Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update A Policy を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.
itemsintegerNumber of items covered (e.g., vehicles for auto policy, properties for property policy).
agentIdintegerUnique identifier of the agent or producer who sold the policy.
premiumintegerTotal premium amount for the policy term, in cents (e.g., $123.45 is 12345).
policyId必須integerUnique identifier of the policy to be updated (specified in the request path).
soldDatestringDate policy was sold or bound (Format: YYYY-MM-DD).
brokerFeeintegerBroker fee for the policy, in cents (e.g., $50.00 is 5000).
carrierIdintegerUnique identifier of the insurance carrier.
groupCodestringCode to associate the policy with a specific group for internal tracking or reporting.
expiryDatestringDate policy coverage ends (Format: YYYY-MM-DD).
policyTypeintegerIdentifier for the type of policy transaction (e.g., New Business, Renewal).
insuredNamestringName(s) of the insured party or parties (individual or company).
agencyNumberstringIdentifier for the agency branch or location associated with this policy.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。