ContactLiaisonItem
objectA single contact liaison entry for a producer.
XFI contact liaison key.
Example:2596
XFI contact key of the producer.
Example:2000556
Producer company name.
Example:Lockton Companies, LLC
Role of the liaison (e.g. Broker Contact).
Example:Broker Contact
Display name (LastName, FirstName).
Example:Ahn, Paul
Example:Paul
Example:Ahn
Example:pahn@lockton.com
ContactLiaisonRequest
objectBroker contact person details used to search for or create a contact liaison under a producer.
First name of the broker contact person.
Example:John
Last name of the broker contact person.
Example:Smith
Full name of the broker contact person (optional, used for display).
Example:John Smith
Email address of the broker contact person.
Example:john.smith@broker.com
Phone number of the broker contact person.
Example:+44 20 7946 0958
Mobile phone number of the broker contact person.
Example:+44 7700 900000
ContactLiaisonResponse
objectResponse returned after creating or updating a contact liaison for a producer.
XFI contact key of the producer (broker company).
Example:2000556
XFI contact liaison key. Use this value as the producerContact when creating a policy.
Example:3045678
PolicyReferenceGenerationRequest
objectRequest payload for generating a policy reference. Supply the insured, producer, product, and underwriter at minimum — all as id references.
Insured contact — id only.
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Producer (broker) — id only.
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MOP (Method of Placement) code only.
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Optional free-text notes for the policy reference.
Policy year number.
Example:26
Policy year.
Example:26
Product reference id only.
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Quote type code only (e.g. Q).
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Underwriter reference id only.
Show Child Parameters
PolicyReferenceResponse
objectResponse returned after generating a policy reference. Contains the generated reference, associated keys, and input echo fields.
Contact key of the user who created the reference.
Example:2000574
The generated policy reference string.
Example:PCY2434926AA
Insured contact id echoed from the request.
Example:3000211
Internal policy reference key identifier.
Example:646
Notes echoed from the request.
Policy year echoed from the request.
Example:26
Policy year number echoed from the request.
Example:26
Producer contact id echoed from the request.
Example:2000987
Product identifier.
Example:4
Underwriter contact key.
Example:2000310