nowcerts_insured_insert
Add new insured or prospect records to the NowCerts system by providing required identification fields, contact type, business classification, and active status.
Instructions
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" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| insured | Yes | Insured data to insert. Fields will be passed directly to the API. |