Skip to main content
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>",
      "dateOfBirth": "<string>",
      "mbiNumber": "<string>",
      "phoneNumber": "<string>",
      "email": "<string>",
      "postalCode": "<string>",
      "timezone": "<string>",
      "state": "<string>",
      "city": "<string>",
      "county": "<string>",
      "address": "<string>",
      "address2": "<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,
      "clientCustomerId": "<string>",
      "carrierAssignedCustomerId": "<string>",
      "doNotCall": true,
      "doNotSMS": true,
      "doNotEmail": true,
      "doNotMail": true,
      "healthSherpaCustomerId": "<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": [
    {
      "customerId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "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 you are uploading policies, policyType is required and must be one of: MA, MAPD, MS, PDP
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)