Moving policies between accounts
In some situations, you may want to move a policy from a source account to a target account. For example, this could be necessary if the policy was erroneously associated with the wrong account.
To move a policy to a given target account, use the following endpoint:
- POST
/account/v1/accounts/{accountId}/move-policies
The POST is executed from the target account (the account that will own the policy moving
forward). The request object requires a request payload that specifies the IDs of the
policies to move to the target account. These IDs are specified in a
policies
array.
For example, the following call moves the policies with IDs pc:1021 and pc:1099 to account pc:477.
The "move policies" functionality has the following limitations:
- You cannot move an archived policy.
- You cannot move multiple policies at one time from different source accounts. Every group of moved policies must be from the same source account going to the same target account.
- You cannot move a policy to an account that could not normally own that type of policy. (For example, you cannot move a Personal Auto policy to an account that is a company.)
- All InsuranceSuite applications have a Messaging infrastructure used to send messages asynchronously to third-party applications. You cannot move a policy if it has any pending messages associated with it.