Develop a Consumer Sales Portal

Developers can use the v5 API to develop and configure a Consumer Sales Portal that issues a policy or submits a quote to an agent. In the build-out, attribute metadata is defined for the data objects associated with each product. When developing portal pages, you can refer to the product's attribute metadata to build each page with various fields and then use the API to process the data entered in those fields. For more information on attribute metadata, see Product Attribute Reference.

This section includes information about the Consumer Sales Portal API flows and related functionality. However, the interactive API includes all the parameters available for each API. For information on how to view and test the API and its parameters, see "Try out" the API V5.

Consumer Sales Portal API flows

While the business flow for each Consumer Sales Portal (Sales Portal) varies based on business needs, typically developers configure the Sales Portal to either issue polices or to submit policy applications.

Note: Many variations to the business flow are possible. For example, based on the requirements of the Sales Portal, assigning the quote or application to an agent can happen at any time.