CRM Service Documentation

Example Request:
service?ai_token=XXXXXXXX&ai_command=policy_set&mode=insert&x_attempts_flag=no&x_contact_flag=no&x_data_capture_flag=no&x_appt_set_flag=no&x_appt_held_flag=no&x_app_taken_flag=no&override_appointment=&first_name=Andrew&last_name=Lovelace&company=&email=alovelace%2B3%40gmail.com&phone=&cell=&address=&address_2=&city=&state=&zip=&x_county=&birth_date=&birth_date_2=&x_spouse=&x_spouse_dob=&x_spouse_dob_2=&x_referrer=&admin_notes=New+Admin+Note&source=Client&source_visible=Client&ownerID=5&pool_id=0&priority=None&lead_type=&custom_status=11&followup_date=&etag_field_selector=test5&etag_field=brand%2Cbrand+new%2Cnew&x_plan_type=&x_plan_type_spouse=&x_insurance_carrier=&x_insurance_carrier_spouse=&x_premium=&x_premium_spouse=�e=New+Note+3
service?ai_token=XXXXXXXX&ai_command=policy_set&mode=update&policy_id=16973929&x_attempts_flag=no&x_contact_flag=no&x_data_capture_flag=no&x_appt_set_flag=no&x_appt_held_flag=no&x_app_taken_flag=no&override_appointment=&first_name=Andrew&last_name=Lovelace&company=&email=alovelace%2B3%40gmail.com&phone=&cell=&address=&address_2=&city=&state=&zip=&x_county=&birth_date=&birth_date_2=&x_spouse=&x_spouse_dob=&x_spouse_dob_2=&x_referrer=&admin_notes=New+Admin+Note&source=Client&source_visible=Client&ownerID=5&pool_id=0&priority=None&lead_type=&custom_status=11&followup_date=&etag_field_selector=test5&etag_field=brand%2Cbrand+new%2Cnew&x_plan_type=&x_plan_type_spouse=&x_insurance_carrier=&x_insurance_carrier_spouse=&x_premium=&x_premium_spouse=�e=New+Note+3

Name	Type	Required	Example
`mode`	String	Y	`insert/update` 'insert' or 'update' - if mode is 'update' then 'policy_id' is required
`policy_id`	Integer	N	`123456` Polciy id to (only required for "update" mode)
`lead_id`	Integer	Y	`123456` The lead this policy belongs to
`policy_name`	String	N	`MEDICARE ADVANTAGE` The type/name of the policy
`policy_number`	String	N	`ACC63123`
`primary_agent`	Integer	N	`1001` The CRM userID owner of this policy
`agent_agency`	String	N	`Bob Smith` Name of Primary Agent
`owner`	String	N	`Jane Doe` Name of person who owns this policy
`carrier`	String	N	`Aetna` Name of policy carrier
`premium`	Decimal	N	`123.45` Annual Primium Amount
`issued_premium_amount`	String	N	`123.45` Premium Amount at time of issuance
`cash_value`	String	N	`123.45` Cash value or "Face Amount"
`policy_notes_nv`	JSON Encoded String	N	`{"Field Name": "Val 1", "Pretty Two": "Value 2"}` Will be converted into HTML Notes like <b>Field:</b> value<br>
`source`	String	N	`api` Value shoule be "api" or "auto issued" if it came from a parser file
`effective_date`	DateTime	N	`2021-03-01` Date the policy went into effective
`status_date`	DateTime	N	`2021-03-01` Also "Case Submision Date" or "Application Date"
`submitted_date`	DateTime	N	`2021-02-25` Also "WRITTEN_DATE" or "AppSubmitDate"
`status`	String	N	`ACTIVE` Should match values in the status conversion array (SUBMITTED, ACTIVE, LAPSED, CANCELED, DECLINED, etc)
`source_submitted_id`	String	N	`X1234` ID Given prior to issue, also "NewCaseID"
`source_issued_id`	String	N	`X1234` An issuance "PolicyID" other than Policy Number
`paid_to_date`	String	N	`2021-12-31` Also "DUE_DATE"
`replacement`	YN	N	`Y` Y/N - "Y" means this policy is a replacement policy
`modal_premium`	Decimal	N	`123.45` ARIS-Only Field
`monthly`	String	N	`12` ARIS-Only Field : 12=annual, etc

API Service Documentation

Command: `policy_set`

Request

Response

Name	Type	Example
`status`	Integer	`0`
`status_message`	String	`Success`
`policy_id`	Integer	`12345`

API Service Documentation

Command: policy_set

Request

Response

Command: `policy_set`