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Dashboard

Getting Started

Overview
Generating API Keys

Submissions

Overview
GET
List Submissions
POST
Create Submission
GET
Get Submission
PATCH
Update Submission
DEL
Delete Submission

Quotes

Overview
GET
List Quotes
POST
Create Quote
GET
List Quote Info
GET
Get Quote
DEL
Delete Quote
GET
Get Quotes Configuration

Notes

Overview
GET
List Notes
POST
Create Note
GET
Get Note
DEL
Delete Note

Events

Overview
GET
List Events
POST
Create Event
GET
Get Event
PATCH
Update Event
DEL
Delete Event
GET
Get Events Configuration

Brokerages

Overview
GET
List Brokerages
POST
Create Brokerage
GET
Get Brokerage
PATCH
Update Brokerage
DEL
Delete Brokerage

Brokers

Overview
GET
List Brokers
POST
Create Broker
GET
Get Broker
PATCH
Update Broker
DEL
Delete Broker

Payees

Overview
GET
List Payees
POST
Create Payee
GET
Get Payee
PATCH
Update Payee
DEL
Delete Payee

Transaction Categories

Overview
GET
List Transaction Categories

Event Financials

Overview
GET
List Event Transactions
POST
Create Event Transaction
GET
Get Event Transaction
GET
Get Event Transaction Totals
GET
Get Event Reserves
PATCH
Update Expected Totals
GET
List Expected Total Timeline
GET
List Event Financial Totals

Policies

Overview
GET
List Policies
GET
Get Policy
POST
Create Policy
DEL
Delete Policy

Exposures

Overview
GET
List Exposures
GET
Get Exposure
POST
Create Exposure
PATCH
Update Exposure
DEL
Delete Exposure

Reference

Get Configuration
Data Models
API Changelog

Operations API (Deprecated)

Operations API overview
Jobs
Events
Insureds
Policies
Configuration

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Create Submission Overview Operations API overview

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