nowcerts_policy_getList
Retrieve insurance policies from NowCerts using OData queries to filter, sort, and paginate results by policy details, insured information, dates, and status.
Instructions
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
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| $count | No | Include total count in response. Set to true to get @odata.count field. | |
| $filter | No | OData filter expression (optional). Can be combined with other parameters. | |
| $orderby | No | Field to order by. Default: 'changeDate desc'. Examples: 'effectiveDate desc', 'expirationDate asc' | |
| $select | No | Comma-separated list of columns to return (optional) | |
| $skip | No | Number of records to skip (offset). Example: 0 | |
| $top | No | Number of records to return (limit). Example: 100 |