Portal Development Guide
Using the InsuranceNow V5 API
API Authentication
API Authorization
API Security Group
"Try out" the API V5
API handling of PII and sensitive data
Generate your own SDK
Develop a Consumer Sales Portal
Consumer Sales Portal authentication
Configure Consumer Sales Portal authentication
Submit a quote to an agent
Issue a policy using the Sales Portal
Data prefill for quotes
Manage access to quote
Refer quote to agent
Configure Consumer Sales Portal to refer quotes to agents
Email quote details and reminders
Configure Consumer Sales Portal to send quote emails
Quote email content
Consumer Sales Portal quote reminders
Configure the email reminder task
Develop a Consumer Service Portal
Consumer Service Portal Authentication
Get customer address information
Report and submit a claim
List claims and claim details
Add attachments in a service portal
List policy and policy details
Change policy coverage
Make a payment
Delete a payment source
Develop an Agent Portal
Agent Portal authentication
Submit a quote for approval
Endorse a policy
Cancel a policy
Renew a policy
Create a task on a policy or application
View and delete tasks
Work on tasks
Transfer a task
Create a note on a policy or application
View and delete notes
Add attachments in an agent portal