POST v1/api/ClientInquiry?caseId={caseId}

Retrieve Client Information getting all policies and client data

Request Information

URI Parameters

Name	Description	Type	Additional information
caseId	(optional - but recommended) a unique identifier to both group calls, and to tie a Case to an Agency.	string	None.

Body Parameters

ClientInquiryRequestDto

Name	Type	Additional information
PolicyId	string	None.
ClientId	string	None.
GovtId	string	None.
FirstName	string	None.
LastName	string	None.
MiddleName	string	None.
BirthDate	string	None.
Email	string	None.
OnlineLimitation	boolean	None.
SiCheck	boolean	None.
Name	string	None.
Address1	string	None.
Address2	string	None.
Address3	string	None.
City	string	None.
State	StateCodeEnum	None.
PostalCode	string	None.
Country	CountryCodeEnum	None.

Request Formats

application/json

Sample:


REQUEST
{
  "FirstName" : "LEA ANN",
  "LastName" : "WILLOCKS",
  "City": "Chelmsford",
  "Address1" : "*Galloway Rd*",
  "State" : "MA"
}

Response Information

Resource Description

ClientInquiryResponseDto

Name	Description	Type	Additional information
Clients		Collection of ClientInquiryDataDto	None.

Response Formats

application/json

Sample:

RESPONSE
{
  "Clients": [
    {
      "policyResponse": null,
      "PolicyId": "044012272",
      "ClientId": "M000038964",
      "GovtId": "XXX-XX-1740",
      "ClientIsOwner": true,
      "PolicyStatus": "Lapsed",
      "CompanyCode": "S1",
      "BestMethodOfContact": null,
      "BirthCountry": null,
      "Email": "EYTKZOZZQ@EHDEQLZ.FTZ",
      "AddressType": "HomeAddress",
      "State": "Massachusetts",
      "Country": "United States of America",
      "FirstName": "LEA ANN",
      "LastName": "WILLOCKS",
      "MiddleName": "L",
      "MaritalStatus": "MARRIED",
      "BirthDate": "1961-02-14",
      "Smoker": "Never",
      "Gender": "Female",
      "WorkPhone": "",
      "CellPhone": "",
      "HomePhone": "132-850-1398",
      "Address1": "30 Galloway Rd,",
      "Address2": "",
      "Address3": "",
      "City": "Chelmsford",
      "PostalCode": "01824"
    },
    {
      "policyResponse": {
        "Coverage": [
        ],
        "Plan": [
          {
            "CovProductCode": "NT2095",
            "CovDescription": "T20 Effective 04-01-12",
            "CovInsuranceType": "Term Life",
            "CurrentAmount": 250000.0,
            "MinimumAmount": 100000.0,
            "MaximumAmount": 50000000.0
          },
          {
            "CovProductCode": "T20 95",
            "CovDescription": "",
            "CovInsuranceType": "Term Life",
            "CurrentAmount": 300000.0,
            "MinimumAmount": 100000.0,
            "MaximumAmount": 50000000.0
          }
        ]
      },
      "PolicyId": "299567581",
      "ClientId": "M000038964",
      "GovtId": "XXX-XX-1740",
      "ClientIsOwner": true,
      "PolicyStatus": "Active",
      "CompanyCode": "S1",
      "BestMethodOfContact": null,
      "BirthCountry": null,
      "Email": "EYTKZOZZQ@EHDEQLZ.FTZ",
      "AddressType": "HomeAddress",
      "State": "Massachusetts",
      "Country": "United States of America",
      "FirstName": "LEA ANN",
      "LastName": "WILLOCKS",
      "MiddleName": "L",
      "MaritalStatus": "MARRIED",
      "BirthDate": "1961-02-14",
      "Smoker": "Never",
      "Gender": "Female",
      "WorkPhone": "",
      "CellPhone": "",
      "HomePhone": "132-850-1398",
      "Address1": "30 Galloway Rd,",
      "Address2": "",
      "Address3": "",
      "City": "Chelmsford",
      "PostalCode": "01824"
    },
    {
      "policyResponse": {
        "Coverage": [
        ],
        "Plan": [
          {
            "CovProductCode": "NT2095",
            "CovDescription": "T20 Effective 04-01-12",
            "CovInsuranceType": "Term Life",
            "CurrentAmount": 250000.0,
            "MinimumAmount": 100000.0,
            "MaximumAmount": 50000000.0
          },
          {
            "CovProductCode": "T20 95",
            "CovDescription": "",
            "CovInsuranceType": "Term Life",
            "CurrentAmount": 300000.0,
            "MinimumAmount": 100000.0,
            "MaximumAmount": 50000000.0
          }
        ]
      },
      "PolicyId": "308635602",
      "ClientId": "M000038964",
      "GovtId": "XXX-XX-1740",
      "ClientIsOwner": true,
      "PolicyStatus": "Active",
      "CompanyCode": "S1",
      "BestMethodOfContact": null,
      "BirthCountry": null,
      "Email": "EYTKZOZZQ@EHDEQLZ.FTZ",
      "AddressType": "HomeAddress",
      "State": "Massachusetts",
      "Country": "United States of America",
      "FirstName": "LEA ANN",
      "LastName": "WILLOCKS",
      "MiddleName": "L",
      "MaritalStatus": "MARRIED",
      "BirthDate": "1961-02-14",
      "Smoker": "Never",
      "Gender": "Female",
      "WorkPhone": "",
      "CellPhone": "",
      "HomePhone": "132-850-1398",
      "Address1": "30 Galloway Rd,",
      "Address2": "",
      "Address3": "",
      "City": "Chelmsford",
      "PostalCode": "01824"
    }
  ]
}