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POST
/
v2
/
sync
/
medicare
Sync Medicare customers and policies
curl --request POST \
  --url https://api.carecycle.ai/v2/sync/medicare \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "records": [
    {
      "firstName": "<string>",
      "lastName": "<string>",
      "mbiNumber": "<string>",
      "phoneNumber": "<string>",
      "email": "<string>",
      "postalCode": "<string>",
      "timezone": "<string>",
      "state": "<string>",
      "city": "<string>",
      "county": "<string>",
      "address": "<string>",
      "address2": "<string>",
      "dateOfBirth": "<string>",
      "language": "<string>",
      "gender": "Male",
      "maritalStatus": "Single",
      "filingStatus": "<string>",
      "dependentCount": -1,
      "householdIncome": -1,
      "isDecisionMaker": true,
      "medicaid": true,
      "medicaidNumber": "<string>",
      "veteran": true,
      "vaNumber": "<string>",
      "socialSecurityDisability": true,
      "carrierAssignedCustomerId": "<string>",
      "doNotCall": true,
      "doNotSMS": true,
      "doNotEmail": true,
      "doNotMail": true,
      "healthSherpaCustomerId": "<string>",
      "externalId": "<string>",
      "customFields": [
        {
          "fieldKey": "<string>",
          "value": "<string>"
        }
      ],
      "policies": [
        {
          "carrierName": "<string>",
          "planName": "<string>",
          "planCode": "<string>",
          "effectiveDate": "<string>",
          "enrollmentDate": "<string>",
          "aorNpn": "<string>",
          "writingAgentNpn": "<string>",
          "policyType": "MA",
          "policySubType": "<string>",
          "policyNumber": "<string>",
          "applicationId": "<string>",
          "planState": "<string>",
          "planCounty": "<string>",
          "carrierAssignedPolicyId": "<string>",
          "status": "Active",
          "applicationApprovalDate": "<string>",
          "terminationDate": "<string>",
          "renewalDate": "<string>",
          "cancelledDate": "<string>",
          "electionPeriod": "IEP",
          "aorAgentId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "aorFirstName": "<string>",
          "aorLastName": "<string>",
          "writingAgentName": "<string>",
          "sepType": "<string>",
          "sepCode": "<string>",
          "sepStartDate": "<string>",
          "sepEndDate": "<string>",
          "sepDocumentationReceived": true,
          "sepDocumentationDate": "<string>",
          "sepNotes": "<string>",
          "monthlyPremium": "<string>",
          "deductible": "<string>",
          "outOfPocketMax": "<string>",
          "initialCommission": "<string>",
          "renewalCommission": "<string>",
          "spifAmount": "<string>",
          "policyLives": -1,
          "wasAgent": true,
          "writtenAs": "New Business",
          "isReplacing": "<string>",
          "isRewrite": true,
          "reasonForPurchase": "<string>",
          "policyNotes": "<string>",
          "sunFireEnrollmentCode": "<string>",
          "hospitalNetwork": "<string>",
          "pcpNetwork": "<string>"
        }
      ]
    }
  ]
}
'
{
  "succeeded": 123,
  "failed": 123,
  "errors": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "externalId": "<string>",
      "error": "<string>"
    }
  ]
}
Sync Medicare customers and their policies into CareCycle. This endpoint handles customer matching via MBI number and keeps your policy data in sync.
If uploading policies:
  • policyType is required and must be one of: MA, MAPD, MS, PDP
  • If no status is specified, it defaults to "Active"
TypeDescription
MAMedicare Advantage (Part C)
MAPDMedicare Advantage with Prescription Drug coverage
MSMedicare Supplement (Medigap)
PDPPrescription Drug Plan (Part D)

Authorizations

x-api-key
string
header
required

API key required for authentication.

Keys begin with 'cc_' prefix. Get your API key from the Developer Dashboard.

Body

application/json

POST /v2/sync/medicare Request body

records
object[]
required

Array of Medicare customer/policy records to sync (1-100)

Required array length: 1 - 100 elements

Response

POST /v2/sync/medicare Positive response

succeeded
number
required

Number of successfully synced records

failed
number
required

Number of failed records

errors
object[]
required

Errors for failed records (empty if all succeeded)