EMS 25R2

General

The EMS API now supports full lifecycle management of Customer Contacts (via the API) for the following operations: Create, Retrieve, Update, and Delete.

This capability simplifies automation for billing and reconciliation processes across systems, thus ensuring faster and more accurate accounting workflows.

  • POST /policy/invoices

  • Create and post invoices for Standard Policies or Service Agreements

  • Supports Installments/Payment Plans for Standard Policies or Service Agreements

New endpoints allow users to create, update, append, search, and delete notes directly through the EMS API for Cash receipts and Direct Bill Entry (DBE) Statements.

  • POST /receipt/note: Add a note to a receipt during creation.

  • GET /receipt/note: Retrieve note information for a Cash Receipt by CashReceiptDetailId.

  • POST /direct-bill-entry/notes/search: Search notes within DBE records.

  • POST /direct-bill-entry/note: Create or update notes on a DBE record.

EMS API users can now manage the following two categories:

  • Coverage Summaries

  • Scheduled Items

These endpoints expand Personal Lines Rating (PLR) capabilities, thereby improving synchronization and automation across internal Vertafore systems and external agency integrations.

EMS now has a full set of endpoints that work with Policy Loss History information. Internal Vertafore products, external agencies, and Orange partners can retrieve, create, update, and delete Loss History Information on AMS360 Policies via this EMS API.

The ImageID field has been added to the below endpoints, providing the ability to retrieve ImageIDs for documents linked to activities:

  • GET/activity

  • GET /activity/attachment-info

Homeowners

EMS exposes a full set of endpoints to work with Homeowners

With this work, internal Vertafore products, external agencies, and Orange partners can retrieve, create, update, and delete Additional Interests on the AMS360 Homeowners Policy Locations.

  • POST/homeowners/location/endorsements/SEARCH

  • POST /homeowners/location/endorsements

  • DELETE /homeowners/location/endorsements

  • POST /homeowners/location/coverage /SEARCH

  • POST /homeowners/location/coverage

  • DELETE/ homeowners/location/formType /Coverages

  • POST / homeowners/location/formTypeCoverages/ SEARCH

  • POST /homeowners/location/formTypeCoverages

  • POST/ homeowners/location/replacement-cost/attachments

  • POST/homeowners/location/replacement-cost/attachments / SEARCH

  • PUT homeowners/location/replacement-cost/attachments

  • DELETE homeowners/location/replacement-cost/attachments

  • POST/ homeowners/location/underwriting/ SEARCH

  • POST /homeowners/location/underwriting

  • DELETE /homeowners/location/underwriting

  • POST /homeowners/location/underwriting/mobile-homes/SEARCH

  • POST/ homeowners/location/underwriting/mobile-home

  • DELETE homeowners/location/underwriting/mobile-home

  • POST/ homeowners/location/replacement-cost / SEARCH

  • POST /homeowners/location/replacement-cost

  • DELETE /homeowners/location/replacement-cost

  • PUT /homeowners/location/replacement-cost

  • POST /homeowners/location/general-information / SEARCH

  • PUT /homeowners/location/general-information/ questions

  • POST/ homeowners/water-unit/ trailer/coverages/ SEARCH

  • POST/homeowners/water-unit/ motor/ Coverages/ Search

  • POST/homeowners/water-unit/motor/Coverage

  • PUT/homeowners/water-unit/motor/Coverage

  • DELETE /homeowners/water-unit/motor/Coverage

  • POST/ homeowners/water-units/ SEARCH

  • POST/ homeowners/water-unit/ trailers/ SEARCH

  • POST /homeowners/sched-personal-property/ summary/SEARCH

  • POST /homeowners/sched-personal-property/ summary

  • PUT/ homeowners/sched-personal-property/ summary

  • DELETE /homeowners/sched-personal-property/ summary

  • POST /homeowners/sched-personal-property/items/ SEARCH

  • POST/ homeowners/sched-personal-property/items

  • PUT/ homeowners/sched-personal-property/items

  • DELETE /homeowners/sched-personal-property/ items

  • POST /Personal Umbrella/ Coverage/ Type for Homeowners

  • GET/ Personal Umbrella /Coverage /Type for Homeowners