NowCerts Insureds API

openapi: 3.0.3
info:
  title: NowCerts Authentication Insureds API
  description: 'The NowCerts API is the REST interface to the NowCerts insurance agency management system (now branded Momentum AMP; the API is still served from api.nowcerts.com). It lets an agency and its integration partners import, update, search, and retrieve their own book of business - insureds and prospects, policies and coverages, carriers and underwriters, endorsements and commissions, and tasks and workflow. All requests are authenticated with a bearer token obtained from https://api.nowcerts.com/token using the OAuth2 password grant; the account making the request must have the "API Integration" agent role assigned, and API access is available on the Professional subscription tier and above.

    Endpoints in this document are confirmed from the live ASP.NET Web API help page at api.nowcerts.com/Help (v2.1.5). Request and response schemas are honestly modeled from the documented operations and standard AMS field sets; where a payload was not fully enumerated on the help page it is marked as modeled and additionalProperties is left open. This is a representative subset of a 160+ endpoint API, organized around the five core resources catalogued for the API Evangelist network.'
  version: 2.1.5
  contact:
    name: NowCerts / Momentum AMP
    url: https://www.nowcerts.com
  x-modeled: Endpoint paths and methods are confirmed real from api.nowcerts.com/Help. Schemas are modeled from documented behavior and typical AMS fields, not copied from an official machine-readable spec (NowCerts does not publish OpenAPI).
servers:
- url: https://api.nowcerts.com/api
  description: NowCerts production API
security:
- bearerAuth: []
tags:
- name: Insureds
  description: Insureds and prospects (customers), their contacts, and related data.
paths:
  /Insured/Insert:
    post:
      operationId: insertInsured
      tags:
      - Insureds
      summary: Insert or update an insured/prospect
      description: Create a new insured or prospect, or update an existing one when a matching database id is supplied. Supports custom fields. Schema modeled.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Insured'
      responses:
        '200':
          description: The created or updated insured.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Insured'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /InsuredDetailList:
    get:
      operationId: listInsuredDetail
      tags:
      - Insureds
      summary: List insured/prospect master data
      description: Returns insured and prospect master records. Supports OData-style query options (for example $filter, $top, $skip, $orderby) as exposed by the underlying ASP.NET Web API detail-list endpoints.
      parameters:
      - $ref: '#/components/parameters/ODataFilter'
      - $ref: '#/components/parameters/ODataTop'
      - $ref: '#/components/parameters/ODataSkip'
      - $ref: '#/components/parameters/ODataOrderBy'
      responses:
        '200':
          description: A list of insureds.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Insured'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /Customers/GetCustomers:
    get:
      operationId: getCustomers
      tags:
      - Insureds
      summary: Multi-field insured/prospect search
      description: Search insureds and prospects across name, email, phone, and other fields.
      parameters:
      - name: searchText
        in: query
        schema:
          type: string
        description: Free-text search term matched across insured fields.
      responses:
        '200':
          description: Matching insureds/prospects.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Insured'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  schemas:
    Error:
      type: object
      properties:
        message:
          type: string
        error:
          type: string
      additionalProperties: true
    Insured:
      type: object
      description: An insured or prospect (customer). Modeled from documented insured fields.
      properties:
        databaseId:
          type: string
          format: uuid
        commercialName:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        email:
          type: string
          format: email
        phone:
          type: string
        type:
          type: string
          description: Insured or Prospect.
        addressLine1:
          type: string
        city:
          type: string
        state:
          type: string
        zipCode:
          type: string
        customFields:
          type: object
          additionalProperties: true
      additionalProperties: true
  responses:
    Unauthorized:
      description: Missing or invalid bearer token, or the user lacks the API Integration role.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  parameters:
    ODataFilter:
      name: $filter
      in: query
      description: OData-style filter expression.
      schema:
        type: string
    ODataOrderBy:
      name: $orderby
      in: query
      description: OData-style ordering expression.
      schema:
        type: string
    ODataSkip:
      name: $skip
      in: query
      description: Number of records to skip.
      schema:
        type: integer
    ODataTop:
      name: $top
      in: query
      description: Maximum number of records to return.
      schema:
        type: integer
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: Bearer token obtained from https://api.nowcerts.com/token via the OAuth2 password grant. The user must have the "API Integration" agent role.