Policies
Create Policy
Create a new policy for a customer
POST
Authorizations
API key required for authentication.
Keys begin with 'cc_' prefix. Get your API key from the Developer Dashboard.
Path Parameters
Customer ID
Body
application/json
POST /v2/customers/:id/policies Request body
Available options:
MA, MAPD, PDP, MS, ACA, LTC, Individual Health, FE, Annuity, Life, Dental, Vision, Hospital Indemnity, Cancer, Accident, Group Maximum string length:
100Maximum string length:
255Maximum string length:
255Name of the carrier
Maximum string length:
255Examples:
"Aetna"
"Blue Cross"
Name of the policy
Maximum string length:
255Examples:
"Medicare Elite"
"Blue Cross PPO"
Plan code of the policy
Maximum string length:
255Example:
"H1290-036-001"
2 Letter State of the policy
Maximum string length:
2Examples:
"CA"
"NY"
Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Available options:
Catastrophic, Bronze, Silver, Gold, Platinum The current status of the policy
Available options:
Active, Pending, Terminated, Suspended, Lapsed, Cancelled, Expired, Not Approved Available options:
IEP, AEP, OEP, SEP, ICEP, MA-OEP Maximum string length:
255Maximum string length:
255Agent Of Record First Name
Maximum string length:
255Examples:
"John"
"Jane"
Agent Of Record Last Name
Maximum string length:
255Examples:
"Doe"
"Smith"
Agent Of Record NPN
Maximum string length:
50Example:
"123456789"
Maximum string length:
50Maximum string length:
255Maximum string length:
255Maximum string length:
100Available options:
Monthly, Quarterly, Semi-Annual, Annual Number of lives covered by the policy
Required range:
-2147483648 <= x <= 2147483647Example:
3
Available options:
New Business, Like Plan Change, Unlike Plan Change, Reinstatement, Rewrite Maximum string length:
255Maximum string length:
255Maximum string length:
255Required range:
-2147483648 <= x <= 2147483647Required range:
-2147483648 <= x <= 2147483647Required range:
-2147483648 <= x <= 2147483647Available options:
FFM, SBM, SBM FP, OFF EXCHANGE, PRIVATE EXCHANGE, UNKNOWN Maximum string length:
100Response
POST /v2/customers/:id/policies Positive response
Available options:
MA, MAPD, PDP, MS, ACA, LTC, Individual Health, FE, Annuity, Life, Dental, Vision, Hospital Indemnity, Cancer, Accident, Group Maximum string length:
100Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
2Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Available options:
Catastrophic, Bronze, Silver, Gold, Platinum Available options:
Active, Pending, Terminated, Suspended, Lapsed, Cancelled, Expired, Not Approved Available options:
IEP, AEP, OEP, SEP, ICEP, MA-OEP Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
255Maximum string length:
50Maximum string length:
50Maximum string length:
255Maximum string length:
255Maximum string length:
100Available options:
Monthly, Quarterly, Semi-Annual, Annual Required range:
-2147483648 <= x <= 2147483647Available options:
New Business, Like Plan Change, Unlike Plan Change, Reinstatement, Rewrite Maximum string length:
255Maximum string length:
255Maximum string length:
255Required range:
-2147483648 <= x <= 2147483647Required range:
-2147483648 <= x <= 2147483647Required range:
-2147483648 <= x <= 2147483647Available options:
FFM, SBM, SBM FP, OFF EXCHANGE, PRIVATE EXCHANGE, UNKNOWN Maximum string length:
100