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InsuranceNow API (5.0.0)

InsuranceNow's RESTful API is built according to the OpenAPI specification and provides access to InsuranceNow functionality. Developers can use the API to integrate InsuranceNow with portals and other third-party systems.

Returns customer details.

Returns a list of customer details. Requires at least one of the following parameters:

  • indexName
  • taxId
  • contactNumber
  • emailAddress
  • applicationRef
  • createdSinceDate
  • recentlyViewed=true
  • customerNumber
query Parameters
address
string

Lookup address of customer.

applicationRef
string

System identifier of the application.

city
string

Mailing, billing, or lookup city of customer.

contactNumber
string

Primary or secondary phone number, or fax number, of customer.

continuationId
string

Indicates the starting offset for the API results when you want to return a specific portion of the full results. You can use this parameter with the limit parameter. For example, the limit on your first API call was 100 and the results populated a list on the page. To request the next page of 100 results, call the API again with continuationId=101 and limit=100.

createdSinceDate
string <date>

Customer creation date is equal to or greater than the provided createdSinceDate.

customerNumber
string

Customer-number of the customer.

emailAddress
string

Email address of customer.

indexName
string

Last name or first name of customer.

limit
string

Indicates the maximum number of results to return.

optionalFields
string

Comma-delimited list of optional fields to be included. Currently supports policyCount and openTaskCount.

postalCode
string

Mailing, billing, or lookup zipcode of customer.

providerId
string

Customer provider.

recentlyViewed
boolean

Find customers recently viewed by the caller or user. If true, results will be restricted to customers recently viewed by the caller or user. If false (or not provided), results will not be restricted to customers recently viewed by the caller or user.

stateOrProv
string

Mailing, billing, or lookup state of customer.

taxId
string

Tax Id, Tax Id Trust, Tax Id Estate, Social Security Number, or joint Social Security Number of customer.

Responses

Response samples

Content type
application/json
{
  • "continuationId": "string",
  • "customerListItems": [
    ]
}
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