Nowcerts

Get the OData schema metadata for NowCerts API. This returns the complete schema including field types, relationships, and entity definitions.

Use this to:

• Understand available fields for each entity

• Check field data types and requirements

• View entity relationships

• See which fields are required vs optional

Endpoints:

• General metadata: /api/$metadata

• Specific entity: /api/$metadata#EntityName (e.g., #PolicyDetailList, #InsuredList, #AgentList)

NOTE: Many fields require specific enumeration values. Use nowcerts_schema_getLookupTables to see valid values for enum fields.

Get documentation for NowCerts lookup tables (enumeration values).

Many fields require specific enumeration values. This tool provides the complete reference for:

• GenderCode (M=Male, F=Female)

• MaritalStatusCode (S=Single, M=Married, etc.)

• PolicyBusinessType (New_Business, Renewal, Rewrite)

• PolicyStatus (Active, Expired, Cancelled, etc.)

• VehicleType (Truck, Car, SUV, etc.)

• ContactType (Owner, Spouse, Child, etc.)

• ClaimStatus (Open, Closed, Pending_Submission, etc.)

• And 50+ other enumeration tables

IMPORTANT FIELDS REQUIRING ENUM VALUES:

• Policy: businessType, businessSubType, billingType, status

• Vehicle: vehicleType, vehicleTypeOfUse, bodyTypeCode, garageCode

• Driver: genderCode, maritalStatusCode, licenseClassCode, licenseStatusCode

• Contact: contactType, prefix, suffix, education

• Claim: claimStatus

• Insured: insuredType, preferredLanguage

• Address: addressType

Full documentation: https://docs.google.com/document/d/11Xk7TviRujq806pLK8pQTcdzDF2ClmPvkfnVmdh1bGc/edit?tab=t.0

Retrieve agents from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first). The 'changeDate' field exists on all entities.

Common $filter examples:

• Active agents only: "active eq true"

• Search by first name: "contains(firstName, 'John')"

• Search by last name: "contains(lastName, 'Smith')"

• Search by email: "contains(email, 'agent@example.com')"

• By role: "primaryRole eq 'Agent/Producer'" or "primaryRole eq 'CSR'"

• Default agent: "isDefaultAgent eq true"

• Has user account: "userId ne null"

• Multiple conditions: "active eq true and contains(lastName, 'Smith')"

Pagination examples:

• First 100 active agents: $filter=active eq true&$top=100&$skip=0&$orderby=firstName asc&$count=true

• Next 100: $filter=active eq true&$top=100&$skip=100&$orderby=firstName asc&$count=true

Available fields: id (primary key), firstName, lastName, email, phone, cellPhone, fax, npnNumber, primaryRole, assignCommissionIfCSR, isDefaultAgent, useAgentIfNotDefault, primaryOfficeName, active, changeDate, userId, userDisplayName, addressLine1, addressLine2, city, state, county, zipCode, isSuperVisior, agentIs, workGroups (list)

Retrieve insureds/prospects from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first).

ID FIELD NAMING:

• On Insured object itself: Use "id" (the primary UUID)

• On related objects (policies, etc.): Use "insuredDatabaseId" to link to insureds

• In Zapier endpoints: Use "insured_database_id"

Common $filter examples:

• Search by ID: "id eq 'ed37f103-ca80-e6da-fa7a-abdfc4b8a7b3'"

• Search by name: "contains(firstName, 'John') or contains(lastName, 'Smith')"

• Search by commercial name: "contains(commercialName, 'ACME')"

• Search by email: "contains(eMail, 'test@example.com')"

• Search by phone (format ###-###-####): "contains(phone, '555-123-4567') or contains(cellPhone, '555-123-4567')"

• Search by city/state: "city eq 'Nashville' and state eq 'TN'"

• Active insureds: "active eq true"

• By type: "type eq 'Insured'" or "type eq 'Prospect'"

• Personal/Commercial: "insuredType eq 'Personal'" or "insuredType eq 'Commercial'"

• Date range: "changeDate ge 2024-01-01T00:00:00Z and changeDate le 2024-12-31T00:00:00Z"

Pagination examples:

• First 100 personal: $filter=insuredType eq 'Personal'&$top=100&$skip=0&$orderby=lastName asc&$count=true

• Combine params: $filter=contains(eMail, 'gmail') and active eq true&$top=50&$skip=0&$orderby=changeDate desc&$count=true

PHONE FORMAT: Always use ###-###-#### format (e.g., '555-123-4567', NOT '5551234567')

Available fields: id (primary key), commercialName, firstName, middleName, lastName, dateOfBirth, type, dba, addressLine1, addressLine2, state, city, zipCode, eMail, eMail2, eMail3, fax, phone, cellPhone, smsPhone, description, active, website, fein, customerId, insuredId, referralSourceCompanyName, changeDate, createDate, coInsured_FirstName, coInsured_MiddleName, coInsured_LastName, coInsured_DateOfBirth, insuredType, prospectType, acquisitionDate

Get insureds via Zapier endpoint (/Zapier/GetInsureds)

Insert a new insured/prospect record. This endpoint saves insured or prospect records.

IMPORTANT Field Requirements:

• At least ONE of these must be provided to identify the record:

  • databaseId (to update existing record)

  • commercialName (for businesses)

  • firstName AND lastName (for individuals)

• Type (REQUIRED integer): Determines contact type

  • 0 = Insured

  • 1 = Prospect

  • 2 = Underwriter (MGA)

  • 3 = NAIC (Carrier)

  • 4 = Finance_Company

  • 5 = Referral_Source

  • 6 = Other

• InsuredType (REQUIRED integer): Business classification

  • 0 = Commercial

  • 1 = Personal

  • 2 = LifeHealth_Group

  • 3 = LifeHealth_Individual

  • 4 = Medicare

• Active (REQUIRED boolean): true or false

Example for individual insured: { "FirstName": "John", "LastName": "Doe", "Type": 0, "InsuredType": 1, "Active": true, "Email": "john@example.com", "Phone": "555-1234" }

Insert insured without overriding existing data

Insert insured along with their policies

Insert insured with custom fields via Zapier endpoint

Get policies from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first).

ID FIELD NAMING:

• Policy's own ID: "id" (the policy's primary UUID key)

• Link to insured: "insuredDatabaseId" (UUID linking to the insured/prospect)

• When linking other objects (vehicles, drivers) to this policy: Use "policyDatabaseId"

Common $filter examples:

• Search by policy ID: "id eq '1a847475-baf3-4ff6-b0ee-f26c3fa88720'"

• Search by insured ID: "insuredDatabaseId eq 'ed37f103-ca80-e6da-fa7a-abdfc4b8a7b3'"

• Search by policy number: "contains(number, 'POL123456')" or "number eq 'ABC-123-456'"

• Search by insured name: "contains(insuredFirstName, 'John') or contains(insuredLastName, 'Smith')"

• Search by insured email: "contains(insuredEmail, 'test@example.com')"

• Search by commercial name: "contains(insuredCommercialName, 'ACME')"

• Active policies only: "active eq true"

• By status: "status eq 'Active'" or "status eq 'Expired'" or "status eq 'Cancelled'"

• Quotes only: "isQuote eq true"

• Policies only (not quotes): "isQuote eq false"

• By carrier: "contains(carrierName, 'PROGRESSIVE')"

• By business type: "businessType eq 'Renewal'" or "businessType eq 'New_Business'"

• By billing type: "billingType eq 'Direct_Bill_100'"

• By date range: "effectiveDate ge 2024-01-01T00:00:00Z and effectiveDate le 2024-12-31T00:00:00Z"

• Expiring soon: "expirationDate le 2025-12-31T00:00:00Z and active eq true"

• Premium range: "totalPremium ge 1000 and totalPremium le 5000"

Pagination examples:

• Active policies: $filter=active eq true&$top=100&$skip=0&$orderby=effectiveDate desc&$count=true

• Expiring this year: $filter=expirationDate ge 2025-01-01T00:00:00Z and expirationDate le 2025-12-31T00:00:00Z&$top=50&$skip=0&$orderby=expirationDate asc&$count=true

Available fields: id (primary key), number, isQuote, effectiveDate, expirationDate, bindDate, businessType, businessSubType, description, billingType, insuredDatabaseId, insuredEmail, insuredFirstName, insuredLastName, insuredCommercialName, carrierName, carrierNAIC, mgaName, totalPremium, totalNonPremium, totalAgencyCommission, changeDate, cancellationDate, reinstatementDate, active, status, inceptionDate, createDate, policyTerm

Find policies using /Policy/FindPolicies

Get a specific policy or policies using /PolicyList

Insert a new policy

Get quotes via Zapier endpoint

Insert a new quote

Get prospects via Zapier endpoint

Insert a new prospect

Insert prospect with custom fields

Push prospects via XML

Import quote request with prospect

Import external quote request

Get claims from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first).

ID FIELD NAMING:

• Claim's own ID: "databaseId" (the claim's primary UUID)

• Link to insured: "insuredDatabaseId" (UUID of the insured/prospect)

Common $filter examples:

• Search by claim ID: "databaseId eq '7c8b37f8-e4d0-42f9-a7d0-ffefd163f657'"

• Search by claim number: "contains(claimNumber, '12345')" or "claimNumber eq '789456'"

• Search by policy number: "contains(policyNumber, 'POL123')"

• By status: "status eq 'Open'" or "status eq 'Closed'" or "status eq 'Submitted_To_Carrier'"

• Search by insured ID: "insuredDatabaseId eq 'ed37f103-ca80-e6da-fa7a-abdfc4b8a7b3'"

• Search by insured name: "contains(insuredFirstName, 'John') or contains(insuredLastName, 'Smith')"

• Search by insured email: "contains(insuredEmail, 'test@example.com')"

• Search by commercial name: "contains(insuredCommercialName, 'ACME')"

• By loss date range: "dateOfLossAndTime ge 2024-01-01T00:00:00Z and dateOfLossAndTime le 2024-12-31T00:00:00Z"

• By city/state: "city eq 'Nashville' and state eq 'TN'"

• Open claims: "status eq 'Open'"

• Recent claims: "changeDate ge 2024-01-01T00:00:00Z"

Pagination examples:

• Open claims: $filter=status eq 'Open'&$top=100&$skip=0&$orderby=dateOfLossAndTime desc&$count=true

• By insured: $filter=insuredDatabaseId eq 'guid-here'&$top=50&$skip=0&$orderby=changeDate desc&$count=true

Available fields: databaseId (primary key), claimNumber, status, street, city, state, zipCode, county, dateOfLossAndTime, describeLocation, policeOrFireDepartment, reportNumber, additionalComments, descriptionOfLossAndDamage, insuredDatabaseId, insuredEmail, insuredFirstName, insuredLastName, insuredCommercialName, policyNumber, changeDate, createDate, dateAndAmount (list)

Get claims via Zapier endpoint

Insert a new claim

Get notes via Zapier endpoint

Insert a new note

Get tags via Zapier endpoint

Apply/insert a tag

Get drivers via Zapier endpoint. Drivers are linked to policies and insureds.

ID FIELD NAMING:

• Driver's own ID: "id" (primary UUID key)

• Link to policy: "policyIds" (list of policy UUIDs)

• Link to insured: "insuredDatabaseId" (insured's UUID)

• In Zapier endpoints: Use "database_id" and "policy_database_id"

Filter examples:

• By policy: Filter by policyIds containing specific policy UUID

• By insured: Filter by insuredDatabaseId

• Active drivers: Filter by active eq true

• Excluded drivers: Filter by excluded eq true

• By license state: Filter by licenseState

Available fields: id (primary key), firstName, middleName, lastName, dateOfBirth, ssn, excluded, licenseNumber, licenseState, licenseYear, hireDate, terminationDate, policyNumbers (list), insuredDatabaseId, insuredEmail, insuredFirstName, insuredLastName, insuredCommercialName, policyIds (list), active, maritalStatus, gender

Insert a new driver. Must include policyDatabaseId to link to a policy.

ID FIELD NAMING:

• Link to policy: "policyDatabaseId" (required - UUID of the policy)

• Driver's ID will be auto-generated as "databaseId"

Bulk insert multiple drivers. Each must include policyDatabaseId.

ID FIELD NAMING:

• Link to policy: "policyDatabaseId" (required for each driver)

• Driver IDs will be auto-generated as "databaseId"

Get vehicles via Zapier endpoint. Vehicles are linked to policies and insureds.

ID FIELD NAMING:

• Vehicle's own ID: "id" (primary UUID key)

• Link to policy: "policyIds" (list of policy UUIDs)

• Link to insured: "insuredDatabaseId" (insured's UUID)

• In Zapier endpoints: Use "database_id" and "policy_database_id"

Filter examples:

• By VIN: Filter by vin field

• By policy: Filter by policyIds containing specific policy UUID

• By insured: Filter by insuredDatabaseId

• By type: Filter by type (e.g., 'Truck', 'Car', 'SUV')

• By year: Filter by year

• Active vehicles: Filter by active eq true

• By make/model: Filter by make or model fields

Available fields: id (primary key), type, year, make, model, vin, description, typeOfUse, typeOfUseAsFlag, value, deductibleComprehensive, deductibleCollision, visible, policyNumbers (list), insuredDatabaseId, insuredEmail, insuredFirstName, insuredLastName, insuredCommercialName, policyIds (list), active, policyLevelCoverages (list), lienHolders (list)

Insert a new vehicle. Must include policyDatabaseId to link to a policy.

ID FIELD NAMING:

• Link to policy: "policyDatabaseId" (required - UUID of the policy)

• Vehicle's ID will be auto-generated as "databaseId"

Bulk insert multiple vehicles. Each must include policyDatabaseId.

ID FIELD NAMING:

• Link to policy: "policyDatabaseId" (required for each vehicle)

• Vehicle IDs will be auto-generated as "databaseId"

Get tasks via Zapier endpoint

Insert a new task

Get opportunities via Zapier endpoint

Insert a new opportunity

Get add driver service requests

Get address change service requests

Get remove driver service requests

Get replace driver service requests

Get vehicle transfer service requests

Get generic service requests

Insert add driver service request

Insert address change service request

Insert remove driver service request

Insert replace driver service request

Insert vehicle transfer service request

Insert generic service request

Get customers list with search and pagination

Get custom panel structure

Insert custom panel data

Get SMS messages

Insert/send SMS message

Send SMS via Twilio integration

Get principals/contacts (additional insureds/interested parties) from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first).

ID FIELD NAMING:

• Principal's own ID: "databaseId" (primary UUID key)

• Link to insured: "insuredDatabaseId" (insured's UUID)

Common $filter examples:

• Search by ID: "databaseId eq '7c8b37f8-e4d0-42f9-a7d0-ffefd163f657'"

• Search by first name: "contains(firstName, 'John')"

• Search by last name: "contains(lastName, 'Smith')"

• Search by personal email: "contains(personalEmail, 'test@example.com')"

• Search by business email: "contains(businessEmail, 'business@example.com')"

• By type: "type eq 'Owner'" or "type eq 'Spouse'" or "type eq 'Other'"

• By insured ID: "insuredDatabaseId eq 'guid-here'"

• By insured name: "contains(insuredFirstName, 'John') or contains(insuredLastName, 'Smith')"

• Recent changes: "changeDate ge 2024-01-01T00:00:00Z"

• By gender: "gender eq 'Male'" or "gender eq 'Female'"

Pagination examples:

• All contacts for insured: $filter=insuredDatabaseId eq 'guid-here'&$top=100&$skip=0&$orderby=lastName asc&$count=true

• Owners only: $filter=type eq 'Owner'&$top=50&$skip=0&$orderby=changeDate desc&$count=true

Available fields: databaseId (primary key), firstName, middleName, lastName, description, type, personalEmail, businessEmail, homePhone, officePhone, cellPhone, personalFax, businessFax, ssn, birthday, insuredDatabaseId, insuredEmail, insuredFirstName, insuredLastName, insuredCommercialName, changeDate, dlNumber, dlYear, dlStateName, education, gender, industryName, isHealthPlanMember

Get principals via Zapier endpoint

Insert a new principal

Get properties via Zapier endpoint

Insert a new property

Insert or update a property

Get call log records

Insert a call log record

Insert workers compensation data

Get quote applications

Push quote applications

Push quote applications via QuoteRush

Subscribe to Zapier webhook

Unsubscribe from Zapier webhook

Cognito webhook integration

CloudIt data processing

Nationwide callback URL

Agency Revolution activities integration

Prefill household data using the Fenris Auto Insurance Prefill API.

This API provides comprehensive household information including:

• Household members (names, ages, relationships)

• Vehicles owned (VIN, year, make, model)

• Property details (year built, square footage, construction type)

• Prior insurance information

Use this BEFORE creating insureds/policies to save data entry time and improve accuracy.

Common use cases:

• New quote - auto-populate customer data

• Annual review - verify household composition

• Renewal - check for household changes

Returns structured data that can be directly used with NowCerts insert endpoints.

Verify and standardize addresses using the Smarty Address Verification API.

This API validates addresses against USPS data and returns:

• Standardized address format (proper casing, abbreviations)

• Address components (street, city, state, ZIP+4)

• Delivery point validation

• County information

• Congressional district

• Latitude/Longitude coordinates

• Property metadata

Use this to:

• Validate addresses before creating insured records

• Standardize addresses for consistency

• Ensure accurate mailing addresses

• Get geocoding data for properties

IMPORTANT: Always use the standardized address returned by this API in your NowCerts records.

Decode VIN using the NHTSA Vehicle API to get comprehensive vehicle information.

This API returns detailed vehicle specifications including:

• Year, Make, Model, Trim

• Body Type (Sedan, SUV, Truck, etc.)

• Engine specifications (type, displacement, cylinders)

• Transmission type

• Drive type (FWD, RWD, AWD, 4WD)

• Manufacturer details

• Plant information

• Safety ratings

• GVWR (Gross Vehicle Weight Rating)

• Vehicle type classification

Use this to:

• Auto-populate vehicle fields when customer provides VIN

• Verify vehicle information for accuracy

• Get standard vehicle specifications

• Determine proper insurance classification

IMPORTANT: VIN must be exactly 17 characters.

Check for open safety recalls on a vehicle using the NHTSA Recalls API.

This API searches the NHTSA database for any open safety recalls on the specified vehicle.

Returns for each recall:

• Recall campaign number

• Recall date

• Component description

• Summary of the defect

• Consequence of the defect

• Corrective action/remedy

• Manufacturer's recall number

• Whether the recall is safety-related

Use this to:

• Inform customers of open recalls when quoting

• Check recalls during annual review

• Verify recalls during claim investigation

• Due diligence before binding policies

IMPORTANT:

• Always inform customers of open recalls

• Document in notes if recalls are found

• Some states require disclosure of recall information