JUMP TOIntroductionGetting startedIdempotencyErrorsWebhooksEventsDate conversion and timezonesQuotesQuote packageEndpointsCreate a quotepostPolicyholdersPolicyholderCreateCreate a policyholderpostUpsert a policyholderputRetrieveList all policyholdersgetRetrieve a policyholdergetList policyholder's applicationsgetList policyholder's policiesgetPayment methodsList policyholder payment methodsgetCreate payment methodpostAttachments & notesList attachmentsgetCreate an attachmentpostList notesgetAdd a notepostManageUpdate a policyholderpatchApplicationsApplicationCreateCreate an applicationpostRetrieveList all applicationsgetRetrieve an applicationgetManageArchive an applicationpostRequote an applicationputSend application PDF to policyholderpostBeneficiariesList beneficiariesgetUpdate beneficiariesputAttachments & notesRetrieve application attachmentsgetAdd application attachmentpostRetrieve application notesgetAdd application notespostBilling & paymentsRetrieve application payment methodgetAssign application payment methodpostPoliciesPolicyCreateIssue an aggregated policypostIssue a policypostCreate a policy receiptpostRetrieveList all policiesgetRetrieve a policygetList policy claimsgetManageBulk cancel policiespostBulk lapse policiespostUpdate a policypatchCreate an alteration packagepostApply alteration packagepostCancel a policypostReactivate policypostActivate policypostTrigger policy scheduled functionpostUpdate a policy (sandbox only)patchRequote policypostBeneficiariesList beneficiariesgetUpdate beneficiariesputAttachments & notesList policy attachmentsgetCreate an attachmentpostArchive an attachmentpostList policy notesgetAdd a notepostBilling & paymentsUpdate billing amountpostGet valid collection dates for policygetRetrieve a policy's DebiCheck MandategetList policy ledgergetRetrieve policy payment methodgetAssign a payment methodputList policy paymentsgetCreate policy paymentpostAllocate an EFT payment to a policypostCreate collection request for policypostPayment couponsCancel payment coupons for a policydeleteRetrieve payment coupons for a policygetCreate payment coupons for a policypostCancel a payment coupon for a policydeletePaymentsPayment updateEndpointsUpdate a payment batchpatchCreate payments asyncpostUpdate payments asyncpostUpdate paymentputClaimsClaimCreateCreate a claimpostRetrieveList all claimsgetRetrieve a claimgetManageLink a policypostUpdate a claimpatchSend claim to reviewpostClose claimpostBlocksUpdate multiple block statespatchRetrieve a block stategetUpdate a block statepatchAssessor decisionApprove claimpostGoodwill claimpostNo claimpostRepudiate claimpostSupervisor decisionApproval acknowledgepostGoodwill acknowledgepostNo claim acknowledgepostRepudiated acknowledgepostDo not acknowledge approvalpostDo not acknowledge goodwillpostDo not acknowledge no claimpostDo not acknowledge claim repudiatedpostPayout requestsUpdate a payout requestpatchFulfillment requestsApprove a fulfillment requestpatchReject a fulfillment requestpatchAttachments & notesList claim attachmentsgetCreate an attachmentpostArchive an attachmentpostList claim notesgetAdd a notepostCallsCallEndpointsList all callsgetCreate a callpostRetrieve a callgetComplaintsComplaintCreateCreate a complaintpostRetrieveList all complaintsgetRetrieve a complaintgetManageClose a complaintpostUpdate a complaintpatchUpdate the complainantpatchLink a policypostReopen a complaintpostAttachments & notesList complaint attachmentsgetCreate an attachmentpostArchive an attachmentpostList complaint notesgetAdd a notepostNotificationsNotificationEndpointsTrigger a custom notification eventpostList all notificationsgetCreate an external notificationpostRetrieve a notificationgetUpdate an external notificationpatchLeadsLeadEndpointsList all leadsgetCreate a leadpostCreate or update a leadputArchive leadspostData storesData storeData storesList all data storesgetCreate a data storepostArchive a data storedeleteUpdate a data storepatchData store entitiesCount data store entitiesheadList data store entitiesgetCreate a data store entitypostArchive a data store entitydeleteRetrieve a data store entitygetUpdate a data store entitypatchData exportsScheduled data exportData export runsList data export runsgetRetrieve a rungetRetrieve a run loggetScheduled data exportsList all scheduled data exportsgetCreate a scheduled data exportpostRetrieve a scheduled data exportgetUpdate a scheduled data exportpatchArchive a scheduled data exportpostPause a scheduled data exportpostResume a scheduled data exportpostTrigger an adhoc runpostWebhooksWebhookCreateCreate a webhookpostRetrieveList all webhooksgetRetrieve a webhookgetManageDisable a webhookpostUpdate a webhookpatchArchive a webhookdeleteEnable a webhookpostPing a webhookgetQueue events & attemptsList webhook queue eventsgetCount webhook queue eventsheadBulk retry webhook queue eventspostRetry a webhook queue eventpostList webhook queue event attemptsgetEmbedEmbedCreate an embed URLpostEmbed sessionsEmbed sessionsLookup an Embed sessionpostPowered by Create or update a leadput https://sandbox.uk.rootplatform.com/v1/insurance/leadsThis endpoint requires a single lead object defined as follows: