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ConneXionInsertPolicy Method

Used to Insert a Policy

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult InsertPolicy(
	ref Policy Policy
)

Parameters

Policy
Type: ConneXionPolicy
Policy data 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
  • PolicyType
  • BillMode
  • EffDate
  • ExpDate
  • DateWritten
Examples
VB
Dim oConneXionPolicy As New ConneXion.ConneXion
Dim oPolicy As New ConneXion.Policy
Dim oResult As ConneXion.ConneXionResult

oPolicy.TAMUserName = "EXEC"
oPolicy.TAMPassword = "PSWD"
oPolicy.LicenseKey = "1234567  1"
oPolicy.TAMCentralAgency = "DEMOAG1"

oPolicy.ClientID = "ABBOJO1"
oPolicy.PolicyType = "AUTO"
oPolicy.BillMode = "A"
oPolicy.Producer1 = "RFN"
oPolicy.Status = "NEW"
oPolicy.Broker = "CNA"
oPolicy.EffDate = "20030827"
oPolicy.ExpDate = "20040827"
oPolicy.DateWritten = "20030827"
oPolicy.PolicyNumber = "AUTO123456"
oPolicy.Department = 1
oPolicy.BCO = "CIN"
oPolicy.ICO = "CIN"
oPolicy.Premium = Format(CDbl(99.5), "######0.00")
oPolicy.CommissionAmt1 = Format(((CDbl(oPolicy.Premium) * 0.225) * 0.1), "######0.00")
oPolicy.CommissionAmt2 = 0
oPolicy.CommissionAmt3 = 0
oPolicy.CommissionPct1 = "10.00"
oPolicy.CommissionPct2 = 0
oPolicy.CommissionPct3 = 0
oPolicy.CommissionType1 = 3
oPolicy.CommissionType2 = 2
oPolicy.CommissionType3 = 2
oPolicy.AgencyCommissionPct = "22.50"
oPolicy.AgencyCommissionType = 2
oPolicy.AgencyCommissionAmt = Format((CDbl(oPolicy.Premium) * 0.225), "######0.00")
oPolicy.BrokerCommissionAmt = 0
oPolicy.BrokerCommissionPct = 0
oPolicy.PayMode = "A"
oPolicy.CSR = "JS"

oResult = oConneXionPolicy.InsertPolicy(oPolicy)

If oResult.Success = False Then
  txtPolicyResult.Text = "InsertPolicy is false. " & oResult.Number & " " & oResult.Description & ". " & oResult.TAMErrorNumber & " " & oResult.TAMDescription
Else
  txtPolicyResult.Text = "InsertPolicy is successful. " & oResult.Description & oResult.TAMDescription
End If
See Also