string
dba
This property will show the insured trade name.
string
addressLine1
This property will show the insured location street line 1 address.
string
addressLine2
This property will show the insured location street line 2 address.
string
state
This property will show the insured location state name.
string
city
This property will show the insured location city name.
string
zipCode
This property will show the insured location zip code.
string
eMail
This property will show the insured primary email address.
string
eMail2
This property will show the insured secondary email address.
string
eMail3
This property will show the insured tertiary email address.
string
fax
This property will show the insured fax number.
string
phone
This property will show the insured phone number.
string
cellPhone
This property will show the insured mobile number.
string
smsPhone
This property will show the insured mobile number.
string
description
This property will show the insured detail description.
string
active
This property will show the insured active status.
Boolean
website
This property will show the insured website address.
string
fein
This property will show the insured federal employer identification number.
string
customerId
This property will show internal billing number, MC number, contractor License number, etc
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
referralSourceCompanyName
This property will show the referral source name.
string
changeDate
This property will show the insured last modified datetime.
Datetime
createDate
This property will show the insured created datetime.
Datetime
coInsured_FirstName
This property will show the co-insured first name.
string
coInsured_MiddleName
This property will show the co-insured middle name.
string
coInsured_LastName
This property will show the co-insured last name.
string
coInsured_DateOfBirth
This property will show the co-insured date of birth.
Datetime
insuredType
This property will show the insured type.i-e Personal/Commercial
string
prospectType
This property will show the prospect type.i-e Hot prospect/Cold prospect.
string
acquisitionDate
This property will show the insured acquisition date.
Datetime
lastChangeUserId
This property will show the primary key of the last user/agent in the NowCerts system who modified the record.
Guid
lastChangeUserName
This property will show the profile display name of the last user/agent in the NowCerts system who modified the record.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#InsuredDetailList",
"@odata.count": 1,
"value": [
{
"id": "f7d8502a-c266-4ccd-834a-0080743b8132",
"commercialName": "Test0602",
"firstName": null,
"middleName": null,
"lastName": null,
"dateOfBirth": null,
"type": "Insured",
"dba": "",
"addressLine1": null,
"addressLine2": null,
"state": null,
"city": null,
"zipCode": null,
"eMail": "test06023@mail.com",
"eMail2": null,
"eMail3": null,
"fax": "",
"phone": "",
"cellPhone": "",
"smsPhone": null,
"description": null,
"active": true,
"website": null,
"fein": "",
"customerId": null,
"insuredId": "413",
"referralSourceCompanyName": null,
"changeDate": "2022-07-07T06:03:00-05:00",
"createDate": "2022-06-02T10:47:00-05:00",
"coInsured_FirstName": null,
"coInsured_MiddleName": null,
"coInsured_LastName": null,
"coInsured_DateOfBirth": null,
"insuredType": "Commercial",
"prospectType": null,
"acquisitionDate": null,
"lastChangeUserId": "dc341c57-89d0-433c-86fe-f3fc793cdc07",
"lastChangeUserName": "Test Agency On 196"
}
]
}
35.PolicyDetailList
Endpoint Name
PolicyDetailList
Description
This endpoint will get the details for all the policies created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by number.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/PolicyDetailList?$count=true&$orderby=number asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/PolicyDetailList?$filter=number eq 'ZZZ-test-03'&$count=true&$orderby=effectiveDate asc&$skip=0&$top=10
03)https://api.nowcerts.com/api/PolicyDetailList()?$filter=(effectiveDate ge 2025-02-04T00:00:00Z ) and number eq 'Auto Lib Policy2222222' &$count=true
Response Body
Field Name
Description
Data Type
id
This property will show the policy primary key in the nowcerts system.
Guid
number
This property will show the policy number.
string
isQuote
This property will show the record is a policy or a quote.
boolean
effectiveDate
This property will show the policy start date.
Datetime
expirationDate
This property will show the policy end date.
Datetime
bindDate
This property will show the policy bind date.
Datetime
businessType
This property will show the policy business type.i-e Renewal/Rewrite etc.
Datstringetime
businessSubType
This property will show the policy business sub tye.i-e Changed Plan/New LOB etc.
string
description
This property will show the policy detail description.
string
billingType
This property will show the policy billing type.i-e Direct_Bill_100 etc.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
carrierName
This property will show the policy carrier name.
string
carrierNAIC
This property will show the policy carrier NAIC name.
string
mgaName
This property will show the policy MGA name.
string
totalPremium
This property will show the policy endorsements premium amount.
decimal
totalNonPremium
This property will show the policy endorsements non-premium amount.
decimal
totalAgencyCommission
This property will show the policy endorsements agency commision amount.
decimal
changeDate
This property will policy last modified date.
Datetime
cancellationDate
This property will show the policy cancellation date.
Datetime
reinstatementDate
This property will show the policy reinstatement date.
Datetime
active
This property will show policy active status.
boolean
status
This property will show policy current status.
string
inceptionDate
This property will show the policy inception date.
Datetime
createDate
This property will show the policy created date.
Datetime
policyTerm
This property will show the policy term in months.
integer
policyTermFormatted
This property will show the policy term in months.
string
binderId
This property will show the policy binder id.
string
insuredType
This property will policy insured type.i-e Personal/Commercial
string
additionalPolicyStatus
This property will show policy current status.
string
percentageChange
This property will show the change in percentage amount after policy renewal.
decimal
productName
This property will show the policy product name.
string
lineOfBusinesses
This property will show the policy line of business details.
List of LOB details.
lastChangeUserId
This property will show the primary key of the last user/agent in the NowCerts system who modified the record.
Guid
lastChangeUserName
This property will show the profile display name of the last user/agent in the NowCerts system who modified the record.
string
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#PolicyDetailList",
"@odata.count": 28410,
"value": [
{
"databaseId": "b4d79a23-a2e7-4f5c-b0e7-f7236ab9b280",
"number": "Testrenew123",
"isQuote": false,
"effectiveDate": "2032-05-01T00:00:00+04:00",
"expirationDate": "2033-05-01T00:00:00+04:00",
"bindDate": "2024-11-25T00:00:00+04:00",
"businessType": "Renewal",
"businessSubType": "",
"description": null,
"billingType": "Agency_Bill_100",
"insuredDatabaseId": "1b54e126-bf84-441b-9497-2e668815fdf8",
"insuredEmail": "amirzynn@gmail.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "Jonson & co Pvt Ltd",
"carrierName": "21st Century Insurance",
"carrierNAIC": "2356",
"carrierFinanceSearchCoCode": "C0078724",
"mgaName": null,
"mgaFinanceSearchCoCode": null,
"totalPremium": 10.0000,
"totalNonPremium": 0.0000,
"totalAgencyCommission": 0.000000,
"changeDate": "2024-12-31T22:21:00+04:00",
"cancellationDate": "2024-12-17T00:00:00+04:00",
"reinstatementDate": null,
"active": false,
"status": "Cancelled",
"inceptionDate": "2032-05-01T00:00:00+04:00",
"createDate": "2024-11-25T17:32:00+04:00",
"policyTerm": 12,
"policyTermFormatted": "12 months",
"binderId": "3423423",
"insuredType": "Commercial",
"additionalPolicyStatus": "Cancelled",
"percentageChange": 0.000000,
"productName": "sa 14",
"lastChangeUserId": "dc341c57-89d0-433c-86fe-f3fc793cdc07",
"lastChangeUserName": "Agency On DEV SERVER IN MARCH",
"primaryOfficeDatabaseId": "eeae69dd-0bdc-44b2-a2af-97719436209b",
"referralSourceDatabaseId": "c632ccf4-082c-235a-d65c-b5c1fcd2ab0a",
"referralSourceName": "Adams Cameron",
"origin": "Manual",
"alternativePolicyNumber": "P-2-123",
"approvedForCommissions": true,
"approvedForCommissionsDate": "2024-10-05T00:00:00+04:00"
}
]
}
36.CarrierDetailList
Endpoint Name
CarrierDetailList
Description
This endpoint will get the details for all the carrier created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
createDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by createDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/CarrierDetailList()?$count=true&$orderby=createDate DESC&$skip=0&$top=3
02)
https://api.nowcerts.com/api/CarrierDetailList()?$filter=id eq f69807df-b16d-4b87-b3a6-824bcd772842&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the carrier primary key in the nowcerts system.
Guid
name
This property will show the carrier commercial name.
string
addressLine1
This property will show the carrier location street line 1 address.
string
addressLine2
This property will show the carrier location street line 2 address.
string
state
This property will show the carrier location state name.
string
city
This property will show the carrier location city name.
string
zipCode
This property will show the carrier location zip code.
string
eMail
This property will show the carrier primary email address.
string
eMail2
This property will show the carrier secondary email address.
string
eMail3
This property will show the carrier tertiary email address.
string
fax
This property will show the carrier fax number.
string
phone
This property will show the carrier phone number.
string
cellPhone
This property will show the carrier mobile number.
string
smsPhone
This property will show the carrier mobile number.
string
description
This property will show the carrier detail description.
string
active
This property will show the carrier active status.
Boolean
website
This property will show the carrier website address.
string
fein
This property will show the insured federal employer identification number.
string
customerId
This property will show internal billing number, MC number, contractor License number, etc
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
naic
This property will show the carrier NAIC name.
string
changeDate
This property will show the carrier's last modified datetime.
Datetime
createDate
This property will show the carrier created datetime.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#CarrierDetailList",
"@odata.count": 1,
"value": [
{
"id": "f69807df-b16d-4b87-b3a6-824bcd772842",
"name": ".Not Listed",
"addressLine1": "LAne 10",
"addressLine2": "Apt 150",
"state": "Alaska",
"city": "Newyork",
"zipCode": "46000",
"eMail": "a@s.com",
"eMail2": "a@s.com",
"eMail3": "a@s.com",
"fax": "4545454545",
"phone": "21212121212 ",
"cellPhone": "2323232323",
"smsPhone": "3434343434",
"description": "test",
"active": true,
"website": "sinoptik.bg",
"fein": "ads",
"customerId": "test",
"insuredId": null,
"naic": "test",
"changeDate": "2023-10-26T12:32:00-05:00",
"createDate": "2022-07-17T21:29:00-05:00"
}
]
}
37.UnderwriterDetailList
Endpoint Name
UnderwriterDetailList
Description
This endpoint will get the details for all the MGA created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
createDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by createDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/UnderwriterDetailList()?$count=true&$orderby=createDate DESC&$skip=0&$top=3
02)
https://api.nowcerts.com/api/UnderwriterDetailList()?$filter=id eq f69807df-b16d-4b87-b3a6-824bcd772842&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the MGA primary key in the nowcerts system.
Guid
name
This property will show the MGA commercial name.
string
addressLine1
This property will show the MGA location street line 1 address.
string
addressLine2
This property will show the MGA location street line 2 address.
string
state
This property will show the MGA location state name.
string
city
This property will show the MGA location city name.
string
zipCode
This property will show the MGA location zip code.
string
eMail
This property will show the MGA primary email address.
string
eMail2
This property will show the MGA secondary email address.
string
eMail3
This property will show the MGA tertiary email address.
string
fax
This property will show the MGA fax number.
string
phone
This property will show the MGA phone number.
string
cellPhone
This property will show the MGA mobile number.
string
smsPhone
This property will show the MGA mobile number.
string
description
This property will show the MGA detail description.
string
active
This property will show the MGA active status.
Boolean
website
This property will show the MGA website address.
string
fein
This property will show the MGA federal employer identification number.
string
customerId
This property will show internal billing number, MC number, contractor License number, etc
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
naic
This property will show the MGA NAIC name.
string
changeDate
This property will show the MGA last modified datetime.
Datetime
createDate
This property will show the MGA created datetime.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#UnderwriterDetailList",
"@odata.count": 1,
"value": [
{
"id": "5cf1ab72-51ad-405c-87e9-6b35d18f9a8a",
"name": "California Flood Insurance Services",
"addressLine1": "5601 Lone Tree Wy ste 130",
"addressLine2": "lane 15",
"state": "California",
"city": "Brentwood",
"zipCode": "94513",
"eMail": "qA@a.com",
"eMail2": "qA@a.com",
"eMail3": "qA@a.com",
"fax": "6767676776",
"phone": "32234234324234 ",
"cellPhone": "3453453453",
"smsPhone": "5464564565",
"description": "wewe",
"active": true,
"website": "qA@a.com",
"fein": "123",
"insuredId": "1212",
"changeDate": "2023-10-26T12:39:00-05:00",
"createDate": "2023-07-26T05:07:00-05:00"
}
]
}
38.FinanceCompanyDetailList
Endpoint Name
FinanceCompanyDetailList
Description
This endpoint will get the details for all the finance companies created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/FinanceCompanyDetailList()?$count=true&$orderby=createDate DESC&$skip=0&$top=3
02)
https://api.nowcerts.com/api/FinanceCompanyDetailList()?$filter=id eq 4242b35e-e0a9-480d-8cab-c5f15a4bfa1c&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the finance company primary key in the nowcerts system.
Guid
name
This property will show the finance company commercial name.
string
addressLine1
This property will show the finance company location street line 1 address.
string
addressLine2
This property will show the finance company location street line 2 address.
string
state
This property will show the finance company location state name.
string
city
This property will show the finance company location city name.
string
zipCode
This property will show the finance company location zip code.
string
eMail
This property will show the finance company primary email address.
string
eMail2
This property will show the finance company's secondary email address.
string
eMail3
This property will show the finance company tertiary email address.
string
fax
This property will show the finance company fax number.
string
phone
This property will show the finance company phone number.
string
cellPhone
This property will show the finance company mobile number.
string
smsPhone
This property will show the finance company mobile number.
string
description
This property will show the finance company detailed description.
string
active
This property will show the finance company active status.
Boolean
website
This property will show the finance company website address.
string
fein
This property will show the finance company federal employer identification number.
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
changeDate
This property will show the finance company last modified datetime.
Datetime
createDate
This property will show the finance company created datetime.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#FinanceCompanyDetailList",
"@odata.count": 1,
"value": [
{
"id": "4242b35e-e0a9-480d-8cab-c5f15a4bfa1c",
"name": "f_com",
"addressLine1": "add 1",
"addressLine2": "add 2",
"state": "Arkansas",
"city": "city",
"zipCode": "zip code",
"eMail": "email",
"eMail2": "Secondary E-Mail",
"eMail3": "Other E-Mail",
"fax": "345",
"phone": "456",
"cellPhone": "789",
"smsPhone": "012",
"description": "Description",
"active": true,
"website": "Main Website",
"fein": "56420",
"insuredId": "id",
"changeDate": "2023-05-18T03:12:00-05:00",
"createDate": "2023-05-18T03:04:00-05:00"
}
]
}
39.OtherInsuredDetailList
Endpoint Name
OtherInsuredDetailList
Description
This endpoint will get the details for all the other insured created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/OtherInsuredDetailList()?$count=true&$orderby=createDate DESC&$skip=0&$top=3
02)
https://api.nowcerts.com/api/OtherInsuredDetailList()?$filter=id eq f8481c00-fcc9-4328-97e1-84e1b8ba56cd&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the other insured primary key in the nowcerts system.
Guid
name
This property will show the other insured commercial name.
string
addressLine1
This property will show the other insured location street line 1 address.
string
addressLine2
This property will show the other insured location street line 2 address.
string
state
This property will show the other insured location's state name.
string
city
This property will show the other insured location city name.
string
zipCode
This property will show the other insured location zip code.
string
eMail
This property will show the other insured primary email address.
string
eMail2
This property will show the other insured secondary email address.
string
eMail3
This property will show the other insured tertiary email address.
string
fax
This property will show the other insured fax number.
string
phone
This property will show the other insured phone number.
string
cellPhone
This property will show the other insured mobile number.
string
smsPhone
This property will show the other insured mobile number.
string
description
This property will show the other insured detailed description.
string
active
This property will show the other insured active status.
Boolean
website
This property will show the other insured website address.
string
fein
This property will show the other insured federal employer identification number.
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
changeDate
This property will show the other insured last modified datetime.
Datetime
createDate
This property will show the other insured created datetime.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#OtherInsuredDetailList",
"@odata.count": 1,
"value": [
{
"id": "f8481c00-fcc9-4328-97e1-84e1b8ba56cd",
"name": "oc_name",
"addressLine1": "add 1",
"addressLine2": "add 2",
"state": "Alabama",
"city": "city",
"zipCode": "zip",
"eMail": "Primary E-Mail",
"eMail2": "Secondary E-Mail",
"eMail3": "email",
"fax": "5",
"phone": "2",
"cellPhone": "3",
"smsPhone": "4",
"description": "Description",
"active": true,
"website": "Main Website",
"fein": "fein",
"insuredId": "id",
"changeDate": "2023-05-18T07:37:00-05:00",
"createDate": "2023-05-18T07:10:00-05:00"
}
]
}
40.ReferralSourceDetailList
Endpoint Name
ReferralSourceDetailList
Description
This endpoint will get the details for all the referral source created for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ReferralSourceDetailList()?$count=true&$orderby=createDate DESC&$skip=0&$top=3
02)
https://api.nowcerts.com/api/ReferralSourceDetailList()?$filter=id eq e693c960-a903-4249-a13f-d431453f58e3&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the referral source primary key in the nowcerts system.
Guid
name
This property will show the referral source commercial name.
string
addressLine1
This property will show the referral source location street line 1 address.
string
addressLine2
This property will show the referral source location street line 2 address.
string
state
This property will show the referral source location's state name.
string
city
This property will show the referral source location city name.
string
zipCode
This property will show the referral source location zip code.
string
eMail
This property will show the referral source primary email address.
string
eMail2
This property will show the referral source secondary email address.
string
eMail3
This property will show the referral source tertiary email address.
string
fax
This property will show the referral source fax number.
string
phone
This property will show the referral source phone number.
string
cellPhone
This property will show the referral source mobile number.
string
smsPhone
This property will show the referral source mobile number.
string
description
This property will show the referral source detailed description.
string
active
This property will show the referral source active status.
Boolean
website
This property will show the referral source website address.
string
fein
This property will show the referral source federal employer identification number.
string
insuredId
This property will show internal billing number, MC number, contractor License number, etc.
string
changeDate
This property will show the referral source last modified datetime.
Datetime
createDate
This property will show the referral source created datetime.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ReferralSourceDetailList",
"@odata.count": 1,
"value": [
{
"id": "e693c960-a903-4249-a13f-d431453f58e3",
"name": "PordRefSrc",
"addressLine1": "55 Fruit St",
"addressLine2": null,
"state": "Massachusetts",
"city": "Boston",
"zipCode": "02114",
"eMail": null,
"eMail2": null,
"eMail3": null,
"fax": "4444444444",
"phone": "75234234234",
"cellPhone": "34234234",
"smsPhone": "4444444444",
"description": null,
"active": true,
"website": null,
"fein": "1212",
"insuredId": "342432",
"changeDate": "2023-09-26T04:29:00-05:00",
"createDate": "2023-09-26T04:29:00-05:00"
}
]
}
41.ServiceRequestsPolicyChangeList
Endpoint Name
ServiceRequestsPolicyChangeList
Description
This endpoint will get the details for all the policy change service types for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changeDate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsPolicyChangeList()?$filter=subject eq 'subject'&$count=true&$orderby=changeDate asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsPolicyChangeList()?$filter=id eq 0341318c-ac44-4042-82b7-1f9b787f0e61&$count=true&$orderby=changeDate asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the policy change request primary key in the nowcerts system.
Guid
subject
This property will show the policy change request subject.
string
description
This property will show the policy change request detailed description.
string
status
This property will show the policy change request status.
string
createDate
This property will show the policy change request created date.
Datetime
changeDate
This property will show the policy change request last modified date.
Datetime
dueDate
This property will show the policy change request due date.
Datetime
serviceRequestId
This property will show the policy change request Id.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
insuredName
This property will show the insured name.
string
insuredEmail
This property will show the insured email address.
string
policies
This property will show the policy details connected to a particular request.
List of policy & lob details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsPolicyChangeList",
"@odata.count": 1,
"value": [
{
"id": "0341318c-ac44-4042-82b7-1f9b787f0e61",
"subject": "Test",
"description": "<p>test</p>",
"status": "New",
"createDate": "2023-09-20T07:14:00-05:00",
"changeDate": "2023-09-28T02:37:00-05:00",
"dueDate": null,
"serviceRequestId": null,
"insuredId": "c0000be9-d5d3-4829-8810-08ae02f6112d",
"insuredName": "(Missing Insured Name)",
"insuredEmail": "iliyan.marinov@nowcerts.com",
"policies": [
{
"databaseId": "97cdafdc-4e5f-400e-a416-b29317f1fb35",
"number": "783ey8172qui",
"effectiveDate": "2023-06-08T00:00:00-05:00",
"expirationDate": "2024-06-08T00:00:00-05:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "_carrier_list"
}
]
}
]
}
42.ServiceRequestsAddVehicleList
Endpoint Name
ServiceRequestsAddVehicleList
Description
This endpoint will get the details for all the add vehicle service types for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestsAddVehicleList?$count=true&$orderby=id asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/ServiceRequestsAddVehicleList?$filter=viN_Number eq 'SR-AV VN'&$count=true&$orderby=id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the add vehicle request primary key in the nowcerts system.
Guid
type
This property will show the vehicle type.i-e Truck/Car.
string
viN_Number
This property will show the vehicle identification number.
string
make
This property will show the vehicle manufacturer.
string
year
This property will show the vehicle year.
string
model
This property will show the vehicle specific model.
string
description
This property will show the request detailed description.
string
status
This property will show the request status.
string
dueDate
This property will show the request due date.
Datetime
registrationExpirationDate
This property will show the vehicle registration expiration date.
Datetime
typeOfUse
This property will show the vehicle usage.i-e Personal/Commercial.
string
value
This property will show the vehicle value.
string
deductibleComprehensive
This property will show the amount you pay out of pocket to repair or replace your vehicle after your claim is approved.
integer
deductibleCollision
This property will show the amount you agree to pay out of pocket to repair or replace your vehicle, while your insurance company covers the rest of the covered costs.
integer
subject
This property will show the request subject.
string
vehicleServiceRequestID
This property will show the vehicle service request id.
string
insuredId
This property will show the insured primary key in the nowcerts system.
Guid
createDate
This property will show the insured name.
Datetime
changeDate
This property will show the insured email address.
Datetime
policies
This property will show the policy details connected to a particular request.
List of policy & lob names
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ServiceRequestsAddVehicleList",
"@odata.count": 1,
"value": [
{
"id": "03c59bab-b227-4b94-bd3f-16e6aa9e59b0",
"type": "Truck",
"viN_Number": "SR-AV VN",
"make": "SR-AV Make",
"year": 1991,
"model": "SR-AV Model",
"description": "SR-AV Description",
"status": "New",
"dueDate": null,
"registrationExpirationDate": null,
"typeOfUse": "Commercial",
"value": "65000",
"deductibleComprehensive": 20000,
"deductibleCollision": 15000,
"subject": "SR-AV Subject",
"vehicleServiceRequestID": "AV 40",
"insuredId": "7fd74b17-287e-4f94-bcf9-4242c63258de",
"createDate": "2023-02-06T07:23:00-06:00",
"changeDate": "2023-02-06T07:23:00-06:00",
"policies": [
{
"databaseId": "e7d25d6a-0d1a-4b33-889f-f6cbc0d6c235",
"number": "QB41412421",
"effectiveDate": "2023-02-08T00:00:00-06:00",
"expirationDate": "2024-02-08T00:00:00-06:00",
"linesOfBusiness": [
"Worker's Compensation"
],
"carrierName": "1ST AUTO & CAS INS CO"
}
]
}
]
}
43.PolicyCoverages
Endpoint Name
Policy/Coverages
Description
This endpoint will get the details for all the policy coverages against the given policies for the agency against which the token is created.Maximum 50 policy database id’s can be passed per request.
Method Type
GET
Sample Request
{
"PolicyDataBaseId": [
"5f0374ba-0c18-4acf-944c-30e95c829dd1"
]
}
Sample Response
[
{
"automobileLiabilitiesCoverages": [
{
"databaseId": "9b9033f5-023d-4d54-a483-4e23a1056fda",
"lineOfBusinessId": "a7b9fbad-7e2c-4c87-ae78-7ed9077c192d",
"policyId": "5f0374ba-0c18-4acf-944c-30e95c829dd1",
"lineOfBusinessName": "Renters (HO-4)",
"createDate": "2023-10-27T10:24:00",
"changeDate": "2023-10-27T10:24:00",
"anyAuto": true,
"allOwnedAutos": false,
"scheduledAutos": true,
"hiredAutos": false,
"nonOwnedAutos": false,
"otherText1": "",
"otherCheckbox1": false,
"otherText2": "",
"otherCheckbox2": false,
"limitCombinedSingle": "",
"limitBodilyInjuryPerPerson": "",
"limitBodilyInjuryPerAccident": "",
"limitPropertyDamage": "",
"limitOtherText": "",
"limitOtherLimit": ""
}
],
"boilerAndMachineryEquipmentBreakdownCoverages": [
{
"databaseId": "74dcd788-7c5f-47ff-9645-d27ee463d36b",
"lineOfBusinessId": "a7b9fbad-7e2c-4c87-ae78-7ed9077c192d",
"policyId": "5f0374ba-0c18-4acf-944c-30e95c829dd1",
"lineOfBusinessName": "Renters (HO-4)",
"createDate": "2023-10-27T10:24:00",
"changeDate": "2023-10-27T10:24:00",
"coverageIndicatorFirst": true,
"coverageDescriptionFirst": "3434",
"limitAmountFirst": "",
"coverageIndicatorSecond": true,
"coverageDescriptionSecond": "3434",
"limitAmountSecond": ""
}
],
"cargoLiabilitiesCoverages": [
{
"databaseId": "0f8bb929-f9d6-4510-a3a0-866b802b7f02",
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"deductibleAmountFifth": "",
"deductibleAmountSixth": "",
"deductibleAmountSeventh": "",
"coverageIndicator": false,
"limitAmount": "",
"propertyCoverageIndicator": false,
"propertyLimitAmount": "",
"businessIncomeIndicator": false,
"businessIncomeLimitAmount": "",
"extraExpenseIndicator": false,
"extraExpenseLimitAmount": "",
"rentalValueIndicator": false,
"rentalValueLimitAmount": "",
"blanketYesIndicatorFirst": false,
"blanketLimitAmountFirst": "",
"blanketYesIndicatorSecond": false,
"blanketLimitAmountSecond": "",
"blanketYesIndicatorThird": false,
"blanketLimitAmountThird": "",
"otherIndicatorThird": false,
"otherCoverageDescriptionThird": "",
"otherLimitAmountThird": "",
"otherIndicatorFourth": false,
"otherCoverageDescriptionFourth": "",
"otherLimitAmountFourth": ""
}
],
"workerCompAndEmployersLiabilitiesCoverages": [
{
"databaseId": "ab2e5448-1e6a-48d7-80c7-a8b0b4647891",
"lineOfBusinessId": "a7b9fbad-7e2c-4c87-ae78-7ed9077c192d",
"policyId": "5f0374ba-0c18-4acf-944c-30e95c829dd1",
"lineOfBusinessName": "Renters (HO-4)",
"createDate": "2023-10-27T10:24:00",
"changeDate": "2023-10-27T10:24:00",
"memberExcluded": true,
"limitWCStatLimits": true,
"limitOtherCheckbox": true,
"limitOtherValue": "",
"limitEachAccident": "",
"limitEAEmployee": "",
"limitPolicy": ""
}
]
}
]
44.PolicyStatusTypes
Endpoint Name
Policy/StatusTypes
Description
This endpoint will get the possible status of a policy life cycle.
Method Type
GET
Response Body
Field Name
Description
Data Type
key
This property will policy status enum integer value.
string
value
This property will show the policy status name.
string
Sample Response
[
{
"key": 1,
"value": "Active"
},
{
"key": 2,
"value": "Pending Cancel"
},
{
"key": 3,
"value": "Cancelled"
},
{
"key": 4,
"value": "Expired"
},
{
"key": 5,
"value": "Renewing"
},
{
"key": 6,
"value": "Renewed"
},
{
"key": 7,
"value": "Reinstated"
},
{
"key": 8,
"value": "Replaced"
},
{
"key": 9,
"value": "Non-Renewal"
},
{
"key": 10,
"value": "Reinstating"
},
{
"key": 11,
"value": "Rewriting"
},
{
"key": 12,
"value": "Rewritten"
}
]
45.AgencyTagsList
Endpoint Name
AgencyTagsList
Description
This endpoint will get the details for all the tag categories and tag details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
Name
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by Name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/AgencyTagsList()?$count=true&$orderby=Name asc&$skip=0&$top=100
02)
https://api.nowcerts.com/api/AgencyTagsList?$filter=name in ('A-01')&$count=true&$orderby=name asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will show the tag category primary key in the nowcerts system.
Guid
name
This property will show the tag category name.
string
description
This property will show the tag category detailed description.
string
createDate
This property will show the tag category created date.
Datetime
changeDate
This property will show the tag category last modified date.
Datetime
tags.databaseId
This property will show the tag primary key in the nowcerts system.
Guid
tags.name
This property will show the tag name.
string
tags.description
This property will show the tag detailed description.
string
tags.color
This property will show the tag color.
string
tags.order
This property will show the tag order.
string
tags.tagCategoryId
This property will show the tag category primary key in the nowcerts system.
string
tags.createDate
This property will show the tag created date.
Datetime
tags.changeDate
This property will show the tag last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#AgencyTagsList",
"@odata.count": 1,
"value": [
{
"databaseId": "17193377-1b9a-4366-9770-4190a3153029",
"name": "A-01",
"description": "Test",
"createDate": "2023-02-02T00:50:00-06:00",
"changeDate": "2023-06-15T06:15:00-05:00",
"tags": [
{
"databaseId": "ab52a25e-9c2b-4d48-99c7-16caa0d6f1de",
"name": "A",
"description": "1",
"color": "#d61c1c",
"order": 1,
"tagCategoryId": "17193377-1b9a-4366-9770-4190a3153029",
"createDate": "2023-02-02T00:50:00-06:00",
"changeDate": "2023-06-15T06:15:00-05:00"
},
{
"databaseId": "367f13df-3336-4953-99de-63cdd7f0328d",
"name": "B-E",
"description": "234",
"color": "#0099ff",
"order": 2,
"tagCategoryId": "17193377-1b9a-4366-9770-4190a3153029",
"createDate": "2023-02-02T00:50:00-06:00",
"changeDate": "2023-06-15T06:15:00-05:00"
}
]
}
]
}
46.InsuredLocationList
Endpoint Name
InsuredLocationList
Description
This endpoint will get the details for all the locations connected against an insured for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
addressLine1
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by addressLine1.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/InsuredLocationList?$filter=active eq false&$count=true&$orderby=addressLine1 asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/InsuredLocationList?$filter=insuredDatabaseId in ('05dd0080-4f80-4aa4-bf13-55ddc1e1e7a1')&$count=true&$orderby=Id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the insured location primary key in the nowcerts system.
Guid
addressLine1
This property will show the location of street line 1 address.
string
addressLine2
This property will show the location of street line 2 address.
string
city
This property will show the location city name.
string
stateName
This property will show the location state name.
string
zipCode
This property will show the location zip code.
string
type
This property will show the location type.i.e Office/Home
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
string
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyId
This property will show the policy primary key in the nowcerts system.
Guid
locationName
This property will show the location name.
string
phone
This property will show the location phone number.
string
contactPerson
This property will show the location contact person name.
string
email
This property will show the location email address.
string
fax
This property will show the location fax number.
string
isBuilding
This property will show the location building status.
Boolean
locationBusinessName
This property will show the location business name.
string
active
This property will show the location's active status.
Boolean
section
This property will show the location section in detail.
string
township
This property will show the location town name.
string
county
This property will show the location county name.
string
range
This property will show the location range.
string
acres
This property will show the location in acres.
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#InsuredLocationList",
"@odata.count": 1,
"value": [
{
"id": "9ddbf273-f756-4669-9a3c-ad78e3e63f3e",
"addressLine1": "LAne 40",
"addressLine2": "Street 100",
"city": "NewYork",
"stateName": "Alaska",
"zipCode": "343443",
"type": "Office",
"insuredDatabaseId": "05dd0080-4f80-4aa4-bf13-55ddc1e1e7a1",
"insuredEmail": "stark@mail.com",
"insuredFirstName": "Tony",
"insuredLastName": "Stark",
"insuredCommercialName": "1 Stark Industries",
"policyId": "00000000-0000-0000-0000-000000000000",
"locationName": "LAne 150",
"phone": "13131313131",
"contactPerson": "Test",
"email": "a@a,com",
"fax": "2545465464",
"isBuilding": false,
"locationBusinessName": null,
"active": true,
"section": null,
"township": null,
"county": null,
"range": null,
"acres": null
}
]
}
47.OpportunityStageList
Endpoint Name
OpportunityStageList
Description
This endpoint will get the details for all the opportunity stages against an insured for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/OpportunityStageList?$count=true&$orderby=name asc&$skip=0&$top=100
02)
https://api.nowcerts.com/api/OpportunityStageList?$filter=id in ('b6ce9bb6-5a98-4f65-b0a5-f2fceacc2c5a')&$count=true&$orderby=Id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the opportunity stage primary key in the nowcerts system.
Guid
name
This property will show the opportunity stage name.
string
createDate
This property will show the opportunity stage created date.
Datetime
changeDate
This property will show the opportunity stage last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#OpportunityStageList",
"@odata.count": 1,
"value": [
{
"id": "b6ce9bb6-5a98-4f65-b0a5-f2fceacc2c5a",
"name": "Bound / Won",
"createDate": "2017-07-14T16:51:00-05:00",
"changeDate": "2022-10-19T03:08:00-05:00"
}
]
}
48.GeneralLiabilityList
Endpoint Name
GeneralLiabilityList
Description
This endpoint will get the details for all the general liability against an insured for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
addressLine1
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by addressLine1.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/GeneralLiabilityList?$count=true&$orderby=addressLine1 asc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/GeneralLiabilityList?$filter=id in ('becfe843-52e2-44ab-96da-aa1c1766cec5')&$count=true&$orderby=Id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the general liability primary key in the nowcerts system.
Guid
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
propertyUse
This property will show the property usage.i-e Commercial/Personal.
string
addressLine1
This property will show the property location street line 1 address.
string
city
This property will show the property location city.
string
state
This property will show the property location state name.
string
zip
This property will show the property location zip code.
string
sicCode
This property will show the standard industrial classification code that categorize the industries that companies belong to based on their business activities
string
naicCode
This property will show the business naic code.
string
numberOfEmployees
This property will show the company total employees count.
integer
fullTimeEmployees
This property will show the company total full time employees count.
integer
numberOfPartTimeEmployees
This property will show the company total part time employees count.
integer
yearsOfExperienceInIndustry
This property will show the company years in business.
integer
businessStartDate
This property will show the company start date.
Datetime
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
active
This property will show the liability active status.
Boolean
commercialPolicySupplement
This property will show the commercial policy supplement details.
List of details.
controllingState
This property will show the liability controlling state name.
string
otherOrPriorPolicy
This property will show the information related to other policy details.
List of details.
coveragesAndLimits
This property will show the policy coverages and details.
List of details.
commercialCoverages
This property will show the commercial coverage details.
List of details.
scheduleHazards
This property will show the schedule hazards details.
List of details.
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#GeneralLiabilityList",
"@odata.count": 108,
"value": [
{
"id": "1f9f037c-1e2f-45af-8646-44bd9f78a5d8",
"insuredDatabaseId": "d98fb567-6e26-4e20-8d18-57a49f36e8bf",
"propertyUse": "Commercial",
"addressLine1": "1150 Broadway",
"city": "New York",
"state": "New York",
"zip": "10001",
"sicCode": "rest",
"naicCode": "150",
"numberOfEmployees": 23,
"businessStartDate": "2024-03-18T00:00:00+04:00",
"createDate": "2024-03-05T09:01:00+04:00",
"changeDate": "2024-03-05T09:22:00+04:00",
"active": true,
"commercialPolicySupplement": "",
"controllingState": "Alabama",
"otherOrPriorPolicy": "",
"coveragesAndLimits": "",
"xmlData": "",
"fullTimeEmployees": 11,
"numberOfPartTimeEmployees": 2,
"yearsOfExperienceInIndustry": 33,
"commercialPolicySupplementData": {
"auditIndicator": "Y",
"policyTypeCode": "AIRCIA",
"policyTypeCodeDescription": "Aircraft - Industrial Aid",
"auditFrequencyCode": "12",
"typeOfBusiness": "test"
},
"otherOrPriorPolicyTypes": [
{
"policyCode": "C150",
"policyNumber": "Wer",
"naicId": "1540",
"effectiveDate": "2024-03-03T00:00:00+04:00",
"expirationDate": "2024-03-19T00:00:00+04:00"
},
{
"policyCode": "Dre",
"policyNumber": "Kevin",
"naicId": "152",
"effectiveDate": "2024-03-27T00:00:00+04:00",
"expirationDate": "2024-03-31T00:00:00+04:00"
}
],
"coveragesAndLimitsData": {
"commercialGeneralLiability": true,
"claimsMade": true,
"occur": true,
"otherKey": true,
"otherValue": "Water",
"policy": true,
"project": true,
"loc": true,
"otherAggregateKey": true,
"otherAggregateValue": "Resting area",
"eachOccurrence": "1.00",
"damageToRentedPremises": "2.00",
"medExp": "3.00",
"injury": "4.00",
"generalAggregate": "5.00",
"products": "6.00"
},
"commercialCoverages": [
{
"coverageType": "2",
"amount": 34.0,
"limits": [
22,
44,
55
],
"coverageDescription": "Additional Residence Rented To Others 1 or 2 Family ",
"deductibles": [
{
"currency": 1500,
"percent": null
}
]
},
{
"coverageType": "4",
"amount": 55.0,
"limits": [
44,
66
],
"coverageDescription": "Advertising Expenses",
"deductibles": [
{
"currency": 1000,
"percent": null
}
]
}
],
"scheduleHazards": [
{
"locationNumber": "1",
"subLocationNumber": "3",
"classification": "4",
"classCode": "5",
"premiumBasis": "",
"exposure": 77,
"territoryCode": "66",
"ratePr": 88,
"rateProd": 99,
"liabilityClassification": [
{
"coverageCd": "1",
"coverageDescription": null,
"limit": "7778",
"deductible": "2500",
"currentTermAmt": 5556
}
]
},
{
"locationNumber": "454",
"subLocationNumber": "656",
"classification": "767",
"classCode": "88",
"premiumBasis": "",
"exposure": 888,
"territoryCode": "667",
"ratePr": 9999,
"rateProd": 0,
"liabilityClassification": []
}
],
"policies": [
{
"databaseId": "10ca6545-4190-4543-98c9-dae25f7da1a7",
"number": "Lex",
"effectiveDate": "2028-03-10T00:00:00+04:00",
"expirationDate": "2029-03-10T00:00:00+04:00",
"linesOfBusiness": [
"Commercial Auto",
"Personal Auto"
],
"carrierName": null
},
{
"databaseId": "2a70546f-ecbb-4d9f-abb0-c83c9f64b1b0",
"number": "Test Flood info renew",
"effectiveDate": "2025-01-10T00:00:00+04:00",
"expirationDate": "2026-01-10T00:00:00+04:00",
"linesOfBusiness": [
"Flood"
],
"carrierName": null
},
{
"databaseId": "c86ef5ff-f1f5-4fa1-913e-b12aa099a0be",
"number": "Lex",
"effectiveDate": "2026-03-10T00:00:00+04:00",
"expirationDate": "2026-06-10T00:00:00+04:00",
"linesOfBusiness": [
"Commercial Auto",
"Personal Auto"
],
"carrierName": "Alexander"
}
]
}
]
}
49.WorkersCompensationList
Endpoint Name
WorkersCompensationList
Description
This endpoint will get the details for all the worker compensation details against an insured for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/WorkersCompensationList?$count=true&$orderby=ChangeDate desc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/WorkersCompensationList?$filter=id in ('9d203af3-0190-404a-8add-49a87df2b321')&$count=true&$orderby=Id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the general liability primary key in the nowcerts system.
Guid
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
propertyUse
This property will show the property usage.i-e Commercial/Personal.
string
addressLine1
This property will show the property location street line 1 address.
string
city
This property will show the property location city.
string
state
This property will show the property location state name.
string
zip
This property will show the property location zip code.
string
controllingState
This property will show the liability controlling state.
string
sicCode
This property will show the standard industrial classification code that categorize the industries that companies belong to based on their business activities
string
auditFrequencyCd
This property will show the audit frequency count.
string
meritFactor
This property will show the compensation merit factor.
string
meritPremium
This property will show the compensation merit premium value.
decimal
visible
This property will show the compensation visible status.
Boolean
active
This property will show the compensation active status.
Boolean
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
employersLiability
This property will show the commercial policy supplement details.
List of details.
workCompIndividuals
This property will show the liability controlling state name.
string
workerCompensationRateStates
This property will show the information related to other policy details.
List of details.
includeExcludeStates
This property will show the policy coverages and details.
List of details.
otherOrPriorPolicy
This property will show the commercial coverage details.
List of details.
lienHolders
This property will show the schedule hazards details.
List of details.
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#WorkersCompensationList",
"@odata.count": 1,
"value": [
{
"id": "9d203af3-0190-404a-8add-49a87df2b321",
"insuredDatabaseId": "3d903e5a-f691-4737-b6a9-bc28d0f026c7",
"propertyUse": "",
"addressLine1": "",
"city": "",
"state": "",
"zip": "",
"controllingState": "Florida",
"sicCode": "2891",
"auditFrequencyCd": "43",
"meritFactor": "1",
"meritPremium": 3,
"visible": true,
"active": true,
"createDate": "2023-10-27T03:34:00-05:00",
"changeDate": "2023-10-28T02:13:00-05:00",
"xmlData": "",
"otherOrPriorPolicyXmlData": "",
"commlPolicySupplement": "",
"employersLiability": {
"sicCd": "2891",
"controllingState": "Florida",
"eachAccident": "1000000",
"diseasePolicyLimit": "1000000",
"diseaseEachEmployee": "1000000"
},
"workCompIndividuals": [
{
"nameInfo": "PATRICK MITCHELL",
"includedExcludedCode": "E",
"titleRelationship": "BROTHER",
"dateOfBirth": null,
"ownershipPercent": 0,
"duties": null,
"classCode": null,
"remuneration": 1
},
{
"nameInfo": "TEST",
"includedExcludedCode": "E",
"titleRelationship": null,
"dateOfBirth": null,
"ownershipPercent": 0,
"duties": null,
"classCode": null,
"remuneration": 20
},
{
"nameInfo": "",
"includedExcludedCode": "E",
"titleRelationship": null,
"dateOfBirth": null,
"ownershipPercent": 0,
"duties": null,
"classCode": null,
"remuneration": 5
}
],
"workerCompensationRateStates": [
{
"state": "Florida",
"participatingPlanDescCd": "TEST",
"totalEstimatedAnnualPremium": null,
"totalPayrollAmt": null,
"stateLevelPremiums": [
{
"ratingClassificationCd": "TRIA",
"currentTermAmt": 14,
"rate": 0,
"factor": 0.01,
"order": 0
},
{
"ratingClassificationCd": "MINPR",
"currentTermAmt": 32,
"rate": 0,
"factor": 1.2,
"order": 0
},
{
"ratingClassificationCd": "EXCNT",
"currentTermAmt": 160,
"rate": 0,
"factor": 1.6,
"order": 0
},
{
"ratingClassificationCd": "INEL",
"currentTermAmt": 88,
"rate": 0,
"factor": 0.01,
"order": 0
},
{
"ratingClassificationCd": "PAGBD",
"currentTermAmt": 595,
"rate": 0,
"factor": 0,
"order": 0
}
],
"workCompensationLocationInfos": [
{
"locationNumber": "1",
"order": 0,
"naics": null,
"rateClass": [
{
"ifAnyRatingBasisIndicator": false,
"rate": 4.35,
"premiumBasisCode": "_1000Liters",
"premiumBasisCodeDescription": "1000 Liters",
"ratingClassificationCode": "7600",
"exposure": 144394,
"ratingClassificationDesc": "CABLE TV--EXTENSION OF SERVICE INTO HOMES",
"amount": 6281,
"ratingClassificationDescCd": null,
"numEmployeesFullTime": null,
"numEmployeesPartTime": null
}
]
}
]
}
],
"includeExcludeStates": [
{
"includedExcludedCode": "I",
"states": [
"Alabama",
"Alaska"
]
},
{
"includedExcludedCode": "E",
"states": [
"Alaska",
"North Dakota",
"Wyoming",
"Ohio",
"Washington"
]
}
],
"otherOrPriorPolicy": [
{
"policyCode": "23",
"policyNumber": "32",
"naicId": "43",
"effectiveDate": "2023-10-16T00:00:00-05:00",
"expirationDate": "2023-10-31T00:00:00-05:00"
}
],
"lienHolders": [
{
"name": " Brian Lara",
"natureOfInterest": "AD",
"natureOfInterestDescriptionValue": "Additional Interest "
}
]
}
]
}
50.LineOfBusinessClassList
Endpoint Name
LineOfBusinessClassList
Description
This endpoint will get the details for all the LOB class details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/LineOfBusinessClassList?$count=true&$orderby=name asc&$skip=0&$top=100
02)
https://api.nowcerts.com/api/LineOfBusinessClassList?$filter=id in ('087fdc12-476f-47f2-a6bb-fe68d19de930')&$count=true&$orderby=Id asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
id
This property will show the line of business class primary key in the nowcerts system.
Guid
name
This property will show the line of business class name.
string
createDate
This property will show the line of business class created date.
Datetime
changeDate
This property will show the line of business class last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#LineOfBusinessClassList",
"@odata.count": 1,
"value": [
{
"id": "087fdc12-476f-47f2-a6bb-fe68d19de930",
"name": "Commercial",
"createDate": "2018-11-27T04:21:00-06:00",
"changeDate": "2018-11-27T04:21:00-06:00"
}
]
}
51.InsuranceAgencyDetailList
Endpoint Name
InsuranceAgencyDetailList
Description
This endpoint will get the details of the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
id
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by id.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/InsuranceAgencyDetailList?$count=true&$orderby=name asc&$skip=0&$top=1
02)
https://api.nowcerts.com/api/InsuranceAgencyDetailList?$filter=id in ('3e9e2d23-3111-43dd-9a82-75d00f0af521')&$count=true&$orderby=Id asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the agency primary key in the nowcerts system.
Guid
name
This property will show the agency name.
string
addressLine1
This property will show the agency location street line 1 address.
Datetime
addressLine2
This property will show the agency location street line 2 address.
Datetime
phone
This property will show the agency phone number.
string
cellPhone
This property will show the agency mobile number.
string
fax
This property will show the agency fax number.
string
email
This property will show the agency email address.
string
zipCode
This property will show the agency zip code.
string
state
This property will show the agency location state abbreviation.
string
city
This property will show the agency location city name.
string
active
This property will show the agency active status.
Boolean
approve
This property will show the agency approved status.
Boolean
licenseNumber
This property will show the agency license number.
string
domesticLicenseState
This property will show the agency license state abbreviation.
string
primaryContact
This property will show the agency primary contact person name.
string
websiteURL
This property will show the agency website address.
string
mailingAddress1
This property will show the agency mailing location street line 1 address.
string
mailingAddress2
This property will show the agency mailing location street line 2 address.
string
mailingAddressCity
This property will show the mailing location city name.
string
mailingAddressZip
This property will show the mailing location zip code.
string
mailingAddressState
This property will show the mailing location state abbreviation.
string
userId
This property will show the agency user primary key in the nowcerts system.
Guid
changeDate
This property will show the agency's last modified date.
Datetime
createDate
This property will show the agency created date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#InsuranceAgencyDetailList",
"@odata.count": 1,
"value": [
{
"id": "3e9e2d23-3111-43dd-9a82-75d00f0af521",
"name": "Test Agency Plovdiv",
"addressLine1": "Bethoven 12",
"addressLine2": "Lane 20",
"phone": "748-547-8885",
"cellPhone": "888-586-4792",
"fax": "234-234-2323",
"email": "PLOVDIV1@NOWCERTS.COM",
"zipCode": "123456",
"state": "AK",
"city": "Plovdiv",
"active": true,
"approve": true,
"licenseNumber": "65123",
"domesticLicenseState": "AK",
"primaryContact": "Ivan",
"websiteURL": "https://www1.nowcerts.com/",
"mailingAddress1": "Lane 45",
"mailingAddress2": "Apt 100",
"mailingAddressCity": "NewYork",
"mailingAddressZip": "452100",
"mailingAddressState": "DE",
"userId": "a4aa3479-054b-4a8b-bc2e-b41d5e39ea3d",
"changeDate": "2023-10-28T02:32:00-05:00",
"createDate": "2016-06-30T02:46:00-05:00"
}
]
}
52.TaskCategoryDetailList
Endpoint Name
TaskCategoryDetailList
Description
This endpoint will get the details of the task category for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/TaskCategoryDetailList()?$count=true&$orderby=name asc&$skip=0&$top=20
02)
https://api.nowcerts.com/api/TaskCategoryDetailList?$filter=databaseId in ('b6159f4d-ece2-4c6e-a21e-ba57299dfda8')&$count=true&$orderby=defaultStatus asc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task category primary key in the nowcerts system.
Guid
name
This property will show the task category name.
string
description
This property will show the task category detailed description.
Datstringetime
insuranceAgencyId
This property will show the agency primary key in the nowcerts system.
Guid
defaultStatus
This property will show the task default status.
string
defaultPriority
This property will show the task default priority.
string
defaultTitle
This property will show the task default title.
string
defaultDescription
This property will show the task default description
string
supervisorId
This property will show the task default supervisor id.
This is the user primary key in the nowcerts system.
Guid
assignedToId
This property will show the task default assignee id.
This is the agent primary key in the nowcerts system.
Guid
supervisorName
This property will show the task default supervisor name.
string
assigneeName
This property will show the task default assignee name.
string
dueDate
This property will show the task default due date.
Datetime
active
This property will show the task default active status.
Boolean
changeDate
This property will show the category last modified date.
Datetime
createDate
This property will show the category created date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#TaskCategoryDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "b6159f4d-ece2-4c6e-a21e-ba57299dfda8",
"name": "Boss Asked",
"description": "Basically tasks where the boss explicitly asked one or more employees to do something.",
"insuranceAgencyId": "3e9e2d23-3111-43dd-9a82-75d00f0af521",
"defaultStatus": "Not Started",
"defaultPriority": "Low",
"defaultTitle": "Boss Asked:",
"defaultDescription": "{Insured.AddressLine1}{Policy.EffectiveDate}{Insured.AddressLine1}",
"supervisorId": "929377b7-0ced-4d9a-89dd-9c036aad9b3b",
"assignedToId": "a62ef950-9209-465d-bf41-d9292bc88a68",
"supervisorName": "100 Kila",
"assigneeName": "100 Kila",
"dueDate": "2023-09-18T00:00:00-05:00",
"active": null,
"createDate": "2023-09-14T04:32:00-05:00",
"changeDate": "2023-09-14T04:39:00-05:00"
}
]
}
53.NotesTypeList
Endpoint Name
NotesTypeList
Description
This endpoint will get the details for all the notes type details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by name.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/NotesTypeList?$count=true&$orderby=name desc&$skip=0&$top=10
02)
https://api.nowcerts.com/api/NotesTypeList?$filter=id in ('708d1e98-0e14-4ea8-85d2-b6a8f021061f')&$count=true&$orderby=name asc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
id
This property will show the note type primary key in the nowcerts system.
Guid
name
This property will show the note type name.
string
insuranceAgencyId
This property will show the agency primary key in the nowcerts system.
createDate
This property will show the note type created date.
Datetime
changeDate
This property will show the note type's last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#NotesTypeList",
"@odata.count": 1,
"value": [
{
"id": "708d1e98-0e14-4ea8-85d2-b6a8f021061f",
"name": "tested type01",
"insuranceAgencyId": "3e9e2d23-3111-43dd-9a82-75d00f0af521",
"createDate": "2023-02-23T11:30:00-06:00",
"changeDate": "2023-02-23T11:30:00-06:00"
}
]
}
54.AgencyQueuesList
Endpoint Name
AgencyQueuesList
Description
This endpoint will get the details for all details of agencies connected to your rabbit queue id given by nowcerts.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changedate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/AgencyQueuesList?queueId=Queue Id Given By Nowcert&count=true&$orderby=changedate desc&$skip=0&$top=100
Response Body
Field Name
Description
Data Type
id
This property will show the agency id in the nowcerts system.
Guid
assignedAgencyName
This property will show the connected agency name.
string
assignedAgencyId
This property will show the agency id in the nowcerts system.
Guid
queueName
This property will show the queue name.
string
companyName
This property will show the company name.
string
createDate
This property will show the note type created date.
Datetime
changeDate
This property will show the note type's last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#AgencyQueuesList",
"value": [
{
"id": "XXXXXXXXXXXXXXXXXXXXXXXXXXX",
"assignedAgencyName": "The Jacobson Agency",
"assignedAgencyId": "XXXXXXXXXXXXXXXXXXXX",
"queueName": "user_XXXXXXXXXXXXXXXXXXXXX",
"companyName": "XXXXXXX",
"changeDate": "2022-06-02T07:09:35.88-05:00",
"createDate": "2021-12-09T13:30:17.777-06:00"
}
]
}
55.GetInsuredFilesList
Endpoint Name
GetInsuredFilesList
Description
This endpoint will get the folder and files list for the specific insured/prospect files folder directory for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
insuredId
R
f52935b8-4504-45f4-bbcb-19783fc45e44
Insured primary key against which the files level folder and files are required.
folderId
O
af0a23-3de4-66e2-18c1-3aeeb61f1d1a
Use this property to get files and subfolders of a specific folder.See bold id’s to get the idea.
Sample Request
01)
https://api.nowcerts.com/api/Insured/GetInsuredFilesList?insuredId=f52935b8-4504-45f4-bbcb-19783fc45e44
02)
https://api.nowcerts.com/api/Insured/GetInsuredFilesList?insuredId=f52935b8-4504-45f4-bbcb-19783fc45e44&folderId=9eaf0a23-3de4-66e2-18c1-3aeeb61f1d1a&isInsuredVisibleFolder=true
Response Body
Field Name
Description
Data Type
name
This property will show the insured/prospect name.
string
databaseId
This property will show the folder or file primary key in the nowcerts system.
Guid
name
This property will show the folder or file name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the file or a folder created date.
Datetime
changeDate
This property will show the file or a folder last modified date.
Datetime
creatorName
This property will show the file or a folder creator name.
string
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
Sample Response
{
"status": 1,
"data": {
"name": "111 Alice",
"files": [
{
"databaseId": "13596890-647b-79fd-17e3-99b3b7368676",
"name": "Adapt Insurance",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2022-12-13T04:05:00",
"changeDate": "2022-12-13T04:05:00",
"creatorName": "NowCerts.com",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "0b88b392-c9a0-4bf1-9574-04a3df2b5ea8",
"name": "Insured Visible Files",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2022-11-04T01:45:00",
"changeDate": "2022-11-04T01:45:00",
"creatorName": "NowCerts.com",
"isInsuredVisibleFolder": true,
"fileOrFolder": "Folder"
},
{
"databaseId": "9eaf0a23-3de4-66e2-18c1-3aeeb61f1d1a",
"name": "PROSPECT",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2022-12-13T04:05:00",
"changeDate": "2022-12-13T04:05:00",
"creatorName": "NowCerts.com",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "04da6e50-460b-d9d2-9a9b-b8636ad6c145",
"name": "TEST - IDFS file.pdf",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2022-12-13T04:05:00",
"changeDate": "2022-12-13T04:05:00",
"creatorName": "NowCerts.com",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "9fadde08-ca0f-91ec-b934-c6011abe0286",
"name": "TEST- Insured Default Folder Structure",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2022-12-13T04:05:00",
"changeDate": "2022-12-13T04:05:00",
"creatorName": "NowCerts.com",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "f72368e6-9fa7-41a6-8bdc-3222a2933f60",
"name": "TEST - IDFS file.pdf",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/f72368e6-9fa7-41a6-8bdc-3222a2933f60?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22TEST%20-%20IDFS%20file.pdf%22&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231029/us-east-2/s3/aws4_request&X-Amz-Date=20231029T113435Z&X-Amz-SignedHeaders=host&X-Amz-Signature=342d88ceba1c6ee28b69c6de629302e7fa964834189c13edec063cd900847bdf",
"downloadUrlExpiresAtUtc": "2023-10-29T12:34:35.5870468Z",
"type": 0,
"mime": "application/pdf",
"size": 6738,
"createDate": "2022-11-04T01:45:00",
"changeDate": "2022-11-04T01:45:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
},
{
"databaseId": "598b293b-dc79-41d0-bb05-ef06234a1b96",
"name": "TEST - IDFS file.pdf",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/598b293b-dc79-41d0-bb05-ef06234a1b96?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22TEST%20-%20IDFS%20file.pdf%22&response-content-type=application%2Fpdf&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231029/us-east-2/s3/aws4_request&X-Amz-Date=20231029T113435Z&X-Amz-SignedHeaders=host&X-Amz-Signature=f869c8604d775a9b095d1d5ff2d3efdac821f9ee30b0317a22f5b3727d76e88b",
"downloadUrlExpiresAtUtc": "2023-10-29T12:34:35.5870468Z",
"type": 0,
"mime": "application/pdf",
"size": 6738,
"createDate": "2021-08-06T10:22:00",
"changeDate": "2021-08-06T10:22:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
}
],
"currentFolderId": "3e318204-c2b3-43b5-ac3d-158531d66b65"
},
"message": null
}
56.GetFileDirectUrl
Endpoint Name
GetFileDirectUrl
Description
This endpoint will be used to get a direct file download link against the specific file databaseId.
Method Type
GET
Sample Request
01)
https://api.nowcerts.com/api/Files/GetFileDirectUrl/f72368e6-9fa7-41a6-8bdc-3222a2933f60
Response Body
Field Name
Description
Data Type
status
This property will show the response status.1 means success,0 means error.
integer
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
string
Sample Response
{
"status": 1,
"data": {
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/f72368e6-9fa7-41a6-8bdc-3222a2933f60?X-Amz-Expires=3600&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231029/us-east-2/s3/aws4_request&X-Amz-Date=20231029T120156Z&X-Amz-SignedHeaders=host&X-Amz-Signature=cca284e5f949ecd90e360b8709170691ef7de3ac2e10cce3abd78e9746eb89bb",
"downloadUrlExpiresAtUtc": "2023-10-29T13:01:56.2290984Z"
},
"message": null
}
57.GetPolicyFilesList
Endpoint Name
GetPolicyFilesList
Description
This endpoint will get the folder and files list for the specific policy for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
insuredId
R
f52935b8-4504-45f4-bbcb-19783fc45e44
Insured primary key against which the files level folder and files are required.
policyid
R
0f3e4dbd-d288-466d-85a7-e76fc510715c
Policy primary key against which the files level folder and files are required.
folderId
O
5a00c5c0-0c3d-51c8-0c02-c2e097fd4a67
Use this property to get files and subfolders of a specific folder.See bold id’s to get the idea.
Sample Request
01)
https://api.nowcerts.com/api/Policy/GetPolicyFilesList?insuredId=f52935b8-4504-45f4-bbcb-19783fc45e44&policyid=0f3e4dbd-d288-466d-85a7-e76fc510715c
02)
https://api.nowcerts.com/api/Policy/GetPolicyFilesList?insuredId=f52935b8-4504-45f4-bbcb-19783fc45e44&policyid=0f3e4dbd-d288-466d-85a7-e76fc510715c&folderId=5a00c5c0-0c3d-51c8-0c02-c2e097fd4a67
Response Body
Field Name
Description
Data Type
number
This property will show the policy number.
string
databaseId
This property will show the folder or file primary key in the nowcerts system.
Guid
name
This property will show the folder or file name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the file or a folder created date.
Datetime
changeDate
This property will show the file or a folder last modified date.
Datetime
creatorName
This property will show the file or a folder creator name.
string
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
Sample Response
{
"status": 1,
"data": {
"number": "fl100",
"files": [
{
"databaseId": "5a00c5c0-0c3d-51c8-0c02-c2e097fd4a67",
"name": "PDFS",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": "folder",
"size": 0,
"createDate": "2023-07-24T06:59:00",
"changeDate": "2023-07-24T06:59:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "a453f627-4203-4efd-834d-876353e9fcf8",
"name": "APIMETRICS.png",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/a453f627-4203-4efd-834d-876353e9fcf8?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22APIMETRICS.png%22&response-content-type=image%2Fpng&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231029/us-east-2/s3/aws4_request&X-Amz-Date=20231029T121824Z&X-Amz-SignedHeaders=host&X-Amz-Signature=a369d9e3e6bda8807e02f2a02c901c534eb2e12b90a2d4afdf03a2ee7c1124af",
"downloadUrlExpiresAtUtc": "2023-10-29T13:18:24.7049303Z",
"type": 0,
"mime": "image/png",
"size": 212266,
"createDate": "2023-10-29T07:12:00",
"changeDate": "2023-10-29T07:12:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
}
],
"currentFolderId": "c13283fc-5021-4671-9ce2-0eb63572eddb"
},
"message": null
}
58.GetPolicyFilesListByInsuredId
Endpoint Name
GetPolicyFilesListByInsuredId
Description
This endpoint will get the policy folders of the specific insured against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
insuredId
R
f52935b8-4504-45f4-bbcb-19783fc45e44
Insured primary key against which the files level folder and files are required.
Sample Request
01)
https://api.nowcerts.com/api/Policy/GetPolicyFilesListByInsuredId?insuredId=f52935b8-4504-45f4-bbcb-19783fc45e44
Response Body
Field Name
Description
Data Type
databaseId
This property will show the folder primary key in the nowcerts system.
Guid
policyId
This property will show the policy primary key in the nowcerts system.
Guid
policyNumber
This property will show the policy number.
string
name
This property will show the folder name.
string
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
createDate
This property will show the folder created date.
Datetime
changeDate
This property will show the folder's last modified date.
Datetime
creatorName
This property will show the folder creator name.
string
Sample Response
{
"status": 1,
"data": [
{
"databaseId": "c8b62997-2da2-44f2-9262-fdeeb435abd0",
"policyId": null,
"policyNumber": "",
"name": "DELETED_rollover test_01-06-2022",
"type": 2,
"createDate": "2022-01-17T08:23:00",
"changeDate": "2022-01-17T08:23:00",
"creatorName": "Jason Bourne",
"fileOrFolder": "Folder"
},
{
"databaseId": "3f43799f-3aa2-4168-9357-dc071d4b3784",
"policyId": "1242fab5-7ccf-4df9-94aa-1a22757cf617",
"policyNumber": "133",
"name": "133_10-06-2023",
"type": 2,
"createDate": "2023-10-06T01:40:00",
"changeDate": "2023-10-06T01:40:00",
"creatorName": "NowCerts.com",
"fileOrFolder": "Folder"
},
{
"databaseId": "c13283fc-5021-4671-9ce2-0eb63572eddb",
"policyId": "0f3e4dbd-d288-466d-85a7-e76fc510715c",
"policyNumber": "fl100",
"name": "fl100_2023-07-28_00_00",
"type": 2,
"createDate": "2023-07-24T06:59:00",
"changeDate": "2023-07-24T06:59:00",
"creatorName": "NowCerts.com",
"fileOrFolder": "Folder"
},
{
"databaseId": "0916c6cd-e449-41ab-b452-ed561a0880cd",
"policyId": "3ddcbf00-67e0-49e4-9643-36197149a499",
"policyNumber": "1313131314",
"name": "1313131314_12-24-2021",
"type": 2,
"createDate": "2021-12-14T11:22:00",
"changeDate": "2022-02-22T10:47:00",
"creatorName": "Test Agency Plovdiv",
"fileOrFolder": "Folder"
},
{
"databaseId": "96c16c39-c50b-46f6-b9c9-2adae180886d",
"policyId": "f038266a-d216-4a5c-8753-0154b8874c99",
"policyNumber": "33",
"name": "33_03-23-2022",
"type": 2,
"createDate": "2022-03-14T13:25:00",
"changeDate": "2022-03-14T13:25:00",
"creatorName": "Test Agency Plovdiv",
"fileOrFolder": "Folder"
},
{
"databaseId": "243eb22c-3e56-4860-addf-60aab7b58d31",
"policyId": null,
"policyNumber": "",
"name": "DELETED_1234567890-15_06-23-2022",
"type": 2,
"createDate": "2022-06-20T08:22:00",
"changeDate": "2022-06-20T08:22:00",
"creatorName": "Test Agency Plovdiv",
"fileOrFolder": "Folder"
},
{
"databaseId": "83581ed4-8cf0-48c8-a6e3-e1417b8f269b",
"policyId": null,
"policyNumber": "",
"name": "DELETED_1234567890-5_06-22-2022",
"type": 2,
"createDate": "2022-06-20T08:20:00",
"changeDate": "2022-06-20T08:20:00",
"creatorName": "Test Agency Plovdiv",
"fileOrFolder": "Folder"
},
{
"databaseId": "6dbcd293-c2c8-4a7e-8b22-94c72404fa0d",
"policyId": "3a7f08fd-48e9-4e53-ac3c-e68679a99cb3",
"policyNumber": "Q11-0315042",
"name": "Q11-0315042_11-03-2020",
"type": 2,
"createDate": "2021-08-06T15:22:00",
"changeDate": "2021-08-06T15:22:00",
"creatorName": "Test Agency Plovdiv",
"fileOrFolder": "Folder"
}
],
"message": null
}
59.GetContactNoteFilesList
Endpoint Name
GetContactNoteFilesList
Description
This endpoint will get the files or folder for the specific note database id against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
noteId
R
05dbac20-1e41-480a-bc1d-2d0a6e13c9b7
Notes primary key against which the files or folder are required.
folderId
O
c5dbac20-1e41-480a-bc1d-2d0a6e13c9b0
Pass this parameter to get files inside the particular folder
Sample Request
01)
https://api.nowcerts.com/api/Note/GetContactNoteFilesList?noteId=05dbac20-1e41-480a-bc1d-2d0a6e13c9b7
01)
https://api.nowcerts.com/api/Note/GetContactNoteFilesList?noteId=05dbac20-1e41-480a-bc1d-2d0a6e13c9b7&folderId=c5dbac20-1e41-480a-bc1d-2d0a6e13c9b0
Response Body
Field Name
Description
Data Type
databaseId
This property will show the folder primary key in the nowcerts system.
Guid
name
This property will show the folder or file name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
size
This property will show the size of a file.
integer
createDate
This property will show the folder created date.
Datetime
changeDate
This property will show the folder's last modified date.
Datetime
creatorName
This property will show the folder creator name.
string
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
Sample Response
{
"status": 1,
"data": {
"files": [
{
"databaseId": "0715dcb8-cd68-47e6-89b3-5a246d00d8e0",
"name": "Kevin_test",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": null,
"size": 0,
"createDate": "2023-10-29T08:00:00",
"changeDate": "2023-10-29T08:00:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "f8c96454-7ca0-4444-ac93-d03394de15d2",
"name": "thumbnail_image.png",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/f8c96454-7ca0-4444-ac93-d03394de15d2?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22thumbnail_image.png%22&response-content-type=image%2Fpng&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231029/us-east-2/s3/aws4_request&X-Amz-Date=20231029T125931Z&X-Amz-SignedHeaders=host&X-Amz-Signature=37f79519406187cdfc3d2173d550a57d9f3b9836cc1ffc6ebddc6fd6415cf4af",
"downloadUrlExpiresAtUtc": "2023-10-29T13:59:31.853692Z",
"type": 0,
"mime": "image/png",
"size": 77120,
"createDate": "2023-10-29T07:59:00",
"changeDate": "2023-10-29T07:59:00",
"creatorName": "Test Agency Plovdiv",
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
}
],
"currentFolderId": "d63af648-0056-41e8-943f-ca531f9c1797"
},
"message": null
}
60.CustomPanel/Insert
Endpoint Name
CustomPanel/Insert
Description
This endpoint will save the custom panel record against the agency for which the token is created.This method accepts a list of custom panel details and will insert or update the custom panel based on panel name property.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Sample Value
Description
name
R
sample string 100
This property shows a custom panel name.This property is used to insert or update existing records.
description
O
sample string 200
This property shows a custom panel detailed description.
customFields.name
R
sample string 1
This property shows a custom panel field name.
customFields.description
O
sample string 2
This property shows a custom panel field detailed description.
customFields.type
R
0
This property shows a custom panel field type. See CustomFieldType Table for more detail.
customFields.order
O
1
This property shows a custom panel field display order.
Sample Request
[
{
"name": "sample string 100",
"description": "sample string 200",
"customFields": [
{
"name": "sample string 1",
"description": "sample string 2",
"type": 0,
"order": 3
},
{
"name": "sample string 1",
"description": "sample string 2",
"type": 0,
"order": 3
}
],
"order": 3
},
{
"name": "sample string 1",
"description": "sample string 2",
"customFields": [
{
"name": "sample string 1",
"description": "sample string 2",
"type": 0,
"order": 3
},
{
"name": "sample string 1",
"description": "sample string 2",
"type": 0,
"order": 3
}
],
"order": 3
}
]
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Custom Panlels has been imported."
}
61.Driver/BulkInsertDriver
Endpoint Name
Driver/BulkInsertDriver
Description
This endpoint will save the driver record against the agency for which the token is created.This method accepts a list of driver details and will insert or update driver record on following condition.
01) Record found on database_id.
02) Record found on driver first name, last name and license number.
03) Record found on driver first name and last name.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
O
This property shows a driver primary key in nowcerts system.This property is used to insert/update driver record.
first_name
R
This property shows the driver's first name.
middle_name
O
This property shows the driver's middle name.
last_name
R
This property shows the driver's last name.
date_of_birth
O
This property shows the driver's date of birth.
ssn
O
This property shows the driver's social security number.
excluded
O
This property shows the driver's excluded status.
license_number
O
This property shows the driver's license number.
license_state
O
This property shows the driver's license name or abbreviation.
license_year
O
This property shows the driver's license year.
hire_date
O
This property shows the driver's hire date.
termination_date
O
This property shows the driver's termination date.
policy_numbers
O
This property is used to connect driver’s to respective policies.Pass policy numbers in this field.
insured_database_id
CM
(Used to find existing insured)
This property will show the insured primary key in the nowcerts system.This property is used to connect drivers to a particular insured.
insured_email
CM
(Used to find existing insured)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing insured)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing insured)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing insured)
This property will show the insured commercial name.
active
O
This property will show the driver’s active status.
marital_status
O
This property will show the driver’s marital status.See MaritalStatusCode Table for more detail.
email
O
This property will show the driver’s email address.
phone
O
This property will show the driver’s phone number.
gender
O
This property will show the driver’s gender.
See GenderCode Table for more detail.
policy_database_id
O
This property will show the property primary key in the nowcerts system.Pass this id to connect a driver to a particular policy.Make sure this policy database id will have insured(insured_database_id) as parent.
driver_license_class
O
This property will show the driver’s license class.
See LicenseClassCode Table for more detail.
cdl_date
O
This property will show the driver's license date.
cdl_year
O
This property will show the driver's license year
Sample Request
[
{
"database_id":"3e9dde77-99cb-438e-bca5-237a7a7c6546",
"first_name": "risek1",
"middle_name": "C",
"last_name": "20MG1",
"date_of_birth": "2020-08-24T13:30:58.2554413-06:00",
"ssn": "25698495412",
"excluded": true,
"license_number": "Tr4510",
"license_state": "NY",
"license_year": 1,
"hire_date": "2020-08-24T13:30:58.2554413-06:00",
"termination_date": "2020-08-24T13:30:58.2554413-06:00",
"policy_numbers": [
"sample string 1",
"sample string 2"
],
"insured_database_id": "f1c7788f-a1ae-4cdb-98a6-e32a38fae6ef",
"insured_email": "test@test.com",
"insured_first_name": "t",
"insured_last_name": "s",
"insured_commercial_name": "sample string 12",
"gender": "Male",
"marital_status": "Domestic Partner (Unmarried)",
"driver_license_class":2,
"cdl_date": "10/15/2022",
"cdl_year": 2022
},
{
"database_id":"a921ed04-f4a5-4bdb-942b-36cd66cdbbe0",
"first_name": "e",
"middle_name": "r",
"last_name": "w",
"date_of_birth": "2020-08-24T13:30:58.2554413-06:00",
"ssn": "5454715451",
"excluded": true,
"license_number": "dred7",
"license_state": "NY",
"license_year": 1,
"hire_date": "2020-08-24T13:30:58.2554413-06:00",
"termination_date": "2020-08-24T13:30:58.2554413-06:00",
"policy_numbers": [
"sample string 1",
"sample string 2"
],
"insured_database_id": "f1c7788f-a1ae-4cdb-98a6-e32a38fae6ef",
"insured_email": "w@a.com",
"insured_first_name": "r",
"insured_last_name": "ee",
"insured_commercial_name": "rrr12",
"gender": "Male",
"marital_status": "Domestic Partner (Unmarried)",
"driver_license_class":1,
"cdl_date": "10/15/2022",
"cdl_year": 2022
}
]
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
databaseId
This property shows the driver primary key in nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
[
{
"insuredDatabaseId": "f1c7788f-a1ae-4cdb-98a6-e32a38fae6ef",
"databaseId": "3e9dde77-99cb-438e-bca5-237a7a7c6546",
"status": 1,
"message": "Driver risek1 20MG1 exists in database and has been overridden."
},
{
"insuredDatabaseId": "f1c7788f-a1ae-4cdb-98a6-e32a38fae6ef",
"databaseId": "a921ed04-f4a5-4bdb-942b-36cd66cdbbe0",
"status": 1,
"message": "Driver e w exists in database and has been overridden."
}
]
62.Insured/Insert
Endpoint Name
Insured/Insert
Description
This endpoint will save the insured/prospect record against the agency for which the token is created.This method will insert or update insured record on following condition.
01) Record found on databaseId.
02) Record found on commercialName.
03) Record found on firstName and lastName.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseid
CM
(Used to find existing insured)
This property shows insured/prospect primary key in nowcerts system.This property is used to insert/update insured record.
commercialName
CM
(Used to find existing insured)
This property will show the insured commercial name.
firstName
CM
(Used to find existing insured)
This property will show the insured first name.
middleName
O
This property will show the insured middle name.
lastName
CM
(Used to find existing insured)
This property will show the insured last name.
dba
O
This property shows the insured name of the company other than the name of the owner of the company.
type
R
This property shows insured type.See TruckingCompanyType Table for more detail.
addressLine1
O
This property shows insured street line 1 address.
addressLine2
O
This property shows insured street line 2 address.
state
O
This property shows the insured location state.Pass insured state abbreviation or state name.
city
O
This property shows the insured location city.
zipCode
O
This property shows the insured location zip code.
eMail
O
This property shows the insured primary email address.
eMail2
O
This property shows the insured secondary email address.
eMail3
O
This property shows the insured tertiary email address.
fax
O
This property will show the insured fax number.
phone
O
This property will show the insured phone number.
cellPhone
O
This property will show the insured mobile number..
smsPhone
O
This property will show the insured mobile number.
description
O
This property will show the insured detailed description.
active
R
This property will show the insured active status.
website
O
This property will show the insured website address.
fein
O
This property will show the insured federal internal revenue number.
customerId
O
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, MC number, contractor License number, etc.
insuredId
O
This optional field is for your agency use.
Please place any relevant information you may find helpful. Examples include internal billing number, USDOT number, contractor License number, etc.
insuredType
R
This property shows insured type.See TruckingCompanyInsuredType Table for more detail.
customFieldsSimple
O
This property inserts/updates insured custom fields based on text and value property.
customFields
O
This property inserts/updates insured custom fields based on custompanelname and customfieldname property.
agents
O
This property inserts insured agents if no record exists against agents database id or first name and last name property.
csRs
O
This property inserts insured csrs if no record exists against csrs database id or first name and last name property.
xDatesAndLinesOfBusiness
O
This property will add insured line of business if no line of business exists lineOfBusinessName property.This property will also add insured xDates if record is not present under this line of business and xDate property.
referralSourceCompanyName
O
This property will add an insured referral source if no record is already present against property name.
tagName
O
This property will add a tag to the insured if this tag is not already applied.
tagDescription
O
This property will be the tag description applied to insured.
dateOfBirth
O
This property shows the insured date of birth.
coInsured_DateOfBirth
O
This property shows the co-insured date of birth.
coInsured_FirstName
O
This property shows the co-insured first name.
coInsured_LastName
O
This property shows the co-insured last name.
coInsured_MiddleName
O
This property shows the co-insured middle name.
primaryAgencyOfficeId
O
This property shows the insured primary address location.
Origin
O
This property shows from where the item is created.
Default value is Web Service.For all possible values check Origin table.
LeadSources
O
List of referral source category database id’s.
Sample Request
{
"databaseId": "235767D4-2F90-4AEB-99EC-49E78F73904E",
"commercialName": "11r4ing 210_987",
"firstName": "100",
"lastName": "1000",
"middleName": "1001",
"dba": "sample string 5",
"type": 0,
"addressLine1": "Nw735B",
"addressLine2": "House no 6",
"state": "NY",
"city": "NewYork",
"zipCode": "46000",
"eMail": "testee@test.com",
"eMail2": "test1@test.com",
"eMail3": "test2@test.com",
"fax": "1234567890",
"phone": "(134567890)",
"cellPhone": "123456780",
"smsPhone": "123654780",
"description": "teesting from api end for insert insured",
"active": true,
"website": "a@b.com",
"fein": "sample string 21",
"customerId": "sample string 22",
"insuredId": "1",
"insuredType": 0,
"primaryAgencyOfficeId":"394a2da0-3aa5-4b3b-862b-e6affb9c51cc",
"customFieldsSimple": [
{
"text": "sample string 1",
"value": "sample string 2"
},
{
"text": "sample string 1",
"value": "sample string 2"
}
],
"customFields": [
{
"customPanelName": "sample string 1",
"customFields": [
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
},
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
}
]
},
{
"customPanelName": "sample string 1",
"customFields": [
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
},
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
}
]
}
],
"agents": [
{
"databaseId": "32EDAE4F-FD0E-441E-9CF3-122E5CAA6724",
"firstName": "Amirzyn",
"lastName": "(Referral Source)"
},
{
"databaseId": "F937C5E4-DDB3-4FB2-9394-F0FC35C07739",
"firstName": "maria",
"lastName": "user"
}
],
"csRs": [
{
"databaseId": "486E8815-6DC0-4C1B-A8DA-912DFE247350",
"firstName": "Hi-Tech",
"lastName": "1200"
},
{
"databaseId": "5cdbe5f0-5f42-4415-8761-a23a624300c1",
"firstName": "sample string 2",
"lastName": "sample string 3"
}
],
"xDatesAndLinesOfBusiness": [
{
"xDate": "2020-08-11T13:03:56.8291251-06:00",
"lineOfBusinessName": "sample string 2"
},
{
"xDate": "2020-08-11T13:03:56.8291251-06:00",
"lineOfBusinessName": "sample string 2"
}
],
"referralSourceCompanyName": "kevin_ali",
"primaryAgencyOfficeLocationName": "sample string 25",
"tagName": "sample string 26",
"tagDescription": "sample string 27",
"dateOfBirth": "2020-08-11T13:03:56.8291251-06:00",
"coInsured_DateOfBirth": "2020-08-11T13:03:56.8291251-06:00",
"coInsured_FirstName": "Co First Name",
"coInsured_LastName": "Co LAstName",
"coInsured_MiddleName": "coMidName",
"LeadSources": [
"7e0e4657-a8b2-492e-a988-5cbbbc288c70",
"5bf5abf9-8422-48f5-8bbf-4a118edb9853"
]
}
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
referralSourceCompanyName
This property shows the referral source in the nowcerts system.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"insuredDatabaseId": "db19c489-3c37-4c8a-94bd-1e5b15f48e01",
"referralSourceCompanyName": "kevin_ali",
"status": 1,
"message": "Insured '1000, 100 1001' exists in database and has been overridden."
}
63.Insured/OnlyInsertInsured
Endpoint Name
Insured/OnlyInsertInsured
Description
This endpoint will always add a new insured record.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
This property shows insured/prospect primary key in nowcerts system.This property is used to insert/update insured record.
commercialName
CM
This property will show the insured commercial name.
firstName
CM
This property will show the insured first name.
middleName
O
This property will show the insured middle name.
lastName
CM
This property will show the insured last name.
dba
O
This property shows the insured name of the company other than the name of the owner of the company.
type
R
This property shows insured type.See TruckingCompanyType Table for more detail.
addressLine1
O
This property shows insured street line 1 address.
addressLine2
O
This property shows insured street line 2 address.
state
O
This property shows the insured location state.Pass insured state abbreviation or state name.
city
O
This property shows the insured location city.
zipCode
O
This property shows the insured location zip code.
eMail
O
This property shows the insured primary email address.
eMail2
O
This property shows the insured secondary email address.
eMail3
O
This property shows the insured tertiary email address.
fax
O
This property will show the insured fax number.
phone
O
This property will show the insured phone number.
cellPhone
O
This property will show the insured mobile number..
smsPhone
O
This property will show the insured mobile number.
description
O
This property will show the insured detailed description.
active
R
This property will show the insured active status.
website
O
This property will show the insured website address.
fein
O
This property will show the insured federal internal revenue number.
customerId
O
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, MC number, contractor License number, etc.
insuredId
O
This property will show the property primary key in the nowcerts system.Pass this id to connect a driver to a particular policy.Make sure this policy database id will have insured(insured_database_id) as parent.
insuredType
R
This property shows insured type.See TruckingCompanyInsuredType Table for more detail.
customFieldsSimple
O
This property inserts/updates insured custom fields based on text and value property.
customFields
O
This property inserts/updates insured custom fields based on custompanelname and customfieldname property.
agents
O
This property inserts insured agents if no record exists against agents database id or first name and last name property.
csRs
O
This property inserts insured csrs if no record exists against csrs database id or first name and last name property.
xDatesAndLinesOfBusiness
O
This property will add insured line of business if no line of business exists lineOfBusinessName property.This property will also add insured xDates if record is not present under this line of business and xDate property.
referralSourceCompanyName
O
This property will add an insured referral source if no record is already present against property name.
tagName
O
This property will add a tag to the insured if this tag is not already applied.
tagDescription
O
This property will be the tag description applied to insured.
dateOfBirth
O
This property shows the insured date of birth.
coInsured_DateOfBirth
O
This property shows the co-insured date of birth.
coInsured_FirstName
O
This property shows the co-insured first name.
coInsured_LastName
O
This property shows the co-insured last name.
coInsured_MiddleName
O
This property shows the co-insured middle name.
TypeOfBusiness
O
This property shows insured type of business.
Check the TruckingCompanyTypeOfBusiness table for more details.
ProspectType
O
This property shows the prospect type.
Check the TruckingCompanyProspectType table for more details.
SICCode
O
This property shows the SICCode for insured.
LeadSources
O
List of referral source category database id’s.
Sample Request
{
"commercialName": "11r4ing 210_987",
"firstName": "100",
"lastName": "1000",
"middleName": "1001",
"dba": "sample string 5",
"type": 0,
"addressLine1": "Nw735B",
"addressLine2": "House no 6",
"state": "NY",
"city": "NewYork",
"zipCode": "46000",
"eMail": "testee@test.com",
"eMail2": "test1@test.com",
"eMail3": "test2@test.com",
"fax": "1234567890",
"phone": "(134567890)",
"cellPhone": "123456780",
"smsPhone": "123654780",
"description": "teesting from api end for insert insured",
"active": true,
"website": "a@b.com",
"fein": "sample string 21",
"customerId": "sample string 22",
"insuredId": "1",
"insuredType": 0,
"customFieldsSimple": [
{
"text": "sample string 1",
"value": "sample string 2"
},
{
"text": "sample string 1",
"value": "sample string 2"
}
],
"customFields": [
{
"customPanelName": "sample string 1",
"customFields": [
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
},
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
}
]
},
{
"customPanelName": "sample string 1",
"customFields": [
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
},
{
"customFieldName": "sample string 1",
"customFieldValue": "sample string 2"
}
]
}
],
"agents": [
{
"databaseId": "32EDAE4F-FD0E-441E-9CF3-122E5CAA6724",
"firstName": "Amirzyn",
"lastName": "(Referral Source)"
},
{
"databaseId": "F937C5E4-DDB3-4FB2-9394-F0FC35C07739",
"firstName": "maria",
"lastName": "user"
}
],
"csRs": [
{
"databaseId": "486E8815-6DC0-4C1B-A8DA-912DFE247350",
"firstName": "Hi-Tech",
"lastName": "1200"
},
{
"databaseId": "5cdbe5f0-5f42-4415-8761-a23a624300c1",
"firstName": "sample string 2",
"lastName": "sample string 3"
}
],
"xDatesAndLinesOfBusiness": [
{
"xDate": "2020-08-11T13:03:56.8291251-06:00",
"lineOfBusinessName": "sample string 2"
},
{
"xDate": "2020-08-11T13:03:56.8291251-06:00",
"lineOfBusinessName": "sample string 2"
}
],
"referralSourceCompanyName": "kevin_ali",
"primaryAgencyOfficeLocationName": "sample string 25",
"tagName": "sample string 26",
"tagDescription": "sample string 27",
"dateOfBirth": "2020-08-11T13:03:56.8291251-06:00",
"coInsured_DateOfBirth": "2020-08-11T13:03:56.8291251-06:00",
"coInsured_FirstName": "Co First Name",
"coInsured_LastName": "Co LAstName",
"coInsured_MiddleName": "coMidName",
"TypeOfBusiness": "SubchapterCorp",
"ProspectType": 1,
"preferredLanguage": "German",
"SICCode": "12345", "LeadSources":["7e0e4657-a8b2-492e-a988-5cbbbc288c70","5bf5abf9-8422-48f5-8bbf-4a118edb9853"],
}
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
referralSourceCompanyName
This property shows the referral source in the nowcerts system.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"insuredDatabaseId": "e4037abf-da50-4474-9f62-efc93e3a68d1",
"referralSourceCompanyName": "kevin_ali",
"status": 1,
"message": "Insured '1000, 100 1001' has been imported"
}
64.InsertReferralSource
Endpoint Name
InsertReferralSource
Description
This endpoint will save the referral source record against the agency for which the token is created.This method will insert or update record on following condition.
01) Record found on databaseId.
02) Record found on commercialName.
03) Record found on firstName and lastName.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property shows referral source primary key in nowcerts system.This property is used to insert/update referral source records.
commercial_name
CM
(Used to find existing record)
This property will show the referral source commercial name.
first_name
CM
(Used to find existing record)
This property will show the referral source name.
middle_name
O
This property will show the referral source name.
last_name
CM
(Used to find existing record)
This property will show the referral source last name.
greeting_name
O
This property will show the referral source greeting name.
email
R
This property shows a referral source email address.
addressLine1
O
This property shows a referral source street line 1 address.
addressLine2
O
This property shows a referral source street line 2 address.
business_type
O
This property shows a referral source business type.See TruckingCompanyTypeOfBusiness Table for more detail.
year_business_started
O
This property shows the year of business started.
insured_id
O
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, USDOT number, contractor License number, etc.
customer_id
O
This property will show the optional field for agency use. Please place any relevant information you may find helpful. Examples include internal billing number, MC number, contractor License number, etc.
city
O
This property shows the referral source city name.
state_name
O
This property shows the referral source state name or abbreviation.
zip_code
O
This property will show the referral source zipcode.
phone_number
O
This property will show the referral source phone number.
cell_phone
O
This property will show the referral source mobile number..
sms_phone
O
This property will show the referral source mobile number.
website
O
This property will show the referral source website address.
tag_name
O
This property will add a tag to the referral source if this tag is not already applied.
tag_description
O
This property will show the description of the applied tag.
agents
O
This property inserts referral source agents if no record exists against agents first and last name property.First name and last name will be interpreted based on space.
csrs
R
This property inserts referral source csrs,if no record exists against csrs first and last name property.First name and last name will be interpreted based on space.
date_of_birth
O
This property shows the referral source date of birth.
co_insured_first_name
O
This property shows the co-insured first name.
co_insured_middle_name
O
This property shows the co-insured middle name.
co_insured_last_name
O
This property shows the co-insured last name.
co_insured_date_of_birth
O
This property shows the co-insured date of birth.
dba
O
This property shows the referral name of the company other than the name of the owner of the company.
fein
O
This property shows the federal employer identification number.
Sample Request
{
"database_id": "e2f80bfc-286b-4dff-a502-ec7403b848c3",
"first_name": "Kevin",
"last_name": "Test",
"commercial_name": "",
"greeting_name": "MR",
"email": "a@a.com",
"address_line_1": "Lane 150",
"address_Line_2": "Apt 150",
"business_type": 0,
"year_business_started": 2010,
"insured_id": "Test",
"customer_id": "Test",
"city": "NewYork",
"state_name": "NY",
"zip_code": "15101",
"phone_number": "1234567890",
"cell_phone": "1234567890",
"sms_phone": "1234567890",
"website": "a@a.com",
"tag_name": "B-E",
"tag_description": "apply tag",
"agents": [
"Cody Banks",
"galina yaneva"
],
"csrs": [
"Alex Agent",
"Agent EEE"
],
"referral_source": "333",
"middle_name": "t",
"date_of_birth": "10/12/2023",
"co_insured_first_name": "Test",
"co_insured_middle_name": "M",
"co_insured_last_name": "Test",
"co_insured_date_of_birth": "10/12/2023",
"referralSourceCompanyName": "333",
"dba": "Kevin",
"fein": "C31"
}
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the referral source primary key in the nowcerts system.
Guid
Sample Response
{
"database_id": "b0f777e2-cfc7-4c19-964b-80f28980b880",
"first_name": "Kevin",
"last_name": "Test",
"commercial_name": "",
"greeting_name": "MR",
"email": "a@a.com",
"address_line_1": "Lane 150",
"address_Line_2": "Apt 150",
"business_type": "0",
"year_business_started": 2010,
"insured_id": "Test",
"customer_id": "Test",
"city": "NewYork",
"state_name": "NY",
"zip_code": "15101",
"phone_number": "1234567890",
"cell_phone": "1234567890",
"sms_phone": "1234567890",
"website": "a@a.com",
"tag_name": "B-E",
"tag_description": "apply tag",
"type": null,
"agents": [
"Cody Banks",
"galina yaneva"
],
"csrs": [
"Alex Agent",
"Agent EEE"
],
"agentsModel": [
{
"databaseId": "374c7bfb-ed5c-4690-844b-4754a0c27db8",
"firstName": "Cody",
"lastName": "Banks"
},
{
"databaseId": "64d90caf-7bb5-439c-a37f-1e0fa36dd828",
"firstName": "galina",
"lastName": "yaneva"
}
],
"csRsModel": [
{
"databaseId": "37bdad13-2199-4e2a-ac3f-214bcad63fe2",
"firstName": "Alex",
"lastName": "Agent"
},
{
"databaseId": "13f1e152-bd27-4005-a82d-e4f8eb0e4254",
"firstName": "Agent",
"lastName": "EEE"
}
],
"referral_source": "333",
"middle_name": "t",
"date_of_birth": "10/12/2023",
"co_insured_first_name": "Test",
"co_insured_middle_name": "M",
"co_insured_last_name": "Test",
"co_insured_date_of_birth": "10/12/2023",
"referralSourceCompanyName": "333",
"appliedTags": null,
"dba": "Kevin",
"fein": "C31"
}
65.Zapier/InsertQuote
Endpoint Name
Zapier/InsertQuote
Description
This endpoint will save the quote record against the agency for which the token is created.This method will insert or update record on following condition.
01) Record found on number.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
number
CM
(Used to find existing record)
This property will show the quote number/name.
effective_date
R
This property will show the quote effective date.
expiration_date
R
This property will show the quote expiration date.
bind_date
O
This property will show the quote bind date.
business_type
R
This property will show the quote business type.
See PolicyBusinessType Table for more detail.
business_sub_type
O
This property shows the quote business subtype.
See PolicyBusinessSubTypeTable for more detail.
description
O
This property shows quote description in detail.
billing_type
O
This property shows quote billing type.
See PolicyBillingType for more detail.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.This field will connect a policy to a particular insured.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
line_of_business_name
R
This property shows the quote line of business.
carrier_name
O
This property will show the quote carrier name.
mga_name
O
This property will show the quote underwriter name.
premium
O
This property will show the quote premium amount.
agency_commission_percent
O
This property will show the quote agency commission percent.
agency_commission_value
O
This property will show the quote agency commission value.
agency_fee
O
This property will show the quote agency fee.
taxes
O
This property will show the quoted taxes amount.
agents
O
This property inserts quote agents if no record exists against agents first and last name property.First name and last name will be interpreted based on space.
csrs
R
This property inserts quote csrs,if no record exists against csrs first and last name property.First name and last name will be interpreted based on space.
policy_url
O
This property shows the policy URL.
product_name
O
This property shows the policy product name.
Sample Request
{
"number": "kevin_New",
"effective_date": "2021-01-28T01:23:01.2187416-06:00",
"expiration_date": "2025-01-28T01:23:01.2187416-06:00",
"bind_date": "2021-01-28T01:23:01.2187416-06:00",
"business_type": 0,
"business_sub_type": 0,
"description": "test",
"billing_type": 0,
"insured_database_id": "a375182d-677e-4b7e-8b0f-b85dae6a0dad",
"insured_email": "norm_may@greenwich.net",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "0015j00000zWOvcAAG",
"line_of_business_name": "Business Owners",
"carrier_name": ".Not Listed",
"mga_name": "ABERDEEN INS GRP MC",
"premium": 1.0,
"agency_commission_percent": 1.0,
"agency_commission_value": 1.0,
"agency_fee": 1.0,
"taxes": 1.0,
"agents": [
"Cody Banks",
"Formstack Sign"
],
"csrs": [
"Cody Banks",
"Formstack Sign"
]
}
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
databaseId
This property will show the quote primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"insuredDatabaseId": "a375182d-677e-4b7e-8b0f-b85dae6a0dad",
"databaseId": "94f49371-ebe2-49f4-a7eb-5d7b71d813cc",
"status": 1,
"message": "Quote with number 'kevin_New' has been imported."
}
66.Zapier/InsertTask
Endpoint Name
Zapier/InsertTask
Description
This endpoint will save the task record against the agency for which the token is created.This method will insert or update record on following condition.
01) Record found on database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property will show the task primary key in the nowcerts system.
title
R
This property will show the task title.
description
O
This property will show the task in detailed description.
category_name
O
This property will show the task category name.
stage_name
O
This property will show the task stage name.
status
O
This property shows the task status.
priority
O
This property shows the task priority.
due_date
O
This property shows the task due date.
completion
O
This property will show the task completion percent.
supervisor_name
O
This property will show the task supervisor name.
assigned_to
O
This property will show the task assigne names.
Usernames must be separated in space between first and last name.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
policy_number
O
This property will show the task policy number.Pass policy number to connect a task to a particular policy.
creatorName
O
This property will show the task creator name.
Sample Request
{
"CreatorName":"Agent To Test",
"title": "title1458520",
"description": "156",
"status": "Done",
"completion": 1,
"priority": "medium",
"due_date": "2020-07-28T12:12:12.000Z",
"assigned_to": [
"Vlad Vladimirov",
"dkjdf djdj"
],
"insured_database_id": "42a07914-1988-4747-9060-34a1c2848bc9"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"database_id": "bf69b544-cc90-4c27-8b61-b43d22697eae",
"title": "title1458520",
"description": "156",
"category_name": null,
"stage_name": null,
"status": "Done",
"priority": "medium",
"due_date": "2020-07-28T12:12:12.000Z",
"completion": 1,
"supervisor_name": null,
"assigned_to": [
"Vlad Vladimirov",
"dkjdf djdj"
],
"insured_database_id": "42a07914-1988-4747-9060-34a1c2848bc9",
"insured_email": null,
"insured_first_name": null,
"insured_last_name": null,
"insured_commercial_name": null,
"policy_number": null,
"creatorName": "Agent To Test",
"perStageStatusRecord": null
},
"message": "Task with database Id 'bf69b544-cc90-4c27-8b61-b43d22697eae' has been imported."
}
67.Zapier/InsertOpportunity
Endpoint Name
Zapier/InsertOpportunity
Description
This endpoint will save the opportunity record against the agency for which the token is created.This method will insert or update record on following condition.
01) Record found on database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property will show the opportunity primary key in the nowcerts system.
line_of_business_name
R
This property will show the opportunity line of business.
needed_by
R
This property will show the opportunity due date.
opportunity_stage_name
O
This property will show the opportunity stage name.
current_stage_due_date
O
This property will show the opportunity current stage delivery date.
referral_source_name
O
This property shows the opportunity referral source name.
referral_source_contact_name
O
This property shows the opportunity referral source name.
win_probability
R
This property shows the opportunity win probability.See WinProbability Table for more detail.
agency_commission
R
This property will show the opportunity agency commission value.
assigned_to
R
This property will show the opportunity assigne names.Agent names must be separated in space between first and last name.
description
This property will show the opportunity in a detailed description.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
policy_number
O
This property will show the opportunity policy number.Pass policy number to connect an opportunity to a particular policy.
created_from_renewal
O
This property will show the opportunity created from renewal.
Sample Request
{
"database_id": "bd353c84-a93b-44f0-a0ac-e3f94650304c",
"created_from_renewal": true,
"line_of_business_name": "Commercial Auto",
"needed_by": "05/05/2021",
"opportunity_stage_name": "Call Prospect one",
"current_stage_due_date": "05/07/2021",
"referral_source_name": "Ali, Ehsan",
"referral_source_contact_name": "rest maria",
"win_probability": "Very Good",
"agency_commission": 8.0,
"assigned_to": [
"Calvin DeKool"
],
"description": "sample string 9",
"insured_database_id": "73622524-febe-46d0-8de7-b81eb1c03649",
"insured_email": "sample string 10",
"insured_first_name": "sample string 11",
"insured_last_name": "sample string 12",
"insured_commercial_name": "sample string 13",
"policy_numbers": [
"red01",
"red"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "bd353c84-a93b-44f0-a0ac-e3f94650304c",
"status": 1,
"message": "Opportunity exists in database and has been overridden."
}
68.Zapier/InsertServiceRequestsAddDriver
Endpoint Name
Zapier/InsertServiceRequestsAddDriver
Description
This endpoint will save or update a record for the service request of the type add driver against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
driver_name_to_add
R
This property will show the driver's name.
subject
R
This property will show the request subject.
first_name
R
This property will show the driver's first name.
middle_name
O
This property will show the driver's middle name.
last_name
R
This property will show the driver's last name.
date_of_birth
O
This property shows the driver's date of birth.
ssn
O
This property shows the driver's social security number.
driver_service_request_id
O
This property shows the driver's service request id number.
due_date
O
This property will show the request due date.
dl_number
O
This property will show the driver's license number.
dl_state
O
This property will show the driver's license state.
cdl_year
O
This property will show the driver's commercial license year.
address_line1
O
This property will show the driver's location street line 1 address.
address_line2
O
This property will show the driver's location street line 2 address.
city
O
This property will show the driver's city name.
driver_state
O
This property will show the driver's state name or abbreviation.
county
O
This property will show the driver's location county.
zip_code
O
This property will show the driver's location zip code.
description
O
This property will show the additional notes.
status
O
This property will show the request status.See RequestStatus Table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
Sample Request
{
"driver_name_to_add": "1K0evin21",
"description": "fwew",
"status": "2",
"insured_id": "0f69e4a2-3cf5-489e-a7b5-6b837fed9558",
"insured_name": "00001, Sample Apv Policy",
"insured_email": "sampleapvpolicy@gmail.com",
"insured_phone": "410-247-7777",
"policy_number": "Q01-0103298,TRs111",
"subject": "Te0st Subject 1",
"first_name": "kevin",
"middle_name": "k",
"last_name": "Ali",
"date_of_birth": "10/10/1991",
"ssn": "x240x",
"driver_service_request_id": "cfw10",
"due_date": "10/10/2022",
"dl_number": "f450",
"dl_state": "NY",
"dl_year": "2022",
"cdl_year": "2020",
"address_line1": "Lane 10",
"address_line2": "Apt 150",
"city": "Newyork",
"driver_state": "AK",
"county": "ss1",
"zip_code": "08910",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"databaseId": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6",
"status": 1,
"message": "Service Request has been imported."
}
69.Zapier/InsertServiceRequestsAddressChanges
Endpoint Name
Zapier/InsertServiceRequestsAddressChanges
Description
This endpoint will always save or update a record for the service request of the type address change against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
new_address
R
This property will show the new address location.
description
O
This property will show the address description in detail.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
Sample Request
{
"request_database_id": "91a35468-0ccd-45ba-9485-65360f56cc17",
"new_address": "sampl 1",
"description": "sample string 2",
"status": "2",
"due_date": "10/25/2025",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "sample string 4",
"insured_email": "sample string 5",
"insured_phone": "sample string 6",
"policy_number": "sample string 7",
"stage": "Kevin",
"custom_type": "KevinTes",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"status": 1,
"message": "Service Request has been imported."
}
71.Zapier/InsertServiceRequestsReplaceDriver
Endpoint Name
Zapier/InsertServiceRequestsReplaceDriver
Description
This endpoint will save or update a record for the service request of the type replace driver against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
driver_name_to_remove
R
This property will show the replaced driver name.
driver_name_to_add
R
This property will show the new driver name.
description
O
This property will show the request description in detail.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
Sample Request
{
"request_database_id": "aa4730da-72a9-4a17-927c-a3574200b456",
"driver_name_to_remove": "D 1",
"driver_name_to_add": "sample D2",
"description": "sample string 3",
"due_date": "10/22/2025",
"status": "2",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "3434, 233 Dkdk",
"insured_email": "robyn@gmail.com",
"insured_phone": "3365659856",
"policy_number": "5995",
"stage": "Kevin S",
"custom_type": "KevinTes",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"status": 1,
"message": "Service Request has been imported.",
"databaseId": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6"
}
70.Zapier/InsertServiceRequestsRemoveDriver
Endpoint Name
Zapier/InsertServiceRequestsRemoveDriver
Description
This endpoint will always save or update a record for the service request of the type remove driver against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
driver_name_to_remove
R
This property will show the driver's name.
description
O
This property will show the request description in detail.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
Sample Request
{
"request_database_id": "e7239327-b5b5-43ad-8441-79cd60bf5f6c",
"driver_name_to_remove": "sample string 1",
"description": "sample string 2",
"status": "1",
"due_date": "10/10/2022",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "sample string 4",
"insured_email": "sample string 5",
"insured_phone": "sample string 6",
"policy_number": "QR-21-08-2025",
"stage": "Kevin",
"custom_type": "KevinTes",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"status": 1,
"message": "Service Request has been imported.",
"databaseId": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6"
}
71.Zapier/InsertServiceRequestsVehicleTransfer
Endpoint Name
Zapier/InsertServiceRequestsVehicleTransfer
Description
This endpoint will always save a new record for the service request of the type vehicle transfer against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
is_car_under_insured_name
R
This property will show the vehicle insured status.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
Sample Request
{
"is_car_under_insured_name": true,
"status": "Completed",
"insured_id": "0f69e4a2-3cf5-489e-a7b5-6b837fed9558",
"insured_name": " ",
"insured_email": " ",
"insured_phone": " ",
"policy_number": "CDW0000441"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Service Request has been imported."
}
72.Zapier/InsertServiceRequestsGeneralNew
Endpoint Name
Zapier/InsertServiceRequestsGeneralNew
Description
This endpoint will save or update a record for the general service request against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
subject
R
This property will show the request subject.
needToDo
R
This property will show the request purpose.
businessType
R
This property will show the requested business description.
effectiveDate
O
This property will show the request effective date.
description
O
This property will show the request description in detail.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
Sample Request
{
"request_database_id": "174932ac-522c-467d-bbba-b4cbe37581b7",
"Subject": "Test",
"NeedToDo": "58",
"BusinessType": "0",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "Slater, Jammal",
"insured_email": "sample string 7",
"insured_phone": "sample string 8",
"policy_number": "sample string 9",
"stage": "Kevin",
"custom_type": "KevinTest",
"due_date": "10/22/2025",
"effectiveDate": "10/30/2025",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"status": 1,
"message": "Service Request has been imported.",
"databaseId": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6"
}
73.Zapier/InsertServiceRequestsGeneric
Endpoint Name
Zapier/InsertServiceRequestsGeneric
Description
This endpoint will save or update a new record for the generic service request against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
subject
R
This property will show the request subject.
description
O
This property will show the request description in detail.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Used to find existing record)
This property will show the insured name.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
Sample Request
{
"request_database_id": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6",
"description": "OK TO GO 41",
"subject": "Subjected added 1",
"status": "1",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "Aslam",
"insured_email": "test@a.com",
"insured_phone": "123-456-7890",
"stage": "Kevin",
"custom_type": "KevinTest",
"due_date": "10/22/2025",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
databaseId
This property will show the primary key of service request in nowcerts database.
string
Sample Response
{
"databaseId": "ddfff2e5-e298-4aa5-8b6f-ab723894bfe6",
"status": 1,
"message": "Service Request has been imported."
}
74.Zapier/InsertClaim
Endpoint Name
Zapier/InsertClaim
Description
This endpoint will always save a new record for the other type claim against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
claim_number
R
This property will show the request claim number.
status
R
This property will show the request status.See ClaimsStatus table for more detail.
date_amount
O
This property shows the date and the payment made.
street
O
This property shows the claim location street address.
city
O
This property shows the claim location city name.
state
O
This property shows the claim location state name or abbreviation.
zip
O
This property shows the claim location zip code.
county
O
This property shows the claim location county.
date_of_loss
O
This property shows the incident date and time.
describe_location
O
This property shows the incident location address.
police_or_fire
O
This property shows the police or fire department is informed when the event occurs.
report_number
O
This property shows the claim report number.
additional_comments
O
This property shows the additional comments in detail.
description_of_loss
O
This property shows the description of loss in the incident.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured email address.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured phone number.
policy_number
O
Pass policy number to connect this claim to any particular policy.
Sample Request
{
"claim_number": "Red_Line",
"status": "1",
"date_amount": [
{
"date": "2021-05-06T02:18:50.9290162-05:00",
"amount": 1.0
},
{
"date": "2021-05-06T02:18:50.9290162-05:00",
"amount": 2.0
}
],
"street": "Street 5",
"city": "NewYork",
"state": "AL",
"zip": "46000",
"county": "14520",
"date_of_loss": "2021-05-06T02:18:50.9290162-05:00",
"describe_location": "Left lane",
"police_or_fire": "Yes",
"report_number": "s51",
"additional_comments": "",
"description_of_loss": "",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"policy_number": "rest"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Claim with Number 'Red_Line' has been imported."
}
75.Zapier/InsertAutomobileLossClaim
Endpoint Name
Zapier/InsertAutomobileLossClaim
Description
This endpoint will always save a new record for the automobile loss type claim against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
description_of_accident
O
This property will show the incident in detail.
vin_number
O
This property will show the vehicle identification number.
driver_first_name
O
This property will show the driver's first name.
driver_last_name
O
This property will show the driver’s last name.
describe_damage
O
This property will show the damage description in detail.
other_vin_number
O
This property will show the other vehicle identification number.
other_driver_first_name
O
This property will show the other driver’s last name.
other_driver_last_name
O
This property will show the other driver’s last name.
other_describe_damage
O
This property will show the other vehicle damage description in detail.
child_seat
O
This property will show the child seat status.
child_seat_installed
O
This property will show the availability of child seats.
child_seat_sustain
O
This property will show the damage to child seat.
estimate_amount
O
This property will show the estimated loss amount.
where_vehicle_can_be_seen
O
This property will show where vehicles can be seen.
when_vehicle_can_be_seen
O
This property will show when vehicles can be seen.
claim_number
R
This property will show the request claim number.
status
R
This property will show the request status.See ClaimsStatus table for more detail.
street
O
This property shows the claim location street address.
city
O
This property shows the claim location city name.
state
O
This property shows the claim location state name or abbreviation.
zip
O
This property shows the claim location zip code.
county
O
This property shows the claim location county.
date_of_loss
O
This property shows the incident date and time.
describe_location
O
This property shows the incident location address.
police_or_fire
O
This property shows the police or fire department is informed when the event occurs.
report_number
O
This property shows the claim report number.
additional_comments
O
This property shows the additional comments in detail.
description_of_loss
O
This property shows the description of loss in the incident.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured email address.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured phone number.
policy_number
O
Pass policy number to connect this claim to any particular policy.
Sample Request
{
"description_of_accident": "At lane chnage",
"vin_number": "sa 2",
"driver_first_name": "test",
"driver_last_name": "test",
"driver_dl_number": "Cf40",
"describe_damage": "bonnet demage",
"other_vin_number": "55sd",
"other_driver_first_name": "john",
"other_driver_last_name": "doe",
"other_driver_dl_number": "55sd",
"other_describe_damage": "lights demange",
"child_seat": true,
"child_seat_installed": true,
"child_seat_sustain": true,
"estimate_amount": "500 USD",
"where_vehicle_can_be_seen": "Apt 150",
"when_vehicle_can_be_seen": "today",
"claim_number": "sa 9",
"status": "1",
"street": "STREET 1",
"city": "new york",
"state": "LA",
"zip": "12650",
"county": "sa5",
"date_of_loss": "2021-01-28T03:22:34.8985458-06:00",
"describe_location": "lane 1450",
"police_or_fire": "Yes",
"report_number": "sacwe",
"additional_comments": "",
"description_of_loss": "",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"policy_number": ""
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Claim with Number 'sa 9' has been imported."
}
76.Zapier/InsertGeneralLiabilityNotice
Endpoint Name
Zapier/InsertGeneralLiabilityNotice
Description
This endpoint will always save a new record for the general liability type claim against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
description_of_occurrence
O
This property will show the incident in detail.
claim_number
R
This property will show the report claim number.
status
R
This property will show the request status.See ClaimsStatus table for more detail.
street
O
This property shows the claim location street address.
city
O
This property shows the claim location city name.
state
O
This property shows the claim location state name or abbreviation.
zip
O
This property shows the claim location zip code.
county
O
This property shows the claim location county.
date_of_loss
O
This property shows the incident date and time.
describe_location
O
This property shows the incident location address.
police_or_fire
O
This property shows the police or fire department is informed when the event occurs.
report_number
O
This property shows the claim report number.
additional_comments
O
This property shows the additional comments in detail.
description_of_loss
O
This property shows the description of loss in the incident.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured email address.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured phone number.
policy_number
O
Pass policy number to connect this claim to any particular policy.
Sample Request
{
"description_of_occurrence": "sa 1",
"claim_number": "sa3",
"status": "Open",
"street": "Street 4580",
"city": "Newyork",
"state": "NY",
"zip": "54101",
"county": "Apt 40",
"date_of_loss": "11/01/2023",
"describe_location": "",
"police_or_fire": "Yes",
"report_number": "s503",
"additional_comments": "",
"description_of_loss": "",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"policy_number": ""
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Claim with Number 'sa3' has been imported."
}
77.Zapier/InsertPropertyLossClaim
Endpoint Name
Zapier/InsertPropertyLossClaim
Description
This endpoint will always save a new record for the property loss type claim against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
fire
O
This property will show the loss is due to fire.
theft
O
This property will show the loss is due to theft.
lightning
O
This property will show the loss is due to lightning.
hail
O
This property will show the loss is due to hail.
flood
O
This property will show the loss is due to flood.
wind
O
This property will show the loss is due to wind.
other
O
This property will show the loss is due to some other cause.
other_description
O
This property will show the other cause description.
probable_amount_entire_loss
O
This property will show the estimated loss amount.
reprorted_by
O
This property will show the person's name who reported the incident.
reported_to
O
This property will show the person's name to whom the incident is reported.
claim_number
R
This property will show the report claim number.
status
R
This property will show the request status.See ClaimsStatus table for more detail.
street
O
This property shows the claim location street address.
city
O
This property shows the claim location city name.
state
O
This property shows the claim location state name or abbreviation.
zip
O
This property shows the claim location zip code.
county
O
This property shows the claim location county.
date_of_loss
O
This property shows the incident date and time.
describe_location
O
This property shows the incident location address.
police_or_fire
O
This property shows the police or fire department is informed when the event occurs.
report_number
O
This property shows the claim report number.
additional_comments
O
This property shows the additional comments in detail.
description_of_loss
O
This property shows the description of loss in the incident.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured email address.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured phone number.
policy_number
O
Pass policy number to connect this claim to any particular policy.
Sample Request
{
"fire": true,
"theft": true,
"lightning": true,
"hail": true,
"flood": true,
"wind": true,
"other": true,
"other_description": "test",
"probable_amount_entire_loss": "1500 USD",
"reprorted_by": "Kevin",
"reported_to": "s 1",
"claim_number": "sa3",
"status": "Open",
"street": "street 450",
"city": "NewYork",
"state": "LA",
"zip": "46000",
"county": "",
"date_of_loss": "11/01/2023",
"describe_location": "",
"police_or_fire": "Yes",
"report_number": "sa23",
"additional_comments": "test",
"description_of_loss": "no loss",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"policy_number": ""
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Claim with Number 'sa3' has been imported."
}
78.Zapier/InsertWorkerCompensationClaim
Endpoint Name
Zapier/InsertWorkerCompensationClaim
Description
This endpoint will always save a new record for the worker compensation type claim against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
name_of_injured_employee
O
This property will show the injured worker's name.
time_employee_began_work
O
This property will show the shift start time of the worker.
date_of_injury_illness
O
This property will show the date of the incident.
time_of_occurrence_cannot_be_determined
O
This property will show whether the date time of the incident is known or not.
time_of_occurrence
O
This property will show the incident datetime.
last_work_date
O
This property will show the worker's last working date.
date_employer_notified
O
This property will show the date when the employer is notified for compensation.
date_disability_began
O
This property will show the date when worker disability starts.
contact_name
O
This property will show the contact person name.
contact_phone
O
This property will show the contact phone number.
type_of_injury_illness
O
This property will show injury type during the incident.
part_of_body_affected
O
This property will show the body part name that is affected during the incident.
equipment_materials_or_chemicals_employee_was_using
O
This property will show does the employee is using
some chemicals or equipment during the incident.
activity_employee_was_engaged
O
This property will show the activity in which the employee is engaged during the incident.
work_process_employee_was_engaged
O
This property will show the work process in detail in which the employee is engaged during the incident.
how_injury_or_illness_occurred
O
This property will show the root cause for event occurrence.
cause_of_injury_code
O
This property will show the injury code.
date_return_to_work
O
This property will show the date when the worker will rejoin.
date_of_death
O
This property will show the worker's deceased date.
were_safeguards_or_safety_equipment_provided
O
This property will show if the worker is supplied with proper safety equipment.
were_they_used
O
This property will show if the worker used supplied safety equipment.
injury_occured_on_employers_premises
O
This property will show if the incident happens on owner premises.
claim_number
R
This property will show the report claim number.
status
R
This property will show the request status.See ClaimsStatus table for more detail.
street
O
This property shows the claim location street address.
city
O
This property shows the claim location city name.
state
O
This property shows the claim location state name or abbreviation.
zip
O
This property shows the claim location zip code.
county
O
This property shows the claim location county.
date_of_loss
O
This property shows the incident date and time.
describe_location
O
This property shows the incident location address.
police_or_fire
O
This property shows the police or fire department is informed when the event occurs.
report_number
O
This property shows the claim report number.
additional_comments
O
This property shows the additional comments in detail.
description_of_loss
O
This property shows the description of loss in the incident.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured email address.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured phone number.
policy_number
O
Pass policy number to connect this claim to any particular policy.
Sample Request
{
"name_of_injured_employee": "kEVIN",
"time_employee_began_work": "2023-10-30T15:40:41.9213453-05:00",
"date_of_injury_illness": "",
"time_of_occurrence_cannot_be_determined": true,
"time_of_occurrence": "2023-10-30T15:40:41.9213453-05:00",
"last_work_date": "2023-10-30",
"date_employer_notified": "2023-10-30",
"date_disability_began": "2023-10-30",
"contact_name": "TEST",
"contact_phone": "12345789601",
"type_of_injury_illness": "sR",
"part_of_body_affected": "HEAD",
"equipment_materials_or_chemicals_employee_was_using": "HYDROGEN",
"activity_employee_was_engaged": "CHEMICAL MIXING",
"work_process_employee_was_engaged": "MIXING",
"how_injury_or_illness_occurred": "REACTION",
"cause_of_injury_code": "s 14",
"date_return_to_work": "2023-10-30",
"date_of_death": "2023-10-30",
"were_safeguards_or_safety_equipment_provided": true,
"were_they_used": true,
"injury_occured_on_employers_premises": true,
"type_of_injury_illness_code": "sa17",
"part_of_body_affected_code": "s18",
"claim_number": "s W",
"status": "Open",
"street": " ",
"city": " ",
"state": "",
"zip": "232323",
"county": "RedWater",
"date_of_loss": "2023-10-30",
"describe_location": "",
"police_or_fire": "",
"report_number": "s0",
"additional_comments": "s1",
"description_of_loss": "s",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"policy_number": "7"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Claim with Number 's W' has been imported."
}
79.Zapier/InsertNote
Endpoint Name
Zapier/InsertNote
Description
This endpoint will always save a new record for the insured/policy note against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
subject
R
This property will show the note subject.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
create_date
O
This property will show the note created date.
creator_name
O
This property will show the note creator name.
type
O
This property will show the note type.
parent_note_id
O
This property will show the parent note id.
This property will link the current note to its parent.
Current note will act as a reply to the parent note.
hide
O
This property will show note hide status.
policy_database_id
O
This property will connect note to any particular policy.
Pass policy database id.
policies_database_ids
O
This property will add the same note to all given policies.Pass policy database id.
is_sticky_note
O
This property will make the note a sticky note.
sticky_note_color
O
This property shows sticky note background color.
See Sticky Note Color table for more details.
Sample Request
{
"parent_note_id": "c434945c-55b1-487a-ad92-f274c147844d",
"hide": false,
"subject": "Bad number 1",
"insured_database_id": "725796cc-50af-4d7e-b303-d54202c1866c",
"insured_email": "m.atkins19982020@gmail.com",
"insured_first_name": "Morgan",
"insured_last_name": "Atkins ",
"insured_commercial_name": "Morgan Atkins ",
"creator_name": "Ehsan Ali",
"policy_database_id":"b4d79a23-a2e7-4f5c-b0e7-f7236ab9b280"
}
Response Body
Field Name
Description
Data Type
database_id
This property will show the notes primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"database_id": "2b387f2f-302c-4f26-9c6e-00260d652df4",
"subject": "Bad number 1",
"insured_database_id": "725796cc-50af-4d7e-b303-d54202c1866c",
"insured_email": "m.atkins19982020@gmail.com",
"insured_first_name": "Morgan",
"insured_last_name": "Atkins ",
"insured_commercial_name": "Morgan Atkins ",
"create_date": "11/1/2023 2:02:38 PM",
"creator_name": "Ehsan Ali",
"type": null,
"parent_note_id": "c434945c-55b1-487a-ad92-f274c147844d",
"hide": false,
"policy_database_id": null,
"policies_database_ids": null
},
"message": "Note with Subject 'Bad number 1' has been imported."
}
80.Zapier/InsertDriver
Endpoint Name
Zapier/InsertDriver
Description
This endpoint will always add or update insured drivers against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on database_id.
02)Record match on driver license, first name and last name.
03))Record match on driver first name and last name.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
O
This property will show the driver primary key in nowcerts system.If record is matched on this id then it will update the matched record.
first_name
R
This property will show the driver's first name.
middle_name
O
This property will show the driver's middle name.
last_name
R
This property will show the driver's last name.
date_of_birth
O
This property will show the driver's date of birth.
ssn
O
This property will show the driver's social security number.
excluded
O
This property will show the driver's excluded status.
license_number
O
This property will show the driver's license number.
license_state
O
This property will show the driver's license state name or abbreviation.
license_year
O
This property will show the driver's license year.
hire_date
O
This property will show the driver's hire date.
termination_date
O
This property will show the driver's termination date.
policy_numbers
O
This property will connect drivers to pass policies.
Pass policy numbers in this field.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
active
O
This property will show the driver’s active status.
marital_status
O
This property will show the driver’s marital status.
See MaritalStatusCode table for more detail.
email
O
This property will show the driver’s email address.
phone
O
This property will show the driver’s phone number.
gender
O
This property will show the driver's gender.
See GenderCode table for more detail.
policy_database_id
O
This property will connect driver’s to any particular policy.
Pass policy database id.
driver_license_class
O
This property will show the driver's license class.
See LicenseClassCode table for more detail.
cdl_date
O
This property will show the driver's license date.
cdl_year
O
This property will show the driver's license year.
Sample Request
{
"database_id": "eec3daad-d25b-42ff-b09f-dfa4f3f59f54",
"first_name": "Kevin",
"middle_name": "s",
"last_name": "Test",
"date_of_birth": "11/06/2023",
"ssn": "12345679100",
"excluded": true,
"license_number": "sa 8",
"license_state": "NY",
"license_year": 2020,
"hire_date": "11/06/2023",
"termination_date": "11/06/2023",
"policy_numbers": [
"wed",
"red"
],
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"active": true,
"marital_status": "Single",
"email": "a@q.com",
"phone": "12345602250",
"gender": "Male" ,
"policy_database_id": "d6887328-77aa-4032-8cbb-4815fcb0de1f",
"driver_license_class": 2,
"cdl_date": "10/15/2022",
"cdl_year": 2022
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the driver primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "eec3daad-d25b-42ff-b09f-dfa4f3f59f54",
"status": 1,
"message": "Driver Kevin Test exists in database and has been overridden."
}
81.Zapier/InsertProperty
Endpoint Name
Zapier/InsertProperty
Description
This endpoint will always add or update insured property against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on database_id.
02)Record match on address_line_1, city name,state and zip.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
property_use
R
This property will show the type of property usage.
See PropertyUse Table for more detail.
location_number
R
This property will show the property location number.
building_number
O
This property will show the property building number.
address_line_1
R
This property will show the property location street line 1 address.
address_line_2
O
This property will show the property location street line 2 address.
city
R
This property will show the property location city name.
county
O
This property will show the property location county.
zip
R
This property will show the property location zip code.
description_of_Operations
O
This property will show the property description of operation details.
description
O
This property will show the property description in detail.
state
O
This property will show the property state name or abbreviation.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"property_use": "0",
"location_number": "Dd1",
"building_number": "Ds406",
"address_line_1": "Lane 150",
"address_line_2": "Street 250",
"city": "NewYork",
"county": "s8",
"zip": "46000",
"description_of_Operations": "test",
"description": "test",
"state": "NY",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": ""
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the property primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "f351facf-17a2-4425-b888-acc987d41c52",
"status": 1,
"message": "Property has been imported."
}
82.Zapier/InsertPrincipal
Endpoint Name
Zapier/InsertPrincipal
Description
This endpoint will always add or update insured contacts against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on database_id.
02)Record match on first_name and last_name.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
O
This property will show the contact primary key in nowcerts system.This key is used to update existing records.
first_name
R
This property will show the contact first name.
middle_name
O
This property will show the contact middle name.
last_name
R
This property will show the contact's last name.
description
O
This property will show the contact description in detail.
type
R
This property will show the contact type.
See ContactType Table for more detail.
personal_email
O
This property will show the contact personal email address.
business_email
O
This property will show the contact business email address.
home_phone
O
This property will show the contact home phone number.
office_phone
O
This property will show the contact office phone number.
cell_phone
O
This property will show the contact cell phone number.
personal_fax
O
This property will show the contact personal fax number.
business_fax
O
This property will show the contact business fax number.
ssn
O
This property will show the contact social security number.
birthday
O
This property will show the contact date of birth.
marital_status
O
This property will show the contact marital status.See MaritalStatusCode Table for more detail.
gender
O
This property will show the contact gender.See GenderCode Table for more detail.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"database_id": "f308b0dd-6af9-494a-8b50-2d113dbad194",
"first_name": "Test",
"middle_name": "Test",
"last_name": "Test",
"description": "New contact",
"type": "Spouse",
"personal_email": "a@a.com",
"business_email": "a@a.com",
"home_phone": "1234567890",
"office_phone": "1234567890",
"cell_phone": "1234567890",
"personal_fax": "1234567890",
"business_fax": "1234567890",
"ssn": "1234567890",
"birthday": "10/10/2020",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"marital_status": "",
"gender": "Male"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the contact primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"database_id": "4d46f766-1045-4fe3-8c5d-a751785ed045",
"first_name": "Test",
"middle_name": "Test",
"last_name": "Test",
"description": "New contact",
"type": "Spouse",
"personal_email": "a@a.com",
"business_email": "a@a.com",
"home_phone": "1234567890",
"office_phone": "1234567890",
"cell_phone": "1234567890",
"personal_fax": "1234567890",
"business_fax": "1234567890",
"ssn": "1234567890",
"birthday": "10/10/2020",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"marital_status": "",
"gender": "Male"
},
"message": "Principal Test Test has been imported."
}
83.Zapier/InsertTagApply
Endpoint Name
Zapier/InsertTagApply
Description
This endpoint will always add an insured tag against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
tag_name
R
This property will show the tag name to be applied to an insured.
tag_description
O
This property will show the tag description in detail.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"tag_name": "B-E",
"tag_description": "Test Tag",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": ""
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Tag with Name 'B-E' has been applied."
}
84.Policy/Insert
Endpoint Name
Policy/Insert
Description
This endpoint will add or update insured policy against the agency for which the token is created.Record will be updated on following condition match.
01) Record match on databaseId.
02) If a record match is not found on databaseId then the system tries to find the record by policy number.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
CM
(Used to find existing record)
This property will show the policy primary key in the nowcerts system.
insuredDatabaseId
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insuredFirstName
CM
(Used to find existing record)
This property will show the insured first name.
insuredLastName
CM
(Used to find existing record)
This property will show the insured last name.
number
R
This property will show the policy number.
effectiveDate
R
This property will show the policy effective date.
expirationDate
R
This property will show the policy expiration date.
bindDate
O
This property will show the policy bind date.
businessType
R
This property will show the policy business type.
If not sent by the end user, default will be New Business.
See PolicyBusinessType table for more detail.
businessSubType
R
This property will show the policy business sub- type.
See PolicyBusinessSubType table for more detail.
description
O
This property will show the policy description in detail.
billingType
O
This property will show the policy billing type.
See PolicyBillingType table for more detail.
agents
O
This property will add the policy agents based on first name and last name.
csRs
O
This property will show the add the policy Csrs based on first name and last name.
lineOfBusinessName
R
This property will show the policy line of the business name.
carrierName
O
This property will show the policy carrier name.
mgaName
O
This property will show the policy underwriter name,
premium
O
This property will show the policy base premium.
agencyCommissionPercent
O
This property will show the policy agency commision percent.
agencyCommissionValue
O
This property will show the policy agency commision value.
agencyFee
O
This property will show the policy agency fee amount.
taxes
O
This property will show the policy tax amount.
binderId
O
This property will show the policy binder id.
policyFee
O
This property will show the policy fee amount.
policyURL
O
This property will show the policy url.
productName
O
This property will show the policy product name.
deleteOtherLob
O
This property will delete old lob’s against the given policy.
manualStatus
O
This property will set the policy manual status.
Check PolicyStatus table for values.
deleteExistingAgents
O
This property will delete existing agents and add the new agents passed in the request.
deleteBasePremiumFeesAndTaxes
O
This property will delete existing endorsements and add the new endorsements passed in the request.
billingCompanyDatabaseId
O
This property will show the trucking company primary key in the nowcerts system.Get this id from CarrierDetailList end point.
PremiumSent
O
This property will set the policy premium sent.
Check Policy Premium Type table for values.
ReferralSourceCompanyName
O
This property will set the policy referral source company name.
FinanceCompanyName
O
This property will set the policy finance company name.
LeadSources
O
List of referral source category database id’s.
Sample Request
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": "",
"insuredFirstName": "",
"insuredLastName": "",
"databaseId": "5062b34b-d19f-4c36-b28b-ab8833a3a9ee",
"number": "mULTIPLEX_DATA",
"effectiveDate": "2023-11-01T18:11:34.7032599-05:00",
"expirationDate": "2025-11-01T18:11:34.7032599-05:00",
"bindDate": "2023-11-01T18:11:34.7032599-05:00",
"businessType": 0,
"businessSubType": 0,
"description": "NEW POLICY GAINED",
"billingType": 0,
"insuredName": "",
"deleteOtherLob":false,
"agents": [
{
"firstName": "Agent",
"lastName": "EEE"
},
{
"firstName": "Charlie",
"lastName": "Bridge"
}
],
"csRs": [
{
"firstName": "Agent",
"lastName": "EEE"
},
{
"firstName": "Charlie",
"lastName": "Bridge"
}
],
"lineOfBusinessName": "1000 Burial League (Active)",
"carrierName": ".Not Listed",
"mgaName": "ABCE",
"premium": 1.0,
"agencyCommissionPercent": 1.0,
"agencyCommissionValue": 1.0,
"agencyFee": 1.0,
"taxes": 1.0,
"binderId": "s2",
"policyFee": 1.0,
"policyURL": "W3@A.COM",
"productName": "sa 14",
"premiumSent": 1,
"referralSourceCompanyName": "Approved Mortgage",
"financeCompanyName": "Test finance company",
"LeadSources": [
"7e0e4657-a8b2-492e-a988-5cbbbc288c70",
"5bf5abf9-8422-48f5-8bbf-4a118edb9853"
]
}
Response Body
Field Name
Description
Data Type
policyOrQuoteId
This property will show the policy primary key in the nowcerts system.
Guid
isQuote
This property will show the policy is quote status.
boolean
objectURL
This property will show the policy access url in nowcerts system.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
{
"policiesOrQuotes": [
{
"policyOrQuoteId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"isQuote": false,
"objectURL": "https://www1.nowcerts.com//AMSINS/Policies/Details/6d45d106-210f-4060-8f9c-6a4dc2909d33/Information?part=0",
"status": 1,
"message": "Policy with number 'mULTIPLEX_DATA' has been imported."
}
],
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": 1,
"message": "Policy with number 'mULTIPLEX_DATA' has been imported."
}
85.Quote/Insert
Endpoint Name
Quote/Insert
Description
This endpoint will add or update insured quote against the agency for which the token is created.Record will be updated on following condition match.
01) Record match on databaseId.
02) Record match on policy number.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
CM
(Used to find existing record)
This property will show the quote primary key in the nowcerts system.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
number
R
This property will show the quote number.
effectiveDate
R
This property will show the quote effective date.
expirationDate
R
This property will show the quote expiration date.
bindDate
O
This property will show the quote bind date.
businessType
R
This property will show the quote business type.
See PolicyBusinessType table for more detail.
businessSubType
R
This property will show the quote business sub- type.
See PolicyBusinessSubType table for more detail.
description
O
This property will show the quote description in detail.
billingType
O
This property will show the quote billing type.
See PolicyBillingType table for more detail.
agents
O
This property will add the quote agents based on first name and last name.
csRs
O
This property will show the quote Csrs based on first name and last name.
lineOfBusinessName
R
This property will show the quote line of the business name.
carrierName
O
This property will show the quote carrier name.
mgaName
O
This property will show the quote underwriter name,
premium
O
This property will show the quote base premium.
agencyCommissionPercent
O
This property will show the quote agency commision percent.
agencyCommissionValue
O
This property will show the quote agency commision value.
agencyFee
O
This property will show the quote agency fee amount.
taxes
O
This property will show the quote tax amount.
binderId
O
This property will show the quote binder id.
policyFee
O
This property will show the quote fee amount.
policyURL
O
This property will show the quote url.
productName
O
This property will show the quote product name.
Sample Request
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": "",
"insuredFirstName": "",
"insuredLastName": "",
"databaseId": "5062b34b-d19f-4c36-b28b-ab8833a3a9ee",
"number": "mULTIPLEX_DATA_QUOTE",
"effectiveDate": "2023-11-01T18:11:34.7032599-05:00",
"expirationDate": "2025-11-01T18:11:34.7032599-05:00",
"bindDate": "2023-11-01T18:11:34.7032599-05:00",
"businessType": 0,
"businessSubType": 0,
"description": "NEW POLICY GAINED",
"billingType": 0,
"insuredName": "",
"agents": [
{
"firstName": "Agent",
"lastName": "EEE"
},
{
"firstName": "Charlie",
"lastName": "Bridge"
}
],
"csRs": [
{
"firstName": "Agent",
"lastName": "EEE"
},
{
"firstName": "Charlie",
"lastName": "Bridge"
}
],
"lineOfBusinessName": "1000 Burial League (Active)",
"carrierName": ".Not Listed",
"mgaName": "ABCE",
"premium": 1.0,
"agencyCommissionPercent": 1.0,
"agencyCommissionValue": 1.0,
"agencyFee": 1.0,
"taxes": 1.0,
"binderId": "s2",
"policyFee": 1.0,
"policyURL": "W3@A.COM",
"productName": "sa 14"
}
Response Body
Field Name
Description
Data Type
policyOrQuoteId
This property will show the policy primary key in the nowcerts system.
Guid
isQuote
This property will show the policy is quote status.
boolean
objectURL
This property will show the policy access url in nowcerts system.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
{
"policiesOrQuotes": [
{
"policyOrQuoteId": "80352271-241b-4329-9d08-15a0a9556652",
"isQuote": true,
"objectURL": "https://www1.nowcerts.com/AMSINS/Quotes/Details/80352271-241b-4329-9d08-15a0a9556652/Information?part=0",
"status": 1,
"message": "Quote with number 'mULTIPLEX_DATA_Quote' has been imported."
}
],
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": 1,
"message": "Quote with number 'mULTIPLEX_DATA_Quote' has been imported."
}
86.Vehicle/BulkInsertVehicle
Endpoint Name
Vehicle/BulkInsertVehicle
Description
This endpoint will add or update insured vehicles against the agency for which the token is created.Record will be updated on following condition match.
01) Record match on database_id.
02) Record match on vin.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property will show the vehicle primary key in the nowcerts system.
type
R
This property will show the vehicle type.See VehicleType table for more detail.
year
O
This property will show the vehicle year.
make
R
This property will show the vehicle make.
model
O
This property will show the vehicle model number.
vin
R
This property will show the vehicle identification number.
description
O
This property will show the vehicle description in detail.
type_of_use
R
This property will show the vehicle type of usage.
See VehicleTypeUsage table for more detail.
typeOfUseAsFlag
R
This property will show the vehicle type of usage.
See VehicleTypeUsage table for more detail.
value
O
This property will show the vehicle's worth.
deductible_comprehensive
O
This property will show the vehicle amount you pay out of pocket to repair or replace your vehicle after your claim is approved
deductible_collision
O
This property will show the vehicle amount you agree to pay out of pocket to repair or replace your vehicle, while your insurance company covers the rest of the covered costs.
visible
O
This property will show the vehicle visible status.
policy_numbers
O
This property will connect vehicles to particular policies.Pass policy number in this field.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
[
{
"database_id": "4b8fdb62-0cb7-41ed-82bd-248a7407a855",
"type": "Truck",
"year": 1,
"make": "1994",
"model": "1997",
"vin": "VBG45456",
"description": "motorolla",
"type_of_use": "private",
"typeOfUseAsFlag": 1,
"value": "12510",
"deductible_comprehensive": 1,
"deductible_collision": 1,
"visible": true,
"policy_numbers": [
],
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "j@k.com",
"insured_first_name": "m",
"insured_last_name": "r",
"insured_commercial_name": "s"
},
{
"database_id": "b4cb021c-f168-4e53-a334-b64dd01fb5c2",
"type": "car",
"year": 1,
"make": "1977",
"model": "2100",
"vin": "dp985",
"description": "Apple",
"type_of_use": "private",
"typeOfUseAsFlag": 1,
"value": "8",
"deductible_comprehensive": 1,
"deductible_collision": 1,
"visible": true,
"policy_numbers": [
],
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": ""
}
]
Response Body
Field Name
Description
Data Type
databaseId
This property will show the vehicle primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
[
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"databaseId": "4b8fdb62-0cb7-41ed-82bd-248a7407a855",
"status": 1,
"message": "Vehicle 1994 exists in database and has been overridden."
},
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"databaseId": "b4cb021c-f168-4e53-a334-b64dd01fb5c2",
"status": 1,
"message": "Vehicle 1977 exists in database and has been overridden."
}
]
87.Vehicle/InsertVehicle
Endpoint Name
Vehicle/BulkInsertVehicle
Description
This endpoint will add or update insured vehicles against the agency for which the token is created.Record will be updated on following condition match.
01) Record match on database_id.
02) Record match on vin.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property will show the vehicle primary key in the nowcerts system.
type
R
This property will show the vehicle type.See VehicleType table for more detail.
year
O
This property will show the vehicle year.
make
R
This property will show the vehicle make.
model
O
This property will show the vehicle model number.
vin
R
This property will show the vehicle identification number.
description
O
This property will show the vehicle description in detail.
type_of_use
R
This property will show the vehicle type of usage.
See VehicleTypeUsage table for more detail.
typeOfUseAsFlag
R
This property will show the vehicle type of usage.
See VehicleTypeUsage table for more detail.
value
O
This property will show the vehicle's worth.
deductible_comprehensive
O
This property will show the vehicle amount you pay out of pocket to repair or replace your vehicle after your claim is approved
deductible_collision
O
This property will show the vehicle amount you agree to pay out of pocket to repair or replace your vehicle, while your insurance company covers the rest of the covered costs.
visible
O
This property will show the vehicle visible status.
policy_numbers
O
This property will connect vehicles to particular policies.Pass policy number in this field.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"database_id": "7cefaf62-324c-4229-82eb-1c5c81e833f9",
"type": "Truck",
"year": 1,
"make": "19941",
"model": "19971",
"vin": "VBG45486",
"description": "motorolla",
"type_of_use": "private",
"typeOfUseAsFlag": 1,
"value": "12510",
"deductible_comprehensive": 1,
"deductible_collision": 1,
"visible": true,
"policy_numbers": [
],
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"Active":"true"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the vehicle primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"databaseId": "0b9cfc9a-c880-4ba6-9df7-767d629d70b2",
"status": 1,
"message": "Vehicle 19941 exists in database and has been overridden."
}
88.RefreshToken
Endpoint Name
token
Description
This endpoint will refresh the bearer token that will be used for authenticating all the calls to Nowcerts Public API. This token must be passed as the bearer token in the header segment for all the calls to Nowcerts Public API.
Method Type
POST
Request Body
Field Name
Required/Optional
Default/Fix Value
Data Type
grant_type
R
refresh_token
string
refresh_token
R
Pass refresh_token value from token creation response.Each time you refresh the token pass the last generated refresh_token in this property to refresh the token.
string
client_id
R
ngAuthApp
string
Sample Request
grant_type=refresh_token&refresh_token=c04a3c7e410d4c729038a5803584b87d&client_id=ngAuthApp
Response Body
Field Name
Description
Data Type
access_token
This property will be used as a bearer token in all subsequent calls.
string
token_type
This property will show the token type.
string
expires_in
This property will explain the time after the token expires .It’s around one day.
integer
refresh_token
This property will be used for refresh token.
Guid
as:client_id
This always remains as ngAuthApp.
string
userName
This property will show the username against which token is created.
string
userId
This property will show the user primary key in nowcerts system.
Guid
userDisplayName
This property will show the user profile name.
string
agencyId
This property will show the agency primary key of the user in nowcerts system.
Guid
agencyName
This property will show the agency name of the user.
string
contactId
This property will show the user contact primary key in nowcerts system.
Guid
userType
This property will show the user role type. i.e Agent/Agency etc.
string
isAgencyOwner
This property will show if the user is the agency owner?
string
email
This property will show the user 's email address.
string
.issued
This property will show the token issued date time.
string
.expires
This property will show the token expiry date time.
string
Sample Response
{
"access_token": " Long Encrypted Token ",
"token_type": "bearer",
"expires_in": 101951,
"refresh_token": "1c261711b5eb4a838667999dbcf8614e",
"as:client_id": "ngAuthApp",
"userName": "test@test.test",
"userId": "a17be6bc-115f-47cf-b6af-5269483ea665",
"userDisplayName": "Annie Walker",
"agencyId": "4e9e2d23-3111-43dd-9a82-75d00f0af520",
"agencyName": "Test Agency Plovdiv",
"contactId": "3b518a22-edb5-4336-a864-397c60be7ae0",
"userType": "Agent",
"isAgencyOwner": "true",
"email": "test@test.test",
".issued": "Wed, 18 Oct 2023 15:08:05 GMT",
".expires": "Thu, 19 Oct 2023 19:27:17 GMT"
}
89.Insured/InsuredAgents
Endpoint Name
Insured/InsuredAgents
Description
This endpoint will get all the agents of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected agents list.
Sample Request
{
"InsuredDataBaseId": [
"512de360-546e-4e22-8454-4f865b055312",
"bd1335ef-bb16-4e52-8ac4-e4969b784e68"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agent primary key in the nowcerts system.
Guid
firstName
This property will show the agent's first name.
string
lastName
This property will show the agent's last name.
string
order
This property will show the record display order.
integer
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
email
This property will show the agent's email address.
string
phone
This property will show the agent's phone .
string
cellPhone
This property will show the agent's cell phone.
string
fax
This property will show the agent's fax address.
string
agentType
This property will show the agent's type for this insured.
string
active
This property will show the agent's active status.
Boolean
fusionEnabled
This property will show the agent's fusion enabled status.
Boolean
changeDate
This property will show the agent's last change date.
DateTime
createDate
This property will show the agent's created date.
DateTime
primaryRole
This property will show the agent's primary role.
string
agentIs
This property will show the agent's company or personal.
Sample Response
[
{
"databaseId": "867c15cc-eec4-eb99-5dc5-f6c74cc3ce1f",
"firstName": "1099",
"lastName": "40/20 Broker",
"order": 1,
"insuredDatabaseId": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"email": "latif.qamar+agent1@gmail.com",
"phone": "222-333-4444",
"cellPhone": "234-443-4545",
"fax": "233-444-5555",
"agentType": "Agent",
"active": true,
"fusionEnabled": false,
"changeDate": "2025-07-08T07:45:00",
"createDate": "2025-07-08T07:45:00",
"primaryRole": "CSR",
"agentIs": "Company"
},
{
"databaseId": "8b717cd8-4afd-4243-ab29-6ed3c7ee4489",
"firstName": "ali",
"lastName": "hassnain",
"order": 2,
"insuredDatabaseId": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"email": "husnain.stech@hotmail.com",
"phone": "",
"cellPhone": "",
"fax": "",
"agentType": "Agent",
"active": true,
"fusionEnabled": false,
"changeDate": "2025-08-20T04:18:00",
"createDate": "2025-08-20T04:18:00",
"primaryRole": "Agent/Producer",
"agentIs": "Company"
},
{
"databaseId": "571bee17-ed65-6841-34fa-e718b58fee9a",
"firstName": "1099",
"lastName": "40/20 Broker 2",
"order": 3,
"insuredDatabaseId": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"email": "10994020BROKER2@change.com",
"phone": "123-333-4444",
"cellPhone": "554-454-6666",
"fax": "335-565-6565",
"agentType": "Agent",
"active": true,
"fusionEnabled": false,
"changeDate": "2025-09-12T10:27:00",
"createDate": "2025-09-12T10:27:00",
"primaryRole": "CSR",
"agentIs": "Company"
}
]
90.Insured/InsuredAgencyLocation
Endpoint Name
Insured/InsuredAgencyLocation
Description
This endpoint will get all the primary locations of the requested insured database id(s) in the request body.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected location list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"af31388a-9347-69f7-7372-ffe0e9558631",
"45ad49d7-e62c-0f53-db42-00215738850c"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agency primary location primary key in the nowcerts system.
Guid
locationName
This property will show the primary location name.
string
locationBusinessName
This property will show the primary location business name.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "5a12852d-7af2-4868-8835-efab26534d96",
"locationName": "loc1",
"locationBusinessName": "",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
}
]
91.Insured/InsuredCSRS
Endpoint Name
Insured/InsuredCSRS
Description
This endpoint will get all the CSR of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected csr list.
Sample Request
{
"InsuredDataBaseId": [
"512de360-546e-4e22-8454-4f865b055312",
"bd1335ef-bb16-4e52-8ac4-e4969b784e68"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agency csr primary key in the nowcerts system.
Guid
firstName
This property will show the csr first name.
string
lastName
This property will show the csr last name.
string
order
This property will show the csr display order.
integer
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
email
This property will show the csr email address.
string
phone
This property will show the csr phone .
string
cellPhone
This property will show the csr cell phone.
string
fax
This property will show the csr fax address.
string
agentType
This property will show the csr type for this insured.
string
active
This property will show the csr active status.
Boolean
fusionEnabled
This property will show the csr fusion enabled status.
Boolean
changeDate
This property will show the csr last change date.
Datetime
createDate
This property will show the csr created date.
Datetime
primaryRole
This property will show the csr primary role.
string
agentIs
This property will show the csr company or personal.
string
Sample Response
[
{
"databaseId": "8b27ef31-9589-45b0-bc9a-453456056ef4",
"firstName": "Amirzyn",
"lastName": "",
"order": 1,
"insuredDatabaseId": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"email": "amirzyn@test.com",
"phone": "745-345-3453 Ext. 4",
"cellPhone": "445-653-4534",
"fax": "353-453-4534",
"agentType": "CSR",
"active": true,
"fusionEnabled": false,
"changeDate": "2025-06-03T03:15:00",
"createDate": "2025-06-03T03:15:00",
"primaryRole": "Agent/Producer",
"agentIs": "Person"
}
]
92.Insured/InsuredXDatesAndLinesOfBusiness
Endpoint Name
Insured/InsuredXDatesAndLinesOfBusiness
Description
This endpoint will get all the XDates of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected XDates list.
Sample Request
{
"InsuredDataBaseId": [
"512de360-546e-4e22-8454-4f865b055312",
"bd1335ef-bb16-4e52-8ac4-e4969b784e68"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agency XDate primary key in the nowcerts system.
Guid
xDate
This property will show the X-Date.
string
lineOfBusinessName
This property will show the XDate LOB name.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "7c80550d-700a-4a0e-8e0b-4bfcaec9e7c4",
"xDate": "2021-03-10T00:00:00",
"lineOfBusinessName": "3000 Burial League (Active)",
"insuredDatabaseId": "512de360-546e-4e22-8454-4f865b055312"
},
{
"databaseId": "52078dfb-8550-4dd9-9638-b5ea2ac6d5b9",
"xDate": "2021-03-12T00:00:00",
"lineOfBusinessName": "3000 Burial League (Active)",
"insuredDatabaseId": "bd1335ef-bb16-4e52-8ac4-e4969b784e68"
}
]
93.Insured/InsuredContacts
Endpoint Name
Insured/InsuredContacts
Description
This endpoint will get all the contacts of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected XDates list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the contacts primary key in nowcerts system.
Guid
primaryContact
This property will contact primary status.
boolean
firstName
This property will show the contact first name.
string
middleName
This property will show the contact middle name.
Guid
lastName
This property will show the contact's last name.
string
type
This property will show the contact type.
See ContactType table for more detail.
integer
homePhone
This property will show the contact home phone number.
string
officePhone
This property will show the contact office number.
string
cellPhone
This property will show the contact mobile number.
string
personalFax
This property will show the contact personal fax number.
string
businessFax
This property will show the contact business fax number.
string
personalEMail
This property will show the contact personal email address.
string
businessEMail
This property will show the contact business email address.
string
prefix
This property will show the contact prefix.
See ContactPrefix table for more detail.
integer
suffix
This property will show the contact suffix.
See ContactSuffix table for more detail.
integer
gender
This property will show the contact gender.
See GenderCode table for more detail.
integer
maritalStatus
This property will show the contact marital status.
See MaritalStatusCode table for more detail.
integer
socialSecurityNumber
This property will show the contact social security number.
string
education
This property will show the contact education.
See ContactEducation table for more detail.
integer
birthday
This property will show the contact date of birth.
Datetime
note
This property will show the contact notes description.
string
isDriver
This property will show the contact driver status.
boolean
dlNumber
This property will show the contact driving license number.
string
dlYear
This property will show the contact driving license year.
string
dlStateName
This property will show the contact driving license state name.
string
description
This property will show the contact description in detail.
string
isHealthPlanMember
This property will show the contact health plan member status.
boolean
industryName
This property will show the contact industry name.
string
changeDate
This property will show the contact's last modified datetime.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "6e9f5b4f-e733-4992-9db8-db880d307229",
"primaryContact": false,
"firstName": "Name",
"middleName": "",
"lastName": "`Name",
"type": 0,
"homePhone": "",
"officePhone": "",
"cellPhone": "",
"personalFax": "",
"businessFax": "",
"personalEMail": null,
"businessEMail": "",
"prefix": null,
"suffix": null,
"gender": null,
"maritalStatus": null,
"socialSecurityNumber": "",
"education": null,
"birthday": null,
"note": "",
"isDriver": false,
"dlNumber": "",
"dlYear": null,
"dlStateName": null,
"description": null,
"isHealthPlanMember": false,
"industryName": null,
"changeDate": "2023-10-24T14:13:00",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
},
{
"databaseId": "4d46f766-1045-4fe3-8c5d-a751785ed045",
"primaryContact": true,
"firstName": "Test",
"middleName": "Test",
"lastName": "Test",
"type": 3,
"homePhone": "1234567890",
"officePhone": "1234567890",
"cellPhone": "1234567890",
"personalFax": "1234567890",
"businessFax": "1234567890",
"personalEMail": "a@a.com",
"businessEMail": "a@a.com",
"prefix": 0,
"suffix": 1,
"gender": 0,
"maritalStatus": 4,
"socialSecurityNumber": "1234567890",
"education": 4,
"birthday": "2020-10-10T00:00:00",
"note": null,
"isDriver": true,
"dlNumber": "te",
"dlYear": 2021,
"dlStateName": "Alaska",
"description": "New contact",
"isHealthPlanMember": true,
"industryName": "Art/Design/Media",
"changeDate": "2023-11-02T13:06:00",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
}
]
94.Insured/InsuredPolicies
Endpoint Name
Insured/InsuredPolicies
Description
This endpoint will get all the policies of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected policies list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the contacts primary key in nowcerts system.
Guid
number
This property will show the policy number.
string
isQuote
This property will show the policy quote status.
string
effectiveDate
This property will show the policy effective date.
Datetime
expirationDate
This property will show the policy expiration date.
Datetime
bindDate
This property will show the policy bind date.
Datetime
businessType
This property will show the policy business type.
See PolicyBusinessType table for more detail.
integer
businessSubType
This property will show the policy business sub-type.
See PolicyBusinessSubType table for more detail.
integer
description
This property will show the policy description in detail.
string
billingType
This property will show the policy billing type.
See PolicyBillingType table in detail.
integer
linesOfBusiness
This property will show the policy lob’s.
List of details
carrierName
This property will show the policy carrier name.
string
mgaName
This property will show the policy underwriter name.
string
totalPremium
This property will show the policy total premium amount.
decimal
totalNonPremium
This property will show the policy total non premium amount.
decimal
totalAgencyCommission
This property will show the policy agency commision amount.
decimal
changeDate
This property will show the policy's last modified date.
Datetime
createDate
This property will show the policy created date.
Datetime
cancellationDate
This property will show the policy cancellation date.
Datetime
reinstatementDate
This property will show the policy reinstatement date.
Datetime
active
This property will show the policy active status.
boolean
renewedPolicyId
This property will show the policy renewal policy primary key in nowcerts system.
Guid
renewedPolicyNumber
This property will show the policy renewal number.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
status
This property will show the policy current status.
string
policyTermInMonths
This property will show the policy terms in months.
integer
Sample Response
[
{
"databaseId": "f332d681-d838-4375-bc55-a94571de9b2c",
"number": "1",
"isQuote": false,
"effectiveDate": "2023-09-11T00:00:00",
"expirationDate": "2023-09-19T00:00:00",
"bindDate": null,
"businessType": 0,
"businessSubType": 0,
"description": null,
"billingType": 0,
"linesOfBusiness": [
"Condominium"
],
"carrierName": "2766",
"mgaName": null,
"totalPremium": null,
"totalNonPremium": null,
"totalAgencyCommission": null,
"changeDate": "2023-09-20T12:38:00",
"createDate": "2023-09-20T12:38:00",
"cancellationDate": null,
"reinstatementDate": null,
"active": false,
"renewedPolicyId": null,
"renewedPolicyNumber": null,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": "Expired",
"policyTermInMonths": 0
},
{
"databaseId": "d2563f48-ba89-4170-8048-ff5f3730cf5e",
"number": "1",
"isQuote": true,
"effectiveDate": "2023-09-11T00:00:00",
"expirationDate": "2023-09-19T00:00:00",
"bindDate": null,
"businessType": 0,
"businessSubType": 0,
"description": null,
"billingType": 0,
"linesOfBusiness": [
"Condominium"
],
"carrierName": "2766",
"mgaName": null,
"totalPremium": null,
"totalNonPremium": null,
"totalAgencyCommission": null,
"changeDate": "2023-09-20T12:38:00",
"createDate": "2023-09-20T12:38:00",
"cancellationDate": null,
"reinstatementDate": null,
"active": false,
"renewedPolicyId": null,
"renewedPolicyNumber": null,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": "Expired",
"policyTermInMonths": 0
},
{
"databaseId": "80352271-241b-4329-9d08-15a0a9556652",
"number": "mULTIPLEX_DATA_Quote",
"isQuote": true,
"effectiveDate": "2023-11-01T18:12:00",
"expirationDate": "2025-11-01T18:12:00",
"bindDate": "2023-11-01T18:12:00",
"businessType": 0,
"businessSubType": 0,
"description": "NEW POLICY GAINED",
"billingType": 0,
"linesOfBusiness": [
"1000 Burial League (Active)"
],
"carrierName": ".Not Listed",
"mgaName": "ABCE",
"totalPremium": 1.0000,
"totalNonPremium": 2.0000,
"totalAgencyCommission": 0.01000000000000000000000,
"changeDate": "2023-11-02T10:43:00",
"createDate": "2023-11-02T10:43:00",
"cancellationDate": null,
"reinstatementDate": null,
"active": true,
"renewedPolicyId": null,
"renewedPolicyNumber": null,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": "Active",
"policyTermInMonths": 24
},
{
"databaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"number": "mULTIPLEX_DATA",
"isQuote": false,
"effectiveDate": "2023-11-01T18:12:00",
"expirationDate": "2025-11-01T18:12:00",
"bindDate": "2023-11-01T18:12:00",
"businessType": 0,
"businessSubType": 0,
"description": "NEW POLICY GAINED",
"billingType": 0,
"linesOfBusiness": [
"1000 Burial League (Active)"
],
"carrierName": ".Not Listed",
"mgaName": "ABCE",
"totalPremium": 1.0000,
"totalNonPremium": 2.0000,
"totalAgencyCommission": 0.01000000000000000000000,
"changeDate": "2023-11-02T10:08:00",
"createDate": "2023-11-02T10:08:00",
"cancellationDate": null,
"reinstatementDate": null,
"active": true,
"renewedPolicyId": null,
"renewedPolicyNumber": null,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"status": "Active",
"policyTermInMonths": 24
}
]
95.Insured/InsuredTags
Endpoint Name
Insured/InsuredTags
Description
This endpoint will get all the tags applied to the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected tags list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the applied tag record primary key in nowcerts system.
Guid
name
This property will show the tag name.
string
description
This property will show the tag description.
string
categoryName
This property will show the tag category name.
string
dateApplied
This property will show the tag applied date on insured.
Datetime
color
This property will show the tag color.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
tagDatabaseId
This property will show the tag primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "ae0d50f8-7585-44bf-a8dd-663bc745e154",
"name": "B-E",
"description": "Test Tag",
"categoryName": "A-01",
"dateApplied": "2023-11-02T10:01:00",
"color": "#0099ff",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"tagDatabaseId": "367f13df-3336-4953-99de-63cdd7f0328d"
},
{
"databaseId": "24623a90-80db-451c-bc9a-990019ef0cbc",
"name": "B-E",
"description": "Test Tag",
"categoryName": "A-01",
"dateApplied": "2023-11-02T10:00:00",
"color": "#0099ff",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"tagDatabaseId": "367f13df-3336-4953-99de-63cdd7f0328d"
}
]
96.Insured/InsuredClaims
Endpoint Name
Insured/InsuredClaims
Description
This endpoint will get all the claims applied to the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected tags list.
Sample Request
{
"InsuredDataBaseId": [
"512de360-546e-4e22-8454-4f865b055312",
"bd1335ef-bb16-4e52-8ac4-e4969b784e68"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the claim record primary key in nowcerts system.
Guid
claimNumber
This property will show the claim number.
string
status
This property will show the claim status.
string
dateAndAmount
This property will show the claim date and payment amount details.
string
street
This property will show the claim location street address.
string
city
This property will show the claim location city name.
string
state
This property will show the claim location state abbreviation.
string
zipCode
This property will show the claim location zip code.
string
county
This property will show the claim location county.
string
dateOfLossAndTime
This property will show the date and time when the incident happened.
Datetime
describeLocation
This property will show the claim location in detail.
string
policeOrFireDepartment
This property will show if the police or Fire department contacted when the incident happened.
string
reportNumber
This property will show the report number.
string
additionalComments
This property will show if any additional comments are marked.
string
descriptionOfLossAndDamage
This property will show the detailed description of loss.
string
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number.
string
changeDate
This property will show the claim last modified date
Datetime
createDate
This property will show the claim created date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "f210d3f2-2dee-40b2-b19f-e1d352b2fd0d",
"claimNumber": "rivodsds",
"status": "Submitted_To_Carrier",
"dateAndAmount": [
{
"date": "2021-02-12T00:00:00",
"amount": 4.0000
}
],
"street": null,
"city": null,
"state": "",
"zipCode": null,
"county": null,
"dateOfLossAndTime": null,
"describeLocation": null,
"policeOrFireDepartment": null,
"reportNumber": null,
"additionalComments": null,
"descriptionOfLossAndDamage": "",
"insuredEmail": "getz@co.com",
"insuredFirstName": "Last400mg, Moxiget1 Sample",
"insuredLastName": "22",
"insuredCommercialName": "22, Last400mg, Moxiget1 Sample sample string 22",
"policyNumber": "red",
"changeDate": "2021-02-12T05:50:00",
"createDate": "2021-02-12T05:50:00",
"insuredDatabaseId": "512de360-546e-4e22-8454-4f865b055312"
}
]
97.Zapier/UpdateTask
Endpoint Name
Zapier/UpdateTask
Description
This endpoint will save the task record against the agency for which the token is created.This method will insert or update record on following condition.
01) Record found on database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
CM
(Used to find existing record)
This property will show the task primary key in the nowcerts system.
title
R
This property will show the task title.
description
O
This property will show the task in detailed description.
category_name
O
This property will show the task category name.
stage_name
O
This property will show the task stage name.
status
O
This property shows the task status.
priority
O
This property shows the task priority.
due_date
O
This property shows the task due date.
completion
O
This property will show the task completion percent.
supervisor_name
O
This property will show the task supervisor name.
assigned_to
O
This property will show the task assigne names.
Usernames must be separated in space between first and last name.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
policy_number
O
This property will show the task policy number.Pass policy number to connect a task to a particular policy.
creatorName
O
This property will show the task creator name.
Sample Request
{
"CreatorName":"Agent To Test",
"title": "title1458520",
"description": "156",
"status": "Done",
"completion": 1,
"priority": "medium",
"due_date": "2020-07-28T12:12:12.000Z",
"assigned_to": [
"Vlad Vladimirov",
"dkjdf djdj"
],
"insured_database_id": "42a07914-1988-4747-9060-34a1c2848bc9"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"database_id": "bf69b544-cc90-4c27-8b61-b43d22697eae",
"title": "title1458520",
"description": "156",
"category_name": null,
"stage_name": null,
"status": "Done",
"priority": "medium",
"due_date": "2020-07-28T12:12:12.000Z",
"completion": 1,
"supervisor_name": null,
"assigned_to": [
"Vlad Vladimirov",
"dkjdf djdj"
],
"insured_database_id": "42a07914-1988-4747-9060-34a1c2848bc9",
"insured_email": null,
"insured_first_name": null,
"insured_last_name": null,
"insured_commercial_name": null,
"policy_number": null,
"creatorName": "Agent To Test",
"perStageStatusRecord": null
},
"message": "Task with database Id 'bf69b544-cc90-4c27-8b61-b43d22697eae' has been imported."
}
98.Insured/InsuredNotes
Endpoint Name
Insured/InsuredNotes
Description
This endpoint will get all the notes for the requested insured database id(s) in the request body. Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected notes list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the note primary key in the nowcerts system.
Guid
subject
This property will show the note subject.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
createDate
This property will show the note created date.
Datetime
creatorName
This property will show the note creator name.
string
type
This property will show the note type.
string
parentNoteId
This property will show the note’s parent id.
If this note has some reply then this property is the id of the note against which the reply is made.See highlighted response for more detail.
Guid
hide
This property will show the note’s archive status.
Boolean
Sample Response
[
{
"databaseId": "c2109153-a40d-4c20-820e-00c9151d4ad8",
"subject": "KEvin Test notes",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": null,
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Name",
"createDate": "2023-11-03T09:30:27.667",
"creatorName": "Test Agency Plovdiv",
"type": "Cancellation",
"parentNoteId": null,
"hide": null
},
{
"databaseId": "809cd325-dc10-49d5-ae72-021b6b01d966",
"subject": "reply to note",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": null,
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Name",
"createDate": "2023-11-03T09:30:55.083",
"creatorName": "Test Agency Plovdiv",
"type": null,
"parentNoteId": "c2109153-a40d-4c20-820e-00c9151d4ad8",
"hide": null
}
]
99.Insured/InsuredTasks
Endpoint Name
Insured/InsuredTasks
Description
This endpoint will get all the tasks for the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected tasks list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task primary key in the nowcerts system.
Guid
title
This property will show the task title.
string
description
This property will show the task description in detail.
string
categoryName
This property will show the task category name.
string
status
This property will show the task status.
string
priority
This property will show the task priority.
string
dueDate
This property will show the task due date
Datetime
completion
This property will show the task completion status.
integer
supervisorName
This property will show the task supervisor name
string
assignedTo
This property will show the task assigne name.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number connected to a particular task.
string
creatorName
This property will show the task creator name.
string
Sample Response
[
{
"databaseId": "38c2a441-3463-4ff2-b1b4-e443b20d93f1",
"title": "kevin Test",
"description": "test",
"categoryName": "Renewal",
"status": "InProgress",
"priority": "Medium",
"dueDate": "2023-11-03T00:00:00",
"completion": 6,
"supervisorName": "Test Agency Plovdiv",
"assignedTo": [
"Annie Walker"
],
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": null,
"insuredFirstName": "`Name, Name",
"insuredLastName": "`Name, Name",
"insuredCommercialName": "`Name, Name",
"policyNumber": "mULTIPLEX_DATA",
"creatorName": "Test Agency Plovdiv"
}
]
100.Insured/PendingCancellations
Endpoint Name
Insured/PendingCancellations
Description
This endpoint will get all the pending cancellation for the requested insured database id(s) in the request body. Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected pending cancellation list.
Sample Request
{
"InsuredDataBaseId": [
"dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the pending cancellation primary key in the nowcerts system.
Guid
to
This property will show the pending cancellation date.
Datetime
changeDate
This property will show the pending cancellation last modified date.
Datetime
createDate
This property will show the pending cancellation last created date.
Datetime
sendReminders
This property will show the pending cancellation send reminder status.
string
sendRemindersPriorDays
This property will show the number of days for reminder to the insured before the cancellation date.
integer
description
This property will show the pending cancellation description in detail.
string
active
This property will show the pending cancellation active status.
Boolean
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number connected to a particular pending cancellation.
string
policyDatabaseId
This property will show the policy primary key connected to a particular pending cancellation.
string
Sample Response
[
{
"databaseId": "65172af6-6dea-4ce4-998d-948014847f96",
"to": "2023-11-20T00:00:00",
"changeDate": "2023-11-03T09:50:00",
"createDate": "2023-11-03T09:50:00",
"sendReminders": "Yes",
"sendRemindersPriorDays": 10,
"description": "oktest",
"active": "Yes",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": null,
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Name",
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"policyNumber": "mULTIPLEX_DATA"
}
]
101.Policy/PendingCancellations
Endpoint Name
Policy/PendingCancellations
Description
This endpoint will get all the pending cancellation for the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected pending cancellation list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the pending cancellation primary key in the nowcerts system.
Guid
to
This property will show the pending cancellation date.
Datetime
changeDate
This property will show the pending cancellation last modified date.
Datetime
createDate
This property will show the pending cancellation last created date.
Datetime
sendReminders
This property will show the pending cancellation send reminder status.
Boolean
sendRemindersPriorDays
This property will show the number of days for reminder to the insured before the cancellation date.
integer
description
This property will show the pending cancellation description in detail.
string
active
This property will show the pending cancellation active status.
Boolean
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number connected to a particular pending cancellation.
string
policyDatabaseId
This property will show the policy primary key connected to a particular pending cancellation.
string
Sample Response
[
{
"databaseId": "65172af6-6dea-4ce4-998d-948014847f96",
"to": "2023-11-20T00:00:00",
"changeDate": "2023-11-03T09:50:00",
"createDate": "2023-11-03T09:50:00",
"sendReminders": "Yes",
"sendRemindersPriorDays": 10,
"description": "oktest",
"active": "Yes",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": null,
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Name",
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"policyNumber": "mULTIPLEX_DATA"
}
]
102.PendingCancellation/Insert
Endpoint Name
PendingCancellation/Insert
Description
This endpoint will add or update insured pending cancellation against the agency for which the token is created.Record will be updated on following condition match.
01) Record match on databaseId.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
CM
(Use to find existing record)
This property will show the pending cancellation primary key in the nowcerts system.
to
R
This property will show the pending cancellation date.
sendReminders
O
This property will show the pending cancellation send reminder status.
sendRemindersPriorDays
O
This property will show the number of days for reminder to the insured before the cancellation date.
description
O
This property will show the pending cancellation description in detail.
insuredDatabaseId
CM
(Use to find existing record)
This property will show the insured primary key in the nowcerts system.
insuredEmail
CM
(Use to find existing record)
This property will show the insured email address.
insuredFirstName
CM
(Use to find existing record)
This property will show the insured first name.
insuredLastName
CM
(Use to find existing record)
This property will show the insured last name.
insuredCommercialName
CM
(Use to find existing record)
This property will show the insured commercial name.
policyNumber
CM
(Use to find existing record)
This property will show the policy number connected to a particular pending cancellation.
policyDatabaseId
CM
(Use to find existing record)
This property will show the policy primary key connected to a particular pending cancellation.
Sample Request
{
"databaseId": "0610f6cb-6c5c-42d7-97a7-b9d0207f3129",
"to": "2022-12-08T21:56:20.6348697+05:00",
"sendReminders": true,
"sendRemindersPriorDays": 5,
"description": "sample string 7",
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"policyNumber": "mULTIPLEX_DATA",
"insuredEmail": "sample string 10",
"insuredFirstName": "sample string 11",
"insuredLastName": "sample string 12",
"insuredCommercialName": "sample string 13",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1"
}
Response Body
Field Name
Description
Data Type
policyOrQuoteId
This property will show the policy primary key in the nowcerts system.
Guid
databaseId
This property will show the pending cancellation primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
Sample Response
{
"policyOrQuoteId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"databaseId": "0610f6cb-6c5c-42d7-97a7-b9d0207f3129",
"status": 1,
"message": "Pending Cancellation '0610f6cb-6c5c-42d7-97a7-b9d0207f3129' exists in database and has been overridden."
}
103.Zapier/InsertServiceRequestsPolicyChange
Endpoint Name
Zapier/InsertServiceRequestsPolicyChange
Description
This endpoint will always save or update a record for service requests of policy change type against the agency for which the token is created.
Record will be updated on the following match.
01)Record match on request_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
description
O
This property will show the request description.
subject
R
This property will show the request subject.
due_date
O
This property will show the request due date.
status
R
This property will show the request status.See RequestStatus table for more detail.
service_request_id
O
This property will show the request service id.
insured_id
CM
(Use to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Use to find existing record)
This property will show the insured name.
insured_email
CM
(Use to find existing record)
This property will show the insured email address.
insured_phone
CM
(Use to find existing record)
This property will show the insured phone number.
policy_database_id
O
This property will show the request policy database ids.Pass policies databaseIds to connect requests to policies.
request_database_id
O
This property will show the primary key of service request in nowcerts database.
agent_database_id
O
This property will show the agent database ids.Pass agents databaseIds to connect to agents.
Sample Request
{
"request_database_id": "ddfff2e5-e298-4aa5-8b6f-ab723894bfew",
"subject": "Service Request For Policy Renewal",
"due_date": "10/22/2025",
"service_request_id": "123",
"description": "Created By Momentum AI",
"status": "New",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "Sourabh Test-1",
"insured_email": "om.wagh@momentumamp.com",
"insured_phone": "410-247-7777",
"policy_number": "DABP552133",
"stage": "stage",
"custom_type": "custom_type",
"policy_database_id": [
"ecff0922-14ca-475e-b854-a7a8199dc163"
],
"agent_database_id": [
"571BEE17-ED65-6841-34FA-E718B58FEE9A",
"2B5502FC-45AF-4A7D-B52B-5A10A999CF51"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the policy change service request primary key in the nowcerts system.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "5b50a052-2c78-4e08-b944-28287cd4785b",
"status": 1,
"message": "Policy change Service Request has been imported."
}
104.Zapier/InsertServiceRequestsAddVehicle
Endpoint Name
Zapier/InsertServiceRequestsAddVehicle
Description
This endpoint will always add a new record for service requests of add vehicle type against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
type
R
This property will show the vehicle type.
See VehicleType table for more detail.
vin_number
R
This property will show the vehicle identification number.
make
O
This property will show the vehicle make.
year
O
This property will show the vehicle year.
model
O
This property will show the vehicle model.
due_date
O
This property will show the request due date.
registration_expiration_date
O
This property will show the vehicle registration expiry date.
usage
R
This property will show the vehicle usage type.
See VehicleTypeOfUse table for more detail.
value
O
This property will show the vehicle's worth.
deductible_comprehensive
O
This property will show the amount you pay out of pocket to repair or replace your vehicle after your claim is approved.
deductible_collision
O
This property will show the amount you agree to pay out of pocket to repair or replace your vehicle, while your insurance company covers the rest of the covered costs.
subject
O
This property will show the request subject.
vehicle_service_request_id
O
This property will show the vehicle service id.
description
O
This property will show the request description in detail.
status
R
This property will show the request status.
See RequestStatus table for more detail.
insured_id
CM
(Use to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
CM
(Use to find existing record)
This property will show the insured name.
insured_email
CM
(Use to find existing record)
This property will show the insured email address.
insured_phone
CM
(Use to find existing record)
This property will show the insured phone number.
policy_number
CM
(Use to find existing record)
This property will show the policy number connected to a particular request.
Sample Request
{
"Type": "SUV",
"vin_number": "Sub 100",
"make": "2005",
"year": "2022",
"model": "Benz",
"due_date": "10/09/2022",
"registration_expiration_date": "08/10/2028",
"usage": "Commercial",
"value": "410",
"deductible_collision": "21",
"subject": "lrenbaum@dcfoam.com",
"vehicle_service_request_id": "410-247-7777",
"deductible_comprehensive": "22",
"description": " ok to move to road",
"status": "1",
"insured_id": "0f69e4a2-3cf5-489e-a7b5-6b837fed9558",
"policy_number": "Q01-0103298,TRs111"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the add vehicle service request primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "296073b5-f289-4c47-8f46-a0fc06edbf99",
"status": 1,
"message": "Add vehicle Service Request has been imported."
}
105.Zapier/InsertNotesForSameInsured
Endpoint Name
Zapier/InsertNotesForSameInsured
Description
This endpoint will always add a new note for the insured/policy against the agency for which the token is created.This endpoint will find all insured having the same email,phone, first name and last name based on the request body and save the same notes against all the insureds.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
subject
R
This property will show the note subject.
insured_database_id
CM
(Use to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Use to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Use to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Use to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Use to find existing record)
This property will show the insured commercial name.
creator_name
O
This property will show the note creator name.
type
R
This property will show the note type.
policy_database_id
O
This property will show the policy primary key in the nowcerts system.Pass policy database id to connect a note to a particular policy.
Sample Request
{
"subject": "ok to move live kevin _new_17890 ",
"insured_database_id": "",
"insured_email": "a@a.com",
"insured_first_name": "",
"insured_last_name": " ",
"insured_commercial_name": "",
"creator_name": "Test Agency",
"type": "Must-Follow Up",
"policy_database_id": "6d45d106-210f-4060-8f9c-6a4dc2909d33"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": ""
}
106.Policy/PolicyTags
Endpoint Name
Policy/PolicyTags
Description
This endpoint will get all the tags applied to the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected tags list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the applied tag record primary key in nowcerts system.
Guid
name
This property will show the tag name.
string
description
This property will show the tag description.
string
categoryName
This property will show the tag category name.
string
dateApplied
This property will show the tag applied date on insured.
Datetime
color
This property will show the tag color.
string
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
tagDatabaseId
This property will show the tag primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "7795b84c-158d-47a0-bed7-21e705220396",
"name": "B-E",
"description": "test",
"categoryName": "A-01",
"dateApplied": "2023-11-03T23:49:00",
"color": "#0099ff",
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"tagDatabaseId": "367f13df-3336-4953-99de-63cdd7f0328d"
}
]
107.InsuredLocation/Insert
Endpoint Name
InsuredLocation/Insert
Description
This endpoint will add or update insured/policy location addresses against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the insured/policy location primary key in nowcerts system.If record is matched on this id then it will update the matched record.
addressLine1
R
This property will show the street line 1 address.
addressLine2
O
This property will show the street line 2 address.
city
R
This property will show the location city name.
stateName
R
This property will show the location’s state name or abbreviation.
zipCode
R
This property will show the location zip code.
type
R
This property will show the location type.
See AddressType table for more detail.
insuredDatabaseId
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insuredEmail
CM
(Used to find existing record)
This property will show the insured email address.
insuredFirstName
CM
(Used to find existing record)
This property will show the insured first name.
insuredLastName
CM
(Used to find existing record)
This property will show the insured last name.
insuredCommercialName
CM
(Used to find existing record)
This property will show the insured commercial name.
policyId
O
This property will show the policy primary key in nowcerts system.Pass policy database id to connect a location to particular policy.
locationName
R
This property will show the location name.
phone
O
This property will show the location phone number.
contactPerson
O
This property will show the location contact person name.
email
O
This property will show the location email address.
fax
O
This property will show the location fax number.
isBuilding
O
This property will show the location building status.
locationBusinessName
R
This property will show the location business name.
active
O
This property will show the location's active status.
section
O
This property will show the location section in detail.
township
O
This property will show the location town name.
county
O
This property will show the location county name.
range
O
This property will show the location range.
acres
O
This property will show the location in acres.
Sample Request
{
"databaseId": "40f21566-2c25-4636-ac83-754c221d3de6",
"addressLine1": "Lane 101",
"addressLine2": "Apt 041",
"city": "NewYork",
"stateName": "NY",
"zipCode": "65400",
"type": 0,
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": "",
"insuredFirstName": "",
"insuredLastName": "",
"insuredCommercialName": "",
"policyId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"locationName": "14201 Avenue",
"phone": "1234567890",
"contactPerson": "Test",
"email": "a@a.com",
"fax": "1234567890",
"isBuilding": true,
"locationBusinessName": "sample-9",
"active": true,
"section": "Lower plain",
"township": "Test",
"county": "Test 1",
"range": "1250",
"acres": "250 acre"
}
Response Body
Field Name
Description
Data Type
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
databaseId
This property will show the location primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"databaseId": "6e330909-79c6-4e98-a367-9c4f300059cd",
"status": 1,
"message": "Address with database Id '6e330909-79c6-4e98-a367-9c4f300059cd' has been imported."
}
108.Zapier/InsertVehicleCoverage
Endpoint Name
Zapier/InsertVehicleCoverage
Description
This endpoint will add/update vehicle coverages against the agency for which the token is created.Record will be inserted/updated on following condition match.
01)Record match on vehicle_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
vehicle_database_id
R
This property will show the vehicle primary key in nowcerts system.If record is matched on this id then it will update the matched record.
bodily_injury_limit
O
This property will show the coverage bodily limit.
bodily_injury_premium
O
This property will show the coverage bodily premium amount.
property_damage_limit
O
This property will show the coverage property damage limit.
property_damage_premium
O
This property will show the coverage property damage premium amount.
umbi_limit
O
This property will show the uninsured/underinsured motorist bodily injury coverage limit.
umbi_premium
O
This property will show the uninsured/underinsured motorist bodily injury coverage premium amount.
uimbi_limit
O
This property will show the uninsured/underinsured motorist bodily injury coverage limit.
uimbi_premium
O
This property will show the uninsured/underinsured motorist bodily injury coverage premium amount.
umpd_limit
O
This property will show the uninsured motorist property damage limit.
umpd_premium
O
This property will show the uninsured motorist property damage coverage premium amount.
medical_payments_limit
O
This property will show the coverage medical payment limit.
medical_payments_premium
O
This property will show the coverage medical premium amount.
pip_limit
O
This property will show the coverage personal injury protection limit.
pip_premium
O
This property will show the coverage personal injury protection premium amount.
accidental_death_limit
O
This property will show the coverage accidental death limit.
accidental_death_premium
O
This property will show the coverage accidental death premium amount.
comprehensive_limit
O
This property will show the coverage comprehensive limit.
comprehensive_premium
O
This property will show the comprehensive premium amount.
collision_limit
O
This property will show the coverage collision limit.
collision_premium
O
This property will show the coverage collision premium amount.
rental_limit
O
This property will show the coverage rental limit.
rental_premium
O
This property will show the coverage rental premium amount.
towing_labor_limit
O
This property will show the coverage towing and labor limit.
towing_labor_premium
O
This property will show the coverage towing and labor premium amount.
custom_equipment_limit
O
This property will show the coverage custom equipment limit.
custom_equipment_premium
O
This property will show the coverage custom premium amount.
full_glass_limit
O
This property will show the coverage full glass limit.
full_glass_premium
O
This property will show the coverage of the full glass premium amount.
gap_limit
O
This property will show the coverage gap limit.
gap_premium
O
This property will show the coverage gap premium amount.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"vehicle_database_id": "4b8fdb62-0cb7-41ed-82bd-248a7407a855",
"bodily_injury_limit": "1000 CSL",
"bodily_injury_premium": "7",
"property_damage_limit": "200 CSL",
"property_damage_premium": "8",
"umbi_limit": "500 CSL",
"umbi_premium": "4",
"uimbi_limit": "100000",
"uimbi_premium": 1,
"umpd_limit": "65",
"umpd_premium": "9",
"medical_payments_limit": "5000",
"medical_payments_premium": "6",
"pip_limit": "40000",
"pip_premium": "17",
"accidental_death_limit": "Yes",
"accidental_death_premium": "44",
"comprehensive_limit": "700",
"comprehensive_premium": "1000",
"collision_limit": "500",
"collision_premium": "200",
"rental_limit": "800",
"rental_premium": "500",
"towing_labor_limit": "25",
"towing_labor_premium": "10",
"custom_equipment_limit": "758",
"custom_equipment_premium": "65",
"full_glass_limit": "Yes",
"full_glass_premium": "5000",
"gap_limit": "Yes",
"gap_premium": "40000",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": ""
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the vehicle primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "4b8fdb62-0cb7-41ed-82bd-248a7407a855",
"status": 1,
"message": "Vehicle 1994 exists in database and has been overridden."
}
109.Zapier/InsertPolicyDirectBilling
Endpoint Name
Zapier/InsertPolicyDirectBilling
Description
This endpoint will add/update policy direct billing record against the agency for which the token is created.Record will be inserted/updated on following condition match.
01)Record match on policy_database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policy_database_id
R
This property will show the policy primary key in the nowcerts system.
total_premium_amount
R
This property will show the billing total premium amount.
down_payment_amount
R
This property will show the billing down payment amount.
down_payment_type
R
This property will show the billing down payment type.i-e $ or %.
remaining_payments
R
This property will show the billing remaining payment count.
description
O
This property will show the billing description.
due_date
R
This property will show the payment due date.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"policy_database_id": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"total_premium_amount": "14000",
"down_payment_amount": "100",
"down_payment_type": "$",
"remaining_payments": "2",
"description": "EFT transfer",
"due_date": "2020-07-28T09:34:48.5502976-06:00"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Policy direct billing records has been imported."
}
110.Zapier/UpdateQuoteStage
Endpoint Name
Zapier/UpdateQuoteStage
Description
This endpoint will update an existing quote stage.Record will be updated on the following condition match.
01)Record match on policy_database_id and quote_stage_name is found against the agency.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policy_database_id
R
This property will show the policy primary key in the nowcerts system.
quote_stage_name
R
This property will show the new quote stage name.
Sample Request
{
"policy_database_id":"80352271-241b-4329-9d08-15a0a9556652",
"quote_stage_name":"Declined"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Quote with quote id 'mULTIPLEX_DATA_Quote' exists in database and has been overridden."
}
111.Zapier/RemoveInsuredTags
Endpoint Name
Zapier/RemoveInsuredTags
Description
This endpoint will delete tags applied on particular insured.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
tag_names
R
Tags name that are needed to delete.
Sample Request
{
"insured_database_id": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insured_email": "",
"insured_first_name": "",
"insured_last_name": "",
"insured_commercial_name": "",
"tag_names": [
"B-E"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Tag(s) deleted successfully"
}
112.Zapier/RemoveInsuredTags
Endpoint Name
Zapier/RemoveInsuredTags
Description
This endpoint will delete tags applied to a particular policy.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policy_database_id
CM
(Used to find existing record)
This property will show the policy primary key in the nowcerts system.
tag_names
R
Tags name that are needed to delete.
Sample Request
{
"policy_database_id": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"tag_names": [
"B-E"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Tag(s) deleted successfully"
}
113.Zapier/InsertPolicyTag
Endpoint Name
Zapier/InsertPolicyTag
Description
This endpoint will always apply a tag to an existing policy against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policy_database_id
R
This property will show the policy primary key in the nowcerts system.
tag_name
R
This property will show the tag name.
tag_description
O
This property will show the tag description.
Sample Request
{
"tag_name": "B-E",
"tag_description": "Test",
"policy_database_id": "6d45d106-210f-4060-8f9c-6a4dc2909d33"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the primary key of tag applied to a particular policy.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "f0a3a6ed-39ee-4879-b6a3-2989f3cfb83b",
"status": 1,
"message": "Tag with Name 'B-E' has been applyed."
}
114.Policy/UploadPolicyFile
Endpoint Name
Policy/UploadPolicyFile
Description
This endpoint will upload a policy file in a particular folder against the agency for which the token is created. Pass file in the request body.Body must be of multipart/form-data content with appropriate header.Only one file can be uploaded at a time.
Method Type
PUT
Request Query Parameters
Field Name
Required/Optional
Description
insuredId
R
This property will show the insured primary key in the nowcerts system.
policyId
R
This property will show the policy primary key in the nowcerts system.
folderId
R
This property will show the folder id under which the file is uploaded.
Sample Request
https://api.nowcerts.com/api/Policy/UploadPolicyFile?insuredId=dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1&policyId=6d45d106-210f-4060-8f9c-6a4dc2909d33&folderId=51210e5b-3bb1-47c3-99d6-90dcbef924e8
Response Body
Field Name
Description
Data Type
databaseId
This property will show the primary key of the uploaded file in the nowcerts system.
Guid
name
This property will show the file name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the file or a folder created date.
Datetime
changeDate
This property will show the file or a folder last modified date.
Datetime
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"databaseId": "5b0d7655-5284-4051-a3e8-9f422da4d465",
"name": "image_2023_09_11T10_58_19_347Z.png",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/5b0d7655-5284-4051-a3e8-9f422da4d465?X-Amz-Expires=3600&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231104/us-east-2/s3/aws4_request&X-Amz-Date=20231104T065204Z&X-Amz-SignedHeaders=host&X-Amz-Signature=1962f50b9edf89bb82f6be63854209bdf56d1d0595ff9e4fb0298565e6e385a8",
"downloadUrlExpiresAtUtc": "2023-11-04T07:52:04.9090973Z",
"type": 0,
"mime": "image/png",
"size": 64006,
"createDate": "2023-11-04T01:52:04.3465642-05:00",
"changeDate": "2023-11-04T01:52:04.3465642-05:00",
"creatorName": null,
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
},
"message": null
}
115.Insured/UploadInsuredFile
Endpoint Name
Insured/UploadInsuredFile
Description
This endpoint will upload a insured file in a particular folder against the agency for which the token is created. Pass file in the request body.Body must be of multipart/form-data content with appropriate header.Only one file can be uploaded at a time.
Method Type
PUT
Request Query Parameters
Field Name
Required/Optional
Description
insuredId
R
This property will show the insured primary key in the nowcerts system.
folderId
R
This property will show the folder id under which the file is uploaded.
Sample Request
https://api.nowcerts.com/api/Insured/UploadInsuredFile?insuredId=dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1&folderid=81dfc90a-d813-4b0d-af7d-bbdf0cdb0947
Response Body
Field Name
Description
Data Type
databaseId
This property will show the primary key of the uploaded file in the nowcerts system.
Guid
name
This property will show the file name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the file or a folder created date.
Datetime
changeDate
This property will show the file or a folder last modified date.
Datetime
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"databaseId": "8328b8e1-c707-417b-a078-e27a1091e02e",
"name": "image_2023_06_20T14_23_06_660Z.png",
"path": null,
"downloadUrl": "https://agencies-custom-files.s3.us-east-2.amazonaws.com/8328b8e1-c707-417b-a078-e27a1091e02e?X-Amz-Expires=3600&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q7T7XM5NMH/20231104/us-east-2/s3/aws4_request&X-Amz-Date=20231104T071000Z&X-Amz-SignedHeaders=host&X-Amz-Signature=ac0faeca160b02d3bc58cd2130c278fe5c579c767d616a27456375aa12c0bf4c",
"downloadUrlExpiresAtUtc": "2023-11-04T08:10:00.748527Z",
"type": 0,
"mime": "image/png",
"size": 16953,
"createDate": "2023-11-04T02:10:00.0610107-05:00",
"changeDate": "2023-11-04T02:10:00.0610107-05:00",
"creatorName": null,
"isInsuredVisibleFolder": false,
"fileOrFolder": null
},
"message": null
}
116.Files/CreateFolder
Endpoint Name
Files/CreateFolder
Description
This endpoint will create a subfolder under the parent folder against the agency for which the token is created.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
name
CM
(Used to find existing record)
This property will show the new folder name.
parentId
R
This property will show the folder parent id under which the folder is created.
Sample Request
{
"name": "Kevin-Folder",
"parentId": "81dfc90a-d813-4b0d-af7d-bbdf0cdb0947"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the primary key of the folder in the nowcerts system.
Guid
name
This property will show the folder name.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the file or a folder created date.
Datetime
changeDate
This property will show the file or a folder last modified date.
Datetime
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"data": {
"databaseId": "e67de7d8-c115-4b26-a13b-fe089920747f",
"name": "Kevin-Folder",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": null,
"size": 0,
"createDate": "2023-11-04T02:13:32.0777053-05:00",
"changeDate": "2023-11-04T02:13:32.0777053-05:00",
"creatorName": null,
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
"message": null
}
117.Policy/PolicyDrivers
Endpoint Name
Policy/PolicyDrivers
Description
This endpoint will get all the drivers to the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected drivers list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the driver primary key in the nowcerts system.
Guid
firstName
This property will show the driver's first name.
string
lastName
This property will show the driver's last name.
string
birthday
This property will show the driver’s date of birth.
Datetime
maritalStatusCode
This property will show the driver’s marital status.
See MaritalStatusCode for more detail.
integer
gender
This property will show the driver’s gender.
See GenderCode table for more detail.
integer
licenseNumber
This property will show the driver’s license number.
string
licenseState
This property will show the driver’s license state name.
string
licenseYear
This property will show the driver’s license year.
string
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "8f894358-fa20-4f08-b1ca-c3b6fa515823",
"firstName": "Test",
"lastName": "Test",
"birthday": "2020-10-10T00:00:00",
"maritalStatusCode": 4,
"gender": 0,
"licenseNumber": "te",
"licenseState": null,
"licenseYear": 2021,
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33"
}
]
118.Policy/PolicyVehicles
Endpoint Name
Policy/PolicyVehicles
Description
This endpoint will get all the vehicles to the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected drivers list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the vehicle primary key in the nowcerts system.
Guid
vin
This property will show the vehicle identification number.
string
year
This property will show the vehicle year.
string
model
This property will show the vehicle model.
Datetime
make
This property will show the vehicle maker name.
integer
drivers
This property will show the driver’s details connected to a particular vehicle.
integer
policyLevelCoverages
This property will show the vehicle policy level coverage details.
string
vehicleSpecificCoverages
This property will show the vehicle specific details.
string
type
This property will show the vehicle type.
string
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
lienHolders
This property will show the vehicle lien holders detail.
visible
This property will show the
active
This property will show the
Sample Response
[
{
"vin": "RED",
"year": 2026,
"model": "2022",
"make": "Volks W",
"policyLevelCoveragesXML": "",
"vehicleSpecificCoveragesXML": "",
"drivers": [
{
"firstName": "Kevin",
"lastName": "lastTest",
"birthday": null,
"maritalStatusCode": null,
"gender": null,
"databaseId": "fd33fa7f-b80f-4ea5-8d6b-14283b28b4b9",
"licenseNumber": "sa 8",
"licenseState": null,
"licenseYear": null
}
],
"policyLevelCoverages": [
{
"name": "Combined Single Limit",
"typeCode": "CSL",
"limits": [
300000.0
],
"limitFormatted": "300 CSL",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 2.0
},
{
"name": "Personal Injury Protection (CO)",
"typeCode": "PIP",
"limits": [
75000.0
],
"limitFormatted": "75000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 8.0
},
{
"name": "Uninsured/Underinsured Motorist",
"typeCode": "UM",
"limits": [
1000000.0,
1000000.0
],
"limitFormatted": "1000/1000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 3.0
},
{
"name": "Underinsured Motorist BI Split Limit",
"typeCode": "UNDSP",
"limits": [
1000000.0,
1000000.0
],
"limitFormatted": "1000/1000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 4.0
},
{
"name": "Uninsured Motorist Property Damage",
"typeCode": "UMPD",
"limits": [
15000.0
],
"limitFormatted": "15000",
"deductibles": [
15000.0
],
"deductiblesFormatted": "15000",
"premium": 5.0
},
{
"name": "Medical Payments",
"typeCode": "MEDPM",
"limits": [
5000.0
],
"limitFormatted": "5000",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 6.0
},
{
"name": "Personal Injury Protection Accidental Death Benefit (AR) ",
"typeCode": "ADB",
"limits": [],
"limitFormatted": "Yes",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 7.0
},
{
"name": "",
"typeCode": "WCF",
"limits": [
2.0,
2.0
],
"limitFormatted": "",
"deductibles": [
5000.0
],
"deductiblesFormatted": "5000",
"premium": 33.0
}
],
"vehicleSpecificCoverages": [
{
"name": "Comprehensive",
"typeCode": "COMP",
"limits": [],
"limitFormatted": "1000",
"deductibles": [
1000.0
],
"deductiblesFormatted": "1000",
"premium": 44.0
},
{
"name": "Collision",
"typeCode": "COLL",
"limits": [],
"limitFormatted": "100",
"deductibles": [
100.0
],
"deductiblesFormatted": "100",
"premium": 66.0
},
{
"name": "Rental Reimbursement",
"typeCode": "RREIM",
"limits": [
40.0
],
"limitFormatted": "40",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 77.0
},
{
"name": "Towing and Labor",
"typeCode": "TL",
"limits": [
100.0
],
"limitFormatted": "100",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 88.0
},
{
"name": "Audio, Visual and Data Equipment Coverage",
"typeCode": "AVD",
"limits": [
300.0
],
"limitFormatted": "300",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 99.0
},
{
"name": "Glass",
"typeCode": "GLASS",
"limits": [],
"limitFormatted": "Yes",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 99.0
},
{
"name": "Lease/Loan Gap",
"typeCode": "GAP",
"limits": [],
"limitFormatted": "Yes",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 555.0
}
],
"databaseId": "6a639e37-e33d-4fdd-835f-2c94dbd3b7c7",
"type": "Car",
"typeOfUseAsFlag": 1,
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"lienHolders": [
{
"vehicleId": "6a639e37-e33d-4fdd-835f-2c94dbd3b7c7",
"certificateHolderId": "43bec075-d369-490d-8847-d91862741232",
"name": " Julie Smith",
"email": null,
"fax": "",
"addressLine1": "84 S Chestatee St",
"city": "Dahlonega",
"state": "Georgia",
"natureOfInterestEnumValue": 5,
"natureOfInterestDescriptionValue": "Additional Interest ",
"additionalInterests": []
}
],
"visible": true,
"active": true
}
]
119.Policy/PolicyProperties
Endpoint Name
Policy/PolicyProperties
Description
This endpoint will get all the properties to the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected property list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the vehicle primary key in the nowcerts system.
Guid
addressLine1
This property will show the property street line 1 address.
string
addressLine2
This property will show the property street line 2 address.
string
buildingNumber
This property will show the property building number.
string
city
This property will show the property location city name.
string
county
This property will show the property location county name.
string
description
This property will show the property description in detail.
string
zip
This property will show the property location zip code.
string
coverages
This property will show the property coverages.
List of details.
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
lienHolders
This property will show the property lien holders detail.
List of details.
visible
This property will show the property's visible status.
Boolean
active
This property will show the property's active status.
Boolean
Sample Response
[
{
"databaseId": "f351facf-17a2-4425-b888-acc987d41c52",
"addressLine1": "Lane 150",
"addressLine2": "Street 250",
"buildingNumber": "Ds406",
"city": "NewYork",
"county": "s8",
"description": "test",
"state": "NY",
"zip": "46000",
"coveragesXML": " ",
"coverages": [
{
"name": "Dwelling (Cov. A)",
"typeCode": "DWELL",
"limits": [],
"limitFormatted": "",
"deductibles": [
0.0
],
"deductiblesFormatted": "0",
"premium": 0.0
},
{
"name": "Other Structures (Cov. B)",
"typeCode": "OS",
"limits": [],
"limitFormatted": "",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0.0
},
{
"name": "Personal Property",
"typeCode": "PP",
"limits": [],
"limitFormatted": "",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0.0
},
{
"name": "Loss of Use (Cov. D)",
"typeCode": "LOU",
"limits": [],
"limitFormatted": "",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0.0
},
{
"name": "Personal Liability (Cov. E)",
"typeCode": "PL",
"limits": [],
"limitFormatted": "",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0.0
},
{
"name": "Medical Payments (Cov. F)",
"typeCode": "MEDPM",
"limits": [],
"limitFormatted": "",
"deductibles": [],
"deductiblesFormatted": "",
"premium": 0.0
},
{
"name": "Hurricane Deductible",
"typeCode": "HURR",
"limits": [],
"limitFormatted": "",
"deductibles": [
0.0
],
"deductiblesFormatted": "0",
"premium": 0.0
},
{
"name": "Wind/Hail Deductible",
"typeCode": "WHDED",
"limits": [],
"limitFormatted": "",
"deductibles": [
0.0
],
"deductiblesFormatted": "0",
"premium": 0.0
}
],
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"visible": true,
"active": true,
"lienHolders": [
{
"buildingId": "f351facf-17a2-4425-b888-acc987d41c52",
"certificateHolderId": "6f65df5e-8af7-48e0-9453-4a32d5e55b43",
"name": "rOLAN",
"email": "a@A.COM",
"fax": "434-343-4343",
"addressLine1": "lANE 120",
"city": "new york",
"state": "West Virginia",
"natureOfInterestEnumValue": null,
"natureOfInterestDescriptionValue": "",
"additionalInterests": [
{
"certificateHolderId": "6f65df5e-8af7-48e0-9453-4a32d5e55b43",
"truckingCompanyId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"loanNumber": ""
}
]
}
]
}
]
120.Policy/PolicyAgents
Endpoint Name
Policy/PolicyAgents
Description
This endpoint will get all the agents of the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected agents list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agent primary key in the nowcerts system.
Guid
firstName
This property will show the agent's first name.
string
lastName
This property will show the agent's last name.
string
order
This property will show the record display order.
integer
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
email
This property will show the agent's email address.
string
phone
This property will show the agent's phone .
string
cellPhone
This property will show the agent's cell phone.
string
fax
This property will show the agent's fax address.
string
agentType
This property will show the agent's type for this policy.
string
active
This property will show the agent's active status.
Boolean
fusionEnabled
This property will show the agent's fusion enabled status.
Boolean
changeDate
This property will show the agent's last change date.
DateTime
createDate
This property will show the agent's created date.
DateTime
primaryRole
This property will show the agent's primary role.
string
agentIs
This property will show the agent's company or personal.
string
Sample Response
[
{
"databaseId": "c8304dd5-e65c-49fa-82c8-8462ed35db17",
"firstName": "Alex Newtest",
"lastName": "",
"order": 1,
"policyDatabaseId": "ecff0922-14ca-475e-b854-a7a8199dc163",
"email": "joselaexanderisip05@gmail.com",
"phone": "",
"cellPhone": "",
"fax": "",
"agentType": "Agent",
"active": true,
"fusionEnabled": false,
"createDate": "2025-09-02T07:38:00",
"changeDate": "2025-09-12T10:31:00",
"primaryRole": "CSR",
"agentIs": "Person"
}
]
121.Policy/PolicyCSR
Endpoint Name
Policy/PolicyCSR
Description
This endpoint will get all the CSR of the requested policy database id(s) in the request body.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected csr list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agency csr primary key in the nowcerts system.
Guid
firstName
This property will show the csr first name.
string
lastName
This property will show the csr last name.
string
order
This property will show the csr display order.
integer
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
email
This property will show the csr email address.
phone
This property will show the csr phone .
cellPhone
This property will show the csr cell phone.
fax
This property will show the csr fax address.
agentType
This property will show the csr type for this policy.
active
This property will show the csr active status.
fusionEnabled
This property will show the csr fusion enabled status.
changeDate
This property will show the csr last change date.
createDate
This property will show the csr created date.
primaryRole
This property will show the csr primary role.
agentIs
This property will show the csr company or personal.
Sample Response
[
{
"databaseId": "b7a4ae3d-ac8b-4f31-b4fd-d0fa8d32134b",
"firstName": "Anjana",
"lastName": "Bhartisingh",
"order": 1,
"policyDatabaseId": "ecff0922-14ca-475e-b854-a7a8199dc163",
"email": "anjana.bhartisingh@arieotech.com",
"phone": "",
"cellPhone": "",
"fax": "",
"agentType": "CSR",
"active": true,
"fusionEnabled": false,
"createDate": "2025-09-12T10:31:00",
"changeDate": "2025-09-12T10:31:00",
"primaryRole": "Agent/Producer",
"agentIs": "Company"
},
{
"databaseId": "822e02a1-565e-49d6-bbae-b968e5872edb",
"firstName": "Amir",
"lastName": "Zyn",
"order": 2,
"policyDatabaseId": "ecff0922-14ca-475e-b854-a7a8199dc163",
"email": "testagent1001@test.com",
"phone": "",
"cellPhone": "",
"fax": "",
"agentType": "CSR",
"active": true,
"fusionEnabled": false,
"createDate": "2025-09-12T10:31:00",
"changeDate": "2025-09-12T10:31:00",
"primaryRole": "",
"agentIs": "Company"
}
]
122.Policy/PolicyLineOfBusiness
Endpoint Name
Policy/PolicyLineOfBusiness
Description
This endpoint will get all the lines of business of the requested policy database id(s) in the request.Maximum 50 policy database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
PolicyDataBaseId
R
Pass all the policy primary key(s) to get the respected csr list.
Sample Request
{
"PolicyDataBaseId": [
"6d45d106-210f-4060-8f9c-6a4dc2909d33"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the agency line of business primary key in the nowcerts system.
Guid
lineOfBusinessName
This property will show the line of business name.
string
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
lineOfBusinessClassId
This property will show the line of business class primary key in the nowcerts system.
Guid
Sample Response
[
{
"databaseId": "993db326-a055-4442-b5bc-fb3a667da82d",
"lineOfBusinessName": "1000 Burial League (Active)",
"policyDatabaseId": "6d45d106-210f-4060-8f9c-6a4dc2909d33",
"lineOfBusinessId": "993db326-a055-4442-b5bc-fb3a667da82d",
"lineOfBusinessClassId": "a83d66c5-1369-4c26-bd7a-1fcfb085ca74",
"lineOfBusinessClassName": "1000 Burial League (Active)"
}
]
123.PushJsonQuoteApplications
Endpoint Name
Policy/PolicyLineOfBusiness
Description
This endpoint will read any json request and add created insured and quote requests from that json.
Now after this you can map these request properties to any object like insured/prospect/policy/quote etc from nowcerts application.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
AgencyID
R
This property will show the insurance agency primary key in the nowcerts system.
Sample Request
{
"firstName":"test prospect1",
"lastName":"Ali",
"AgencyID":"3e9e2d23-3111-43dd-9a82-75d00f0af521"
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Quote Request successfully inserted with database id: 0087485a-a29d-4237-affc-a246222e4fd9."
}
124.InsertPolicyEndorsementFee
Endpoint Name
PolicyEndorsementFee/InsertPolicyEndorsementFee
Description
This endpoint will always add policy endorsement and fees details.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policyId
R
This property will show the policy primary key in the nowcerts system.
amount
R
This property will show the billing amount.
date
R
This property will show the endorsement date.
order
O
This property will show the billing order.
type
R
This property will show the billing fee type.
See BillingFeeType table for more detail.
description
O
This property will show the billing description.
premiumType
R
This property will show the payment type.
See BillingPremiumType table for more detail.
combineAllReceivablesAndPayables
O
This property will be used to combine all receivables and payables together.
billingType
R
This property will show the policy billing type.
See BillingType table for more detail.
followUpDate
R
This property will show the fee follow up date.
followUpPersonName
O
This property will show the follow up agent name.
Pass agent first name and last name separated by space.
billingFollowUpPersonName
O
This property will show the billing follow up agent name.Pass agent first name and last name separated by space.
billingStatus
O
This property will show the billing status.See BillingStatus table for more details.
commissionType
R
This property will show the commission type.See CommissionType table for more details.
agencyCommissions.type
R
This property will show the commission type.See AgencyCommissionType table for more details.
agentsCommissions.paymentType
R
This property will show the agent payment type.See AgentPaymentType table for more details.
agentsCommissions.CommissionType
R
This property will show the commission type.See CommissionType table for more details.
receivables.AmountType
R
This property will show the amount of receivable type.See CommissionType table for more details.
receivables.Type
R
This property will show the amount of receivable type.See EndorsementReceivableType table for more details.
payables.AmountType
R
This property will show the amount of payable type.See CommissionType table for more details.
payables.Type
R
This property will show the payable type.See EndorsementPayableType table for more details.
payables.payableType
R
This property will show the payable type.See EndorsementPayablePaidTo table for more details.
financings.AmountType
R
This property will show the amount of financing type.See CommissionType table for more details.
financings.type
R
This property will show the financing type.See EndorsementFinancingType table for more details.
incentiveFees.type
R
This property will show the incentive fee type.See AgencyCommissionType table for more details.
Sample Request
[
{
"amount": 300.0,
"date": "2023-11-26T13:10:16.8961529+04:00",
"order": 0,
"policyId": "ae22fc5f-94eb-4a67-a748-8338f9a8d626",
"type": 0,
"description": "Kevin Initial Base Premium",
"premiumType": 0,
"combineAllReceivablesAndPayables": true,
"billingType": 2,
"followUpDate": "2023-11-26T13:10:16.8961529+04:00",
"followUpPersonName": "Alexis Brooks",
"billingFollowUpPersonName": "Bernard Burns",
"billingStatus": 2,
"agencyCommissions": [
{
"order": 0,
"commissionType": 0,
"commissionValue": 10.0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3131771+04:00",
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"commissionType": 1,
"commissionValue": 10.0,
"type": 1,
"dueDate": "2023-11-28T18:54:51.3131771+04:00",
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 4.0
}
]
}
],
"agentsCommissions": [
{
"order": 0,
"agentName": "Alexis Brooks",
"paymentType": 1,
"commissionType": 1,
"commissionValue": 100.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"agentName": "Alexis Brooks",
"paymentType": 0,
"commissionType": 0,
"commissionValue": 80.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
}
]
}
],
"receivables": [
{
"order": 0,
"type": 1,
"dueDate": "2023-11-28T18:54:51.314173+04:00",
"amountType": 0,
"amountValue": 100.0,
"processingFee": 10.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 1,
"dueDate": "2023-11-28T18:54:51.314173+04:00",
"amountType": 1,
"amountValue": 50.0,
"processingFee": 1.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 10.0
}
]
}
],
"payables": [
{
"order": 0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 100.0,
"payableType": 0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 1,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 1,
"amountValue": 150.0,
"payableType": 1,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
}
],
"financings": [
{
"order": 0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 100.0,
"financingAgreement": "TESTING",
"description": "TESTING",
"receivedAmountValue": 1.0,
"processedByAgency": true,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 150.0,
"financingAgreement": "TESTING",
"description": "TESTING",
"receivedAmountValue": 1.0,
"processedByAgency": true,
"payments": [
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
}
]
}
],
"incentiveFees": [
{
"order": 0,
"incentiveFeeValue": 100.0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3161793+04:00",
"payments": [
{
"order": 0,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
},
{
"order": 1,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 21.0
}
]
},
{
"order": 1,
"incentiveFeeValue": 110.0,
"type": 1,
"dueDate": "2023-11-28T18:54:51.3161793+04:00",
"payments": [
{
"order": 0,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
},
{
"order": 1,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
}
]
}
]
},
{
"amount": 3.0,
"date": "2023-11-26T13:10:16.8961529+04:00",
"order": 1,
"policyId": "ae22fc5f-94eb-4a67-a748-8338f9a8d626",
"type": 10,
"description": "Kevin Tax",
"premiumType": 1,
"combineAllReceivablesAndPayables": true,
"billingType": 2,
"followUpDate": "2023-11-26T13:10:16.8961529+04:00",
"followUpPersonName": "Alexis Brooks",
"billingFollowUpPersonName": "Bernard Burns",
"billingStatus": 2
}
]
Response Body
Field Name
Description
Data Type
endorsementId
This property will show the policy endorsement primary key in the nowcerts system.
Guid
policyOrQuoteId
This property will show the policy primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
[
{
"endorsementId": "88917639-32a9-452c-a4e8-d0274d4792fb",
"policyOrQuoteId": "ce6e97ce-4191-48db-8189-bc96e7c78412",
"isQuote": false,
"objectURL": "",
"status": 1,
"message": null
},
{
"endorsementId": "bf2e1298-05dc-4f0d-b59d-dc44defb4345",
"policyOrQuoteId": "ce6e97ce-4191-48db-8189-bc96e7c78412",
"isQuote": false,
"objectURL": "",
"status": 1,
"message": null
}
]
125.PolicyEndorsementDetailList
Endpoint Name
PolicyEndorsementDetailList
Description
This endpoint will get the details of policy endorsements for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementDetailList?$count=true&$filter=(policyId eq 10ca6545-4190-4543-98c9-dae25f7da1a7)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
amount
This property will show the endorsement amount.
Decimal
date
This property will show the endorsement date.
DateTime
order
This property will show the endorsement order sequence.
integer
policyId
This property will show the policy primary key in the nowcerts system.
Guid
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
endorsementTypeValue
This property will show the endorsement type.
See BillingFeeType table for more detail.
integer
endorsementTypeText
This property will show the endorsement type text.
See BillingFeeType table for more detail.
string
statusValue
This property will show the endorsement status.
See EndorsementStatus table for more detail.
integer
statusText
This property will show the endorsement status text.
See EndorsementStatus table for more detail.
string
description
This property will show the endorsement detail description.
string
endorsementPremiumTypeValue
This property will show the endorsement premium type.
See BillingPremiumType table for more detail.
integer
endorsementPremiumTypeText
This property will show the endorsement premium type text.
See BillingPremiumType table for more detail.
string
billingTypeValue
This property will show the endorsement billing type.
See PolicyBillingType table for more detail.
integer
billingTypeText
This property will show the endorsement billing type.
See PolicyBillingType table for more detail.
string
followUpDate
This property will show the endorsement follow-up date.
DateTime
followUpPersonId
This property will show the endorsement follow up agent primary key in the nowcerts system.
Guid
followUpPersonName
This property will show the endorsement follow up agent name.
string
billingFollowUpDate
This property will show the endorsement billing follow up date.
DateTime
billingFollowUpPersonId
This property will show the endorsement billing follow up person primary key in the nowcerts system.
Guid
billingStatusValue
This property will show the endorsement billing status.
See BillingStatus table for more detail.
integer
billingStatusText
This property will show the endorsement billing status text.
See BillingStatus table for more detail.
string
createDate
This property will show the endorsement created date.
Datetime
changeDate
This property will show the last modified date of endorsement.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "b171ff4f-b1b6-402f-b6a4-0f88ab6786c4",
"amount": 15.0000,
"date": "2023-12-19T00:00:00+04:00",
"order": 1,
"policyId": "10ca6545-4190-4543-98c9-dae25f7da1a7",
"insuredDatabaseId": "d98fb567-6e26-4e20-8d18-57a49f36e8bf",
"endorsementTypeValue": 111,
"endorsementTypeText": "Policy Fee",
"statusValue": 5,
"statusText": "Suspended for miscellaneous reason",
"description": "",
"endorsementPremiumTypeValue": 1,
"endorsementPremiumTypeText": "Non_Premium",
"combineAllReceivablesAndPayables": false,
"billingTypeValue": 0,
"billingTypeText": "DB - 100 in System",
"followUpDate": "2024-01-05T00:00:00+04:00",
"followUpPersonId": "571bee17-ed65-6841-34fa-e718b58fee9a",
"followUpPersonName": "1099 40/20 Broker 2",
"billingFollowUpDate": null,
"billingFollowUpPersonId": null,
"billingStatusValue": 0,
"billingStatusText": "Not Started",
"createDate": "2023-12-19T19:16:00+04:00",
"changeDate": "2024-01-03T19:26:00+04:00"
}
]
}
126.PolicyEndorsementAgencyCommissionDetailList
Endpoint Name
PolicyEndorsementAgencyCommissionDetailList
Description
This endpoint will get the details of endorsement agency commission and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementAgencyCommissionDetailList?$count=true&$filter=(endorsementDatabaseId eq a7823e6c-33d3-41d5-ae83-45e9e138f0c5)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the endorsement agency commision primary key in the nowcerts system.
Guid
commissionTypeValue
This property will show the endorsement commission type.See CommissionType table for more detail.
integer
commissionTypeText
This property will show the endorsement commission type text.See CommissionType table for more detail.
string
commissionValue
This property will show the endorsement commission value.
Decimal
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
agencyCommissionTypeValue
This property will show the agency commission type.
See AgencyCommissionType table for more detail.
integer
agencyCommissionTypeText
This property will show the agency commission type.
See AgencyCommissionType table for more detail.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementAgencyCommissionDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "1538e1cb-3b81-4237-bbba-f45bbc6ea499",
"commissionTypeValue": 0,
"commissionTypeText": "Percent",
"commissionValue": 100.0000,
"endorsementDatabaseId": "a7823e6c-33d3-41d5-ae83-45e9e138f0c5",
"order": 1,
"agencyCommissionTypeValue": 0,
"agencyCommissionTypeText": "Gross",
"createDate": "2023-12-19T19:24:00+04:00",
"changeDate": "2023-12-19T19:24:00+04:00",
"endorsementAgencyCommissionPaymentDetail": [
{
"databaseId": "ffdf7c1b-40d1-46a6-b44a-6ddd291f0fc0",
"agencyCommissionDatabaseId": "1538e1cb-3b81-4237-bbba-f45bbc6ea499",
"commissionReceivedAmount": 10.0000,
"commissionReceivedDate": "2023-12-19T00:00:00+04:00",
"order": 2,
"createDate": "2023-12-19T19:24:00+04:00",
"changeDate": "2023-12-19T19:24:00+04:00"
},
{
"databaseId": "ea11967b-dfa4-4074-b22f-d378a8b66c8d",
"agencyCommissionDatabaseId": "1538e1cb-3b81-4237-bbba-f45bbc6ea499",
"commissionReceivedAmount": 4.0000,
"commissionReceivedDate": "2024-01-24T00:00:00+04:00",
"order": 3,
"createDate": "2024-01-24T02:39:00+04:00",
"changeDate": "2024-01-24T02:39:00+04:00"
},
{
"databaseId": "f5ba075a-b488-42cf-a352-f32a217d45c8",
"agencyCommissionDatabaseId": "1538e1cb-3b81-4237-bbba-f45bbc6ea499",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-12-19T00:00:00+04:00",
"order": 1,
"createDate": "2023-12-19T19:24:00+04:00",
"changeDate": "2023-12-19T19:24:00+04:00"
}
]
}
]
}
127.PolicyEndorsementAgentsCommissionDetailList
Endpoint Name
PolicyEndorsementAgentsCommissionDetailList
Description
This endpoint will get the details of endorsement agents commission and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementAgentsCommissionDetailList?$count=true&$filter=(endorsementDatabaseId eq b171ff4f-b1b6-402f-b6a4-0f88ab6786c4)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the endorsement agent commision primary key in the nowcerts system.
Guid
agentDatabaseId
This property will show the endorsement agent primary key in the nowcerts system.
Guid
agentName
This property will show the endorsement agent name.
string
policyCommissionAgentPaymentTypeValue
This property will show the endorsement agent commission type.See AgencyCommissionType table for more detail.
integer
policyCommissionAgentPaymentTypeText
This property will show the endorsement agent commission type text.See AgencyCommissionType table for more detail.
string
commissionTypeValue
This property will show the endorsement commission type.See CommissionType table for more detail.
integer
commissionTypeText
This property will show the endorsement commission type text.See CommissionType table for more detail.
string
commissionValue
This property will show the endorsement commission value.
Decimal
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementAgentsCommissionDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "280a59f0-312f-46ee-a876-7a002650ac9b",
"agentDatabaseId": "85e93b13-8601-48e4-bf6a-3d60f9366d6e",
"agentName": "Vlad Vladimirov",
"policyCommissionAgentPaymentTypeValue": 0,
"policyCommissionAgentPaymentTypeText": "From Agency Commission",
"commissionTypeValue": 0,
"commissionTypeText": "Percent",
"commissionValue": 77.0000,
"endorsementDatabaseId": "b171ff4f-b1b6-402f-b6a4-0f88ab6786c4",
"order": 1,
"createDate": "2023-12-19T19:16:00+04:00",
"changeDate": "2023-12-19T19:16:00+04:00",
"endorsementAgentsCommissionPaymentDetail": [
{
"databaseId": "d05bba72-73d8-4368-b43d-d2ba40b78e7c",
"agentCommissionDatabaseId": "280a59f0-312f-46ee-a876-7a002650ac9b",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-12-19T00:00:00+04:00",
"order": 2,
"createDate": "2023-12-19T19:16:00+04:00",
"changeDate": "2023-12-19T19:16:00+04:00"
},
{
"databaseId": "237e4acb-5fc3-45db-850f-eaaa2d05e5aa",
"agentCommissionDatabaseId": "280a59f0-312f-46ee-a876-7a002650ac9b",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-12-19T00:00:00+04:00",
"order": 1,
"createDate": "2023-12-19T19:16:00+04:00",
"changeDate": "2023-12-19T19:16:00+04:00"
}
]
}
]
}
128.PolicyEndorsementFinanceCompanyIncentiveDetailList
Endpoint Name
PolicyEndorsementFinanceCompanyIncentiveDetailList
Description
This endpoint will get the details of the endorsement finance company incentive and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementFinanceCompanyIncentiveDetailList?$count=true&$filter=(endorsementDatabaseId eq 3CB16639-4623-4E81-83E8-B7CF1A0D8496)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the finance company incentive primary key in the nowcerts system.
Guid
incentiveFeeValue
This property will show the finance company incentive fee value.
Decimal
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
agencyCommissionTypeValue
This property will show the endorsement agent commission type.See AgencyCommissionType table for more detail.
integer
agencyCommissionTypeText
This property will show the endorsement agent commission type text.See AgencyCommissionType table for more detail.
string
dueDate
This property will show the endorsement due date.
Datetime
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementFinanceCompanyIncentiveDetailList",
"@odata.count": 2,
"value": [
{
"databaseId": "267de1ec-0b43-4acb-bc82-1e28c1fab828",
"incentiveFeeValue": 100.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 0,
"agencyCommissionTypeValue": 0,
"agencyCommissionTypeText": "Gross",
"dueDate": "2023-11-28T18:55:00+04:00",
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementFinanceCompanyIncentivePaymentDetail": [
{
"databaseId": "096421e4-07cf-4604-bb49-02a7d6260eb2",
"financeCompanyIncentiveDatabaseId": "267de1ec-0b43-4acb-bc82-1e28c1fab828",
"incentiveFeeReceivedAmount": 1.0000,
"incentiveFeeReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "5715977d-7a93-42b6-9129-efb27cf02ffa",
"financeCompanyIncentiveDatabaseId": "267de1ec-0b43-4acb-bc82-1e28c1fab828",
"incentiveFeeReceivedAmount": 21.0000,
"incentiveFeeReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
},
{
"databaseId": "0a14369c-f3fa-47c0-b2a8-8a14b23af91c",
"incentiveFeeValue": 110.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 1,
"agencyCommissionTypeValue": 1,
"agencyCommissionTypeText": "Monthly",
"dueDate": "2023-11-28T18:55:00+04:00",
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementFinanceCompanyIncentivePaymentDetail": [
{
"databaseId": "afa40106-a83e-48b1-9df3-49dca257b7a4",
"financeCompanyIncentiveDatabaseId": "0a14369c-f3fa-47c0-b2a8-8a14b23af91c",
"incentiveFeeReceivedAmount": 1.0000,
"incentiveFeeReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "e74db95d-89f3-4f9e-b616-7c098f5ab8ae",
"financeCompanyIncentiveDatabaseId": "0a14369c-f3fa-47c0-b2a8-8a14b23af91c",
"incentiveFeeReceivedAmount": 1.0000,
"incentiveFeeReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
}
]
}
129.PolicyEndorsementFinancingDetailList
Endpoint Name
PolicyEndorsementFinancingDetailList
Description
This endpoint will get the details of the endorsement finance and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementFinancingDetailList?$count=true&$filter=(endorsementDatabaseId eq 3CB16639-4623-4E81-83E8-B7CF1A0D8496)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the finance primary key in the nowcerts system.
Guid
amountTypeValue
This property will show the finance amount type.See CommissionType table for more detail.
integer
amountTypeText
This property will show the finance amount type text.See CommissionType table for more detail.
string
amountValue
This property will show the finance amount .
Decimal
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
financingTypeValue
This property will show the financing type.See EndorsementFinancingType table for more detail.
integer
financingTypeText
This property will show the financing type.See EndorsementFinancingType table for more detail.
string
dueDate
This property will show the endorsement due date.
Datetime
description
This property will show the detailed description.
string
financingAgreement
This property will show the detailed description of the financing agreement.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementFinancingDetailList",
"@odata.count": 2,
"value": [
{
"databaseId": "b056ac30-c6c2-433d-8f0c-20da7f8e49ef",
"amountTypeValue": 0,
"amountTypeText": "Percent",
"amountValue": 150.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 1,
"financingTypeValue": 0,
"financingTypeText": "Outside Finance",
"dueDate": "2023-11-28T18:55:00+04:00",
"description": "TESTING",
"financingAgreement": "TESTING",
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementFinancingPaymentDetail": [
{
"databaseId": "88e27e29-b36c-4b2a-aef6-3a2d1ecc60e3",
"financingDatabaseId": "b056ac30-c6c2-433d-8f0c-20da7f8e49ef",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "f9e8eef1-ebf0-4d7c-a6e8-a9ac70d6fbcd",
"financingDatabaseId": "b056ac30-c6c2-433d-8f0c-20da7f8e49ef",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
},
{
"databaseId": "7e3d411f-1d2c-4515-9b08-432fff0ad3b9",
"amountTypeValue": 0,
"amountTypeText": "Percent",
"amountValue": 100.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 0,
"financingTypeValue": 0,
"financingTypeText": "Outside Finance",
"dueDate": "2023-11-28T18:55:00+04:00",
"description": "TESTING",
"financingAgreement": "TESTING",
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementFinancingPaymentDetail": [
{
"databaseId": "e3a27551-d58d-4a82-a78a-591692bd73f3",
"financingDatabaseId": "7e3d411f-1d2c-4515-9b08-432fff0ad3b9",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "61bb8b1d-2421-4302-a534-a4d38a160e75",
"financingDatabaseId": "7e3d411f-1d2c-4515-9b08-432fff0ad3b9",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
}
]
}
130.PolicyEndorsementPayableDetailList
Endpoint Name
PolicyEndorsementPayableDetailList
Description
This endpoint will get the details of the endorsement payable and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementPayableDetailList?$count=true&$filter=(endorsementDatabaseId eq 3CB16639-4623-4E81-83E8-B7CF1A0D8496)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the payable primary key in the nowcerts system.
Guid
amountTypeValue
This property will show the payable amount type.See CommissionType table for more detail.
integer
amountTypeText
This property will show the payable amount type text.See CommissionType table for more detail.
string
amountValue
This property will show the payable amount .
Decimal
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
endorsementPayableTypeValue
This property will show the payable type.See EndorsementReceivableType table for more detail.
integer
endorsementPayableTypeText
This property will show the payable type text.See EndorsementReceivableType table for more detail.
string
endorsementPayablePaidToTypeValue
This property will show the endorsement payable paid to type.See EndorsementPayablePaidTo for more detail.
integer
endorsementPayablePaidToTypeText
This property will show the endorsement payable paid to type text.See EndorsementPayablePaidTo for more detail.
string
dueDate
This property will show the due date.
Datetime
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementPayableDetailList",
"@odata.count": 2,
"value": [
{
"databaseId": "98aae423-3983-4037-b307-a00eb99e4883",
"amountTypeValue": 1,
"amountTypeText": "Fixed Value",
"amountValue": 150.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 1,
"endorsementPayableTypeValue": 1,
"endorsementPayableTypeText": "Paid In Full",
"endorsementPayablePaidToTypeValue": 1,
"endorsementPayablePaidToTypeText": "Finance Company",
"dueDate": "2023-11-28T18:55:00+04:00",
"endorsementFinancingDatabaseId": null,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementPayablePaymentDetail": [
{
"databaseId": "3bffafa7-f2ce-4302-91d6-26dacc7ef6c6",
"payableDatabaseId": "98aae423-3983-4037-b307-a00eb99e4883",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "391adb6b-4305-4f04-b066-9f763d6633b3",
"payableDatabaseId": "98aae423-3983-4037-b307-a00eb99e4883",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
},
{
"databaseId": "b78705ee-0b55-4501-a01f-ad6a6da7826a",
"amountTypeValue": 0,
"amountTypeText": "Percent",
"amountValue": 100.0000,
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 0,
"endorsementPayableTypeValue": 0,
"endorsementPayableTypeText": "Down Payment",
"endorsementPayablePaidToTypeValue": 0,
"endorsementPayablePaidToTypeText": "Carrier",
"dueDate": "2023-11-28T18:55:00+04:00",
"endorsementFinancingDatabaseId": null,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00",
"endorsementPayablePaymentDetail": [
{
"databaseId": "61e06a24-8fb7-4317-8a63-420c36f3cac6",
"payableDatabaseId": "b78705ee-0b55-4501-a01f-ad6a6da7826a",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
},
{
"databaseId": "2061b30f-177b-4360-9983-f58ab8f68c3d",
"payableDatabaseId": "b78705ee-0b55-4501-a01f-ad6a6da7826a",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-10T11:18:00+04:00"
}
]
}
]
}
131.PolicyEndorsementReceivableDetailList
Endpoint Name
PolicyEndorsementReceivableDetailList
Description
This endpoint will get the details of the endorsement payable and payment for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyEndorsementReceivableDetailList?$count=true&$filter=(endorsementDatabaseId eq 3CB16639-4623-4E81-83E8-B7CF1A0D8496)
Response Body
Field Name
Description
Data Type
databaseId
This property will show the receivable primary key in the nowcerts system.
Guid
amountTypeValue
This property will show the receivable amount type.See CommissionType table for more detail.
integer
amountTypeText
This property will show the receivable amount type text.See CommissionType table for more detail.
string
endorsementDatabaseId
This property will show the endorsement primary key in the nowcerts system.
Guid
order
This property will show the record ordering sequence.
integer
endorsementReceivableTypeValue
This property will show the receivable type.See EndorsementReceivableType table for more detail.
integer
endorsementReceivableTypeText
This property will show the receivable type text.See EndorsementReceivableType table for more detail.
string
processingFee
This property will show the processing fee.
Decimal
dueDate
This property will show the due date.
Datetime
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the last modified date of record.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#PolicyEndorsementReceivableDetailList",
"@odata.count": 2,
"value": [
{
"databaseId": "0a39ca3d-c499-4265-b37d-0c4864d904d2",
"amountTypeValue": 0,
"amountTypeText": "Percent",
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 0,
"endorsementReceivableTypeValue": 1,
"endorsementReceivableTypeText": "Paid In Full",
"dueDate": "2023-11-28T18:55:00+04:00",
"processingFee": 10.0000,
"endorsementFinancingDatabaseId": null,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2024-01-30T04:50:00+04:00",
"endorsementReceivablePaymentDetail": [
{
"databaseId": "e20a9807-10a7-47a0-823c-5417016bd33a",
"receivableDatabaseId": "0a39ca3d-c499-4265-b37d-0c4864d904d2",
"commissionReceivedAmount": 1.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-20T11:26:00+04:00"
},
{
"databaseId": "77c8e267-c6d2-452d-affc-c266ed7459df",
"receivableDatabaseId": "0a39ca3d-c499-4265-b37d-0c4864d904d2",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-20T11:26:00+04:00"
}
]
},
{
"databaseId": "84bacae7-17b2-4cc4-91f8-142618b7f96e",
"amountTypeValue": 1,
"amountTypeText": "Fixed Value",
"endorsementDatabaseId": "3cb16639-4623-4e81-83e8-b7cf1a0d8496",
"order": 1,
"endorsementReceivableTypeValue": 1,
"endorsementReceivableTypeText": "Paid In Full",
"dueDate": "2023-11-28T18:55:00+04:00",
"processingFee": 1.0000,
"endorsementFinancingDatabaseId": null,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2024-01-30T04:50:00+04:00",
"endorsementReceivablePaymentDetail": [
{
"databaseId": "1656ac4e-31e4-4c7d-9e9b-2ea549d58b2a",
"receivableDatabaseId": "84bacae7-17b2-4cc4-91f8-142618b7f96e",
"commissionReceivedAmount": 2.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 0,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-20T11:26:00+04:00"
},
{
"databaseId": "a41f9668-1efb-4039-a8a7-71b66579d1f9",
"receivableDatabaseId": "84bacae7-17b2-4cc4-91f8-142618b7f96e",
"commissionReceivedAmount": 10.0000,
"commissionReceivedDate": "2023-11-28T18:55:00+04:00",
"order": 1,
"createDate": "2023-12-10T11:18:00+04:00",
"changeDate": "2023-12-20T11:26:00+04:00"
}
]
}
]
}
132.Insured/InsuredCustomFields
Endpoint Name
Insured/InsuredCustomFields
Description
This endpoint will get all the custom fields of the requested insured database id(s) in the request body.Maximum 50 insured database id’s can be passed per request.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
InsuredDataBaseId
R
Pass all the insured primary key(s) to get the respected custom fields list.
Sample Request
{
"InsuredDataBaseId": [
"cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"10ca6545-4190-4543-98c9-dae25f7da1a7"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the custom field primary key in nowcerts system.
Guid
order
This property will show the fields order .
integer
text
This property will show the custom field name.
string
value
This property will show the custom field value.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
Sample Response
[
{
"databaseId": "b142d36f-12c5-4920-ad1b-40cfd97d5e95",
"order": 2,
"text": "fsdf",
"value": "ddddd",
"createDate": "2023-11-30T10:11:00",
"changeDate": "2024-02-10T01:21:00",
"insuredDatabaseId": "cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"insuredEmail": "apvpolicy003@gmail.com",
"insuredFirstName": "Sample",
"insuredLastName": "00003",
"insuredCommercialName": "00003, Sample Apv Policy"
},
{
"databaseId": "9f5bef17-4bea-48c1-a3ab-8b98a85cfcd3",
"order": 1,
"text": "fsdf",
"value": "fsdf",
"createDate": "2023-11-30T10:11:00",
"changeDate": "2024-02-10T01:21:00",
"insuredDatabaseId": "cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"insuredEmail": "apvpolicy003@gmail.com",
"insuredFirstName": "Sample",
"insuredLastName": "00003",
"insuredCommercialName": "00003, Sample Apv Policy"
},
{
"databaseId": "9693e53b-4abe-467f-8542-a350dbcd7560",
"order": 3,
"text": "Water`",
"value": "Kevin",
"createDate": "2024-02-10T00:49:00",
"changeDate": "2024-02-10T01:21:00",
"insuredDatabaseId": "cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"insuredEmail": "apvpolicy003@gmail.com",
"insuredFirstName": "Sample",
"insuredLastName": "00003",
"insuredCommercialName": "00003, Sample Apv Policy"
}
]
133.SendCertificate/Approve
Endpoint Name
SendCertificate/Approve
Description
This endpoint will update the certificate status from pending approval to not sent.
Method Type
POST
Request Body
Field Name
Required/Optional
Description
DataBaseId
R
Pass all the historical certificate holders primary key(s) to update the records.
Sample Request
{
"DataBaseId": [
"95C55511-D630-4F4A-AD9E-BD5AD219EFFF",
"E27126B7-41A3-4822-B988-E11BF6D83F89"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Record updated successfully."
}
134.HistoricalCertificateHolderList
Endpoint Name
HistoricalCertificateHolderList
Description
This endpoint will get the details of the historical certificate holders for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
name
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/HistoricalCertificateHolderList()?$count=true&$orderby=changedate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/HistoricalCertificateHolderList()?$filter=insuredDatabaseId eq 895db7a9-11e1-4bb5-bf89-9e5e7e18b0e4&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the historical certificate holder primary key in the nowcerts system.
Guid
name
This property will show the historical certificate holder name.
string
city
This property will show the historical certificate holder city name.
string
addressLine1
This property will show the historical certificate holder street line 1 address.
string
addressLine2
This property will show the historical certificate holder street line 2 address.
string
zipCode
This property will show the historical certificate holder zipcode.
string
phone
This property will show the historical certificate holder phone number..
string
cellPhone
This property will show the historical certificate holder mobile number.
string
fax
This property will show the historical certificate holder fax number.
string
eMail
This property will show the historical certificate holder email address.
string
certificateId
This property will show the historical certificate holder certificate primary key in the nowcerts system.
Guid
certificateName
This property will show the historical certificate holder certificate name.
string
createDate
This property will show the historical certificate holder's created date.
Datetime
changeDate
This property will show the historical certificate holder certificate's last modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#HistoricalCertificateHolderList",
"@odata.count": 1693,
"value": [
{
"databaseId": "e27126b7-41a3-4822-b988-e11bf6d83f89",
"name": "Vladyslav Lytvynenko (Company Name)",
"city": "Omaha",
"addressLine1": "120th St",
"addressLine2": "415",
"zipCode": "68131",
"phone": "772-299-3344 Ext. 1112223334",
"cellPhone": "123-456-7890",
"fax": "213-141-5161",
"eMail": "vladyslav.lytvynenko22@gmail.com",
"certificateId": "c506e23f-4648-4d4c-aa3a-ef1f3d13a59b",
"certificateName": "CERTIFICATE OF LIABILITY INSURANCE (ACORD 25) (11/04/2021)",
"createDate": "2021-11-15T10:34:00+04:00",
"changeDate": "2024-03-09T05:31:00+04:00",
"insuredDatabaseId": "895db7a9-11e1-4bb5-bf89-9e5e7e18b0e4",
"insuredEmail": "vladyslav.lytvynenko22+insured@gmail.com",
"insuredFirstName": null,
"insuredLastName": null,
"insuredCommercialName": "1 Vladyslav Lytvynenko"
}
]
}
135.CertificateHolderList
Endpoint Name
CertificateHolderList
Description
This endpoint will get the details of the certificate holders for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/CertificateHolderList()?$count=true&$orderby=changedate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/CertificateHolderList()?$filter=databaseId eq b9af83c3-06f6-4903-9e8c-0003b4822a09&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the certificate holder primary key in the nowcerts system.
Guid
name
This property will show the certificate holder name.
string
stateName
This property will show the state name.
string
stateDatabaseId
This property will show the state primary key in the nowcerts system.
Guid
city
This property will show the certificate holder city name.
string
addressLine1
This property will show the certificate holder street line 1 address.
string
addressLine2
This property will show the certificate holder street line 2 address.
string
zipCode
This property will show the certificate holder zipcode.
string
phone
This property will show the certificate holder phone number..
string
cellPhone
This property will show the certificate holder mobile number.
string
fax
This property will show the certificate holder fax number.
string
eMail
This property will show the certificate holder email address.
string
createDate
This property will show the certificate holder's created date.
Datetime
changeDate
This property will show the certificate holder certificate's last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#CertificateHolderList",
"@odata.count": 1,
"value": [
{
"databaseId": "b9af83c3-06f6-4903-9e8c-0003b4822a09",
"name": " Addl Insprop",
"stateName": "Ohio",
"stateDatabaseId": "dc0832ac-8acd-4b81-a00c-ec4d7eb52c76",
"city": "Steubenville",
"addressLine1": "415 Terri Ave",
"addressLine2": "",
"zipCode": "43952",
"phone": "",
"cellPhone": "",
"fax": "",
"eMail": null,
"createDate": "2023-11-07T02:27:00-06:00",
"changeDate": "2024-03-03T04:44:00-06:00"
}
]
}
136.LifeInsuranceDetailList
Endpoint Name
LifeInsuranceDetailList
Description
This endpoint will get the details of the insured life insurance details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/LifeInsuranceDetailList()?$count=true&$orderby=changedate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/LifeInsuranceDetailList()?$filter=databaseId eq 44c46bde-97dc-438a-86cb-1ba70542b9cf&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the life insurance primary key in the nowcerts system.
Guid
firstName
This property will show the first name.
string
middleName
This property will show the middle name.
string
lastName
This property will show the last name.
string
type
This property will show the role type.
string
homePhone
This property will show the home phone number.
string
officePhone
This property will show the office phone number
string
cellPhone
This property will show the personal cell number.
string
personalFax
This property will show the personal fax number.
string
businessFax
This property will show the business fax number.
string
personalEMail
This property will show the personal email address.
string
businessEMail
This property will show the business email address.
string
insuredDatabaseId
This property will show insured primary key in nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
description
This property will show the detailed description of life insurance.
string
primary
This property will show the primary status of life insurance.
boolean
active
This property will show the active status of life insurance.
boolean
beneficiaryType
This property will show the beneficiary type.
i-e Beneficiary or Contingent Beneficiary
string
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#LifeInsuranceDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "44c46bde-97dc-438a-86cb-1ba70542b9cf",
"firstName": "Kevin",
"middleName": "K",
"lastName": "Test",
"type": "Manager",
"homePhone": "2121212122",
"officePhone": "23232323232",
"cellPhone": "3434343434",
"personalFax": "5454545454",
"businessFax": "6565656565",
"personalEMail": "a@a.com",
"businessEMail": "b@a.com",
"insuredDatabaseId": "dfcacc48-60e0-4c8d-8cc6-32c0aa58a4b1",
"insuredEmail": "jisip@nowceeertscsr.com",
"insuredFirstName": "Name",
"insuredLastName": "`Name",
"insuredCommercialName": "`Name, Namesdsdf",
"changeDate": "2024-03-21T08:48:00-05:00",
"createDate": "2024-03-21T08:40:00-05:00",
"lastChangeUserId": "00000000-0000-0000-0000-000000000000",
"description": "test",
"primary": true,
"active": true,
"beneficiaryType": "",
"policy": {
"databaseId": "64d201a5-2324-4007-a423-e2b4f42b4a90",
"number": "98563214",
"effectiveDate": "2024-01-16T00:00:00-06:00",
"expirationDate": "2025-01-16T00:00:00-06:00",
"linesOfBusiness": [
"Personal Auto"
],
"carrierName": "ACADIA INSURANCE CO"
}
}
]
}
137.ReferralSourceCategoryDetailList
Endpoint Name
ReferralSourceCategoryDetailList
Description
This endpoint will get the details of the referral source category for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/ReferralSourceCategoryDetailList()?$count=true&$orderby=name desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/ReferralSourceCategoryDetailList()?$filter=databaseId eq eff19a2b-e5c8-44f3-a4b6-51e20a437d16&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the referral source category primary key in the nowcerts system.
Guid
name
This property will show the referral source name.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
Sample Response
{
"@odata.context": "https://api.nowcerts.com/api/$metadata#ReferralSourceCategoryDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "eff19a2b-e5c8-44f3-a4b6-51e20a437d16",
"name": "Trade show/Conference",
"changeDate": "2017-04-26T04:45:00-05:00",
"createDate": "2017-04-26T04:45:00-05:00"
}
]
}
138.MedicalHealthCareClaimList
Endpoint Name
MedicalHealthCareClaimList
Description
This endpoint will get the details of the medical health claims for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/MedicalHealthCareClaimList()?$count=true&$orderby=changedate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/MedicalHealthCareClaimList()?$filter=databaseId eq eff19a2b-e5c8-44f3-a4b6-51e20a437d16&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the medical health care claim primary key in the nowcerts system.
Guid
street
This property will show the location's street address.
string
city
This property will show the location's city name.
string
state
This property will show the location's state abbreviation.
string
claimNumber
This property will show the claim number.
string
status
This property will show the claim status.
string
county
This property will show the location's county.
string
zipCode
This property will show the location's zip code.
string
policeOrFireDepartment
This property will show that the police or fire department is contacted against the event.
string
reportNumber
This property will show the claim report number.
string
describeLocation
This property will show the claim location detail.
string
additionalComments
This property will show the claims in detailed comments.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
dateOfLossAndTime
This property will show the claim event date and time.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policyNumber
This property will show the policy number affiliated with the claim.
string
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#MedicalHealthCareClaimList",
"@odata.count": 3,
"value": [
{
"databaseId": "7d0381be-e3f1-41d8-bced-55ed713be57e",
"street": "312 Selby St N",
"city": "Osborne Park",
"state": "CT",
"claimNumber": "kevin",
"status": "Submitted_To_Carrier",
"county": "City of Stirling",
"zipCode": "455",
"policeOrFireDepartment": "r",
"reportNumber": "e",
"describeLocation": "test",
"additionalComments": "t",
"changeDate": "2024-03-19T07:46:00+04:00",
"createDate": "2024-03-19T07:46:00+04:00",
"dateOfLossAndTime": "2024-03-19T04:46:00+04:00",
"insuredDatabaseId": "cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"insuredEmail": "apvpolicy003@gmail.com",
"insuredFirstName": "Sample",
"insuredLastName": "00003",
"insuredCommercialName": "00003, Sample Apv Policy",
"policyNumber": "QR-PA-29-11-2023",
"dateAndAmount": [
{
"date": "2024-03-19T00:00:00+04:00",
"amount": 3.0000
},
{
"date": "2024-03-20T00:00:00+04:00",
"amount": 4.0000
}
]
}
]
}
139.HoaUnitDetailList
Endpoint Name
HoaUnitDetailList
Description
This endpoint will get the details of the hoa unit for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/HoaUnitDetailList()?&$count=true&$orderby=changeDate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/HoaUnitDetailList()?$filter=databaseId eq eff19a2b-e5c8-44f3-a4b6-51e20a437d16&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the hoa unit primary key in the nowcerts system.
Guid
unitNumber
This property will show the unit number.
string
ownerVesting
This property will show the owner vesting details.
string
address1
This property will show the location's address line 1.
string
address2
This property will show the location's address line 2
string
city
This property will show the location’s city name.
string
stateId
This property will show the location's state primary key in the nowcerts system.
Guid
stateName
This property will show the location's state name.
string
zip
This property will show that location zip code address.
string
mortgageeDatabaseId
This property will show the mortgagee primary key in the nowcerts system.
Guid
mortgageeName
This property will show the mortgagee name.
string
loanNumber
This property will show the loan number.
string
coiNotes
This property will show the coi notes details.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
active
This property will show the record active status.
Boolean
escrowCompany
This property will show the escrow company details.
string
policies
This property will show the policies affiliated with the unit.
List
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#HoaUnitDetailList",
"@odata.count": 12,
"value": [
{
"databaseId": "70163700-d2e1-4b4a-bd06-5dd9e65be97e",
"unitNumber": "3620",
"ownerVesting": "2",
"address1": "3",
"address2": "4",
"city": "5",
"stateId": "e710bb55-b8e7-4d2f-8609-6e33a4c961cc",
"stateName": "Alaska",
"zip": "77",
"mortgageeDatabaseId": "76856e96-2c12-4fa9-b835-15acee87729e",
"mortgageeName": "*HYUNDAI LEASE TITLING",
"loanNumber": "8",
"coiNotes": "9",
"insuredDatabaseId": "7e2eda46-95c6-40a7-b63b-5c79a846a0f0",
"insuredEmail": "nguintu@nowcertscsr.com",
"insuredFirstName": "Binssss",
"insuredLastName": "Makalata",
"insuredCommercialName": "Bapbap Newtest",
"changeDate": "2024-03-27T08:07:00+04:00",
"createDate": "2024-03-27T08:07:00+04:00",
"active": true,
"escrowCompany": "7",
"policies": [
{
"databaseId": "e8935586-bb3d-4f64-a4e4-2cb33b21a60f",
"number": "QR-HO-06-07-2023",
"effectiveDate": "2024-06-07T00:00:00+04:00",
"expirationDate": "2025-06-07T00:00:00+04:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": null
},
{
"databaseId": "fddc88cc-ab33-459f-adb3-cf9b0f386e0f",
"number": "Auto Renew test",
"effectiveDate": "2025-01-21T00:00:00+04:00",
"expirationDate": "2026-01-21T00:00:00+04:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "A.I.M. Mutual Insurance"
}
]
}
]
}
140.CLRatingDetailList
Endpoint Name
CLRatingDetailList
Description
This endpoint will get the details of the Cl Rating for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/CLRatingDetailList()?&$count=true&$orderby=changeDate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/CLRatingDetailList()?$filter=insuredDatabaseId eq CD0EFCF7-B5B9-40F7-8301-A5F1E3E34D69&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the Clrating primary key in the nowcerts system.
Guid
yearBizStarted
This property will show the year business started.
integer
yearsOfOperation
This property will show the years in service.
integer
numberOfOwners
This property will show the count of owners.
integer
numberOfFullTimeEmployees
This property will show the count of full time employees.
integer
numberOfPartTimeEmployees
This property will show the count of part time employees.
integer
totalPayroll
This property will show the total salary amount.
decimal
annualSales
This property will show the annual sale amount.
decimal
naic
This property will show the naic detail.
string
sic
This property will show the sic detail.
string
industryClassification
This property will show the description of operations.
string
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#CLRatingDetailList",
"@odata.count": 1,
"value": [
{
"databaseId": "63618379-83d4-476b-a60f-7d1f07d58f61",
"yearBizStarted": 2023,
"yearsOfOperation": 5,
"numberOfOwners": 5,
"numberOfFullTimeEmployees": 1,
"numberOfPartTimeEmployees": 2,
"totalPayroll": 3.0000,
"annualSales": 10000.0000,
"naic": "3",
"sic": "4",
"industryClassification": "22mpeh",
"insuredDatabaseId": "cd0efcf7-b5b9-40f7-8301-a5f1e3e34d69",
"insuredEmail": "apvpolicy003@gmail.com",
"insuredFirstName": "Sample",
"insuredLastName": "00003",
"insuredCommercialName": "00003, Sample Apv Policy",
"createDate": "2023-11-21T08:50:00+04:00",
"changeDate": "2024-04-01T07:51:00+04:00"
}
]
}
141.EquipmentDetailList
Endpoint Name
EquipmentDetailList
Description
This endpoint will get the details of the insured/prospect equipment details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/EquipmentDetailList()?&$count=true&$orderby=changeDate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/EquipmentDetailList()?$filter=databaseId eq a9a41831-09c5-48c3-b9de-d3dac7a04d7a&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the equipment's primary key in the nowcerts system.
Guid
unitNumber
This property will show the equipment unit number.
string
type
This property will show the equipment type.
string
description
This property will show the equipment detailed description.
string
idSerialNumber
This property will show the equipment serial number.
string
newUsed
This property will show the equipment new or already used status.
string
datePurchased
This property will show the equipment purchased date.
Datetime
manufacturer
This property will show the equipment manufacturer name.
string
model
This property will show the equipment model.
string
modelYear
This property will show the equipment model year.
string
capacity
This property will show the equipment capacity.
string
amountOfInsurance
This property will show the equipment insurance amount.
string
visible
This property will show the equipment visible status.
Boolean
active
This property will show the equipment active status.
Boolean
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#EquipmentDetailList",
"@odata.count": 45,
"value": [
{
"databaseId": "a9a41831-09c5-48c3-b9de-d3dac7a04d7a",
"unitNumber": "Test 11",
"type": "Sample",
"description": null,
"idSerialNumber": "0011",
"newUsed": "",
"datePurchased": null,
"manufacturer": "Test",
"model": null,
"modelYear": null,
"capacity": null,
"amountOfInsurance": null,
"visible": true,
"active": true,
"insuredDatabaseId": "d98fb567-6e26-4e20-8d18-57a49f36e8bf",
"insuredEmail": "jisip@nowcertscsr.com",
"insuredFirstName": "test",
"insuredLastName": "contact",
"insuredCommercialName": "Test, Juper",
"changeDate": "2023-12-28T05:37:00+04:00",
"createDate": "2023-12-28T05:37:00+04:00"
}
]
}
142.PolicyAdditionalInterestDetailList
Endpoint Name
PolicyAdditionalInterestDetailList
Description
This endpoint will get the details of the insured/prospect additional details for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
changedate
Clients can query on any parameter that is coming in response to this call.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01) https://api.nowcerts.com/api/PolicyAdditionalInterestDetailList()?$count=true&$orderby=changeDate desc&$skip=0&$top=1
02)https://api.nowcerts.com/api/PolicyAdditionalInterestDetailList()?$filter=databaseId eq fa8738ee-9c84-4119-8407-01019d486af4&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the additional interest primary key in the nowcerts system.
Guid
certificateHolderDatabaseId
This property will show the certificate holder primary key in the nowcerts system.
Guid
certificateHolderName
This property will show the certificate holder name.
string
email
This property will show the contact email address.
string
cellPhone
This property will show the contact mobile number.
string
phone
This property will show the contact phone number.
string
fax
This property will show the contact fax number.
string
addressLine1
This property will show the contact address line 1.
string
addressLine2
This property will show the contact address line 2.
string
city
This property will show the contact address city.
string
zipCode
This property will show the contact zip code address.
string
stateAbbreviationCode
This property will show the contact state abbreviation.
string
additionalInsured
This property will show the additional insured status.
Boolean
lossPayee
This property will show the loss payee status.
Boolean
breachOfWarranty
This property will show the breach of warranty status.
Boolean
mortgagee
This property will show the mortgagee status.
Boolean
coOwner
This property will show the co owner status.
Boolean
owner
This property will show the owner status.
Boolean
leasebackOwner
This property will show the leaseback owner status.
Boolean
registrant
This property will show the registrant status.
Boolean
lienholder
This property will show the lienholder status.
Boolean
trustee
This property will show the trustee status.
Boolean
other
This property will show the other status.
Boolean
additionalInterestOtherText
This property will show the other status details.
string
loanNumber
This property will show the loan number.
string
description
This property will show the description of ops details.
string
deactiveDate
This property will show the deactivated datetime.
Datetime
active
This property will show the active status.
Boolean
accord101
This property will show the accord101 details.
string
generalLiability
This property will show the general liability status.
Boolean
automobileLiability
This property will show the automobile liability status.
Boolean
umbrellaLiability
This property will show the umbrella liability status.
Boolean
garageLiability
This property will show the garage liability status.
Boolean
garageKeepersLiability
This property will show the garage keepers liability status.
Boolean
cargo
This property will show the cargo status.
Boolean
trailerInterchange
This property will show the trailer interchange status.
Boolean
otherLiability
This property will show the other liability status.
Boolean
otherLiability2
This property will show the other liability2 status.
Boolean
generalLiabilitySubrWvd
This property will show the general liability SubrWvd status.
Boolean
automobileLiabilitySubrWvd
This property will show the automobile liability SubrWvd status.
Boolean
umbrellaLiabilitySubrWvd
This property will show the umbrella liability SubrWvd status.
Boolean
garageLiabilitySubrWvd
This property will show the garage liability SubrWvd status.
Boolean
garageKeepersLiabilitySubrWvd
This property will show the garage keepers liability SubrWvd status.
Boolean
cargoSubrWvd
This property will show the cargo SubrWvd status.
Boolean
trailerInterchangeSubrWvd
This property will show the trailer interchange SubrWvd status.
Boolean
otherLiabilitySubrWvd
This property will show the other liability subrWvd status.
Boolean
otherLiability2SubrWvd
This property will show the other liability2 SubrWvd status.
Boolean
workersCompensationsSubrWvd
This property will show the workers compensations SubrWvd status.
Boolean
airportFBO
This property will show the airport FBO status.
Boolean
airportFBOSubrWvd
This property will show the airport FBO SubrWvd status.
Boolean
privateHangar
This property will show the private hangar status.
Boolean
privateHangarSubrWvd
This property will show the private hangar SubrWvd status.
Boolean
aviationProducts
This property will show the aviation products status.
Boolean
aviationProductsSubrWvd
This property will show the aviation products SubrWvd status.
Boolean
aircraft
This property will show the aircraft status.
Boolean
aircraftSubrWvd
This property will show the aircraft SubrWvd status.
Boolean
vehicleOrEquipment
This property will show the vehicle or equipment status.
Boolean
insuranceBinder
This property will show the insurance binder status.
Boolean
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
policies
This property will show the policies attached to additional insured.
List
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#PolicyAdditionalInterestDetailList",
"@odata.count": 194,
"value": [
{
"databaseId": "fa8738ee-9c84-4119-8407-01019d486af4",
"certificateHolderDatabaseId": "38a56a9a-4b27-4e66-b754-101d13835e2e",
"certificateHolderName": "ALI",
"email": "W@QQ.COM",
"cellPhone": "2323232323",
"phone": "343434343434 ",
"fax": "4454545454",
"addressLine1": "Lane Cove NSW 2066",
"addressLine2": "water theme park",
"city": "Lane Cove",
"zipCode": "2066",
"stateAbbreviationCode": "GA",
"additionalInsured": true,
"lossPayee": true,
"breachOfWarranty": true,
"mortgagee": false,
"coOwner": true,
"owner": false,
"leasebackOwner": true,
"registrant": true,
"lienholder": true,
"trustee": true,
"other": true,
"additionalInterestOtherText": "test",
"loanNumber": "W3D10",
"description": "Number: Lex\nExpiration Date: 03/10/2029\nEffective Date: 03/10/2028\nStatus: Renewing\nAgency Fees: $0.00\nTotal Premium Value: $0.00\nTotal Non Premium Value: $0.00\nLines of Business: Commercial Auto, Personal Auto\nTotal Amount Value: $0.00\nInsured: Test, Juper\nCarrier Name: \nMGA Name: \nFinance Company Name: \nReferral Source Name: \nOther Company Name: Ops done",
"deactiveDate": null,
"active": true,
"accord101": "Lane changed 100",
"generalLiability": false,
"automobileLiability": true,
"umbrellaLiability": false,
"garageLiability": false,
"garageKeepersLiability": true,
"cargo": false,
"trailerInterchange": true,
"otherLiability": false,
"otherLiability2": true,
"generalLiabilitySubrWvd": true,
"automobileLiabilitySubrWvd": false,
"umbrellaLiabilitySubrWvd": true,
"garageLiabilitySubrWvd": true,
"garageKeepersLiabilitySubrWvd": false,
"cargoSubrWvd": true,
"trailerInterchangeSubrWvd": false,
"otherLiabilitySubrWvd": true,
"otherLiability2SubrWvd": false,
"workersCompensationsSubrWvd": true,
"airportFBO": false,
"airportFBOSubrWvd": true,
"privateHangar": true,
"privateHangarSubrWvd": false,
"aviationProducts": false,
"aviationProductsSubrWvd": true,
"aircraft": true,
"aircraftSubrWvd": true,
"vehicleOrEquipment": true,
"insuranceBinder": true,
"insuredDatabaseId": "d98fb567-6e26-4e20-8d18-57a49f36e8bf",
"insuredEmail": "jisip@nowcertscsr.com",
"insuredFirstName": "test",
"insuredLastName": "contact",
"insuredCommercialName": "Test, Juper",
"createDate": "2024-04-28T10:13:00+04:00",
"changeDate": "2024-04-29T11:38:00+04:00",
"policies": [
{
"databaseId": "2a70546f-ecbb-4d9f-abb0-c83c9f64b1b0",
"number": "Test Flood info renew",
"effectiveDate": "2025-01-10T00:00:00+04:00",
"expirationDate": "2026-01-10T00:00:00+04:00",
"linesOfBusiness": [
"Flood"
],
"carrierName": null
},
{
"databaseId": "2a70546f-ecbb-4d9f-abb0-c83c9f64b1b0",
"number": "Test Flood info renew",
"effectiveDate": "2025-01-10T00:00:00+04:00",
"expirationDate": "2026-01-10T00:00:00+04:00",
"linesOfBusiness": [
"Flood"
],
"carrierName": null
},
{
"databaseId": "10ca6545-4190-4543-98c9-dae25f7da1a7",
"number": "Lex",
"effectiveDate": "2028-03-10T00:00:00+04:00",
"expirationDate": "2029-03-10T00:00:00+04:00",
"linesOfBusiness": [
"Personal Auto",
"Commercial Auto"
],
"carrierName": null
},
{
"databaseId": "10ca6545-4190-4543-98c9-dae25f7da1a7",
"number": "Lex",
"effectiveDate": "2028-03-10T00:00:00+04:00",
"expirationDate": "2029-03-10T00:00:00+04:00",
"linesOfBusiness": [
"Commercial Auto",
"Personal Auto"
],
"carrierName": null
}
]
}
]
}
143.InsertAdditionalInsured
Endpoint Name
Policy/InsertAdditionalInsured
Description
This endpoint will always add or update insured/policy additional insured against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
02)If no record is found for certificate holder against certificateHolderDatabaseId, then a new record certificate holder record is added by certificateHolderName property.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the additional interest primary key in nowcerts system.This key is used to update existing records.
certificateHolderDatabaseId
O
This property will show the certificate holder primary key in the nowcerts system.
certificateHolderName
O
This property will show the certificate holder name.
email
O
This property will show the contact email address.
cellPhone
O
This property will show the contact mobile number.
phone
O
This property will show the contact phone number.
fax
O
This property will show the contact fax number.
addressLine1
O
This property will show the contact address line 1.
addressLine2
O
This property will show the contact address line 2.
city
O
This property will show the contact address city.
zipCode
O
This property will show the contact zip code address.
additionalInsured
O
This property will show the additional insured status.
lossPayee
O
This property will show the loss payee status.
breachOfWarranty
O
This property will show the breach of warranty status.
mortgagee
O
This property will show the mortgagee status.
coOwner
O
This property will show the co owner status.
owner
O
This property will show the owner status.
leasebackOwner
O
This property will show the leaseback owner status.
registrant
O
This property will show the registrant status.
lienholder
O
This property will show the lienholder status.
trustee
O
This property will show the trustee status.
other
O
This property will show the other status.
additionalInterestOtherText
O
This property will show the other status details.
loanNumber
O
This property will show the loan number.
description
O
This property will show the description of ops details.
active
O
This property will show the active status.
accord101
O
This property will show the accord101 details.
generalLiability
O
This property will show the general liability status.
automobileLiability
O
This property will show the automobile liability status.
umbrellaLiability
O
This property will show the umbrella liability status.
garageLiability
O
This property will show the garage liability status.
garageKeepersLiability
O
This property will show the garage keepers liability status.
cargo
O
This property will show the cargo status.
trailerInterchange
O
This property will show the trailer interchange status.
otherLiability
O
This property will show the other liability status.
otherLiability2
O
This property will show the other liability2 status.
generalLiabilitySubrWvd
O
This property will show the general liability SubrWvd status.
automobileLiabilitySubrWvd
O
This property will show the automobile liability SubrWvd status.
umbrellaLiabilitySubrWvd
O
This property will show the umbrella liability SubrWvd status.
garageLiabilitySubrWvd
O
This property will show the garage liability SubrWvd status.
garageKeepersLiabilitySubrWvd
O
This property will show the garage keepers liability SubrWvd status.
cargoSubrWvd
O
This property will show the cargo SubrWvd status.
trailerInterchangeSubrWvd
O
This property will show the trailer interchange SubrWvd status.
otherLiabilitySubrWvd
O
This property will show the other liability subrWvd status.
otherLiability2SubrWvd
O
This property will show the other liability2 SubrWvd status.
workersCompensationsSubrWvd
O
This property will show the workers compensations SubrWvd status.
airportFBO
O
This property will show the airport FBO status.
airportFBOSubrWvd
O
This property will show the airport FBO SubrWvd status.
privateHangar
O
This property will show the private hangar status.
privateHangarSubrWvd
O
This property will show the private hangar SubrWvd status.
aviationProducts
O
This property will show the aviation products status.
aviationProductsSubrWvd
O
This property will show the aviation products SubrWvd status.
aircraft
O
This property will show the aircraft status.
aircraftSubrWvd
O
This property will show the aircraft SubrWvd status.
vehicleOrEquipment
O
This property will show the vehicle or equipment status.
insuranceBinder
O
This property will show the insurance binder status.
insured_database_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_email
CM
(Used to find existing record)
This property will show the insured email address.
insured_first_name
CM
(Used to find existing record)
This property will show the insured first name.
insured_last_name
CM
(Used to find existing record)
This property will show the insured last name.
insured_commercial_name
CM
(Used to find existing record)
This property will show the insured commercial name.
policies
O
This property will show the policies attached to additional insured.
Sample Request
{
"databaseId": "fa8738ee-9c84-4119-8407-01019d486af4",
"certificateHolderDatabaseId": "38a56a9a-4b27-4e66-b754-101d13835e2e",
"certificateHolderName": "ALI",
"email": "W@QQ.COM",
"cellPhone": "2323232323",
"phone": "343434343434 ",
"fax": "4454545454",
"addressLine1": "Lane Cove NSW 2066",
"addressLine2": "water theme park",
"city": "Lane Cove",
"zipCode": "2066",
"stateAbbreviationCode": "GA",
"additionalInsured": true,
"lossPayee": true,
"breachOfWarranty": true,
"mortgagee": false,
"coOwner": true,
"owner": false,
"leasebackOwner": true,
"registrant": true,
"lienholder": true,
"trustee": true,
"other": true,
"additionalInterestOtherText": "test",
"loanNumber": "W3D1",
"description": "Number: Lex\nExpiration Date: 03/10/2029\nEffective Date: 03/10/2028\nStatus: Renewing\nAgency Fees: $0.00\nTotal Premium Value: $0.00\nTotal Non Premium Value: $0.00\nLines of Business: Commercial Auto, Personal Auto\nTotal Amount Value: $0.00\nInsured: Test, Juper\nCarrier Name: \nMGA Name: \nFinance Company Name: \nReferral Source Name: \nOther Company Name: Ops done",
"deactiveDate": null,
"active": true,
"accord101": "Lane changed 100",
"generalLiability": false,
"automobileLiability": true,
"umbrellaLiability": false,
"garageLiability": false,
"garageKeepersLiability": true,
"cargo": false,
"trailerInterchange": true,
"otherLiability": false,
"otherLiability2": true,
"generalLiabilitySubrWvd": true,
"automobileLiabilitySubrWvd": false,
"umbrellaLiabilitySubrWvd": true,
"garageLiabilitySubrWvd": true,
"garageKeepersLiabilitySubrWvd": false,
"cargoSubrWvd": true,
"trailerInterchangeSubrWvd": false,
"otherLiabilitySubrWvd": true,
"otherLiability2SubrWvd": false,
"workersCompensationsSubrWvd": true,
"airportFBO": false,
"airportFBOSubrWvd": true,
"privateHangar": true,
"privateHangarSubrWvd": false,
"aviationProducts": false,
"aviationProductsSubrWvd": true,
"aircraft": true,
"aircraftSubrWvd": true,
"vehicleOrEquipment": true,
"insuranceBinder": true,
"insuredDatabaseId": "d98fb567-6e26-4e20-8d18-57a49f36e8bf",
"insuredEmail": "jisip@nowcertscsr.com",
"insuredFirstName": "test",
"insuredLastName": "contact",
"insuredCommercialName": "Test, Juper",
"createDate": "2024-04-24T12:14:00+04:00",
"changeDate": "2024-04-27T05:47:00+04:00",
"policies": [
"10ca6545-4190-4543-98c9-dae25f7da1a7",
"2a70546f-ecbb-4d9f-abb0-c83c9f64b1b0"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the additional interest primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "fa8738ee-9c84-4119-8407-01019d486af4",
"status": 0,
"message": "Certificate holder exists in database and has been overridden."
}
144.InsertAgencyCommissionPayment
Endpoint Name
PolicyEndorsementFee/InsertAgencyCommissionPayment
Description
The endpoint is designed to manage endorsement agency commission payments within an insurance policy management system.
It starts by initializing a result object to indicate the success or failure of the operation and sets up variables to handle policies and payments.
The code then fetches active policies from the database that match the current user's agency ID and the specified policy number, ensuring these policies are valid within the current date range.
If multiple policies are found, it selects the most relevant one based on an optional effective date provided in the request or defaults to the most recent policy.
Once a policy is identified, the code searches for existing commissions associated with endorsements that match the requested criteria,
such as the commission amount and type, while ensuring no previous payments have been made for these commissions.
If no suitable commissions are found, the code creates a new endorsement entry along with the corresponding commission record.
This involves checking if the existing commissions fulfill the criteria or if new records need to be generated.
When matching commissions are found, the code selects the most appropriate one by considering factors like the premium amount of the endorsement and the transaction effective date.
It then creates new payment records for the selected commissions based on the details provided in the request.
These new payment records are added to the database, and the changes are saved to ensure they are recorded accurately.
Finally, the code updates the result object to indicate success and provides a message detailing the outcome.
If any issues arise during the process, the result object is updated with an error message.
This entire process ensures that endorsement agency commission payments are correctly handled, recorded,
and associated with the appropriate policies and endorsements, maintaining accurate financial records within the insurance policy management system.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
PolicyNumber
R
This property will show the policy number in the nowcerts system.
policyEffectiveDate
O
This property will show the policy effective date.
transactionEffectiveDate
R
This property will show endorsement date.
agencyCommissionPaidDate
O
This property will show the agency commission paid date.
endorsementPremium
O
This property will show the endorsement premium amount..
agencyCommissionAmount
R
This property will show the agency commission amount.
Sample Request
{
"PolicyNumber": "kevin",
"policyEffectiveDate": "2024-06-02",
"transactionEffectiveDate": "2022-08-05 07:27:05.957",
"agencyCommissionPaidDate": "2023-05-30 20:27:05.957",
"endorsementPremium": 1000,
"agencyCommissionAmount": 47
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message":"Agency commission payment added successfully."
}
145.GetOpportunityLevelFolders
Endpoint Name
api/Files/GetOpportunityLevelFolders
Description
This method returns Opportunity folders/subfolders based on opportunity database id.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
opportunity database id
R
f19d0b97-ee50-488a-8459-3a50dbb3e9a4
Opportunity database id.
Sample Request
01) https://api.nowcerts.com/api/Files/GetOpportunityLevelFolders/f19d0b97-ee50-488a-8459-3a50dbb3e9a4
Response Body
Field Name
Description
Data Type
id
This property will show the folder primary key in the nowcerts system.
Guid
parentId
This property will show the folder parent id in case the given folder is a sub folder.
Guid
name
This property will show the folder name.
string
isSystemFolder
This property will show whether the folder is a system level folder or not.
Boolean
type
This property will show the record is a file or folder.
I-e 5 -> folder,0->file.
integer
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
opportunityIdDatabaseId
This property will show the opportunity primary key in the nowcerts system.
Guid
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
Sample Response
[
{
"id": "fce32756-c4c9-4000-90b2-3a1c19ee9fc8",
"parentId": "3fc445ef-84ad-439a-8d72-3fb69e95cb7c",
"name": "Files",
"isSystemFolder": true,
"systemFolderType": 24,
"type": 5,
"insuredDatabaseId": null,
"opportunityIdDatabaseId": "f19d0b97-ee50-488a-8459-3a50dbb3e9a4",
"policyDatabaseId": null,
"createDate": "2024-08-18T04:20:00",
"changeDate": "2024-08-18T04:20:00"
},
{
"id": "4fe6dde5-6283-47c8-9dae-522ab72cb7d6",
"parentId": "3fc445ef-84ad-439a-8d72-3fb69e95cb7c",
"name": "Kevin First Folder",
"isSystemFolder": false,
"systemFolderType": null,
"type": 5,
"insuredDatabaseId": null,
"opportunityIdDatabaseId": "f19d0b97-ee50-488a-8459-3a50dbb3e9a4",
"policyDatabaseId": null,
"createDate": "2024-08-18T13:21:00",
"changeDate": "2024-08-18T13:21:00"
},
{
"id": "4a638521-1595-4f54-babe-e7100dece36c",
"parentId": "4fe6dde5-6283-47c8-9dae-522ab72cb7d6",
"name": "Kevin First Sub Folder",
"isSystemFolder": false,
"systemFolderType": null,
"type": 5,
"insuredDatabaseId": null,
"opportunityIdDatabaseId": "f19d0b97-ee50-488a-8459-3a50dbb3e9a4",
"policyDatabaseId": null,
"createDate": "2024-08-18T13:25:00",
"changeDate": "2024-08-18T13:25:00"
}
]
146.GetOpportunityFilesList
Endpoint Name
api/Note/GetOpportunityFilesList
Description
This method returns Opportunity files and folder records based on opportunity database id and folder database id.
i-e files at that folder level as well as folder at that level.In order to get more files under a particular subfolder recall this end point and pass desired folder database id.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
opportunity database id
R
f19d0b97-ee50-488a-8459-3a50dbb3e9a4
Opportunity database id.
folderId
R
4fe6dde5-6283-47c8-9dae-522ab72cb7d6
Folder database id.
Sample Request
01) https://api.nowcerts.com/api/Note/GetOpportunityFilesList?opportunityId=f19d0b97-ee50-488a-8459-3a50dbb3e9a4&folderId=4fe6dde5-6283-47c8-9dae-522ab72cb7d6
Response Body
Field Name
Description
Data Type
databaseId
This property will show the folder/file primary key in the nowcerts system.
Guid
name
This property will show the folder or file primary key in the nowcerts system.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
creatorName
This property will show the file or a folder creator name.
string
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
Sample Response
{
"status": 1,
"data": {
"files": [
{
"databaseId": "4a638521-1595-4f54-babe-e7100dece36c",
"name": "Kevin First Sub Folder",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": null,
"size": 0,
"createDate": "2024-08-18T13:25:00",
"changeDate": "2024-08-18T13:25:00",
"creatorName": "Agency On DEV SERVER IN MARCH",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "c3a4fc99-93a1-4a0e-8d85-229ec721f14b",
"name": "Kevin First Sub Folder New",
"path": null,
"downloadUrl": null,
"downloadUrlExpiresAtUtc": null,
"type": 2,
"mime": null,
"size": 0,
"createDate": "2024-08-20T18:46:00",
"changeDate": "2024-08-20T18:46:00",
"creatorName": "Agency On DEV SERVER IN MARCH",
"isInsuredVisibleFolder": false,
"fileOrFolder": "Folder"
},
{
"databaseId": "a6c9a93d-2458-4633-adff-d3ab88ce35bf",
"name": "image_2024_07_30T16_33_29_628Z.png",
"path": null,
"downloadUrl": "https://test-agencies-custom-files.s3.us-east-2.amazonaws.com/a6c9a93d-2458-4633-adff-d3ab88ce35bf?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22image_2024_07_30T16_33_29_628Z.png%22&response-content-type=image%2Fpng&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q743HHYRUO/20240821/us-east-2/s3/aws4_request&X-Amz-Date=20240821T162259Z&X-Amz-SignedHeaders=host&X-Amz-Signature=96cff7a936e2dbd274a5a9e7e429600fa4669b4b3b976b0c639d82681a31b48b",
"downloadUrlExpiresAtUtc": "2024-08-21T17:22:59.8424079Z",
"type": 0,
"mime": "image/png",
"size": 86794,
"createDate": "2024-08-18T13:24:00",
"changeDate": "2024-08-18T13:24:00",
"creatorName": "Agency On DEV SERVER IN MARCH",
"isInsuredVisibleFolder": false,
"fileOrFolder": "File"
}
],
"currentFolderId": "4fe6dde5-6283-47c8-9dae-522ab72cb7d6"
},
"message": null
}
147.UploadOpportunityFile
Endpoint Name
api/Note/UploadOpportunityFile
Description
This method allows you to upload an opportunity file in a particular folder based on opportunity database id and folder database id.This method expects file in request body.
Method Type
PUT
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
opportunity database id
R
f19d0b97-ee50-488a-8459-3a50dbb3e9a4
Opportunity database id.
folderId
R
4a638521-1595-4f54-babe-e7100dece36c
Folder database id.
Sample Request
01) https://api.nowcerts.com/api/Note/UploadOpportunityFile?opportunityId=f19d0b97-ee50-488a-8459-3a50dbb3e9a4&folderId=4a638521-1595-4f54-babe-e7100dece36c
Response Body
Field Name
Description
Data Type
status
This property shows the success of api calls.
0 means failure, 1 means success.
databaseId
This property will show the folder/file primary key in the nowcerts system.
Guid
name
This property will show the folder or file primary key in the nowcerts system.
string
downloadUrl
This property will show the file download path url.
string
downloadUrlExpiresAtUtc
This property will show the UTC time after which the download link expires.
Datetime
type
This property will show the record as a file or a folder.i-e 0 mean file 2 mean folder.
integer
mime
This property will show the format of a file.i-e folder/application/pdf etc.
string
size
This property will show the size of a file.
integer
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
creatorName
This property will show the file or a folder creator name.
string
fileOrFolder
This property will show the record as a file or a folder.i-e File/Folder.
string
Sample Response
{
"status": 1,
"data": {
"databaseId": "5e9c1b67-f0fb-437e-8916-ee0348ede6a3",
"name": "image.png",
"path": null,
"downloadUrl": "https://test-agencies-custom-files.s3.us-east-2.amazonaws.com/5e9c1b67-f0fb-437e-8916-ee0348ede6a3?X-Amz-Expires=3600&response-content-disposition=attachment%3B%20filename%3D%22image.png%22&response-content-type=image%2Fpng&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ27YA3Q743HHYRUO/20240820/us-east-2/s3/aws4_request&X-Amz-Date=20240820T144227Z&X-Amz-SignedHeaders=host&X-Amz-Signature=fbfbb03f677dbadbdfe749dfe01605df822c365ffbf1788c2a684577aa1a1679",
"downloadUrlExpiresAtUtc": "2024-08-20T15:42:27.8659991Z",
"type": 0,
"mime": "image/png",
"size": 1086501,
"createDate": "2024-08-20T18:42:24.3891772+04:00",
"changeDate": "2024-08-20T18:42:24.3891772+04:00",
"creatorName": null,
"isInsuredVisibleFolder": false,
"fileOrFolder": null
},
"message": null
}
148.MotorTruck/Insert
Endpoint Name
MotorTruck/Insert
Description
This endpoint will add or update motor truck cargo against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
02)If no record is found on databaseId , then a new record.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the motor truck cargo primary key in nowcerts system.This key is used to update existing records.
commoditiesHauled
R
This property will show the commodities value.
hazardous
O
This property will show the hazardous status.
averageValue
O
This property will show the average value.
maximumValue
O
This property will show the maximum value.
percentOfRevenue
O
This property will show the percent of revenue.
insuredDatabaseId
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insuredEmail
CM
(Used to find existing record)
This property will show the insured email address.
insuredFirstName
CM
(Used to find existing record)
This property will show the insured first name.
insuredLastName
CM
(Used to find existing record)
This property will show the insured last name.
insuredCommercialName
CM
(Used to find existing record)
This property will show the insured commercial name.
active
O
This property will show the record active status.
policies
O
This property will show the policies database id’s attached to record.
Sample Request
{
"databaseId": "1376a1c7-7a6f-4c8e-bfba-f4070ed6c534",
"commoditiesHauled": "kevin",
"hazardous": false,
"averageValue": 10.0000,
"maximumValue": 34.0000,
"percentOfRevenue": 23.0000,
"insuredDatabaseId": "689292b0-a273-40cd-b0ff-f6777fe2c783",
"insuredEmail": "may@gmail.com",
"insuredFirstName": "11 May & LLC",
"insuredLastName": "sa",
"insuredCommercialName": "Sa, 11 May & Llc",
"active": true,
"policies": [
"6ADAD8AD-DD14-4749-AF01-6292156C58EE"
]
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the record primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "fa8738ee-9c84-4119-8407-01019d486af4",
"status": 0,
"message": "Motor truck cargo exists in database and has been overridden."
}
149.MotorTruckDetailList
Endpoint Name
MotorTruckDetailList
Description
This endpoint will get the details for motor truck cargo for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by changeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/MotorTruckDetailList()?$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the motor truck cargo primary key in nowcerts system.This key is used to update existing records.
Guid
commoditiesHauled
This property will show the commodities value.
string
hazardous
This property will show the hazardous status.
boolean
averageValue
This property will show the average value.
decimal
maximumValue
This property will show the maximum value.
decimal
percentOfRevenue
This property will show the percent of revenue.
decimal
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
insuredEmail
This property will show the insured email address.
string
insuredFirstName
This property will show the insured first name.
string
insuredLastName
This property will show the insured last name.
string
insuredCommercialName
This property will show the insured commercial name.
string
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
active
This property will show the record active status.
Boolean
policies
This property will show the policies attached to the record.
List
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#MotorTruckDetailList",
"@odata.count": 16,
"value": [
{
"databaseId": "1376a1c7-7a6f-4c8e-bfba-f4070ed6c534",
"commoditiesHauled": "kevin",
"hazardous": false,
"averageValue": 10.0000,
"maximumValue": 34.0000,
"percentOfRevenue": 23.0000,
"insuredDatabaseId": "689292b0-a273-40cd-b0ff-f6777fe2c783",
"insuredEmail": "may@gmail.com",
"insuredFirstName": "11 May & LLC",
"insuredLastName": "sa",
"insuredCommercialName": "Sa, 11 May & Llc",
"createDate": "2024-11-24T16:56:00+04:00",
"changeDate": "2024-11-24T17:04:00+04:00",
"active": true,
"policies": [
{
"databaseId": "ff7b324a-2038-4146-8de2-8cc9ca2261b6",
"policyDatabaseId": "6adad8ad-dd14-4749-af01-6292156c58ee",
"policyNumber": "sample string 22",
"policyEffectiveDate": "2021-01-28T00:00:00+04:00",
"policyExpirationDate": "2024-01-28T00:00:00+04:00",
"parentObjectDatabaseId": "1376a1c7-7a6f-4c8e-bfba-f4070ed6c534",
"createDate": "2024-11-24T17:04:00+04:00",
"changeDate": "2024-11-24T17:04:00+04:00"
}
]
}
]
}
150.SimpleCustomField/Insert
Endpoint Name
SimpleCustomField/Insert
Description
This endpoint will add or update a simple custom field against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
02)If no record is found on databaseId , then a new record.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the simple custom field primary key in nowcerts system.This key is used to update existing records.
text
R
This property will show the text value.
value
R
This property will show the value.
insuredDatabaseId
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insuredEmail
CM
(Used to find existing record)
This property will show the insured email address.
insuredFirstName
CM
(Used to find existing record)
This property will show the insured first name.
insuredLastName
CM
(Used to find existing record)
This property will show the insured last name.
insuredCommercialName
CM
(Used to find existing record)
This property will show the insured commercial name.
Sample Request
{
"databaseId": "81f8a219-91d0-4895-b2bf-0206d680ab34",
"text": "OK TO GO",
"value": "Subjected",
"insuredDatabaseId": "0adb19d6-c1b3-47e9-a213-5417ca0d510d",
"insuredEmail": "test@a.com",
"insuredFirstName": "Sample Apv Policy",
"insuredLastName": "00144",
"insuredCommercialName": "00144, Sample Apv Policy"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the record primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "81f8a219-91d0-4895-b2bf-0206d680ab34",
"status": 0,
"message": "Simple custom field exists in database and has been overridden."
}
151.ReceiptsList
Endpoint Name
ReceiptsList
Description
This endpoint will get the details for receipts/invoices for the agency against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by CreateDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
http://localhost:55455/api/ReceiptsList?$filter=InsuredDatabaseId eq 0adb19d6-c1b3-47e9-a213-5417ca0d510d&$count=true&$orderby=CreateDate desc&$skip=0&$top=10
Response Body
Field Name
Description
Data Type
databaseId
This property will show the receipts primary key in nowcerts system.
Guid
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
receivedDate
This property will show receipts received date.
Datetime
dueDate
This property will show the receipt due date.
Datetime
description
This property will show the receipt description.
string
due
This property will show the due amount.
Decimal
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
received
This property will show the received amount.
Decimal
parentId
This property will show the parent id.
Guid
paymentMethod
This property will show the payment method.
string
number
This property will show the receipt number.
string
userTookThePayment
This property will show the user name who took the payment.
string
locationTookThePayment
This property will show the payment location.
string
insured
This property will show the insured name.
string
insuredId
This property will show the insured detail id.
string
confirmationReferenceNumber
This property will show the payment confirmation reference number.
string
carrier
This property will show the carrier name.
string
status
This property will show the receipt status.
string
premiumType
This property will show the receipt premium type.
string
policies
This property will show the policies attached to receipt.
List
invoiceDetails
This property will show the receipt invoice details.
List
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#ReceiptsList",
"@odata.count": 3,
"value": [
{
"databaseId": "f294bb1e-e8e8-4c3c-91b8-b120a4e77569",
"insuredDatabaseId": "0adb19d6-c1b3-47e9-a213-5417ca0d510d",
"receivedDate": "2024-11-26T00:00:00+04:00",
"dueDate": "2024-11-26T00:00:00+04:00",
"description": "Agency funds due from 27&28 Certificate Test",
"due": 439.0000,
"received": 64.0000,
"parentId": null,
"paymentMethod": null,
"createDate": "2024-11-26T09:15:00+04:00",
"changeDate": "2024-11-26T09:19:00+04:00",
"number": "2994",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "27&28 Certificate Test",
"insuredId": "898",
"confirmationReferenceNumber": null,
"carrier": "",
"status": "Active",
"premiumType": null,
"policies": [],
"invoiceDetails": [
{
"databaseId": "b71dfb4c-02df-405c-8b72-8836166361a5",
"receivedDate": "2024-11-26T00:00:00+04:00",
"dueDate": "2024-11-26T00:00:00+04:00",
"description": "Agency funds due from 27&28 Certificate Test",
"due": null,
"received": 64.0000,
"parentId": "f294bb1e-e8e8-4c3c-91b8-b120a4e77569",
"createDate": "2024-11-26T09:19:00+04:00",
"changeDate": "2024-11-26T09:19:00+04:00",
"number": "1190"
}
]
},
{
"databaseId": "ee3e1d2f-8e15-4d32-90db-a719a3865499",
"insuredDatabaseId": "0adb19d6-c1b3-47e9-a213-5417ca0d510d",
"receivedDate": "2023-08-10T00:00:00+04:00",
"dueDate": "2023-08-10T00:00:00+04:00",
"description": "Agency funds due from 27&28 Certificate Test",
"due": 4.0000,
"received": null,
"parentId": null,
"paymentMethod": null,
"createDate": "2023-08-10T00:27:00+04:00",
"changeDate": "2023-08-28T23:23:00+04:00",
"number": "2520",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "27&28 Certificate Test",
"insuredId": "898",
"confirmationReferenceNumber": null,
"carrier": "",
"status": "Active",
"premiumType": null,
"policies": [],
"invoiceDetails": []
},
{
"databaseId": "e9ea057d-7374-4942-9cd2-1089f728c183",
"insuredDatabaseId": "0adb19d6-c1b3-47e9-a213-5417ca0d510d",
"receivedDate": "2023-08-02T00:00:00+04:00",
"dueDate": "2023-08-02T00:00:00+04:00",
"description": "Agency funds due from 27&28 Certificate Test",
"due": 500.0000,
"received": 500.0000,
"parentId": null,
"paymentMethod": null,
"createDate": "2023-08-02T08:22:00+04:00",
"changeDate": "2023-08-17T00:41:00+04:00",
"number": "2512",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "27&28 Certificate Test",
"insuredId": "898",
"confirmationReferenceNumber": null,
"carrier": "A.I.M. Mutual Insurance",
"status": "Active",
"premiumType": null,
"policies": [
{
"databaseId": "601119b4-f181-493d-aa59-b33edb826b68",
"number": "123546",
"effectiveDate": "2023-07-05T00:00:00+04:00",
"expirationDate": "2024-07-05T00:00:00+04:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "A.I.M. Mutual Insurance"
}
],
"invoiceDetails": [
{
"databaseId": "b57a3c44-fb71-4bbe-b21e-1110d54c07a8",
"receivedDate": "2023-08-17T00:00:00+04:00",
"dueDate": "2023-08-02T00:00:00+04:00",
"description": "Agency funds due from 27&28 Certificate Test",
"due": null,
"received": 500.0000,
"parentId": "e9ea057d-7374-4942-9cd2-1089f728c183",
"createDate": "2023-08-17T00:41:00+04:00",
"changeDate": "2023-08-17T00:41:00+04:00",
"number": "2512"
}
]
}
]
}
152.PolicyLeadSourceList
Endpoint Name
PolicyLeadSourceList
Description
This endpoint will get the details for policy lead sources against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by ChangeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
http://localhost:55455/api/PolicyLeadSourceList()?$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the policy lead source primary key in nowcerts system.
Guid
policyDatabaseId
This property will show the policy primary key in nowcerts system.
Guid
referralSourceId
This property will show the referral primary key in the nowcerts system.
Guid
email
This property will show a referral email address.
string
firstName
This property will show the referral first name.
string
lastName
This property will show the referral last name.
string
commercialName
This property will show the referral commercial name.
string
financeSearchCode
This property will show the referral finance search code.
string
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#PolicyLeadSourceList",
"@odata.count": 129,
"value": [
{
"databaseId": "ab354f81-58e2-454d-a523-5132f49cb7c9",
"policyDatabaseId": "b4d79a23-a2e7-4f5c-b0e7-f7236ab9b280",
"referralSourceId": "cefdc73f-af9b-4f18-b835-9200c5935ff1",
"email": "111@11.111",
"firstName": null,
"lastName": null,
"commercialName": "Ali, Ehsan",
"financeSearchCode": "",
"createDate": "2024-12-31T22:08:00+04:00",
"changeDate": "2024-12-31T22:08:00+04:00"
}
]
}
153.PolicyFinanceCompanyList
Endpoint Name
PolicyFinanceCompanyList
Description
This endpoint will get the details for policy finance company against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by ChangeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
http://localhost:55455/api/PolicyFinanceCompanyList()?$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the policy finance source primary key in nowcerts system.
Guid
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
email
This property will show a finance company email address.
string
firstName
This property will show the finance company's first name.
string
lastName
This property will show the finance company last name.
string
commercialName
This property will show the finance company commercial name.
string
financeSearchCode
This property will show the finance company finance search code.
string
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#PolicyFinanceCompanyList",
"@odata.count": 121,
"value": [
{
"databaseId": "84fad0da-77d1-4134-a47c-4be8b0ed5790",
"policyDatabaseId": "fb96f8f0-4277-4eac-9f3c-f7282c5658c5",
"email": null,
"firstName": null,
"lastName": null,
"commercialName": "DDD",
"financeSearchCode": null,
"createDate": "2024-09-25T05:41:00+04:00",
"changeDate": "2024-09-25T05:41:00+04:00"
}
]
}
154.Agent/InsertUpdate
Endpoint Name
Agent/InsertUpdate
Description
This endpoint will add or update agents against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
02)If no record is found on databaseId,then the system tries to find the record by email.If no record found then a new record will be added.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the agent primary key in nowcerts system.This key is used to update existing records.
firstName
R
This property will show the agent's first name.
agentType
R
This property will show the agent type.
Commercial = 0,
Personal = 1,
lastName
O
This property will show the agent's lastname.
email
O
This property will show the agent’s email address.
phone
O
This property will show the agent's phone number.
cellPhone
O
This property will show the agent's cell number.
fax
O
This property will show the agent's fax number.
active
O
This property will show the agent's active status.
npnNumber
O
This property will show the agent's npn number.
addressLine1
O
This property will show the agent's address line 1.
addressLine2
O
This property will show the agent's address line 2.
city
O
This property will show the agent's city name.
stateAbbrevation
O
This property will show the agent's state name or abbrevation.
county
O
This property will show the agent's county name.
zipCode
O
This property will show the agent's zip code.
licenseNumber
O
This property will show the agent's license number.
primaryOfficeDatabaseId
This property will show the agency address linked to the agent.
Sample Request
{
"databaseId": "9a42a4ac-fb61-4af0-a8f2-9b487ca15fe0",
"firstName": "Kevin",
"agentType": 0, // 0 => Commercial, 1 => Personal
"lastName": "Test",
"email": "baboon36943@driftz.net",
"phone": "1234567890",
"cellPhone": "0321654987",
"fax": "1597532100",
"active": true,
"npnNumber": "CDe2",
"addressLine1": "Lane 100",
"addressLine2": "Lane 200",
"city": "New York",
"stateAbbrevation": "NY",
"county": "12Fd",
"zipCode": "12450",
"licenseNumber":"015C"
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the record primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "9a42a4ac-fb61-4af0-a8f2-9b487ca15fe0",
"status": 0,
"message": "Agent Kevin exists in database and has been overridden."
}
155.TasksWork/InsertUpdate
Endpoint Name
TasksWork/InsertUpdate
Description
This endpoint will add or update task work groups against the agency for which the token is created.Record will be updated on following condition match.
01)Record match on databaseId.
02)If no record is found on databaseId , then a new record.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the task work group primary key in nowcerts system.This key is used to update existing records.
name
R
This property will show the task work group name.
active
O
This property will show task work group active status.
Sample Request
{
"databaseId": "a587bffb-a79b-408a-adba-48ae84c4a7f4",
"name": "KEVIN WG",
"active": true
}
Response Body
Field Name
Description
Data Type
databaseId
This property will show the record primary key in the nowcerts system.
Guid
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "9a42a4ac-fb61-4af0-a8f2-9b487ca15fe0",
"status": 0,
"message": "Task group database Id a587bffb-a79b-408a-adba-48ae84c4a7f4 exists in database and has been overridden.”
}
156.TasksWorkGroupList
Endpoint Name
TasksWorkGroupList
Description
This endpoint will get the details for the task work groups against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by ChangeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/TasksWorkGroupList()?&$count=true&$orderby=changeDate desc&$skip=0&$top=1
Response Body
Field Name
Description
Data Type
databaseId
This property will show the task work group primary key in nowcerts system.
Guid
name
This property will show the task work group name.
string
active
This property will show the task work group active status.
Boolean
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#TasksWorkGroupList",
"@odata.count": 5,
"value": [
{
"databaseId": "a587bffb-a79b-408a-adba-48ae84c4a7f4",
"name": "KEVIN WG",
"changeDate": "2025-02-22T11:29:00+04:00",
"createDate": "2025-02-22T11:27:00+04:00",
"active": true
}
]
}
157.InsertUpdatePolicyEndorsementFee
Endpoint Name
C
Description
This endpoint will always add/update policy endorsement and fees details.
For each object like agencyCommissions,agentsCommissionsetc and their payments record will be updated only and only based on id passed in the request body.
If a record is not found against the given id, then the system will generate a new record of that type.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
policyId
R
This property will show the policy primary key in the nowcerts system.
amount
R
This property will show the billing amount.
date
R
This property will show the endorsement date.
order
O
This property will show the billing order.
type
R
This property will show the billing fee type.
See BillingFeeType table for more detail.
description
O
This property will show the billing description.
premiumType
R
This property will show the payment type.
See BillingPremiumType table for more detail.
combineAllReceivablesAndPayables
O
This property will be used to combine all receivables and payables together.
billingType
R
This property will show the policy billing type.
See BillingType table for more detail.
followUpDate
R
This property will show the fee follow up date.
followUpPersonName
O
This property will show the follow up agent name.
Pass agent first name and last name separated by space.
billingFollowUpPersonName
O
This property will show the billing follow up agent name.Pass agent first name and last name separated by space.
billingStatus
O
This property will show the billing status.See BillingStatus table for more details.
commissionType
R
This property will show the commission type.See CommissionType table for more details.
agencyCommissions.type
R
This property will show the commission type.See AgencyCommissionType table for more details.
agentsCommissions.paymentType
R
This property will show the agent payment type.See AgentPaymentType table for more details.
agentsCommissions.CommissionType
R
This property will show the commission type.See CommissionType table for more details.
receivables.AmountType
R
This property will show the amount of receivable type.See CommissionType table for more details.
receivables.Type
R
This property will show the amount of receivable type.See EndorsementReceivableType table for more details.
payables.AmountType
R
This property will show the amount of payable type.See CommissionType table for more details.
payables.Type
R
This property will show the payable type.See EndorsementPayableType table for more details.
payables.payableType
R
This property will show the payable type.See EndorsementPayablePaidTo table for more details.
financings.AmountType
R
This property will show the amount of financing type.See CommissionType table for more details.
financings.type
R
This property will show the financing type.See EndorsementFinancingType table for more details.
incentiveFees.type
R
This property will show the incentive fee type.See AgencyCommissionType table for more details.
Sample Request
[
{
"id": "DA5231AB-A45D-4E16-A60F-BF6E63D65505",
"amount": 80.0,
"date": "2024-11-26T13:10:16.8961529+04:00",
"order": 0,
"policyId": "16797d5c-2277-40f6-8628-7e93aa2ab7b6",
"type": 0,
"description": "Kevin Initial Base Premium",
"premiumType": 0,
"combineAllReceivablesAndPayables": true,
"billingType": 2,
"followUpDate": "2023-11-26T13:10:16.8961529+04:00",
"followUpPersonName": "Alexis Brooks",
"billingFollowUpPersonName": "Bernard Burns",
"billingStatus": 2,
"agencyCommissions": [
{
"id": "3D5AD91D-F6E0-44C1-A05C-703C110858B4",
"order": 0,
"commissionType": 0,
"commissionValue": 6.0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3131771+04:00",
"payments": [
{
"id": "1F626C24-6D8A-4AB3-A128-21416CBA522A",
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.5
},
{
"id": "E5ADD98E-A644-4703-8A9F-36871276D02C",
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.3
}
]
},
{
"id": "556B98C6-53EA-4EE7-B8CD-881143932F88",
"order": 1,
"commissionType": 1,
"commissionValue": 13.0,
"type": 1,
"dueDate": "2024-11-28T18:54:51.3131771+04:00",
"payments": [
{
"id": "F061421D-F639-4918-95CE-406DD379493F",
"order": 0,
"commissionReceivedDate": "2024-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.7
},
{
"id": "77E5A65A-BD39-4DCA-A90E-D3FF2207FBB9",
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 3.6
}
]
}
],
"agentsCommissions": [
{
"id": "556B98C6-53EA-4EE7-B8CD-881143932F89",
"order": 0,
"agentName": "Newtest Agent Bapbap",
"paymentType": 1,
"commissionType": 1,
"commissionValue": 100.0,
"payments": [
{
"id": "556B98C6-53EA-4EE7-B8CD-881143932F80",
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"agentName": "Alexis Brooks",
"paymentType": 0,
"commissionType": 0,
"commissionValue": 80.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
}
]
}
],
"receivables": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F78",
"order": 0,
"type": 1,
"dueDate": "2023-11-28T18:54:51.314173+04:00",
"amountType": 0,
"amountValue": 100.0,
"processingFee": 10.0,
"payments": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F44",
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 1,
"dueDate": "2023-11-28T18:54:51.314173+04:00",
"amountType": 1,
"amountValue": 50.0,
"processingFee": 1.0,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 10.0
}
]
}
],
"payables": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932FWW",
"order": 0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 100.0,
"payableType": 0,
"payments": [
{
"id": "556B98C6-53EA-4EE7-B8CD-881143932F12",
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 1,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 1,
"amountValue": 150.0,
"payableType": 1,
"payments": [
{
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
}
],
"financings": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F41",
"order": 0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 100.0,
"financingAgreement": "TESTING",
"description": "TESTING",
"receivedAmountValue": 1.0,
"processedByAgency": true,
"payments": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F56",
"order": 0,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 2.0
}
]
},
{
"order": 1,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3151747+04:00",
"amountType": 0,
"amountValue": 150.0,
"financingAgreement": "TESTING",
"description": "TESTING",
"receivedAmountValue": 1.0,
"processedByAgency": true,
"payments": [
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
},
{
"order": 1,
"commissionReceivedDate": "2023-11-28T18:54:51.3121741+04:00",
"commissionReceivedAmount": 1.0
}
]
}
],
"incentiveFees": [
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F78",
"order": 0,
"incentiveFeeValue": 100.0,
"type": 0,
"dueDate": "2023-11-28T18:54:51.3161793+04:00",
"payments": [
{
"order": 0,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
},
{ "id": "556B98C6-53EA-4EE7-B8CD-881143932F69",
"order": 1,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 21.0
}
]
},
{
"order": 1,
"incentiveFeeValue": 110.0,
"type": 1,
"dueDate": "2023-11-28T18:54:51.3161793+04:00",
"payments": [
{
"order": 0,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
},
{
"order": 1,
"incentiveFeeReceivedDate": "2023-11-28T18:54:51.3161793+04:00",
"incentiveFeeReceivedAmount": 1.0
}
]
}
]
}
]
Response Body
Field Name
Description
Data Type
Object type i-e
endorsement,agencyCommissionsPayments,receivables
etc
This property will show all the objects primary key in nowcert system.Use these id’s for update / delete endorsements/fees/payments records.
List of objects
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"endorsement": [
"6c390613-fb9a-4fda-9092-614dc557c0fe"
],
"agencyCommissions": [
"f91d3e8a-8f24-4389-ad10-568d06cfc81f",
"dfd01eaf-e59c-47a2-8e01-b8220685156e"
],
"agencyCommissionsPayments": [
"684a4593-2e0a-49ba-9a23-8882ae40bed9",
"852730ab-06be-4796-91e7-1ca3e06e29b0",
"8c56c9d7-f455-47c1-9888-5da121446b50",
"fea20397-2b8b-4b57-8149-fa7844d1b455"
],
"agentsCommissions": [
"259a5eac-a0a7-4849-a0cc-045280ace1e6",
"77e94a9c-d802-41f2-8e38-4823131382d0"
],
"agentsCommissionsPayments": [
"f97f185c-6830-4411-8e6f-8f7f3880a310",
"09d61bb5-a0cf-42cb-8320-a486f9716e4b",
"e0b4ad78-caea-45fe-9e1d-2ded5a61a95b",
"b908b828-9a41-4fe5-b1f7-7bc996dee6c6"
],
"receivables": [
"a43e700e-18f7-4b7b-b241-782692ce5d64",
"44f41a97-01ae-4990-a984-2c73be4a544e"
],
"receivablesPayments": [
"400068dd-b9e0-4910-8a3b-9eee609f6866",
"2acc6f71-4990-4fd7-bef0-eea7e8241315",
"ad725bd6-0e7b-42fe-95e8-2ef80e19d0d9",
"4a6d885b-7f84-4a02-93e5-506d9cd824d0"
],
"payables": [
"15a2b7f0-fabb-4a9e-b949-9d791d106956",
"5e81f925-1f72-4f16-a70b-79fff43b8805"
],
"payablesPayments": [
"b6a82c49-7b29-4988-aeb7-98f3fac3dbb3",
"6a153a1b-a755-4c7b-9c1f-e60ebc943819",
"42e2c8d5-55a9-46a3-a76f-679b5ec8aa73",
"c07453de-886a-4974-97ac-f1dc19607c2a"
],
"financings": [
"ebfae869-f544-4bc1-a6fd-606c2d3f822e",
"b12f8ebd-3223-452b-9f08-36e53f4e05b1"
],
"financingsPayments": [
"ecd0f210-4a6f-4f22-a9b7-163a7dbc40d1",
"2e559e3e-154a-4f08-8d45-68c29ccfeb04",
"c01744fd-5867-40fd-98e0-b94bc39a2dad",
"c1e9f249-cac9-4088-b8ca-5390882c115b"
],
"incentiveFees": [
"6c8c7c24-3560-4ea8-b0ad-3547057fab69",
"d1ab5e6e-b447-43d1-bf50-d5b71169127e"
],
"incentiveFeesPayments": [
"eeb96158-3fe2-43e4-b6f0-cba1d23cbd73",
"3ccb3328-20f0-4cbe-b76d-f94ccac5f4de",
"525b47cb-9b8a-42e4-b7e6-107b97c21da1",
"68c4d2db-e303-428c-a6ec-546b0fcbea63"
],
"status": 1,
"message": "Record added successfully"
}
158.DeleteEndorsementRecords
Endpoint Name
PolicyEndorsementFee/DeleteEndorsementRecords
Description
This endpoint will delete the endorsements records.Keep in mind if the parent object is deleted then all its respective child records are also deleted.
E.g if the main endorsement record is deleted then all the childs like agent commission/payment, agency commission/payment etc will be deleted.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
Object type i-e
endorsement,agencyCommissionsPayments,receivables
etc
R
This property will show all the objects primary key in nowcert system.Use these id’s for update / delete endorsements/fees/payments records.
Sample Request
{
"endorsement": [
"afe55e86-a5f2-488e-911d-bb05a5f1f456"
],
"agencyCommissions": [
"594b8874-3371-48d6-b467-959702062912",
"8665f3c1-22b1-43b1-a985-f5507b7f61ed"
],
"agencyCommissionsPayments": [
"7accd108-1d61-4ac4-8f38-b0a6f5d48485",
"3e7db30d-7dec-4e37-8281-28a9af52cdf9",
"6d13c2df-f9a6-4922-ae25-3243fcfdd555",
"fa329960-d44d-43e6-af34-daa2e3da8fc4"
],
"agentsCommissions": [
"78a72db2-59bc-4a98-ad51-ec9fe6a4f589",
"fa020b25-5750-42bd-8fee-3227d6f45f34"
],
"agentsCommissionsPayments": [
"292713dc-2444-4415-9166-7ac43f99e006",
"43f4b1e8-74c5-4774-a95e-8d6d0bf37933",
"885211e6-1fc6-4be4-9ef2-4774e63525f2",
"d780f267-e586-4a62-82ac-7e404b17b120"
],
"receivables": [
"fb2fb756-dde5-45b7-8eb1-11f46a0c3933",
"6f57edf5-11dc-415d-844b-52c18154045a"
],
"receivablesPayments": [
"7b0e559b-af51-43a9-bbad-d4baacd5c176",
"bebb1e05-69ff-425a-b5e2-905c6fde6a4c",
"c1fb6a6b-80e5-4d06-ad3a-cc203b10ccc6",
"8e42b8fc-c225-4a1a-9781-a9cdb8a25e32"
],
"payables": [
"eb051d44-0fe4-4e7d-afb1-d5e62a732be0",
"815f5957-4039-4b9c-bc8c-b693df2304c0"
],
"payablesPayments": [
"eec10fb1-f4ed-459a-9c8c-b80d3748d51b",
"2c2b475e-4eb6-4b6b-9510-41fff6e86003",
"33c6bc59-6068-414b-8c36-b45162ff95ee",
"5f5fc6d6-23fd-467e-8154-a63c1a54381f"
],
"financings": [
"ebadddc5-7548-46c6-94d0-42b45634cab1",
"ae5b345f-63be-46be-9cde-b16563fabcb4"
],
"financingsPayments": [
"22202a73-97eb-45d6-96aa-2dc8bfd472f6",
"8dc7442a-1167-4152-a493-cb22423c40fd",
"749f4e99-864d-4de3-9443-73c022f90f8e",
"59b6389a-5e82-4d5d-9d37-11c8c608ff11"
],
"incentiveFees": [
"11a90be1-2fe3-452a-a17e-e30cb5e98124",
"bc128c2c-327a-49d1-a116-03ed2aebaf4b"
],
"incentiveFeesPayments": [
"c0384cac-94f9-4090-a0dd-ea1180a2fd3e",
"4f4a6ee2-a828-453e-8f3e-be2bf1065af5",
"457ee57a-23ff-4307-a6ee-23f1c9616ddf",
"b2e5df7f-ad2e-4e21-bf93-1050ca0a9f09"
]
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
message
This property will show the exception or success message.
string
Sample Response
{
"status": 1,
"message": "Record deleted successfully."
}
159.ServiceRequestCertificateOfInsuranceList
Endpoint Name
ServiceRequestCertificateOfInsuranceList
Description
This endpoint will get the details for the certificate of insurance type service request against the agency for which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by ChangeDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ServiceRequestCertificateOfInsuranceList?$count=true&$orderby=changeDate desc&$skip=0&$top=5
Response Body
Field Name
Description
Data Type
id
This property will show the service request primary key in the nowcerts system.
Guid
holderName
This property will show the holder name.
string
holderAddress
This property will show the holder address.
string
holderCity
This property will show the holder city.
string
holderState
This property will show the holder state.
string
holderZip
This property will show the holder zip.
string
policyLOB
This property will show the policy lob details.
string
additionalInterestRequested
This property will show the additional interest status.
Boolean
waverSubrogationrequested
This property will show the waver subrogation status.
Boolean
additionalrequirements
This property will show the additional requirements details.
string
dueDate
This property will show the due date.
DateTime
description
This property will show the detailed description.
string
status
This property will show the request status.
string
insuredId
This property will show the insured primary key in the nowcert system.
Guid
insuredName
This property will show the insured name in the nowcert system.
string
insuredEmail
This property will show the insured email in the nowcert system.
string
insuredPhone
This property will show the insured phone in the nowcert system.
string
policyNumber
This property will show the policy number.
string
stage
This property will show the request stage.
string
customType
This property will show the custom type for the request.
string
agents
This property will show the assigned agent's details.
List
policies
This property will show the assigned policies details.
List
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
Sample Response
{
"@odata.context": "http://localhost:55455/api/$metadata#ServiceRequestCertificateOfInsuranceList",
"@odata.count": 30,
"value": [
{
"holderName": "Test Kevin Test",
"holderAddress": "Rwp Rd",
"holderCity": "Rawalpindi",
"holderState": "Missouri",
"holderZip": "63966",
"policyLOB": "Test_KEVIN_LOB_NEW",
"additionalInterestRequested": true,
"waverSubrogationrequested": true,
"additionalrequirements": "ee",
"createDate": "2025-06-15T09:55:00+04:00",
"changeDate": "2025-06-15T11:02:00+04:00",
"dueDate": "2025-06-14T00:00:00+04:00",
"id": "bdbbd71f-286f-43e0-96dc-771e5a04e4c1",
"description": "test",
"status": "New",
"insuredId": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insuredName": "#1 UNIVERSAL TRUCKING, LLC",
"insuredEmail": "a@a.com",
"insuredPhone": "1234567891",
"policyNumber": "dsr",
"stage": "Only first stage",
"customType": "3695",
"agents": [
{
"databaseId": "2b5502fc-45af-4a7d-b52b-5a10a999cf51",
"firstName": "Abhishek",
"lastName": "sahasrabudhe",
"order": 0
},
{
"databaseId": "571bee17-ed65-6841-34fa-e718b58fee9a",
"firstName": "1099",
"lastName": "40/20 Broker 2",
"order": 0
}
],
"policies": [
{
"databaseId": "2521d71b-46c9-4093-bb82-e976ee1c0631",
"number": "ghfg",
"effectiveDate": "2025-06-11T00:00:00+04:00",
"expirationDate": "2026-06-11T00:00:00+04:00",
"linesOfBusiness": [
"Commercial Auto"
],
"carrierName": null
},
{
"databaseId": "aa1dfb69-8599-415e-8b06-9db5c6760aeb",
"number": "Q0306251",
"effectiveDate": "2025-06-03T00:00:00+04:00",
"expirationDate": "2026-06-03T00:00:00+04:00",
"linesOfBusiness": [
"Commercial Auto"
],
"carrierName": "Nationwide"
}
]
}
]
}
160.ServiceRequestCertificateOfInsurance/InsertOrUpdate
Endpoint Name
ServiceRequestCertificateOfInsurance/InsertOrUpdate
Description
This endpoint will insert or update records for the certificate of insurance request against the agency for which the token is created.
01) Record will be updated on matching database_id.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
database_id
O
This property will show the request database id in the nowcerts system.
holder_name
R
This property will show the holder name
holder_address
R
This property will show the holder address
holder_city
R
This property will show the holder city
holder_state
R
This property will show the holder state
holder_zip
R
This property will show the holder zip
policy_lob
O
This property will show the policy lob details
additional_interest_requested
O
This property will show the additional interest status
waver_subrogation_requested
O
This property will show the waver subrogation status
additional_requirements
O
This property will show the additional requirements details.
due_date
O
This property will show the due date.
description
O
This property will show the detailed description.
policy_number
O
This property will show the policy number.
stage
O
This property will show the request stage.
custom_type
O
This property will show the custom type for the request.
agents
O
This property will show the assigned agent's details.
The system tries to find records based on database id first then by first and last name.
policies
O
This property will show the assigned policies details.
status
R
This property will show the request status.See RequestStatus table for more detail.
insured_id
CM
(Used to find existing record)
This property will show the insured primary key in the nowcerts system.
insured_name
R
This property will show the insured name.
insured_email
R
This property will show the insured email address.
insured_phone
CM
(Used to find existing record)
This property will show the insured phone number.
Sample Request
{
"database_id": "bdbbd71f-286f-43e0-96dc-771e5a04e4c1",
"holder_name": "Test Kevin Test",
"holder_address": "Rwp Rd",
"holder_city": "Rawalpindi",
"holder_state": "Missouri",
"holder_zip": "63966",
"policy_lob": "Test_KEVIN_LOB_NEW",
"additional_interest_requested": true,
"waver_subrogation_requested": true,
"additional_requirements": "ee",
"due_date": "2025-06-14",
"description": "test",
"status": "1",
"insured_id": "7e63f026-7dc4-45a9-a72d-673b060d15b3",
"insured_name": "#1 UNIVERSAL TRUCKING, LLC",
"insured_email": "a@a.com",
"insured_phone": "1234567891",
"policy_number": "dsr",
"stage": "Only first stage",
"custom_type": "3695",
"agents": [
{
"databaseId": "2b5502fc-45af-4a7d-b52b-5a10a999cf51",
"firstName": "Abhishek",
"lastName": "sahasrabudhe"
},
{
"databaseId": "571bee17-ed65-6841-34fa-e718b58fee9a",
"firstName": "1099",
"lastName": "40/20 Broker 2"
}
],
"policies": [
"aa1dfb69-8599-415e-8b06-9db5c6760aeb",
"2521d71b-46c9-4093-bb82-e976ee1c0631"
]
}
161.ReceiptPaymentLink
Endpoint Name
ReceiptPaymentLink/PaymentLink
Description
This endpoint returns the payment link for a specific receipt and payment type, based on the agency linked to the provided token.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
paymentVia
R
number
Check the ReceiptPaymentTypes table for more details.
receiptDatabaseId
R
number
Nowcerts receipt primary database id,
Sample Request
01)
https://api.nowcerts.com/api/ReceiptPaymentLink/PaymentLink?paymentVia=1&receiptDatabaseId=3edc20fc-ee8a-4de6-936b-451371a7e19d
Response Body
Field Name
Description
Data Type
status
This property will show the api response.
0 means Error, 1 means success.
integer
data
This property will show the receipt payment details
object
message
This property will success or error details
string
Sample Response
{
"status": 1,
"data": {
"receiptDatabaseId": "3edc20fc-ee8a-4de6-936b-451371a7e19d",
"paymentLink": "https://newtest.nowcerts.com/Pages/ePayPolicy/TakePaymentWithHostedPayMethod.aspx?AgencyId=2aa29171-0d21-4641-a774-7fac291a1cc2&ReceiptId=3edc20fc-ee8a-4de6-936b-451371a7e19d&TruckingCompanyId=573d7981-6a59-44df-8aad-b046b38a1f10&ShowCCInfo=true&isIframe=true"
},
"message": "Payment link generated sucessfully."
}
Response Body
Field Name
Description
Data Type
status
This property will show the success or failure of the request. 0 means failure, 1 means success.
integer
databaseId
This property will show the request database id in the nowcerts system.
Guid
message
This property will show the exception or success message.
string
Sample Response
{
"databaseId": "bdbbd71f-286f-43e0-96dc-771e5a04e4c1",
"status": 1,
"message": "Certificate of insurance exists in database and has been overridden."
}
162.OpportunityStage/InsertOrUpdate
Endpoint Name
OpportunityStage/InsertOrUpdate
Description
This endpoint will insert or update records for the opportunity stage against the agency for which the token is created.
01) Record will be updated on matching databaseId.
Method Type
POST
Request Body Parameters
Field Name
Required/Optional
Description
databaseId
O
This property will show the opportunity stage database id in the nowcerts system.
Name
R
This property will show the opportunity stage name.
It is required for new records and optional for existing records.
Sample Request
{
"databaseId": "41578d42-688d-484f-9e76-520cd1d48147",
"Name": "Test Kevin Test"
}
163.GetPolicyLevelFolders
Endpoint Name
Files/GetPolicyLevelFolders
Description
This method returns policy level folders/subfolders based on policy and insured database id.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
insuredDatabaseIddatabase id
R
3b33d928-70d7-452e-b28b-19c11a32e550
Insured database id.
policyDatabaseId
R
0376ec69-bce4-4cb1-b8fb-d29b20d9d87f
Policy database id.
Sample Request
01) https://api.nowcerts.com/api/Files/GetPolicyLevelFolders?insuredDatabaseId=3b33d928-70d7-452e-b28b-19c11a32e550&policyDatabaseId=0376ec69-bce4-4cb1-b8fb-d29b20d9d87f
Response Body
Field Name
Description
Data Type
id
This property will show the folder primary key in the nowcerts system.
Guid
parentId
This property will show the folder parent id in case the given folder is a sub folder.
Guid
name
This property will show the folder name.
string
isSystemFolder
This property will show whether the folder is a system level folder or not.
Boolean
type
This property will show the record is a file or folder.
I-e 5 -> folder,0->file.
integer
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
opportunityIdDatabaseId
This property will show the opportunity primary key in the nowcerts system.
Guid
policyDatabaseId
This property will show the policy primary key in the nowcerts system.
Guid
createDate
This property will show the record created date.
Datetime
changeDate
This property will show the record's last modified date.
Datetime
Sample Response
[
{
"id": "8d57823f-8676-498b-b398-ce8bc5c51d08",
"parentId": "92923d36-4376-4b0a-98e2-eb800a85837e",
"name": "CommunicationServerJob 56 local",
"isSystemFolder": false,
"systemFolderType": null,
"type": 5,
"insuredDatabaseId": "3b33d928-70d7-452e-b28b-19c11a32e550",
"opportunityIdDatabaseId": null,
"policyDatabaseId": "0376ec69-bce4-4cb1-b8fb-d29b20d9d87f",
"createDate": "2025-06-20T10:03:00",
"changeDate": "2025-06-20T10:03:00"
},
{
"id": "92923d36-4376-4b0a-98e2-eb800a85837e",
"parentId": "af21c535-b2db-44fb-a957-2bbfe9dcb5e6",
"name": "Kevin Policy Folder_12-03-2024",
"isSystemFolder": true,
"systemFolderType": 18,
"type": 5,
"insuredDatabaseId": "3b33d928-70d7-452e-b28b-19c11a32e550",
"opportunityIdDatabaseId": null,
"policyDatabaseId": "0376ec69-bce4-4cb1-b8fb-d29b20d9d87f",
"createDate": "2025-06-20T10:00:00",
"changeDate": "2025-06-20T10:00:00"
},
{
"id": "053b51fb-382f-45ba-97f5-c9a83747ccf5",
"parentId": "8d57823f-8676-498b-b398-ce8bc5c51d08",
"name": "Kevin_Testing_Key",
"isSystemFolder": false,
"systemFolderType": null,
"type": 5,
"insuredDatabaseId": "3b33d928-70d7-452e-b28b-19c11a32e550",
"opportunityIdDatabaseId": null,
"policyDatabaseId": "0376ec69-bce4-4cb1-b8fb-d29b20d9d87f",
"createDate": "2025-06-20T10:03:00",
"changeDate": "2025-06-20T10:03:00"
}
]
164.ReceiptBrokerList
Endpoint Name
ReceiptBrokerList
Description
This endpoint will get the details for receipts/invoices for the agency agents against which the token is created.
Method Type
GET
Request Query Parameters
Field Name
Required/Optional
Sample Value
Description
count
R
true
Returns the total number of records that exist in nowcerts database.
orderby
R
number
Clients can query on any parameter that is coming in response to this call.
E.g In this case the client wants to get the result back by ordering the records by CreateDate.
skip
R
0
For paging purpose.i-e skip zero records.
top
R
10
For paging purpose.i-e get ten records.
Sample Request
01)
https://api.nowcerts.com/api/ReceiptBrokerList?InsuredDatabaseId=e49e7a4c-61ad-4992-960a-4d1639a26df4
Response Body
Field Name
Description
Data Type
databaseId
This property will show the receipts primary key in nowcerts system.
Guid
insuredDatabaseId
This property will show the insured primary key in the nowcerts system.
Guid
receivedDate
This property will show receipts received date.
Datetime
dueDate
This property will show the receipt due date.
Datetime
description
This property will show the receipt description.
string
due
This property will show the due amount.
Decimal
changeDate
This property will record the last modified date.
Datetime
createDate
This property will show the record created date.
Datetime
received
This property will show the received amount.
Decimal
parentId
This property will show the parent id.
Guid
paymentMethod
This property will show the payment method.
string
number
This property will show the receipt number.
string
userTookThePayment
This property will show the user name who took the payment.
string
locationTookThePayment
This property will show the payment location.
string
insured
This property will show the insured name.
string
insuredId
This property will show the insured detail id.
string
confirmationReferenceNumber
This property will show the payment confirmation reference number.
string
carrier
This property will show the carrier name.
string
status
This property will show the receipt status.
string
premiumType
This property will show the receipt premium type.
string
policies
This property will show the policies attached to receipt.
List
invoiceDetails
This property will show the receipt invoice details.
List
Sample Response
[
{
"databaseId": "81db2747-0931-43f8-9591-4c33b19b3ce0",
"insuredDatabaseId": "e49e7a4c-61ad-4992-960a-4d1639a26df4",
"receivedDate": "2025-06-25T00:00:00",
"dueDate": "2025-06-25T00:00:00",
"description": "Agency funds due from Aher, Pravin",
"due": 9.0000,
"received": 9.0000,
"parentId": null,
"paymentMethod": null,
"createDate": "2025-06-25T11:49:00",
"changeDate": "2025-06-25T12:08:00",
"number": "3300",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "Bary, Test",
"insuredId": "2304",
"confirmationReferenceNumber": null,
"carrier": null,
"policies": [
{
"databaseId": "b1d781c3-67b5-43a4-864d-5273e7f1a7c4",
"number": "QT_Testrenew1",
"effectiveDate": "2032-01-05T00:00:00",
"expirationDate": "2033-01-05T00:00:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "10720"
}
],
"status": "Active",
"feesAndDiscountDetails": [
{
"name": "Installment",
"order": 0,
"feeAmount": 10.0,
"policyLob": "Homeowners",
"policyNumber": "QT_Testrenew1",
"insuredName": "Bary, Test"
}
],
"discountDetails": [
{
"name": "Installment",
"order": 0,
"discountAmountString": "$1",
"policyLob": "Homeowners",
"policyNumber": "QT_Testrenew1"
}
],
"invoiceDetails": [
{
"databaseId": "be1268e4-d354-4e75-a47a-8e0186bb1367",
"receivedDate": "2025-06-25T00:00:00",
"dueDate": "2025-06-25T00:00:00",
"description": "Agency funds due from Aher, Pravin",
"due": null,
"received": 9.0000,
"parentId": "81db2747-0931-43f8-9591-4c33b19b3ce0",
"createDate": "2025-06-25T12:08:00",
"changeDate": "2025-06-25T12:08:00",
"number": "1277",
"paymentMethod": "Credit Card"
}
],
"premiumType": null,
"items": [],
"feesAndDiscounts": null,
"premiumDetails": [
{
"name": "#0 - 1/5/2032 - $0",
"policyLob": "Homeowners",
"policyNumber": "QT_Testrenew1",
"insuredName": "Bary, Test",
"type": "Initial Base Premium",
"order": 0,
"date": "2032-01-05T00:00:00",
"amount": "$0"
}
],
"totalPremiumAmount": "$0.00",
"nonPremiumDetails": [],
"totalNonPremiumAmount": "$0.00",
"paidReceivables": [],
"totalPaidReceivableDue": "$0.00",
"totalPaidReceivablePaid": "$0.00",
"financingDetails": [],
"totalFinancedAmount": "$0.00",
"toName": "1099 40/20 Broker 2",
"toAddress1": "2 This is Line 1 in New",
"toAddress2": "akbar, sefi, FL, 1000",
"toPhone": "123-333-4444"
},
{
"databaseId": "7c9254cb-d355-40df-974b-5a7f6d959a34",
"insuredDatabaseId": "e49e7a4c-61ad-4992-960a-4d1639a26df4",
"receivedDate": "2025-08-08T00:00:00",
"dueDate": "2025-08-08T00:00:00",
"description": "Agency funds due from Bary, Test",
"due": 148.0000,
"received": 8.0000,
"parentId": null,
"paymentMethod": null,
"createDate": "2025-08-08T00:19:00",
"changeDate": "2025-08-08T00:21:00",
"number": "3438",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "Bary, Test",
"insuredId": "2304",
"confirmationReferenceNumber": null,
"carrier": null,
"policies": [
{
"databaseId": "154ed4be-c066-42b5-9567-5cde621d2494",
"number": "QT_QT_Testrenew13",
"effectiveDate": "2033-01-05T00:00:00",
"expirationDate": "2034-01-05T00:00:00",
"linesOfBusiness": [
"Business Owners"
],
"carrierName": null
}
],
"status": "Active",
"feesAndDiscountDetails": [
{
"name": "Inspection Fee",
"order": 0,
"feeAmount": 150.0,
"policyLob": "Business Owners",
"policyNumber": "QT_QT_Testrenew13",
"insuredName": "Bary, Test"
}
],
"discountDetails": [
{
"name": "Inspection Fee",
"order": 0,
"discountAmountString": "$2",
"policyLob": "Business Owners",
"policyNumber": "QT_QT_Testrenew13"
}
],
"invoiceDetails": [
{
"databaseId": "c091605a-856d-4e43-ab28-452476df7d68",
"receivedDate": "2025-08-08T00:00:00",
"dueDate": "2025-08-08T00:00:00",
"description": "Agency funds due from Bary, Test",
"due": null,
"received": 8.0000,
"parentId": "7c9254cb-d355-40df-974b-5a7f6d959a34",
"createDate": "2025-08-08T00:21:00",
"changeDate": "2025-08-08T00:21:00",
"number": "1280",
"paymentMethod": "Credit Card"
}
],
"premiumType": null,
"items": [],
"feesAndDiscounts": null,
"premiumDetails": [
{
"name": "#0 - 1/5/2033 - $0",
"policyLob": "Business Owners",
"policyNumber": "QT_QT_Testrenew13",
"insuredName": "Bary, Test",
"type": "Initial Base Premium",
"order": 0,
"date": "2033-01-05T00:00:00",
"amount": "$0"
}
],
"totalPremiumAmount": "$0.00",
"nonPremiumDetails": [],
"totalNonPremiumAmount": "$0.00",
"paidReceivables": [],
"totalPaidReceivableDue": "$0.00",
"totalPaidReceivablePaid": "$0.00",
"financingDetails": [],
"totalFinancedAmount": "$0.00",
"toName": "Pravin Aher",
"toAddress1": "Sunnyside Ave",
"toAddress2": "Murrells Inlet, SC, 29576",
"toPhone": ""
},
{
"databaseId": "5a000a15-ed07-41ba-b36f-b46af011129f",
"insuredDatabaseId": "e49e7a4c-61ad-4992-960a-4d1639a26df4",
"receivedDate": "2025-06-25T00:00:00",
"dueDate": "2025-06-25T00:00:00",
"description": "Agency funds due from Aher, Pravin",
"due": 10.0000,
"received": 7.0000,
"parentId": null,
"paymentMethod": null,
"createDate": "2025-06-25T12:09:00",
"changeDate": "2025-06-25T12:10:00",
"number": "3301",
"userTookThePayment": "Agency On DEV SERVER IN MARCH",
"locationTookThePayment": "",
"insured": "Bary, Test",
"insuredId": "2304",
"confirmationReferenceNumber": null,
"carrier": null,
"policies": [
{
"databaseId": "b1d781c3-67b5-43a4-864d-5273e7f1a7c4",
"number": "QT_Testrenew1",
"effectiveDate": "2032-01-05T00:00:00",
"expirationDate": "2033-01-05T00:00:00",
"linesOfBusiness": [
"Homeowners"
],
"carrierName": "10720"
}
],
"status": "Active",
"feesAndDiscountDetails": [
{
"name": "",
"order": 0,
"feeAmount": 10.0,
"policyLob": "Homeowners",
"policyNumber": "QT_Testrenew1",
"insuredName": "Bary, Test"
}
],
"discountDetails": [],
"invoiceDetails": [
{
"databaseId": "85920c75-ff6e-4b3c-a03a-ae3c893ac6d3",
"receivedDate": "2025-06-25T00:00:00",
"dueDate": "2025-06-25T00:00:00",
"description": "Agency funds due from Aher, Pravin",
"due": null,
"received": 5.0000,
"parentId": "5a000a15-ed07-41ba-b36f-b46af011129f",
"createDate": "2025-06-25T12:10:00",
"changeDate": "2025-06-25T12:10:00",
"number": "1279",
"paymentMethod": "Credit Card"
},
{
"databaseId": "7e889185-f684-4d94-9011-f58ab3c88e0a",
"receivedDate": "2025-06-25T00:00:00",
"dueDate": "2025-06-25T00:00:00",
"description": "Agency funds due from Aher, Pravin",
"due": null,
"received": 2.0000,
"parentId": "5a000a15-ed07-41ba-b36f-b46af011129f",
"createDate": "2025-06-25T12:10:00",
"changeDate": "2025-06-25T12:10:00",
"number": "1278",
"paymentMethod": "Credit Card"
}
],
"premiumType": null,
"items": [],
"feesAndDiscounts": null,
"premiumDetails": [],
"totalPremiumAmount": "$0.00",
"nonPremiumDetails": [],
"totalNonPremiumAmount": "$0.00",
"paidReceivables": [],
"totalPaidReceivableDue": "$0.00",
"totalPaidReceivablePaid": "$0.00",
"financingDetails": [],
"totalFinancedAmount": "$0.00",
"toName": "Agent 444",
"toAddress1": "Sunnyside Ave",
"toAddress2": "Murrells Inlet, SC, 29576",
"toPhone": ""
}
165.Lookup Tables
01) CustomFieldType
Name
Value
Text
0
Number
1
Money
2
Percent
3
Date
4
DateTime
5
YesNo
6
Checkbox
7
02) GenderCode
Name
Value
Description
M
0
Male
F
1
Female
03) MaritalStatusCode
Name
Value
Description
S
0
Single
M
1
Married
C
2
Domestic Partner (Unmarried)
W
3
Widowed
P
4
Separated
D
5
Divorced
F
6
Fiance or Fiancee
O
7
Other
U
8
Unknown
V
9
Civil Union / Registered Domestic Partner
04) TruckingCompanyInsuredType
Name
Value
Description
Commercial
0
Personal
1
LifeHealth_Group
2
Life-Health Group
LifeHealth_Individual
3
Life-Health Individual
Medicare
4
05) TruckingCompanyType
Name
Value
Description
Insured
0
Insured
Prospect
1
Prospect
Underwriter
2
MGA
NAIC
3
Carrier
Finance_Company
4
Finance Company
Referral_Source
5
Referral Source
Other
6
Other
06) TruckingCompanyTypeOfBusiness
Name
Value
Corporation
0
Individual
1
JointVenture
2
LLC
3
NotForProfitOrg
4
Partnership
5
SubchapterCorp
6
Trust
7
Other
8
07) PolicyBusinessType
Name
Value
Description
New_Business
0
new_business
Renewal
1
renewal
Rewrite
2
rewrite
08) PolicyBusinessSubType
Name
Value
Description
AgentOfRecord
0
agent_of_record
NewCustomer
1
new_customer
NewLOB
2
new_lob
ChangedPlan
3
changed_plan
NewToMedicare
4
new_to_medicare
PurchasedBook
5
purchased_book
09) PolicyBillingType
Name
Value
Description
Direct_Bill_100
0
direct_bill_100
Direct_Bill_with_agency_down_payment
1
direct_bill_with_agency_down_payment
Agency_Bill_100
2
agency_bill_100
Agency_Bill_with_Outside_Financing
3
agency_bill_with_outside_financing
Agency_Bill_Paid_In_Full
4
agency_bill_paid_in_full
Direct_Bill_Autopay
5
direct_bill_autopay
10) RequestStatus
Name
Value
New
0
InProgress
1
Completed
2
11) ClaimStatus
Name
Value
Pending_Submission
0
Submitted_To_Carrier
1
Open
2
Closed
3
Subrogated
4
Withdrawn
5
Denied
6
12) PropertyUse
Name
Value
Personal
0
Commercial
1
Investment_Property
2
Renters
3
Condo
4
Mixed_Use_Building
5
Apartment
6
13) ContactType
Name
Value
Description
Owner
0
Owner (Principal Insured)
Contact
1
Other
2
Spouse
3
Manager
4
Board_Member
5
Underwriter
6
Office_Manager
7
Wife
8
Husband
9
Child
10
Son
11
Daughter
12
Sibling
13
Co_Insured
14
Co-Insured
Officer
15
Mother
16
Father
17
Domestic_Partner
18
Domestic Partner
14) VehicleType
Name
Value
Description
Truck
0
Truck
Trailer
1
Trailer
Car
2
Van
3
Bus
4
SUV
5
RV
6
Motorcycle
7
Yacht
8
Other
9
TKTR
10
Truck Tractor
ATV
11
Off_Road
12
Off-Road
Snowmobile
13
Limousine
14
Co-Insured
Taxi
15
MedicalTransport
16
Medical Transport
SchoolBus
17
School Bus
AirportCharterBus
18
Airport/Charter Bus
Roll_Back
19
Roll-Back
Wheel_Lift
20
Wheel-Lift
Rotator
21
Rotator
PU
22
Pick Up Truck
DMPT
23
Dump Truck
Water_Truck
24
Water Truck
Flatbed_Truck
25
Flatbed Truck
Box_Truck
26
Box Truck
TK
27
Truck (TK)
ST
28
Trailer (ST)
UT
29
SUV (UT)
PP
30
Private Passenger Vehicle
CRGVN
31
Cargo Van
15) VehicleTypeOfUse
Name
Value
Description
Commercial
0
Commercial
Personal
1
Personal
16) ContactPrefix
Name
Value
MR
0
MRS
1
MS
2
17) ContactSuffix
Name
Value
JR
0
SR
1
I
2
II
3
III
4
18) ContactEducation
Name
Value
No High School Diploma
0
High School Diploma
1
Some College - No Degree
2
Vocational - Technical Degree
3
Associates Degree
4
Bachelors
5
Masters
6
PhD
7
Medical Degree
8
Law Degree
9
19) AddressType
Name
Value
Description
Office
0
Home
1
Other
2
Shipping
3
Billing
4
Garage
5
Legal
6
Additional_Name_Insured
7
Additional Name Insured
Mailing
8
20) BillingFeeType
Name
Value
Initial_Base_Premium
0
Positive_Endorsement
1
Negative_Endorsement
2
Cancel
5
Renew
6
Reinstate
7
Govt_Discount
9
Premium_Audit
13
General_Discount
14
Credit
15
Installment
200
New_Policy_Premium
210
Rewrite_Premium
220
No_Premium_Impact
230
Fees
3
Agency_Fee
10
Risk_Management_Fee
101
Carrier_Fee
11
Policy_Fee
111
MGA_Fee
12
Inspection_Fee
20
AI_Endorsements_Fee
21
Subscription_Fee
16
Program_Fee
19
Taxes
4
State_Tax
17
Surplus_Lines_Tax
22
Miscellaneous_Agency_Revenue
23
Other_Tax
18
Fire_Marshall_Tax
181
Stamping_Fee
24
Processing_Fee
35
Filing_Fee
351
APTC_Tax_Credit
45
Expense_Constant
100
Surplus_Contribution
150
AB_TPA_Fee
160
Independent_Agent_Broker_Fee
170
Payment_Processing_Fee
180
Collateral_Fee
190
MVR_Fee
240
CC_Fee
250
Admin_Fee
350
Other
8
21) BillingPremiumType
Name
Value
Premium
0
Non_Premium
1
22) BillingType
Name
Value
DB - 100
0
DB - Agency Down
1
AB - 100
2
AB - Prem Fin
3
AB - Prem Fin
4
DB - Autopay
5
23) BillingStatus
Name
Value
Not Started
0
Invoice sent
1
Invoice Payment collected
2
Issued Payment (Payables paid)
3
Financing Agreement done
4
Financing Funds Received
5
Billing COMPLETED
6
24) CommissionType
Name
Value
Percent
0
FixedValue
1
25) AgencyCommissionType
Name
Value
Gross
0
Monthly
1
Net
2
Monthly Earned
3
26) WinProbability
Name
Value
Excellent
0
Very Good
1
Good
2
Moderate
3
Not Likely
4
27) AgentPaymentType
Name
Value
From Agency Commission
0
From Base Premium
1
From Agency Fee
2
From Incentive Fee
3
28) EndorsementReceivableType
Name
Value
Down Payment
0
Paid In Full
1
Other
2
Installment
3
29) EndorsementPayableType
Name
Value
Down Payment
0
Paid In Full
1
Other
2
Installment
3
30) EndorsementPayablePaidTo
Name
Value
Carrier
0
Finance Company
1
MGA
2
Agent
3
MGA Cash
4
31) EndorsementFinancingType
Name
Value
Outside Finance
0
Direct Bill
1
Inhouse Finance
2
Other
3
32) EndorsementStatus
Name
Value
Entered in System
0
Request sent to Carrier/MGA
1
Insured Invoiced
2
Insured Documentation Received
3
Carrier/MGA Confirmation Received
4
Suspended for miscellaneous reason
5
COMPLETE
6
Estimated Premium
70
True Premium
80
33) CertificateHolderNatureOfInterest
Name
Value
Description
A2
0
OLT - Bicycle Liability
A3
1
Members of Faculties and Teaching Staffs
A7
2
Additional Insured - State or Political Subdivisions - Permits
AB
3
Additional Bill Party
AC
4
Accounting Contact
AD
5
Additional Interest
AE
6
Applicant's Employer
AF
7
Attorney in Fact
AG
8
Architects, Engineers or Surveyors
AH
9
Additional Insured -- Other Members of Household
AI
10
Additional Insured
AL
11
Additional Interest Lessor
AM
12
Additional Insured and Mortgagee
AN
13
Additional Named Insured
AP
14
Alternate Bill Party
AS
15
Additional Insured Lessor
AT
16
Additional Insured Lessor and Loss Payee
AU
17
Audit Contact
B3
18
Gasoline or Oil Dealers
B5
19
Owners or Contractors
BN
20
Beneficiary
BO
21
Beneficial Owner
BW
22
Breach of Warranty
CC
23
Claim Contact
CE
24
Co-Applicant's Employer
CH
25
Certificate Holder
CI
26
Controlling Interest
CN
27
Co-Owner/Non-Occupant
CO
28
Corporate Owner
CP
29
Contract Purchaser
CR
30
Co-Owner of Insured Premises
CS
31
Contract Seller
CT
32
Additional Insured - Concessionaires Trading Under Your Name
CW
33
Co-Owner/Occupant
CZ
34
Co-Owner
DA
35
Disaster Agency
DI
36
Designated Insured
DP
37
Designated Person or Organization
E1
38
Concessionaires of premises on policies covering lessors
E2
39
Lessors on policies covering concessionaires on their premises
E3
40
Vendors - Limited Form
E4
41
Vendors - Broad Form
EC
42
Equity Line of Credit
EL
43
Employee as Lessor
EO
44
Employees Other than Executive Officers
ES
45
Escrow Corporation
EX
46
Executor
F1
47
Blanket Contract
FC
48
Finance Company
FO
49
Fee Owner
FR
50
Franchisor
G1
51
Specific Contract
GR
52
Grantor
GS
53
Governmental Subdivisions
IC
54
Inspection Contact
IL
55
Additional Insured and Lienholder
LA
56
Loss Payee and Additional Interest
LB
57
Leaseback Owner
LC
58
Additional Interest -- Loss Payable Conditions
LE
59
Lessee of Leased Employees
LF
60
Assisted Living Care Facility
LH
61
Lienholder
LI
62
Loss Payee and Additional Insured
LL
63
Land Lease Interests
LO
64
Lenders Loss Payable
LP
65
Loss Payee
LR
66
Lessor of Leased Employees
LS
67
Lessor of Leased Equipment
MA
68
Mortgagee, Assignee or Receiver
MG
69
Mortgagee
ML
70
Manager/Lessor
MP
71
Mortgagee and Loss Payee
MS
72
Mortgage Servicing Agency
MU
73
Municipality
OC
74
Owner, Lessee, Contractor (Form B)
OL
75
Owner, Lessee, Contractor (Form A)
OM
76
Owners, Managers or Operators of Premises
ON
77
Owner
OO
78
Owner/Operator
OT
79
Other
PA
80
Political Agency
PI
81
Loss payee, Additional Insured, and Additional Interest
PL
82
Personal Liability
PS
83
State or Political Subdivision Permits Relating to
RG
84
Registrant
RO
85
Registered Owner
SA
86
Contract of Sale
SC
87
States, Counties, Cities or Other Governmental Units (not including Governmental Subdivisions)
SL
88
Secured Loss Payee
ST
89
Additional Interest - Student Away from Home
TA
90
Townhouse Association
TE
91
Trustee
TH
92
Title Holder
TR
93
Trust
UO
94
Condominium Unit Owner
VN
95
Vendor
VO
96
Additional Insured - Volunteers
VR
97
Vehicle Registrant
LD
98
First Lienholder
LN
99
Second Lienholder
LT
100
Third Lienholder
34) LicenseClassCode
Name
Value
No CDL
0
A
1
B
2
C
3
D
4
E
5
35) PolicyStatus
Name
Value
Active
0
Pending cancel
1
Cancelled
2
Expired
3
Renewing
4
Renewed
5
Reinstated
6
Replaced
7
Non-Renewal
8
Reinstating
9
Rewriting
10
Rewritten
11
36) PhysicalDamageComprehensiveType
Name
Value
Comprehensive
0
Named Peril
1
37) PreferredLanguage
Name
Value
English
English
Spanish
Spanish
Hindi
Hindi
Portuguese
Portuguese
Russian
Russian
German
German
French
French
Italian
Italian
Mandarin
Mandarin
Cantonese
Cantonese
Tibetan
Tibetan
Arabic
Arabic
Hausa
Hausa
Amharic
Amharic
Yoruba
Yoruba
Igbo
Igbo
Swahili
Swahili
Malay
Malay
Javanese
Javanese
Tagalog
Tagalog
Telugu
Telugu
Tamil
Tamil
Kannada
Kannada
Malayalam
Malayalam
Turkish
Turkish
Azerbaijani
Azerbaijani
Kazakh
Kazakh
Japanese
Japanese
Korean
Korean
Hebrew
Hebrew
38) Building Over Water
Name
Value
Entirely
Entirely
Partially
Partially
No
No
39) Policy Type
Name
Value
Standalone
Standalone
Write Back
WriteBack
40) Personal Property Cost Value Type
Name
Value
Actual Cost Value
ActualCostValue
Replacement Cost Value
ReplacementCostValue
41) Foundation Type
Name
Value
Piers Posts Piles
PiersPostsPiles
Reinforced Masonry Etc
ReinforcedMasonryEtc
Reinforced Shear Walls
ReinforcedShearWalls
Solid Foundation Walls
SolidFoundationWalls
Foundation Wall
FoundationWall
Slab On Grade
slabongrade
SlabOnFill
SlabOnFill
42) Occupancy
Name
Value
Primary
Primary
Secondary
Secondary
Seasonal
Seasonal
Tenanted
Tenanted
Vacant
Vacant
Coc
Coc
Vacant Renovation
VacantRenovation
43) Construction
Name
Value
Brick Veneer
BrickVeneer
EIFS
EIFS
Frame
Frame
Log
Log
Masonry
Masonry
Stucco
Stucco
Asbestos
Asbestos
44) Sticky Note Color
Name
Value
Orange
1
Light Yellow
2
Green
3
Light Blue
4
Dark Blue
5
Purple
6
Pink
7
45) Driver License Status Code
Name
Value
Active
0
Expired
1
Suspended
2
46) Assigned Risk Reason Code
Name
Value
Accident Related
0
Driving While Under the Influence
1
Operating Without Insurance
2
Operating Without a License
3
Other
4
Points
5
Speeding
6
47) Driver Type Code
Name
Value
Deferred Driver
0
Excluded
1
Unrated Driver
2
Unlicensed
3
48) Garage Codes
Name
Value
Garaged at School
0
Off Street at School
1
On Street at School
2
Driveway
3
Garaged
4
Off Street
5
Parking Lot
6
Carport
7
Street
8
49) Body Type Code
Name
Value
Two Door Sedan
0
2 Door Hardtop
1
Two Door Hatchback
2
Two Door Liftback
3
Two Door Wagon
4
3 Door Extended Cab/Chassis
5
3 Door Extended Cab
6
4 Door Extended Cab/Chassis
7
4 Door Extended Cab
8
4 Door Hardtop
10
Four Door Hatchback
11
Four Door Liftback
12
Four Door Wagon
13
Five Door Sedan
14
Eight Passenger Sport Van
15
Antique Auto
16
Antique Motorcycle
17
Amphibious Auto
18
All Terrain Vehicle
19
Boat Trailer, Horse Trailer or Similar Vehicle
20
Detachable Camper Body
21
Compact Car
22
Classic Auto
23
Convertible
24
Coupe
25
Camper Trailers
26
Dune Buggy
27
Electric Auto
28
Extended Cargo Van
29
Extended Sport Van
30
Extended Window Van
31
Golf Cart
32
Go Cart
33
Golfmobile
34
Ground Maintenance Vehicle
35
Hatch Back
36
Hardtop
37
Suburban or Carry All
38
Limousine
39
Motorbike
40
Motorcycle
41
Motor Home
42
Minibike
43
All Other Motorized Cycles (i.e. Moped, Scooter)
44
Mobility Assistance (e.g. scooters/power chairs)
45
Moped
46
Motor Scooter
47
Mobile Home Trailer
48
Mini Van
49
Other
50
Pickup with Camper Body
51
Panel Van
52
Private Passenger Automobile Make
53
Pickup Trucks, Sedan Delivery, Panel Truck
54
Recreational Trailer
55
Recreational Vehicles - Generic
56
Sport Coupe
57
Sedan
58
Snowmobile
59
Self-Propelled Motor Home - over 22 Feet
60
Self-Propelled Motor Home - up to 22 Feet
61
Step Van
62
Stationwagon
63
Sport Van
64
Trail Bike
65
Utility Trailer
66
Van Camper
67
Van
68
Window Van
69
50) Anti Theft Device Code
Name
Value
No Discount Applies (MA only)
0
Category I Applies (MA only)
1
Category II Applies (MA only)
2
Category III Applies (MA only)
3
Category IV Applies (MA only)
4
Category IV plus Category I Apply (MA only
5
Category IV plus Category II Apply (MA only)
6
Category IV plus Category III Apply (MA only)
7
Category V Applies (MA only
8
Category V plus Category I Apply (MA only)
9
Alarm System
10
Security Battery
11
Active Disabling
12
Electronic Retrieval
13
Fuel Cut-Off
14
Etched Window Glass
15
Hood Lock
16
Ignition Cut-Off
17
Steering Lock
18
No Anti-Theft Device Present
19
Passive Disabling
20
Shaker Switch
21
Window ID
22
Category V plus Category II Apply (MA only)
23
Anti-Theft Device Present, No Descriptio
24
Category V plus Category III Apply (MA only)
25
51) Performance Code
Name
Value
Basic
0
High
1
Intermediate
2
Sports Premium
3
Sportscar
4
52) Seat Belt Code
Name
Value
Active
0
PassBoth
1
PassDrv
2
SeatAir
3
None
4
53) Vehicle Code Use
Name
Value
Artisan Contractor
0
Business
1
Commute
2
Driven To and From School
3
Farm
4
Clergy
5
Other
6
Pleasure
7
Car Pool
8
Show (Restricted Use)
9
Driven To and From Work
10
54) Occupations
Name
Value
Arborist
Arborist
Clerk
Clerk
Agriculture Inspector/Grader
Agriculture Inspector/Grader
Equipment Operator
Equipment Operator
Farm/Ranch Owner
Farm/Ranch Owner
Fisherman
Fisherman
Florist
Florist
Laborer/Worker
Laborer/Worker
Landscaper
Landscaper
Landscaper/Nursery Worker
Landscaper/Nursery Worker
Logger
Logger
Mill Worker
Mill Worker
Other
Other
Range
Range
Supervisor
Supervisor
Timber Grader/Scale
Timber Grader/Scale
55) ReceiptPaymentTypes
Name
Value
Include Integrity Link
0
Include EPayPolicy Link
1
Include Simply Easier Payments Link
2
Include TranzPay Payments Link
3
Include Pay Pal Link
4
Include Input1 Payment Link
5
Include Ascend Payment Link
6
Include Agave Payment Link
7
56) Vehicle Type
Name
Description
Value
Truck
Truck
0
Trailer
Trailer
1
Car
Car
2
Van
Van
3
Bus
Bus
4
SUV
SUV
5
RV
RV
6
Motorcycle
Motorcycle
7
Yacht
Yacht
8
Other
Other
9
Truck Tractor
TKTR
10
ATV
ATV
11
Off-Road
Off_Road
12
Snowmobile
Snowmobile
13
Limousine
Limousine
14
Taxi
Taxi
15
Medical Transport
MedicalTransport
16
School Bus
SchoolBus
17
Airport/Charter Bus
AirportCharterBus
18
Roll-Back
Roll_Back
19
Wheel-Lift
Wheel_Lift
20
Rotator
Rotator
21
Pick Up Truck
PU
22
Dump Truck
DMPT
23
Water Truck
Water_Truck
24
Flatbed Truck
Flatbed_Truck
25
Box Truck
Box_Truck
26
Truck (TK)
TK
27
Trailer (ST)
ST
28
SUV (UT)
UT
29
Private Passenger Vehicle
PP
30
Cargo Van
CRGVN
31
Chassis
Chassis
32
57) TruckingCompanyProspectType
Name
Value
Hot Prospect
0
Prospect
1
Cold_Prospect
2
58) Policy Premium Type
Name
Value
Gross
0
Monthly
1
Net
2
59) Origin
Name
Value
Manual
0
Downloads
1
Data Import
2
Web Service
3
Data Import (Manual)
4
EDocs
5
Tasks
6
SMS
7
Automate
8
Momentum
10
NowCerts Carrier Downloads Service
20
Notes Outlook Plugin
21
Manual-Push
30
Edge Referrals
31