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ConneXionInsertProspectPolicy Method

Inserts the prospect policy.

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult InsertProspectPolicy(
	ref ProspectPolicy ProspectPolicy
)

Parameters

ProspectPolicy
Type: ConneXionProspectPolicy
ProspectPolicy object to Insert

Return Value

Type: ConneXionResult
ConneXionResult.
Remarks

Required Fields

  • TAMUserName
  • TAMPassword
  • TAMCentralAgency - only if agency is on AppliedOnline
  • LicenseKey - only if agency is an Agency of Vendor
  • ClientID
  • PolicySlot
  • ExpDate
Examples
VB
Dim oConneXionProspectPolicy As New ConneXion.ConneXion
Dim oProspectPolicy As New ConneXion.ProspectPolicy
Dim oResult As ConneXion.ConneXionResult

oProspectPolicy.TAMUserName = "EXEC"
oProspectPolicy.TAMPassword = "PSWD"

oProspectPolicy.ClientID = "WINDY-2"
oProspectPolicy.PolicySlot = "6"
oProspectPolicy.PolicyType = "AUTO"
oProspectPolicy.Company = "PO"
oProspectPolicy.Producer = "CJN"
oProspectPolicy.Status = "NEW"
oProspectPolicy.Broker = "ALEXGR6"
oProspectPolicy.ExpDate = "20200917"
oProspectPolicy.Premium = Format(CDbl("500"), "######0.00")

oResult = oConneXionProspectPolicy.InsertProspectPolicy(oProspectPolicy)
If oResult.Success Then
    MessageBox.Show("Insert Prospect Policy is Successful")
    '        txtResult.Text = "Claim Rec: " & oProspectPolicy.ClaimRec
Else
    txtResult.Text = "Number: " & oResult.Number & vbCrLf & "Desc: " &
    oResult.Description & vbCrLf & "TAMErrorNumber: " & oResult.TAMErrorNumber & vbCrLf & "TAMErroDesc: " & oResult.TAMDescription
End If
See Also