JUMP TOIntroductionGetting startedIdempotencyErrorsWebhooksEventsDate conversion and timezonesQuotesQuote package objectEndpointsCreate a quotepostPolicyholdersPolicyholder objectCreateCreate 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 policyholderpatchApplicationsApplication objectEndpointsCreate an applicationpostRequote an applicationputList beneficiariesgetUpdate beneficiariesputPoliciesPolicy objectCreateCreate a policy receiptpostIssue a policypostRetrieveList all policiesgetRetrieve a policygetList policy claimsgetManageBulk cancel policiespostBulk lapse policiespostUpdate a policypatchCreate an alteration packagepostApply alteration packagepostCancel a policypostReactivate 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 update objectEndpointsUpdate a payment batchpatchCreate payments asyncpostUpdate payments asyncpostClaimsClaim objectCreateCreate a claimpostRetrieveList all claimsgetRetrieve a claimgetManageLink a policypostUpdate a claimpatchSend claim to reviewpostBlocksUpdate 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 notepostCallsCall objectEndpointsList all callsgetCreate a callpostRetrieve a callgetComplaintsComplaint objectCreateCreate 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 notepostNotificationsNotification objectEndpointsTrigger a custom notification eventpostList all notificationsgetCreate an external notificationpostRetrieve a notificationgetUpdate an external notificationpatchLeadsLead objectEndpointsList all leadsgetCreate a leadpostCreate or update a leadputArchive leadspostData storesData store objectData storesList all data storesgetCreate a data storepostArchive a data storedeleteUpdate a data storepatchData store entitiesList all data store entitiesgetCreate a data store entitypostArchive a data store entitydeleteRetrieve a data store entitygetUpdate a data store entitypatchData exportsScheduled data export objectData 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 runpostWebhooksWebhook objectEndpointsList all webhooksgetCreate a webhookpostArchive a webhookdeleteRetrieve a webhookgetUpdate a webhookpatchList webhook attemptsgetPing a webhookgetPowered by Issue a policypost https://sandbox.uk.rootplatform.com/v1/insurance/policies