NOTE: To use the \"Run in Postman\" option you MUST be using a recent version of the Chrome browser.
\nThe Lead Advantage Pro API provides low-level access to the actions that powers the Lead Advantage Pro Agent Support Tool. Available features include: Carrier and Plan Forms, Product Quoting, Enrollment Technologies, as well as a suite of lead management and agent CRM tools.
\nIf you encounter and issue or have questions/suggestions regarding the API, please enter a ticket into our Issue Tracking System.
\nThis guide uses the documentation features of the Postman API testing tool. Portions of the API calls that include variables will be denoted by double curly brackets: {{ }}
\nWhere feasable, we've provided this guide with a set of sample Postman variables to aid in your implementation and testing. You can toggle the sample variables using the environment drop down at the top of the page. If you already are a Postman user (we highly recommend it), you can replace these sample variable values with your own - this will greatly speed up the implementation process.
\nIn almost all cases, the Lead Advantage API will return results in JSON format.
\nIn the event that an API call is successful, but results in no results returned (e.g. a valid search that returns zero records), the result format will return a reduced form of the API Error Response Object:
\n// HTTP status code: 200\n{\n \"result\": \"\",\n \"message\": \"No results returned.\",\n \"success\": \"0\"\n}\n\nIn the event of an actual error, the status code returned by the API will indicate the type of issue encountered
\nIf an API call does result in an error, the Lead Advantage API will return a full version of the standard API Error Response Object.
\n","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"54350097","collectionId":"c820b874-8908-4201-82b1-ee35eca8c47b","publishedId":"2sBXqQEHJg","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"FF6C37"},"publishDate":"2026-05-12T15:36:13.000Z"},"item":[{"name":"Authorization","item":[{"name":"Requesting an Access Token","event":[{"listen":"test","script":{"id":"f53bda13-f9a2-4644-bcb5-8733f6135eff","exec":["","var data = JSON.parse(responseBody);","postman.setEnvironmentVariable(\"AccessToken\", data.access_token);","postman.setEnvironmentVariable(\"RefreshToken\", data.refresh_token);","tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript","packages":{}}}],"id":"d2949ee4-0343-4823-b9ad-ad7735adab83","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"username","value":"{{AgentUsername}}","type":"text"},{"key":"password","value":"{{AgentPassword}}","type":"text"},{"key":"grant_type","value":"password","type":"text"},{"key":"client_id","value":"{{APIPartnerClientID}}","type":"text"},{"key":"client_secret","value":"{{APIPartnerClientSecret}}","type":"text"}]},"url":"https://{{BaseAuth}}/access_token","description":"Use the oAuth 2.0 access token endpoint to generate a fresh authorization token for use in the API. You must provide the username and password of a valid, existing user account in order to perform any and all Lead Advantage API actions. You must provide the following fields:
\n","urlObject":{"protocol":"https","path":["access_token"],"host":["{{BaseAuth}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"d2949ee4-0343-4823-b9ad-ad7735adab83"},{"name":"Requesting an Access Token w/Refresh Token","event":[{"listen":"test","script":{"id":"ab101539-6dd6-4b57-adbc-bdd870fe588b","exec":["","var data = JSON.parse(responseBody);","postman.setEnvironmentVariable(\"AccessToken\", data.access_token);","","tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript","packages":{}}}],"id":"92c93b59-5d0d-4a1f-92b0-1b8929653db8","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"grant_type","value":"refresh_token","type":"text"},{"key":"client_id","value":"PASTE_API_PARTNER_CLIENT_ID","type":"text","uuid":"83dd9633-51ca-48b7-97d2-f1665cf2b814"},{"key":"client_secret","value":"PASTE_API_PARTNER_CLIENT_SECRET_HERE","type":"text","uuid":"e3591152-a226-4f1a-ae7e-5b94b9bdbb1d"},{"key":"refresh_token","value":"2a109tU8616JYD4xqETtZEHJOcBWtdBHIxPiKWYvnuUHprZuQa","type":"text"}]},"url":"https://{{BaseAuth}}/refresh_token","description":"Use the oAuth 2.0 access token endpoint to generate a fresh authorization token for use in the API. You must provide the username and password of a valid, existing user account in order to perform any and all Lead Advantage API actions. You must provide the following fields:
\n","urlObject":{"protocol":"https","path":["refresh_token"],"host":["{{BaseAuth}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"92c93b59-5d0d-4a1f-92b0-1b8929653db8"}],"id":"e739bf78-8166-43cb-8a4f-a09646fbeda7","description":"You must generate a valid access token in order to perform Lead Advantage API calls
\nAll Lead Advantage API calls require the presence of an Authorization header that includes the access token. Failure to include the access token will result in a 401 response.
Returns: API Type Object
\nView all address types currently supported by the Lead Advantage API.
\n","urlObject":{"protocol":"https","path":["api","address","types"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"0f8e689e-e29c-470f-b3a7-246ab017695b"},{"name":"List Supported Document/Form Types","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"245e9aea-24f5-4c8d-a3ab-e3ccdfd9e894","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":""},"url":"https://{{BaseAPI}}/api/document/types","description":"Returns: API Type Object
\nView all document/form types currently supported by the Lead Advantage API.
\n","urlObject":{"protocol":"https","path":["api","document","types"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"245e9aea-24f5-4c8d-a3ab-e3ccdfd9e894"},{"name":"List Supported Email Types","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"3e025071-e2b4-479f-9927-8ee35b841b0f","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":""},"url":"https://{{BaseAPI}}/api/email/types","description":"Returns: API Type Object
\nView all email types currently supported by the Lead Advantage API.
\n","urlObject":{"protocol":"https","path":["api","email","types"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"3e025071-e2b4-479f-9927-8ee35b841b0f"},{"name":"List Supported Lead Types","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c981ee61-7faf-4107-aeb3-487ada3fc303","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":""},"url":"https://{{BaseAPI}}/api/lead/types","description":"Returns: API Type Object
\nView all Lead types currently supported by the Lead Advantage API.
\n","urlObject":{"protocol":"https","path":["api","lead","types"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"c981ee61-7faf-4107-aeb3-487ada3fc303"},{"name":"List Supported Phone Types","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"d58d44b3-9f80-4715-acf1-6af90a6660f9","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":""},"url":"https://{{BaseAPI}}/api/phone/types","description":"Returns: API Type Object
\nView all phone types currently supported by the Lead Advantage API.
\n","urlObject":{"protocol":"https","path":["api","phone","types"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"d58d44b3-9f80-4715-acf1-6af90a6660f9"},{"name":"List Supported Product Types","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"aa7de1ed-623c-4c45-8f5b-147402efaba5","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\n \"search_type\": \"simple\",\n \"criteria\": \n {\n \"product_type_id\":{\n \"type\":\"range\",\n \"value\":[\"1\",\"*\"]\n }\n },\n \"field_list\": \"\"\n}\n"},"url":"https://{{BaseAPI}}/api/productType/search","description":"View all product types currently supported by the Lead Advantage API. The body payload of this API request uses the Lead Advantage API standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nProduct Type fields available for use in searches include:
\nproduct_type_desc
product_type_id
product_type_name
Lead Advantage has a number of code and enumeration values that you will need to use in order to access some of the functionality. This section lists the endpoints that provide these values.
\n","_postman_id":"c2f08479-ffcf-4cda-9089-50a6c4ceda63"},{"name":"Enroll - AICOE","item":[{"name":"01 Preview AICOE Email Message(s)","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"12b3ab89-4fdb-4872-b0fd-bf9c567ab382","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"draft\":\"1\",\r\n \"lead_id\": \"{{SampleLeadID}}\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"user_carrier_id\": \"{{AgentUserCarrierID}}\",\r\n \"client_name\": \"Bob Cliente\",\r\n \"client_email\": \"{{SampleLeadEmail}}\",\r\n \"client_dob\": \"1950-12-01\",\r\n \"client_zip\": \"22314\",\r\n \"plan_name\": \"Aetna Medicare Innovation Choice Plan (PPO)\",\r\n \"plan_id\": \"2017_H5521_027_000\",\r\n \"health_status\": \"Good\",\r\n \"process_type\": \"AICOE\",\r\n \"alert_notice\": \"0\",\r\n \"alert_email\": \"1\"\r\n}\r\n\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/","description":"NOTE: Keep track of the client_invite_id value generated by this call - you will use it to check for status updates for this AICOE Client Invitation
Generates an AICOE Client Invitation record in DRAFT mode to allow API partners to provide a preview of the AICOE email content to their users
\nDRAFT mode generates an AICOE Client Invitation record but suspends the sending of the message until the Client Invite message is updated with the property \"draft\":\"0\".
If you wish to generate the AICOE client Invitation and send it to the client in a single step, you can create the AICOE Client Invitation using this same call with the property \"draft\":\"0\".
REQUIREMENTS: All Lead Advantage users must have a valid Agent Writing Number on file for the specified carrier in the Lead Advantage system before an AICOE Client Inivtation can be sent.
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"12b3ab89-4fdb-4872-b0fd-bf9c567ab382"},{"name":"02 Send AICOE Invitation Message(s)","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"8179512d-12fa-457c-ad6d-4fff4960ea40","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"client_invite_id\": \"{{ClientInviteAICOEID}}\",\r\n \"draft\":\"0\"\r\n}\r\n\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/","description":"Updates am AICOE Client Invitation record that has been saved in DRAFT mode and sends the pending Email Message containing the invitation to the client
\nNote:
\nWhen updating the Client Invite Object record to send the AICOE Invitation you may reduce the object to only include the draft and client_invite_id properties as seen in the example below.
Instructions on how to create an Client Invitation for AICOE in DRAFT mode is described in Step 01 of the AICOE process.
\nIf you wish to generate the AICOE client Invitation and send it to the client in a single step, you can create the AICOE Client Invitation using this same call with the property \"draft\":\"0\".
REQUIREMENTS: All Lead Advantage users must have a valid Agent Writing Number on file for the specified carrier in the Lead Advantage system before an AICOE Client Invitation can be sent.
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"8179512d-12fa-457c-ad6d-4fff4960ea40"},{"name":"03 Check AICOE Invitation Status","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"fc950430-caf5-46e2-b3e7-efbb1d8b74c9","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/{{ClientInviteAICOEID}}","description":"Retrieves an updated AICOE Client Invitation record. If a Client has interacted with the invitation, client access date times will be stamped in client_first_visit_date and client_last_visit_date properties of the Client Invite Object
The AICOE process include the option to include updates on AICOE enrollments via an HTTP webhook. You may provide a URL to a location on your server(s) and the Lead Advantage Pro system will post an HTTP data payload including the details on changes/updates to the enrollment attempt.
\nTo recieve postback notifications for AICOE application status updates, specify a postback URL in the notification_address field of the client invite request.
\nSee Receiving Automatic Updates Via Lead Advantage Pro Webhooks
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"e962870a-6329-484b-8db5-fc6091fc8f5e"},{"name":"05 Retrieve Submitted AICOE DRX Data (Text)","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"1e25d32d-72b2-40f9-b48a-26cb30309e22","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"\r\n"},"url":"https://{{BaseAPI}}/api/lead/{{AICOEDRXleadID}}/app/{{AICOEDRXappID}}/aicoe_data","description":"Returns: a String containing a comma delimeted series of Name/Value pairs (e.g. \"field1:value1,field2,value2\")
\nRetrieves the contents of the AICOE enrollment data as a series of comma-delimeted Name:Value pairs
\n","urlObject":{"protocol":"https","path":["api","lead","{{AICOEDRXleadID}}","app","{{AICOEDRXappID}}","aicoe_data"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"1e25d32d-72b2-40f9-b48a-26cb30309e22"},{"name":"06 Retrieve Submitted AICOE DRX Data (PDF)","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"7cc49a66-a584-4ab1-9955-223467b2001b","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"\r\n"},"url":"https://{{BaseAPI}}/api/lead/{{AICOEDRXleadID}}/app/{{AICOEDRXappID}}/aicoe_data/pdf","description":"","urlObject":{"protocol":"https","path":["api","lead","{{AICOEDRXleadID}}","app","{{AICOEDRXappID}}","aicoe_data","pdf"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"7cc49a66-a584-4ab1-9955-223467b2001b"}],"id":"59d08446-a197-401d-abf4-372a213c18cf","description":"This section lists the endpoints and calls needed to execute the Agent Initiated Consumer Online Enrollment (AICOE) option through the Lead Advantage system.
\n","_postman_id":"59d08446-a197-401d-abf4-372a213c18cf"},{"name":"Enroll - App by Email","item":[{"name":"Generate an App By Email Invite URL","id":"81a72c2e-8a12-4281-887d-ff981017d1dc","request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"eff_date\": \"07/01/2017\",\r\n \"return_url\": \"https://www.example.com/postback/\",\r\n \r\n \"account_id\": \"11133\",\r\n \"external_id\": \"3934\",\r\n\r\n \"plan_id\": \"2016_S5810_068_000\",\r\n \r\n \"partner\": {\r\n \"partner_user\": \"{{InsfirePartnerID}}\",\r\n \"partner_password\": \"{{InsfirePartnerPassword}}\"\r\n },\r\n \r\n \"agent\": {\r\n \"fname\": \"Test\",\r\n \"lname\": \"Amith\",\r\n \"email\": \"testuser@insuractive.com\",\r\n \"phone\": \"5555555555\",\r\n \"address1\": \"400 Test Ln\",\r\n \"address2\": \"\",\r\n \"city\": \"Omaha\",\r\n \"state\": \"NE\",\r\n \"zip\": \"68114\",\r\n \"awn\": \"12345678\",\r\n \"external_id\": \"{{AgentUserID}}\"\r\n },\r\n \r\n \"client\": {\r\n \"fname\": \"Bob\",\r\n \"lname\": \"Cliente\",\r\n \"address1\": \"100 N Test St\",\r\n \"address2\": \"\",\r\n \"city\": \"Omaha\",\r\n \"state\": \"NE\",\r\n \"zip\": \"68114\",\r\n \"email\": \"testuser@insuractive.com\",\r\n \"phone\": \"4025555555\",\r\n \"tobacco\": \"T\",\r\n \"gender\": \"F\",\r\n \"dob\": \"12/01/1956\",\r\n \"height\": \"5ft 3in\",\r\n \"weight\": \"135\",\r\n \"ssn\": \"123456789\",\r\n \"hicn\": \"123456789A\",\r\n \"enroll_status\": \"\",\r\n \"medicare_parta_date\": \"4/1/2013\",\r\n \"medicare_partb_date\": \"5/2/2014\"\r\n },\r\n \r\n \"notification\": {\r\n \"notification_method\": \"email\",\r\n \"notification_address\": \"testuser@insuractive.com\"\r\n }\r\n}"},"url":"https://{{BaseInsfire}}/api/ABE/","description":"Generates an EXTREMELY short lived App By Email (ABE) invitation URL. The expectation is that the API partner will redirect the User immediately to the URL after it has been created. Except in one scenario, the URLs are one-time use only.
\nThe exception is if the User decides to Save the enrollment without completing the User-facing process. This adds a User-chosen password to the enrollment and renews the invitation expiration date for 24 hours.
\n","urlObject":{"protocol":"https","path":["api","ABE",""],"host":["{{BaseInsfire}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"81a72c2e-8a12-4281-887d-ff981017d1dc"}],"id":"47ebd763-ca06-48de-8b3a-ed0986b4a907","description":"This section lists the endpoints and calls needed to execute the App By Email (ABE) Enrollment option through the Lead Advantage system.
\nImplementation of the App by Email (ABE) feature is significantly different from all other Lead Advantage quoting and enrollment features.
\nBecause of the number of screens the User/Agent must interact with, the ABE feature is built as a weblet instead of a pure API instance
\nLead Advantage uses the insfire (generically branded) domain to host the ABE process. The weblet can be launched within an iframe for more control over branding.
\nThe process starts when API Partners request an App By Email Enrollment Invitation. This invitation is EXTREMELY short lived for security purposes (5 seconds). The expectation is that the User's browser is forwarded to the invitation URL immediately after the invite is generated.
\nPart of the invite process involves the API partner providing a return_url that the insfire system uses to redirect the User's browser (along with a payload of the ABE data) at the end of the ABE User-facing process.
A complete description of the format of the postback data by use case can be found in the ABE Postback Response Object documentation
\n","_postman_id":"47ebd763-ca06-48de-8b3a-ed0986b4a907"},{"name":"Enroll - Carrier eApp","item":[{"name":"Mutual of Omaha Companies - Medicare Supplement","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"949f179a-7aac-4c5d-b942-a74faabd0f25","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"external_sso_type\": \"plan\",\r\n \"external_sso_vendor_id\": \"\",\r\n \"plan_id\": \"2010_mooc_medsup_f\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"sso_destination_id\": \"2\",\r\n \"sso_app_data\": {\r\n \"title\": \"Mr.\",\r\n \"fname\": \"Bob\",\r\n \"mname\": \"E\",\r\n \"lname\": \"Cliente\",\r\n \"email\": \"bcliente@example.com\",\r\n \"phone\": \"7035555555\",\r\n \"dob\": \"12/01/1950\",\r\n \"address1\": \"123 Home St\",\r\n \"address2\": \"\",\r\n \"city\": \"Alexandria\",\r\n \"state\": \"VA\",\r\n \"state_name\": \"Virginia\",\r\n \"zip\": \"22314\",\r\n \"mailing_address\": \"123 Home St\",\r\n \"mailing_city\": \"Alexandria\",\r\n \"mailing_state\": \"VA\",\r\n \"mailing_zip\": \"22314\",\r\n \"eff_date\": \"07/01/2017\",\r\n \"household_discount\": \"true\",\r\n \"medsup_oegi\": \"OE\",\r\n \"esrd\": \"false\",\r\n \"gender\": \"M\",\r\n \"tobacco\": \"false\",\r\n \"htft\": \"5\",\r\n \"htin\": \"11\",\r\n \"weight\": \"195\",\r\n \"parta_date\": \"11/1/2016\",\r\n \"partb_date\": \"11/1/2016\"\r\n }\r\n}"},"url":"https://{{BaseAPI}}/api/externalSSO/","description":"Generates a Single Sign-on token that may be used the authenticate the user into the Mutual of Omaha Medicare Supplement eApp system. This method may be used to enroll clients into Medicare Supplement products for the following Lead Advantage Insurance Carriers:
\nNOTE: The Agent/User must have a valid Agent Writing Number (AWN) on file with the Lead Advantage system AND must be contracted, in good standing and ready to sell for the products associated with the single sign-on attempt
\n","urlObject":{"protocol":"https","path":["api","externalSSO",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"949f179a-7aac-4c5d-b942-a74faabd0f25"},{"name":"Mutual of Omaha Companies - Final Expense","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"9ca162cd-9e2d-4e6f-8fac-39ecc4daa075","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"external_sso_type\": \"plan\",\r\n \"external_sso_vendor_id\": \"\",\r\n \"plan_id\": \"omaha_fex_LivingPromise_Graded\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"sso_destination_id\": \"2\",\r\n \"sso_app_data\": {\r\n\t\"user_fname\": \"Test\",\r\n \"user_lname\": \"Amith\",\r\n \"user_phone\": \"4025555555\",\r\n \"user_email\": \"{{AgentEmail}}\",\r\n \"user_address\": \"400 Test ln\",\r\n \"user_city\": \"Omaha\",\r\n \"user_state\": \"NE\",\r\n \"user_zip\": \"68114\",\r\n \"user_update\": \"False\",\r\n \"title\": \"Mr.\",\r\n \"fname\": \"Bob\",\r\n \"mname\": \"E\",\r\n \"lname\": \"Cliente\",\r\n \"email\": \"bcliente@example.com\",\r\n \"phone\": \"7035555555\",\r\n \"dob\": \"12/01/1950\",\r\n \"address1\": \"123 Home St\",\r\n \"address2\": \"\",\r\n \"city\": \"Alexandria\",\r\n \"state\": \"VA\",\r\n \"state_name\": \"Virginia\",\r\n \"zip\": \"22314\",\r\n \"mailing_address\": \"123 Home St\",\r\n \"mailing_city\": \"Alexandria\",\r\n \"mailing_state\": \"VA\",\r\n \"mailing_zip\": \"22314\",\r\n \"eff_date\": \"07/01/2017\",\r\n \"household_discount\": \"true\",\r\n \"medsup_oegi\": \"OE\",\r\n \"esrd\": \"false\",\r\n \"gender\": \"M\",\r\n \"tobacco\": \"false\",\r\n \"htft\": \"5\",\r\n \"htin\": \"11\",\r\n \"weight\": \"195\",\r\n \"parta_date\": \"11/1/2016\",\r\n \"partb_date\": \"11/1/2016\"\r\n }\r\n}"},"url":"https://{{BaseAPI}}/api/externalSSO/","description":"Generates a Single Sign-on token that may be used the authenticate the user into the United of Omaha final Expense eApp hosted on the iPipeline iGo system. This method may be used to enroll clients into Final Expense products for the following Lead Advantage Insurance Carriers:
\nNOTE: The Agent/User must have a valid Agent Writing Number (AWN) on file with the Lead Advantage system AND must be contracted, in good standing and ready to sell for the products associated with the single sign-on attempt
\n","urlObject":{"protocol":"https","path":["api","externalSSO",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"9ca162cd-9e2d-4e6f-8fac-39ecc4daa075"},{"name":"Transamerica - Medicare Supplement","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c7c5a472-2054-432e-bb4a-35111a633f66","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"external_sso_type\": \"plan\",\r\n \"external_sso_vendor_id\": \"\",\r\n \"plan_id\": \"2010_tplic_medsup_f\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"sso_destination_id\": \"2\",\r\n \"sso_app_data\": {\r\n\t\"user_fname\": \"Test\",\r\n \"user_lname\": \"Amith\",\r\n \"user_phone\": \"4025555555\",\r\n \"user_email\": \"{{AgentEmail}}\",\r\n \"user_address\": \"400 Test ln\",\r\n \"user_city\": \"Omaha\",\r\n \"user_state\": \"NE\",\r\n \"user_zip\": \"68114\",\r\n \"user_update\": \"False\",\r\n \"title\": \"Mr.\",\r\n \"fname\": \"Bob\",\r\n \"mname\": \"E\",\r\n \"lname\": \"Cliente\",\r\n \"email\": \"bcliente@example.com\",\r\n \"phone\": \"7035555555\",\r\n \"dob\": \"12/01/1950\",\r\n \"address1\": \"123 Home St\",\r\n \"address2\": \"\",\r\n \"city\": \"Alexandria\",\r\n \"state\": \"VA\",\r\n \"state_name\": \"Virginia\",\r\n \"zip\": \"22314\",\r\n \"mailing_address\": \"123 Home St\",\r\n \"mailing_city\": \"Alexandria\",\r\n \"mailing_state\": \"VA\",\r\n \"mailing_zip\": \"22314\",\r\n \"eff_date\": \"07/01/2017\",\r\n \"household_discount\": \"true\",\r\n \"medsup_oegi\": \"OE\",\r\n \"esrd\": \"false\",\r\n \"gender\": \"M\",\r\n \"tobacco\": \"false\",\r\n \"htft\": \"5\",\r\n \"htin\": \"11\",\r\n \"weight\": \"195\",\r\n \"parta_date\": \"11/1/2016\",\r\n \"partb_date\": \"11/1/2016\"\r\n }\r\n}"},"url":"https://{{BaseAPI}}/api/externalSSO/","description":"Generates a Single Sign-on token that may be used the authenticate the user into the TPLIC Medicare Supplement eApp hosted on the iPipeline iGo system. This method may be used to enroll clients into Medicare Supplement products for the following Lead Advantage Insurance Carriers:
\nNOTE: The Agent/User must have a valid Agent Writing Number (AWN) on file with the Lead Advantage system AND must be contracted, in good standing and ready to sell for the products associated with the single sign-on attempt
\n","urlObject":{"protocol":"https","path":["api","externalSSO",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"c7c5a472-2054-432e-bb4a-35111a633f66"},{"name":"Silverscript - Part D","event":[{"listen":"test","script":{"id":"2cb70f04-7b83-4d7e-81d4-02856622894d","type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c2f57284-3ad5-4b23-8671-459212303fff","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n\t\"external_sso_type\": \"plan\",\r\n\t\"external_sso_vendor_id\": \"\",\r\n\t\"plan_id\": \"{{PlanID}}\",\r\n\t\"user_id\": \"{{AgentUserID}}\",\r\n\t\"sso_destination_id\": \"2\",\r\n\t\"sso_app_data\": {\r\n\t\t\"applicationDate\": \"8/1/2017\",\r\n\t\t\"apprecDate\": \"\",\r\n\t\t\"bankAccountHolderName\": \"\",\r\n\t\t\"bankAccountNumber\": \"\",\r\n\t\t\"bankAccountType\": \"\",\r\n\t\t\"bankName\": \"\",\r\n\t\t\"bankRoutingNumber\": \"\",\r\n\t\t\"beneficiaryBirthDate\": \"1/1/1950\",\r\n\t\t\"beneficiaryEmail\": \"tester@example.com\",\r\n\t\t\"beneficiaryFirstName\": \"Jane\",\r\n\t\t\"beneficiaryGender\": \"F\",\r\n\t\t\"beneficiaryHicNumber\": \"\",\r\n\t\t\"beneficiaryLastName\": \"Doe\",\r\n\t\t\"beneficiaryMI\": \"A\",\r\n\t\t\"beneficiaryMobilePhone\": \"\",\r\n\t\t\"beneficiaryPhoneNumber\": \"1234567890\",\r\n\t\t\"beneficiarySuffix\": \"\",\r\n\t\t\"beneficiaryTitle\": \"\",\r\n\t\t\"effectiveDate\": \"9/1/2018\",\r\n\t\t\"electionStatus\": \"\",\r\n\t\t\"eligibilityDate\": \"\",\r\n\t\t\"eligibilityReasons\": \"\",\r\n\t\t\"enrollmentMethod\": \"\",\r\n\t\t\"hasSecondaryCoverage\": \"\",\r\n\t\t\"ltcName\": \"\",\r\n\t\t\"ltcPhone\": \"\",\r\n\t\t\"mailingAddressIsSame\": \"FALSE\",\r\n\t\t\"mailingAddressLine1\": \"\",\r\n\t\t\"mailingAddressLine2\": \"\",\r\n\t\t\"mailingCity\": \"\",\r\n\t\t\"mailingCounty\": \"\",\r\n\t\t\"mailingState\": \"\",\r\n\t\t\"mailingZipCode\": \"\",\r\n\t\t\"noneApply\": \"FALSE\",\r\n\t\t\"partAEffectiveDate\": \"8/1/2017\",\r\n\t\t\"partBEffectiveDate\": \"8/1/2017\",\r\n\t\t\"paymentMethod\": \"\",\r\n\t\t\"planState\": \"VA\",\r\n\t\t\"plantype\": \"C\",\r\n\t\t\"poaAddress\": \"\",\r\n\t\t\"poaCity\": \"\",\r\n\t\t\"poaDuplicate\": \"FALSE\",\r\n\t\t\"poaName\": \"\",\r\n\t\t\"poaPhone\": \"\",\r\n\t\t\"poaRelationship\": \"\",\r\n\t\t\"poaState\": \"\",\r\n\t\t\"poaZipCode\": \"\",\r\n\t\t\"preferredLanguage\": \"\",\r\n\t\t\"residenceAddressLine1\": \"400 PITT ST\",\r\n\t\t\"residenceAddressLine2\": \"\",\r\n\t\t\"residenceCity\": \"ALEXANDRIA\",\r\n\t\t\"residenceCounty\": \"ALEXANDRIA\",\r\n\t\t\"residenceState\": \"VA\",\r\n\t\t\"residenceZipCode\": \"22314\",\r\n\t\t\"secondaryCoverageEffectiveDate\": \"\",\r\n\t\t\"secondaryCoverageIdNumber\": \"\",\r\n\t\t\"secondaryCoveragePlanName\": \"\",\r\n\t\t\"secondaryCoveragerXbin\": \"\",\r\n\t\t\"secondaryCoveragerXgroup\": \"\",\r\n\t\t\"secondaryCoveragerXpcn\": \"\",\r\n\t\t\"secondaryCoverageTermDate\": \"\",\r\n\t\t\"soaIncluded\": \"\",\r\n\t\t\"soaNotIncludedMail\": \"\"\r\n\t}\r\n}"},"url":"https://{{BaseAPI}}/api/externalSSO/","description":"Generates a Single Sign-on token that may be used the authenticate the user into the SilverScript eApp system. This method may be used to enroll clients into Part D products for the following Lead Advantage Insurance Carriers:
\nNOTE: The Agent/User must have a valid Agent Writing Number (AWN) on file with the Lead Advantage system AND must be contracted, in good standing and ready to sell for the products associated with the single sign-on attempt
\n","urlObject":{"protocol":"https","path":["api","externalSSO",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"c2f57284-3ad5-4b23-8671-459212303fff"}],"id":"276efbd7-a1f7-4283-bcc9-a2780e49918a","description":"This section lists the endpoints and calls needed to single sign-on into an Insurance Carrier eApp or Agent Portal. Specifics on what information is required does vary by Insurance Carrier, so please check the documentation to determine what fields are needed for the Carrier/Product you are trying to access.
\n","_postman_id":"276efbd7-a1f7-4283-bcc9-a2780e49918a"},{"name":"Enroll - eSig Scope of Appointment","item":[{"name":"01 Preview Scope of Appointment Message","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"a21f7fff-2e70-4939-87c4-341aac8a27e9","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"draft\":\"1\",\r\n \"lead_id\": \"{{SampleLeadID}}\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"user_carrier_id\": \"{{AgentUserCarrierID}}\",\r\n \"client_name\": \"Bob Cliente\",\r\n \"client_email\": \"{{SampleLeadEmail}}\",\r\n \"client_dob\": \"1950-12-01\",\r\n \"client_zip\": \"22314\",\r\n \"plan_name\": \"Aetna Medicare Innovation Choice Plan (PPO)\",\r\n \"plan_id\": \"2017_H5521_027_000\",\r\n \"process_type\": \"SOA\",\r\n \"external_redirect_url\": \"\",\r\n \"notify_web_hook_url\": \"\",\r\n \"alert_notice\": \"0\",\r\n \"alert_email\": \"1\",\r\n \"soa\": {\r\n \"lead_id\": \"{{SampleLeadID}}\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"carrier_id\": \"2609\",\r\n \"plan_id\": \"2017_H5521_027_000\",\r\n \"client_name\": \"Bob Cliente\",\r\n \"client_phone\": \"5555551111\",\r\n \"client_address\": \"123 Test Ln. Alexandria, VA 22314\",\r\n \"rep_name\": \"Brenda Cliente\",\r\n \"rep_relation\": \"daughter\",\r\n \"agent_name\": \"Test Amith\",\r\n \"agent_phone\": \"703-555-1111\",\r\n \"agent_address\": \"400 Test St, Omaha NE\",\r\n \"contact_method\": \"phone\",\r\n \"medicare_plans\": \"Medicare Part C and D\",\r\n \"soa_just_in_time_reason\": \"phone call\",\r\n \"appointment_date\": \"2017-06-05\"\r\n }\r\n}\r\n\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/","description":"Generates a Scope of Appointment record in DRAFT mode to allow API partners to provide a preview of the scope of appointment email content to their users
\nDRAFT mode generates a scope of appointment record but suspends the sending of the message until the Client Invite message is updated with the property \"draft\":\"0\".
If you wish to generate the SOA client Invitation and send it to the client in a single step, you can create the SOA Client Invitation using this same call with the property \"draft\":\"0\".
REQUIREMENTS: All Lead Advantage users must have a valid Agent Writing Number on file for the specified carrier in the Lead Advantage system before an esignature scope of appointment can be sent.
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"a21f7fff-2e70-4939-87c4-341aac8a27e9"},{"name":"02 Send Scope of Appointment Invitation Message","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"2348e51c-3f8b-4b13-84cb-db9f71536189","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"draft\": \"0\",\r\n \"client_invite_id\": \"{{ClientInviteSOAID}}\",\r\n \"soa\": {\r\n \"soa_id\": \"60\",\r\n \"lead_id\": \"11678\",\r\n \"user_id\": \"9278\",\r\n \"carrier_id\": \"2609\",\r\n \"plan_id\": \"2017_H5521_027_000\",\r\n \"client_initial_partd\": \"\",\r\n \"client_initial_medadvantage\": \"\",\r\n \"client_esign_id\": \"\",\r\n \"client_esign_date\": \"\",\r\n \"client_name\": \"Bob Cliente\",\r\n \"client_phone\": \"5555551111\",\r\n \"client_address\": \"123 Test Ln. Alexandria, VA 22314\",\r\n \"rep_name\": \"Brenda Cliente\",\r\n \"rep_relation\": \"daughter\",\r\n \"agent_name\": \"Test Amith\",\r\n \"agent_phone\": \"703-555-1111\",\r\n \"agent_address\": \"400 Test St, Omaha NE\",\r\n \"agent_esign_id\": \"\",\r\n \"contact_method\": \"phone\",\r\n \"medicare_plans\": \"Medicare Part C and D\",\r\n \"soa_just_in_time_reason\": \"phone call\",\r\n \"appointment_date\": \"2017-06-05T04:00:00Z\",\r\n \"access_date\": \"\",\r\n \"submitted_date\": \"\"\r\n }\r\n}\r\n\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/","description":"Updates a Client Invitation / Scope of Appointment record that has been saved in DRAFT mode and sends the pending Email Message containing the invitation to the client
\nNote:
\nWhen updating the Client Invite Object record to send the SOA you may reduce the object to only include the draft and client_invite_id properties as seen in the example below. However you must provide the full Scope of Appointment Object in the soa property.
Instructions on how to create a Client Invitation for Scope of Appointment in DRAFT mode is described in Step 01 of the eSignatureSOA Process.
\nIf you wish to generate the SOA client Invitation and send it to the client in a single step, you can create the SOA Client Invitation using this same call with the property \"draft\":\"0\".
REQUIREMENTS: All Lead Advantage users must have a valid Agent Writing Number on file for the specified carrier in the Lead Advantage system before an esignature scope of appointment can be sent.
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"2348e51c-3f8b-4b13-84cb-db9f71536189"},{"name":"03 Check for Client eSignature","id":"692ea8c6-b010-4769-aeb2-d7df1b9cc056","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/soa/{{SOAID}}","description":"Retrieve a Scope of Appointment record stored in in Lead Advantage. The SOA ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/soa/{{SOAID}})
\nNote:
\nRetrieve an eSignature record stored in in Lead Advantage. The eSignature ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/esignature/{{eSignatureID}})
\nNote:
\nThis step should be triggered when the Client has completed and signed the Scope of Appointment form.
\nThe value of the data property includes the completed HTML form signed by the client. this value should be used as the data element of the User/Agent's esignature record (to be created in the next step)
Captures the signature of the User/Agent along with the data/document that the actor is signing. This information is hashed for verification purposes and returned with the record. Record the esignature_id for use in Step 04.
Note:
\nThis step should only be triggered once the Client applies an eSignature record to the associated Scope of Appointment Object.
\nIn the case on Scope of Appointment User/Agent eSignatures, we recommend using the data property of the Client eSignature record (assuming the Client signs first) as the source of data for the User/Agent eSignature record as well.**
Apply an Agent eSignature record to a Scope of Appointment record stored in in Lead Advantage. The SOA ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/soa/{{SOAID}})
\nNote:
\nReturns: Scope of Appointment Object
\nGet HTML code that generates the original scope of appointment page along with any filled fields and captured signatures. Useful for displaying in a stand alone window.
\n","urlObject":{"protocol":"https","path":["api","soa","{{SOAID}}","document",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"66b397ca-8375-45b1-a9f9-377f06a1d2d4"},{"name":"08 Get eSOA PDF Document","id":"f9ebeacd-dd2e-4984-9b59-ff92b15454e4","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\n \"soa_id\": \"61\"\n}"},"url":"https://{{BaseAPI}}/api/soa/{{SOAID}}/pdf/","description":"Returns: Scope of Appointment Object
\nGet a link to a PDF of the existing scope of appointment page along with any filled fields and captured signatures. Useful for download or display via browser or PDF viewer.
\n","urlObject":{"protocol":"https","path":["api","soa","{{SOAID}}","pdf",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"f9ebeacd-dd2e-4984-9b59-ff92b15454e4"}],"id":"b7eb5bd6-98d5-45ae-98f7-e44723c1d0e9","description":"This section lists the endpoints and calls needed to execute the esignature Scope of Appointment tool in the Lead Advantage API
\n","_postman_id":"b7eb5bd6-98d5-45ae-98f7-e44723c1d0e9"},{"name":"Geographic Utilities","item":[{"name":"List Counties in a Specific ZIP Code","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"97658363-4486-4d5c-a5b0-a1ce0e0f0eed","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/geo/countiesByZip/{{AgentZIP}}","description":"Retrieve a list of counties associated with a valid 5 digit ZIP code. The ZIP code is passed in the URL path (e.g. {{BaseAPI}}/api/geo/countiesByZip/{{AgentZIP}})
\nNote: ZIP codes can span County and State borders, so the response includes both the counties and states assocaited with the requested ZIP code
\n","urlObject":{"protocol":"https","path":["api","geo","countiesByZip","{{AgentZIP}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"97658363-4486-4d5c-a5b0-a1ce0e0f0eed"}],"id":"e63b0d6d-eb51-4806-9a34-ed854df1d767","description":"Many features of the Lead Advantage system are dependent on the user's or client's geographic location. This section lists the endpoints that deal with geographic searching and geolocation.
\n","_postman_id":"e63b0d6d-eb51-4806-9a34-ed854df1d767"},{"name":"Insurance Carriers & Plans","item":[{"name":"View Insurance Carrier Information","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"5263fc88-9b64-47be-a2a6-e3ce2f31c115","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/carrier/{{CarrierID}}","description":"Retrieve information on a carrier used in Lead Advantage. The Carrier ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/carrier/{{CarrierID}})
\n","urlObject":{"protocol":"https","path":["api","carrier","{{CarrierID}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"5263fc88-9b64-47be-a2a6-e3ce2f31c115"},{"name":"Search for Insurance Carriers","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"a0eb6632-0ded-412f-9852-cd2802541bdf","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"active\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"true\"]\r\n }\r\n },\r\n \"field_list\": \"carrier_id,short_name,name,app_email,naic\"\r\n}\r\n\r\n\r\n"},"url":"https://{{BaseAPI}}/api/carrier/search/","description":"Search for insurance carriers supported by Lead Advantage. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nCarrier fields available for use in searches include:
\nactive
carrier_id
company_id
name
NAIC
short_name
Retrieve information on an insurance plan/product used in Lead Advantage. The Plan ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/plan/{{PlanID}})
\n","urlObject":{"protocol":"https","path":["api","plan","{{PlanID}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"7a4b16c5-eab7-46aa-ae0e-25d0effbff7b"},{"name":"Search for Insurance Plans","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"1e32f9a7-0e00-413d-ad9d-38f4c51d7b80","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"plan_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"2017_H0028%\"]\r\n },\r\n \"sms_plan\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"true\"]\r\n },\r\n \"available\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"true\"]\r\n }\r\n \r\n },\r\n \"field_list\": \"\"\r\n}\r\n\r\n\r\n"},"url":"https://{{BaseAPI}}/api/plan/search/","description":"Search for insurance plans supported by Lead Advantage. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nPlan fields available for use in searches include:
\ncarrier_id
company_id
company_name
company_short_name
plan_id
plan_name
plan_year
product_type_id
product_type_name
sms_plan (boolean)
available (boolean)
Many of the Lead Advantage API functions require indentifiers for the Insurance Carriers and Plans. This section lists the endpoints that provide the collection of available carriers and plans in the Lead Advantage API platform
\n","_postman_id":"40ad45fb-c6b9-4a99-b8e7-2b2e3c3b7e1e"},{"name":"Insurance Documents & Forms","item":[{"name":"Drilldown 01 - List Product Types with Available Forms","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"f2e59449-301c-4ab7-a02f-3c1d0dc22b74","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"carrier_id\":\"6684\",\r\n \"county_fips\":\"51001\",\r\n \"plan_year\":\"2015\",\r\n \"product_type_id\":\"9\",\r\n \"state_id\":\"VA\"\r\n}"},"url":"https://{{BaseAPI}}/api/document/drilldown/productType/","description":"Returns: Product Type Drilldown Object
\nRetrieve a collection of Product Types associated with the forms currently loaded in the Lead Advantage system. For Medicare Advantage and Part D plans, the result set includes a list of the plan years for which Lead Advantage has documents/forms loaded.
\n","urlObject":{"protocol":"https","path":["api","document","drilldown","productType",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"f2e59449-301c-4ab7-a02f-3c1d0dc22b74"},{"name":"Drilldown 02 - List States with Available Forms","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"8caad368-f6b1-4601-8f61-6a7447faaec6","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"product_type_id\":\"{{FormProductTypeID}}\",\r\n \"plan_year\":\"{{FormPlanYear}}\"\r\n}"},"url":"https://{{BaseAPI}}/api/document/drilldown/states/","description":"Once you have selected a product type, use this endpoint to determine what states currently have active forms in the Lead Advantage system.
\nNote: The body payload of this API request uses a unique Document Drilldown Search Criteria Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","document","drilldown","states",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"8caad368-f6b1-4601-8f61-6a7447faaec6"},{"name":"Drilldown 03 - List Counties in State","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"7d63bcd4-90f0-4d1d-8853-e37c661af081","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"state_id\":\"{{FormStateID}}\"\r\n}"},"url":"https://{{BaseAPI}}/api/document/drilldown/counties/","description":"Once you have selected a product type and state, use this endpoint to determine what counties are available in the selected state.
\nNote: The body payload of this API request uses a unique Document Drilldown Search Criteria Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","document","drilldown","counties",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"7d63bcd4-90f0-4d1d-8853-e37c661af081"},{"name":"Drilldown 04 - List Carriers with Available Forms","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"8c693e75-149d-4583-9474-116a5ae1f3f6","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"product_type_id\":\"{{FormProductTypeID}}\",\r\n \"plan_year\":\"{{FormPlanYear}}\",\r\n \"state_id\":\"{{FormStateID}}\",\r\n \"county_fips\":\"{{FormCountyFIPS}}\"\r\n}"},"url":"https://{{BaseAPI}}/api/document/drilldown/carriers/","description":"Once you have selected a product type, state and county (where applicable), use this endpoint to determine what Carriers currently have active forms matching the criteria in the Lead Advantage system.
\nNote: The body payload of this API request uses a unique Document Drilldown Search Criteria Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","document","drilldown","carriers",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"8c693e75-149d-4583-9474-116a5ae1f3f6"},{"name":"Drilldown 05 - List Available Forms","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"b39bf93a-0848-434f-a3dd-8e24b144b1f1","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"product_type_id\":\"{{FormProductTypeID}}\",\r\n \"plan_year\":\"{{FormPlanYear}}\",\r\n \"state_id\":\"{{FormStateID}}\",\r\n \"county_fips\":\"{{FormCountyFIPS}}\",\r\n \"carrier_id\":{{FormCarrierID}}\"\r\n}"},"url":"https://{{BaseAPI}}/api/document/drilldown/plans/","description":"Once you have selected a product type, state, county (where applicable) and carrier, use this endpoint to obtain a collection of plans and their active forms in the Lead Advantage system.
\nNote: The body payload of this API request uses a unique Document Drilldown Search Criteria Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","document","drilldown","plans",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"b39bf93a-0848-434f-a3dd-8e24b144b1f1"},{"name":"List the Forms for a Plan/Product","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"a0ef8676-6203-481e-acc1-2f11b83e8fab","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": \r\n {\r\n \"plan_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\r\n \"2010_gpm_medsup_f\"\r\n ]\r\n },\r\n \"document_state_id\": {\r\n \t\"type\": \"simple\",\r\n \t\"value\": [\r\n \t\t\"IL\"\r\n \t]\r\n },\r\n \"active\": {\r\n \t\"type\": \"simple\",\r\n \t\"value\": [\r\n \t\t\"true\"\r\n \t]\r\n }\r\n },\r\n \"field_list\": \"\"\r\n}\r\n"},"url":"https://{{BaseAPI}}/api/document/search/","description":"Search for documents associated with a Lead Advantage plan/product record. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nDocument fields available for search include:
\nactive (boolean)
carrier_id
company_id
consumer
deleted
document_library_id
document_state_id
document_type_id
form_number
plan_id
plan_year
product_type_id
Functionality to search and retrieve documents and forms associated with the insurance products supported by the Lead Advantage system.
\nPlease refer to the section on Codes & Enumerations above for a list of supported document/form types
\n","_postman_id":"07ddaf77-b784-4c64-a7d5-506e519887fd"},{"name":"Lead","item":[{"name":"Lead - Importing from CSV","item":[{"name":"View CSV Template and Instructions","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"087ed811-8424-4516-b0ab-14a90410e376","request":{"method":"GET","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"body":{"mode":"raw","raw":"{\n \"search_type\": \"simple\",\n \"criteria\": {\n \"user_id\": {\n \"type\": \"simple\",\n \"value\": [\"20\",\"24\"]\n },\n \"product_type_id\":\"3\",\n \"product_type_name\":\"fex\"\n },\n \"records_per_page\":\"3\",\n \"page_number\":\"1\",\n \"field_list\": \"lead_id,fname,lname,product_types,total_product_types\"\n}"},"url":"https://{{BaseAPI}}/api/leadImportFile/template/","description":"Retrieve URLs pointing to the current CSV lead import template as well as instructions on how to configure data to use in the CSV template.
\n","urlObject":{"protocol":"https","path":["api","leadImportFile","template",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"087ed811-8424-4516-b0ab-14a90410e376"},{"name":"01 - Create a Lead Import File record","id":"df316023-aeba-4bb1-9fe9-fcd81c22d407","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\n \"account_id\":\"62168\"\n , \"user_id\":\"51760\"\n , \"target_account_id\":\"62168\"\n , \"target_user_id\":\"\"\n , \"alert_email\":\"true\"\n , \"alert_notice\":\"true\"\n , \"notify_webhook_url\":\"\"\n}\n "},"url":"https://{{BaseAPI}}/api/leadImportFile/","description":"Identifies the destination (distribution) for leads that will be imported via an uploaded CSV file and provides an option to configure alerting when import operation is complete
\n","urlObject":{"protocol":"https","path":["api","leadImportFile",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"df316023-aeba-4bb1-9fe9-fcd81c22d407"},{"name":"02 - Upload CSV contents (binary) to Lead Advantage","id":"be2d02da-c054-43b1-b803-8334c413257b","request":{"method":"PUT","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"body":{"mode":"file","file":{}},"url":"https://{{BaseAPI}}/api/leadImportFile/{{LeadImportFileID}}/fileUpload/","description":"Uploads the physical contents of a lead import CSV file (as binary data) and loads the data into the Lead Advantage Account (and User) defined in the Lead Import File object whose ID is specified in the URL path
\n","urlObject":{"protocol":"https","path":["api","leadImportFile","{{LeadImportFileID}}","fileUpload",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"be2d02da-c054-43b1-b803-8334c413257b"}],"id":"75a9b42b-1942-4abf-8020-3b59d34cbbaf","description":"The following section deals with API functionality that may be used to import a CSV containing lead & client information into Lead Advantage
\n","_postman_id":"75a9b42b-1942-4abf-8020-3b59d34cbbaf"},{"name":"View an Existing Lead","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"8fc60dfb-dfc9-464f-b9be-a1405ce61269","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/","description":"Retrieve a lead record stored in in Lead Advantage. The Lead ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}})
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"8fc60dfb-dfc9-464f-b9be-a1405ce61269"},{"name":"Create a New Lead","event":[{"listen":"test","script":{"type":"text/javascript","exec":["var data = JSON.parse(responseBody);","postman.setEnvironmentVariable(\"AgentOtherUserID\", data.user_id);","postman.setEnvironmentVariable(\"AgentOtherUserAddressID\", data.default_address.address_id);","postman.setEnvironmentVariable(\"AgentOtherUserEmailID\", data.default_email.email_id);","postman.setEnvironmentVariable(\"AgentOtherUserPhoneID\", data.default_phone.phone_id);","","tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c62e7949-ac13-474a-8f22-ec68a570ad5b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"fname\": \"Gran\",\r\n \"mname\": \"E\",\r\n \"lname\": \"Smith\",\r\n \"title\": \"MRS.\",\r\n \"gender\": \"F\",\r\n \"dob\": \"1952-01-01\",\r\n \"ssn\": \"123-45-6789\",\r\n \"marital_status\": \"S\",\r\n \"account_id\":\"{{AgentAccountID}}\",\r\n \"user_id\":\"{{AgentUserID}}\",\r\n \"product_type_id\":\"9\",\r\n \"lead_type_id\":\"1\",\r\n \"addresses\": [\r\n {\r\n \"address_type_id\": \"home\",\r\n \"address1\": \"123 Home St.\",\r\n \"city\": \"Alexandria\",\r\n \"state_id\": \"VA\",\r\n \"zip\": \"22314\",\r\n \"county\": \"Alexandria City\",\r\n \"active\": \"true\"\r\n }\r\n ],\r\n \"phones\": [\r\n {\r\n \"phone_type\": \"home\",\r\n \"phone\": \"7035555555\",\r\n \"phone_ext\": \"\",\r\n \"active\": \"true\"\r\n }\r\n ],\r\n \"emails\": [\r\n {\r\n \"email_type\": \"home\",\r\n \"email\": \"client@example.com\",\r\n \"active\": \"true\"\r\n }\r\n ],\r\n \"lead_notification_addresses\": [\r\n {\r\n \"lead_notification_address_type_id\": \"1\",\r\n \"lead_notification_address\": \"https://mybusiness.com/postback\",\r\n \"active\": \"1\"\r\n }\r\n ],\r\n \"leads_related\": [ ],\r\n \"preferred_contact_method\": \"email\",\r\n \"first_contact_date\": \"\",\r\n \"last_contact_date\": \"\"\r\n}"},"url":"https://{{BaseAPI}}/api/lead/","description":"Create a new lead record. The following data is required for all new leads:
\nUpdate the information stored in an existing Lead. The Lead ID of the record to update is included in the URL Path (e.g. {{BaseAPI}}/api/user/{{SampleLeadID}}) You can provide a complete Lead Object to update all fields in the lead profile, or you can provide a partial collection of only those fields you would like to update in the profile.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"5f629cf8-1c0f-45d3-a2aa-a12ae306b92e"},{"name":"Search for Leads","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"bc306e60-8f8a-44b4-be46-3d6165489efd","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\n \"search_type\": \"simple\",\n \"criteria\": \n {\n \"account_id\":{\n \"type\":\"simple\",\n \"value\":[\"{{AgentAccountID}}\"]\n }\n },\n \"field_list\": \"lead_id,fname,lname,state_id,zip,phone\"\n}\n"},"url":"https://{{BaseAPI}}/api/lead/search/","description":"Search for leads associated with your account. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nNOTE: we HIGHLY recommend that you use the field_list argument to limit the fields that will be returned by this action.
Lead fields available for use in searches include:
\naccount_id
address1
appointment_id
b2bpartner_id
campaign_id
campaign_segment_id
carrier_id
county
deceased
deleted
disposition_date
dispo_id
dob
do_not_call
do_not_text
do_not_email
do_not_mail
email
fname
lead_date
lead_id
lead_type_id
lname
locked_by
phone
product_type_id
product_type_name
source_code
source_id
source_vendor_id
ssn
state_id
tag_id
user_id
zip
Delete an existing lead from the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleOtherLeadID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"f390d709-423f-42bf-b7d1-104db1576ad2"},{"name":"Recover a Deleted Lead","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"697f5a06-39cd-4232-9a22-d22908e5528f","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleOtherLeadID}}/undelete/","description":"Recover a Lead that was previously marked Deleted.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleOtherLeadID}}","undelete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"697f5a06-39cd-4232-9a22-d22908e5528f"},{"name":"Remove an Address","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"6e83643b-1153-4a94-a133-77866164a0cd","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/address/{{SampleLeadAddressID}}/delete/","description":"Remove an existing address from a lead profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","address","{{SampleLeadAddressID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"6e83643b-1153-4a94-a133-77866164a0cd"},{"name":"Remove a Phone","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"a8571af3-81d7-40ef-9146-e51c0c46dcdd","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/phone/{{SampleLeadPhoneID}}/delete/","description":"Remove an existing phone from a lead profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","phone","{{SampleLeadPhoneID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"a8571af3-81d7-40ef-9146-e51c0c46dcdd"},{"name":"Remove an Email Address","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"9ea48777-70af-41d1-b17c-6f2c6260c1ad","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/phone/{{SampleLeadEmailID}}/delete/","description":"Remove an existing email address from a lead profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","phone","{{SampleLeadEmailID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"9ea48777-70af-41d1-b17c-6f2c6260c1ad"},{"name":"Remove a Notification Address","event":[{"listen":"test","script":{"id":"5f260c95-e24c-4d3b-b950-5f8882579646","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"4969c912-bbe0-48e1-b7f9-94e5a92b8293","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/leadNotificationAddress/{{SampleLeadNotificationAddressID}}/delete/","description":"Remove an existing notification address from a lead profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","leadNotificationAddress","{{SampleLeadNotificationAddressID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"4969c912-bbe0-48e1-b7f9-94e5a92b8293"}],"id":"076e4ace-e5b8-44c2-b3e3-691687a628f1","description":"Represents individual leads/contacts. All actions in the API are performed on behalf of a user record.
\n","_postman_id":"076e4ace-e5b8-44c2-b3e3-691687a628f1"},{"name":"Lead Vendor Setup - Lead Import Process","item":[{"name":"Lead Vendor Create","id":"f19d5296-4847-47a7-9d67-1ba8c9ef2343","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"account_id\": \"12345\"\r\n ,\"lead_vendor_id\":\"0\"\r\n ,\"lead_vendor_code\":\"12345 default\"\r\n ,\"parent_lead_vendor_id\":\"\"\r\n ,\"company\":\"Partner Leads Inc.\"\r\n ,\"rep_name\":\"Joe Doe\"\r\n ,\"tech_name\":\"Bill Smith\"\r\n ,\"delivery_lead_post\":\"1\"\r\n ,\"delivery_email_file\":\"0\"\r\n ,\"delivery_ftp_file\":\"0\"\r\n ,\"demo\":\"\"\r\n ,\"lead_vendor_date\":\"11/01/2022\"\r\n ,\"last_lead_date\":\"\"\r\n ,\"active\":\"1\"\r\n ,\"rep_phone\": {\r\n \"phone_type\": \"home\",\r\n \"phone\": \"6667778888\",\r\n \"phone_ext\": \"\"\r\n }\r\n ,\"rep_email\": {\r\n \"email_type\": \"work\",\r\n \"email\": \"rep@work.com\",\r\n \"active\": \"true\"\r\n } \r\n ,\"tech_phone\": {\r\n \"phone_type\": \"home\",\r\n \"phone\": \"2223334444\",\r\n \"phone_ext\": \"123\"\r\n } \r\n ,\"tech_email\": {\r\n \"email_type\": \"work\",\r\n \"email\": \"tech@work.com\",\r\n \"active\": \"true\"\r\n }\r\n}\r\n"},"url":"https://{{BaseAPI}}/api/leadVendor","description":"Creates a new Lead Vendor record. The following data is required for creating a Lead Vendor:
\nlead_vendor_id - Enter 0 to create a new LeadVendor.
\naccount_id - represents the LA Pro account the lead is going to.
\nCreates a Secret Key for posting Leads without Authentication.
\nRefer to the Lead Vendor Create endpoint. \nrequired for the import process
\n","type":"text"},{"key":"secret_key","value":"{{secret_key}}","type":"text","description":"Refer to the Lead Vendor Generate a Secret Key endpoint. \nrequired for the import process
\n"},{"key":"account_id","value":"{{account_id}}","type":"text","description":"Represents the LA Pro account the lead is going to. \nrequired
\n"},{"key":"user_id","value":"{{user_id}}","type":"text","description":"Represents a specific user within an account.\nProviding a user_id that does not exist within an account will simply create the lead as unassigned within the target account. \nrequired
\n"},{"key":"fname","value":"{{fname}}","type":"text","description":"Lead's first name. \nrequired
\n"},{"key":"mname","value":"{{mname}}","type":"text","description":"Lead's middle name
\n"},{"key":"lname","value":"{{lname}}","type":"text","description":"Lead's last name. \nrequired
\n"},{"key":"title","value":"{{title}}","type":"text","description":"Lead's title (Mr., Ms., Mrs., etc)
\n"},{"key":"gender","value":"{{gender}}","type":"text","description":"Lead's gender (M, F)
\n"},{"key":"dob","value":"{{dob}}","type":"text","description":"Lead's date of birth
\n"},{"key":"height","value":"{{height}}","type":"text","description":"Lead's height in inches
\n"},{"key":"weight","value":"{{weight}}","type":"text","description":"Lead's weight in pounds
\n"},{"key":"marital_status","value":"{{marital_status}}","type":"text","description":"Lead's marital status (M=married, S=single, D=divorced, W=widowed)
\n"},{"key":"medicare_name","value":"{{medicare_name}}","type":"text","description":"Lead's Medicare complete name
\n"},{"key":"medicare_parta_date","value":"{{medicare_parta_date}}","type":"text","description":"Lead's Medicare part A date
\n"},{"key":"medicare_partb_date","value":"{{medicare_partb_date}}","type":"text","description":"Lead's Medicare part B date
\n"},{"key":"tobacco","value":"{{tobacco}}","type":"text","description":"Yes/No
\n"},{"key":"hicn","value":"{{hicn}}","type":"text","description":"Health Insurance Claim Number
\n"},{"key":"ssn","value":"{{ssn}}","type":"text","description":"Social Security Number
\n"},{"key":"product_type_id","value":"{{product_type_id}}","type":"text","description":"Type of Product Types - See Product Types Enumeration endpoint. \nrequired
\n"},{"key":"lead_type_id","value":"{{lead_type_id}}","type":"text","description":"Type of Lead Types - See Lead Types Enumeration endpoint
\n"},{"key":"address1","value":"{{address1}}","type":"text","description":"Permanent address 1
\n"},{"key":"address2","value":"{{address2}}","type":"text","description":"Permanent address 2
\n"},{"key":"city","value":"{{city}}","type":"text","description":"Permanent city
\n"},{"key":"state_id","value":"{{state_id}}","type":"text","description":"Permanent state
\n"},{"key":"zip","value":"{{zip}}","type":"text","description":"Permanent zip code
\n"},{"key":"county","value":"{{county}}","type":"text","description":"Permanent county
\n"},{"key":"phone","value":"{{phone}}","type":"text","description":"10 digit phone number (NO FORMATTING)
\n"},{"key":"email","value":"{{email}}","type":"text","description":"Email address
\n"},{"key":"note","value":"{{note}}","type":"text","description":"Contents will be added as a Note conversation log item associated to the lead
\n"},{"key":"address_type","value":"{{address_type}}","type":"text","description":"Type of Address - See Address Types Enumeration endpoint
\n"},{"key":"email_type","value":"{{email_type}}","type":"text","description":"Type of Email Address - See Email Types Enumeration endpoint
\n"},{"key":"phone_type","value":"{{phone_type}}","type":"text","description":"Type of Phone Number - See Phone Types Enumeration endpoint
\n"},{"key":"source_code","value":"{{source_code}}","type":"text","description":"Tracking code associated with Lead Vendor Source. \nrequired
\n","disabled":true}]},"url":"https://{{BaseAPI}}/api/partners/lead/","description":"Creates a partner lead without authentication using a secret key.
\nThe following data is required when posting a lead:
\nUse the View an Existing Lead and/or Update an Existing Lead endpoints to verify and/or update the posted data on your lead.
\n","urlObject":{"protocol":"https","path":["api","partners","lead",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"293aafd5-d8c5-44d3-a513-000371362303"}],"id":"f1c4722e-bd66-4e5e-974c-a60be62c1149","description":"Returns: Array of External Provider Result Objects
\nPerform a provider search. The body payload of this API request uses the Provider Search Criteria Object.
\nProvider search fields available for use in searches include:
\nzip or latitude + longitude
radius
external_provider_name
external_provider_type_id
network_id
Returns: Array of External Provider Result Objects
\nPerform a provider search to return full provider location details when provider id and location id values are known. The body payload of this API request uses the Provider Location Search Criteria Object.
\nThe following provider search fields are required for this type of search:
\nexternal_provider_location_id
external_provider_id
Returns: Array of External Provider Network Result Objects
\nPerform a provider network search to return all provider locations with an indicator of network participation. The body payload of this API request uses the Provider Network Search Criteria Object.
\nThe following provider search fields are required for this type of search:
\nexternal_providers
external_provider_type_id
external_provider_id
network_id
Each result will contain an \"in network\" flag to indicate network participation for the specified provider type.
\n","urlObject":{"protocol":"https","path":["api","externalProvider","searchByProvider"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"8832aa57-e7b2-406b-9d39-a14e56161b06"}],"id":"01c63a44-bafa-463f-9196-41de9135f75a","description":"The Lead Advantage Provider Lookup feature allow users to search for health care providers.
\nThis section lists the endpoints that can be used to perform a provider search by location, type, and network.
\nThe information returned in the Provider Lookup search results can then be used in a MAPD quote request to return information on provider participation in each plan quote result.
\n","_postman_id":"01c63a44-bafa-463f-9196-41de9135f75a"},{"name":"Medicine Cabinet & Drug Search","item":[{"name":"List Drug Names for Autosuggest","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"55f76a18-92ef-4dfa-8db1-def4f10aba66","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"drug_name\": \"Lip\"\r\n}"},"url":"https://{{BaseAPI}}/api/drug/getDrugNames","description":"Search for Drugs that contain the value entered into the drug_name field. This is a lightweight call that is meant to power a type-ahead, autosuggest interface.
Note: Our recommended best practice is to only perform the inital Autosuggest API call when the user has entered 3+ characters. For optimal efficiency, further character entries by the user should filter against the original API response instead of triggering new API calls to the autosuggest endpoint
\nNote: The body payload of this API request uses a unique Drug Name Search Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","drug","getDrugNames"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"55f76a18-92ef-4dfa-8db1-def4f10aba66"},{"name":"Search for Drug Dosages by Drug Name","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"dbfd5c14-7c88-480d-8a57-8e298e0d4ffc","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"drug_name\": \"Lipitor\"\r\n}"},"url":"https://{{BaseAPI}}/api/drug/searchByDrugName","description":"Search for Drugs that contain the value entered into the drug_name field.
Note: The body payload of this API request uses a unique Drug Name Search Object, which differs from the standard Search Criteria Object used with other endpoints. See object detail for more information
\n","urlObject":{"protocol":"https","path":["api","drug","searchByDrugName"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"dbfd5c14-7c88-480d-8a57-8e298e0d4ffc"},{"name":"Save a Drug to a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"2a554610-288e-420b-bb85-1e192b8258b4","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"drug_name\": \"Lipitor TAB 40MG\",\r\n \"drug_base_name\": \"Lipitor\",\r\n \"drug_type\": \"brand\",\r\n \"drug_pack_size\": \"\",\r\n \"drug_pack_type\": \"tab\",\r\n \"drug_strength\": \"\",\r\n \"drug_user_qty\": \"30\",\r\n \"drug_freq\": \"30\",\r\n \"drug_ndc_code\": \"00071015773\",\r\n \"drug_external_id\": \"3243432\",\r\n \"drug_dosage_external_id\": \"2323443\",\r\n \"alternate_drug_name\": \"atorvastatin calcium\", \r\n\t\"alternate_drug_type\": \"generic\", \r\n\t\"alternate_drug_ndc_code\": \"00002751001\", \r\n\t\"alternate_drug_dosage_external_id\": \"34567\"\r\n}"},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/","description":"Associates a drug with a Lead profile's medicine cabinet. The Lead ID of the profile to associate the drug with is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","drug",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"2a554610-288e-420b-bb85-1e192b8258b4"},{"name":"List Drugs Associated with a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"abd3aede-fce0-4a90-bdcd-e3235b35c962","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"lead_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"{{SampleLeadID}}\"]\r\n }\r\n },\r\n \"orderby_field\":\"drug_id\",\r\n \"orderby_direction\":\"asc\",\r\n \"records_per_page\":\"10\",\r\n \"page_number\":\"1\",\r\n \"include_deleted\": \"false\",\r\n \"field_list\": \"\"\r\n}\r\n"},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/search","description":"Search for drugs that have been added to an existing Lead profile's medicine cabinet. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nLead-Drug Relationship fields available for searches include:
\ndrug_external_id
drug_id
drug_name
drug_ndc_code
drug_type
lead_id
quote_id
The Lead ID of the profile to search is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/search/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","drug","search"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"abd3aede-fce0-4a90-bdcd-e3235b35c962"},{"name":"Remove a Drug from a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"768c7421-188c-4b30-ac89-995a58b4fe7f","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/{{SampleDrugID}}/delete/","description":"Remove a drug that has been added to a lead profile's medicine cabinet in the Lead Advantage system. The Lead ID of the profile to remove the drug from is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/drug/{{SampleDrugID}}/delete/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","drug","{{SampleDrugID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"768c7421-188c-4b30-ac89-995a58b4fe7f"}],"id":"0d094fe9-e783-4c9e-bf43-3c81f5444d69","description":"The Lead Advantage Medicare Part D quote features allow users to provide specific drugs to retrieve cost information for. this section lists the endpoints that allows users to search and select individual drugs to use in the Part D quote process.
\n","_postman_id":"0d094fe9-e783-4c9e-bf43-3c81f5444d69"},{"name":"Pharmacy Search","item":[{"name":"Search for Pharmacies by ZIP Code","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"147c1f10-e629-4df2-ac40-25f8ea222c74","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"zip\": \"{{AgentZIP}}\",\r\n \"radius\": \"5\"\r\n}"},"url":"https://{{BaseAPI}}/api/pharmacy/searchByZip","description":"Perform a ZIP code/Radius search for pharmacies in the Lead Advantage system.
\nNote: Geographic ZIP/Radius searches are performed from the lat/long center point of a ZIP code. We recommend using a minimum radius of 3-5 miles when performing searches.
\n","urlObject":{"protocol":"https","path":["api","pharmacy","searchByZip"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"147c1f10-e629-4df2-ac40-25f8ea222c74"},{"name":"Save a Pharmacy to a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"81f615ff-0ac0-4d9d-b755-0fce628c6ae6","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"pharmacy_external_id\":\"{{PharmacyExternalID}}\",\r\n \"pharmacy_name\":\"{{PharmacyName}}\",\r\n \"address\": {\r\n \"address_type_id\": \"business\",\r\n \"address1\": \"245 NORTH BROAD STREET\",\r\n \"address2\": \"Suite 223\",\r\n \"city\": \"PHILADELPHIA\",\r\n \"state_id\": \"PA\",\r\n \"zip\":\"19107\"\r\n }\r\n} "},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/","description":"Associates a physical pharmacy with a Lead profile. The Lead ID of the profile to associate the pharmacy with is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","pharmacy",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"81f615ff-0ac0-4d9d-b755-0fce628c6ae6"},{"name":"List Pharmacies Associated with a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"948e7041-078e-4637-b45d-e091d238345e","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"lead_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"{{SampleLeadID}}\"]\r\n }\r\n },\r\n \"field_list\": \"\"\r\n}"},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/search","description":"Search for pharmacies that have been associated with an existing Lead profile. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nLead-Pharmacy Relationship fields available for searches include:
\naddress1
city
lead_id
pharmacy_external_id
pharmacy_id
pharmacy_name
quote_id
state_id
zip
The Lead ID of the profile to search is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/search/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","pharmacy","search"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"948e7041-078e-4637-b45d-e091d238345e"},{"name":"Remove a Pharmacy from a Lead Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"4c1e733b-3a39-4efc-a49a-ff66255f0f53","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/{{SamplePharmacyID}}/delete/","description":"Remove a pharmacy that has been saved to a lead profile in the Lead Advantage system. The Lead ID of the profile to remove the Pharmacy from is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SampleLeadID}}/pharmacy/{{SamplePharmacyID}}/delete/)
\n","urlObject":{"protocol":"https","path":["api","lead","{{SampleLeadID}}","pharmacy","{{SamplePharmacyID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"4c1e733b-3a39-4efc-a49a-ff66255f0f53"}],"id":"9053450c-e51e-4524-a798-8f28a30dcf19","description":"The Lead Advantage Medicare Part D quote features allow users to indicate specific pharmacies to retrieve cost information for. This section lists the endpoints that allow users to search and select individual pharamcies to use in the Part D quote process.
\nNote: While the API currently allows you to associated multipe pharmacies with a single Lead profile, we have not yet rolled out the quoting functionality to support quoting multiple pharmacies at once. For now, please limit one pharmacy per Lead profile
\n","_postman_id":"9053450c-e51e-4524-a798-8f28a30dcf19"},{"name":"Plan","item":[{"name":"View a Plan Overview","event":[{"listen":"test","script":{"id":"58b222b0-5966-48a5-bb03-4020908d69d9","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript","packages":{}}}],"id":"6da7bd60-e03b-4f41-8fa3-cc577f2d4bf9","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SamplePlanID}}/","description":"Retrieve a plan record stored in Lead Advantage. The Plan ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SamplePlanID}})
\n","urlObject":{"protocol":"https","path":["api","lead","{{SamplePlanID}}",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"6da7bd60-e03b-4f41-8fa3-cc577f2d4bf9"},{"name":"View a Plan in Detail","event":[{"listen":"test","script":{"id":"c03f2a02-9c87-4fdd-9254-001de8fe0afd","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript","packages":{}}}],"id":"e6059358-0871-4983-b760-6e8f9d89898f","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/lead/{{SamplePlanID}}/detail","description":"Retrieve a plan record stored in Lead Advantage. The Plan ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/lead/{{SamplePlanID}})
\n","urlObject":{"protocol":"https","path":["api","lead","{{SamplePlanID}}","detail"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"e6059358-0871-4983-b760-6e8f9d89898f"}],"id":"ca07b0fa-f1a7-4c24-93f6-a4aafababa1d","_postman_id":"ca07b0fa-f1a7-4c24-93f6-a4aafababa1d","description":""},{"name":"Product Filter","item":[{"name":"View Product Filter","event":[{"listen":"test","script":{"id":"61c28ad9-a123-4ef8-bca3-9d44a532c3e7","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"9b1da800-dd05-42d5-9470-f422454ced6c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"url":"https://{{BaseAPI}}.leadadvantagepro.com/api/productFilter/2019/","description":"View an existing Product Filter record.\nThe following is the enumeration of the available filter levels:\n1 = Product Type (MA, Medsup, PDP, etc.)
\n2 = Carrier
\n3 = Plan Year
\n4 = Plan
\n5 = State
\n","urlObject":{"protocol":"https","path":["api","productFilter","2019",""],"host":["{{BaseAPI}}","leadadvantagepro","com"],"query":[],"variable":[]}},"response":[],"_postman_id":"9b1da800-dd05-42d5-9470-f422454ced6c"},{"name":"Product Filter Edit - Create","event":[{"listen":"test","script":{"id":"7f4f1aad-f66b-4828-99dc-06acb7931745","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"f0a9b773-d708-4a56-be28-08bea2717803","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"body":{"mode":"raw","raw":"{\r\n \"user_id\":\"8802\"\r\n ,\"account_id\":\"10980\"\r\n ,\"filter_level\":\"2\"\r\n ,\"product_type_id\":\"7\"\r\n ,\"carrier_id\":\"2381\"\r\n ,\"plan_id\":\"\"\r\n ,\"plan_name\":\"\"\r\n}"},"url":"https://{{BaseAPI}}.leadadvantagepro.com/api/productFilter/","description":"Create a new product filter record.
\nThe following is the enumeration of the available filter levels:\n1 = Product Type (MA, Medsup, PDP, etc.)
\n2 = Carrier
\n3 = Plan Year
\n4 = Plan
\n5 = State
\n","urlObject":{"protocol":"https","path":["api","productFilter",""],"host":["{{BaseAPI}}","leadadvantagepro","com"],"query":[],"variable":[]}},"response":[],"_postman_id":"f0a9b773-d708-4a56-be28-08bea2717803"},{"name":"Product Filter Edit - Existing","event":[{"listen":"test","script":{"id":"71c2de62-2208-4c11-b275-98f8d968d64f","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"abcea385-514e-4ee7-8a27-713794b36488","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"body":{"mode":"raw","raw":"{\r\n \"user_id\":\"8802\"\r\n ,\"account_id\":\"10979\"\r\n ,\"filter_level\":\"2\"\r\n ,\"product_type_id\":\"7\"\r\n ,\"carrier_id\":\"2381\"\r\n ,\"plan_id\":\"\"\r\n ,\"plan_name\":\"\"\r\n}"},"url":"https://{{BaseAPI}}.leadadvantagepro.com/api/productFilter/2019","description":"Update an existing Product Filter record.
\n","urlObject":{"protocol":"https","path":["api","productFilter","2019"],"host":["{{BaseAPI}}","leadadvantagepro","com"],"query":[],"variable":[]}},"response":[],"_postman_id":"abcea385-514e-4ee7-8a27-713794b36488"},{"name":"Product Filter Search - Simple","event":[{"listen":"test","script":{"id":"077cd76b-74b2-445b-a818-9b6947321f47","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"8152b700-a628-4f0f-a5b3-d4b0ac8c73cf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"account_id\": {\r\n \"type\": \"range\",\r\n \"value\": [1, 10980]\r\n },\r\n \"product_type_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"7\"]\r\n }\r\n },\r\n \"field_list\": \"\"\r\n}"},"url":"https://{{BaseAPI}}.leadadvantagepro.com/api/productFilter/search/","description":"Perform a simple search for records.
\n","urlObject":{"protocol":"https","path":["api","productFilter","search",""],"host":["{{BaseAPI}}","leadadvantagepro","com"],"query":[],"variable":[]}},"response":[],"_postman_id":"8152b700-a628-4f0f-a5b3-d4b0ac8c73cf"},{"name":"Product Filter Delete","event":[{"listen":"test","script":{"id":"3ce35764-7441-42f4-aebb-f93e399c0024","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"],"type":"text/javascript"}}],"id":"b2569adb-3e46-4412-af1e-de165dea186c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{LAPro_AccessToken_Default}}"}],"url":"https://{{BaseAPI}}.leadadvantagepro.com/api/productFilter/1397/delete/","description":"Delete a specific product filter record.
\n","urlObject":{"protocol":"https","path":["api","productFilter","1397","delete",""],"host":["{{BaseAPI}}","leadadvantagepro","com"],"query":[],"variable":[]}},"response":[],"_postman_id":"b2569adb-3e46-4412-af1e-de165dea186c"}],"id":"0e00d022-8561-43a5-915d-45f2fef284f3","description":"This feature allows filtering of product results in quoting by limiting items by product line type, carrier(s) and/or plan(s). These filters can be applied at the account level or defined by specific users.
\nThe following is the enumeration of the available filter levels:\n1 = Product Type (MA, Medsup, PDP, etc.)
\n2 = Carrier
\n3 = Plan Year
\n4 = Plan
\n5 = State
\n","event":[{"listen":"prerequest","script":{"id":"8142d691-6bb9-45b8-b244-52e32d0a3bfe","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"2064ced1-1c18-4479-b6b4-4290bd316e79","type":"text/javascript","exec":[""]}}],"_postman_id":"0e00d022-8561-43a5-915d-45f2fef284f3"},{"name":"Quoting - Final Expense","item":[{"name":"Request a Final Expense Quote","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"a180c12d-1f03-4483-a3f8-01f874f7e7a6","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"dob\": \"1950-12-01\",\r\n \"zip\": \"22314\",\r\n \"gender\": \"F\",\r\n \"tobacco\": \"false\",\r\n \"fex_face_amount\": \"10000\",\r\n \"fex_plan_type\": \"level\",\r\n \"quote_products\": {\r\n \"fex\": \"true\"\r\n }\r\n}"},"url":"https://{{BaseAPI}}/api/quote/QuoteRequest","description":"Requests a Final Expense quote from the Lead Advantage system
\nNote: The Lead Advantage system uses a single Quote Request object for all quote actions, use the guide in Quote Request Object to determine what fields are applicable and required for each product type
\n","urlObject":{"protocol":"https","path":["api","quote","QuoteRequest"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"a180c12d-1f03-4483-a3f8-01f874f7e7a6"}],"id":"0c210ef5-a2c5-478b-84b0-ea171f2aebc8","description":"This section lists the endpoints related to obtaining quotes for the Final Expense Life Insurance products in the Lead Advantage system
\n","_postman_id":"0c210ef5-a2c5-478b-84b0-ea171f2aebc8"},{"name":"Quoting - MA & PDP","item":[{"name":"Request an MA and/or PDP Quote","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"dcb211de-df76-4c59-b0ba-27cfd919d2fc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"2a10oAyx4uGzL5px2YemEufYNuYLXe6SsKsJEjxlkHpIPJW9iF"}],"body":{"mode":"raw","raw":"{\r\n \"eff_date\": \"03/01/2024\",\r\n \"gender\": \"F\",\r\n \"dob\": \"1950-12-01\",\r\n \"zip\": \"22314\",\r\n \"county\": \"ALEXANDRIA CITY\",\r\n \"quote_products\": {\r\n \"ma\": \"true\",\r\n \"partd\": \"true\"\r\n },\r\n \"health_status\": \"Good\",\r\n \"pharmacy_id\": \"\",\r\n \"drugs\": [{\r\n \"drug_pack_size\": \"1\",\r\n \"drug_pack_type\": \"Vial\",\r\n \"drug_strength\": \"20\",\r\n \"drug_user_qty\": \"1\",\r\n \"drug_freq\": \"30\",\r\n \"drug_name\": \"Abelcet INJ 5MG/ML - 20 ML Vial\",\r\n \"drug_ndc_code\": \"57665010141\"\r\n }, {\r\n \"drug_pack_size\": \"1\",\r\n \"drug_pack_type\": \"Vial\",\r\n \"drug_strength\": \"10\",\r\n \"drug_user_qty\": \"1\",\r\n \"drug_freq\": \"30\",\r\n \"drug_name\": \"Humalog INJ 100/ML - 10 ML Vial\",\r\n \"drug_ndc_code\": \"00002751001\"\r\n }],\r\n \"external_providers\": [\r\n {\r\n \"external_provider_type_id\": \"1\",\r\n \"external_provider_id\": \"3803844\",\r\n \"external_provider_location_id\": \"200281781\"\r\n },\r\n {\r\n \"external_provider_type_id\": \"2\",\r\n \"external_provider_id\": \"-220000577\",\r\n \"external_provider_location_id\": \"-220000577\"\r\n }\r\n ]\r\n}"},"url":"https://{{BaseAPI}}/api/quote/QuoteRequest","description":"Requests a quote for Medicare Advantage and/or Medicare Part D from the Lead Advantage system
\nNote: The Lead Advantage system uses a single Quote Request object for all quote actions, use the guide in Quote Request Object to determine what fields are applicable and required for each product type
\n","urlObject":{"protocol":"https","path":["api","quote","QuoteRequest"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"dcb211de-df76-4c59-b0ba-27cfd919d2fc"},{"name":"Get MA and/or PDP Plan Details","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"91eef3ec-2bae-4ff2-83be-0d2e58fc2120","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n\t\"product_type\":\"mapd\"\r\n\t,\"drx_session_id\":\"{{SampleDRXSessionID}}\"\r\n\t,\"effective_date\":\"2024-04-01\"\r\n\t,\"zip\":\"44438\"\r\n\t,\"county\":\"Trumbull\"\r\n\t,\"health_status\":\"Good\"\r\n\t,\"pharmacy_id\":\"NQ14Y\"\r\n\t,\"show_default_pharmacy_pricing\":true\r\n\r\n\t,\"plan_info\":{\r\n\t\t\"company\":\"Anthem Blue Cross and Blue Shield (OH)\"\r\n\t\t,\"company_id\":\"anthemoh\"\r\n\t\t,\"drxplan_id\":\"1KYYZBDYTZ\"\r\n\t\t,\"plan_id\":\"2023_R5941_013_000\"\r\n\t\t,\"plan_name\":\"Anthem MediBlue Access Core (Regional PPO)\"\r\n\t\t,\"annual_premium\":\"0.0\"\r\n\t}\r\n\r\n\t,\"drugs\":[\r\n\t\t{\r\n\t\t\t\"drug_pack_size\": \"1\",\r\n\t\t\t\"drug_pack_type\": \"Vial\",\r\n\t\t\t\"drug_strength\": \"20\",\r\n\t\t\t\"drug_user_qty\": \"1\",\r\n\t\t\t\"drug_freq\": \"30\",\r\n\t\t\t\"drug_name\": \"Abelcet INJ 5MG/ML - 20 ML Vial\",\r\n\t\t\t\"drug_ndc_code\": \"57665010141\"\r\n\t\t}\r\n\t]\r\n}"},"url":"https://{{BaseAPI}}/api/quote/PlanDetail","description":"Retrieves benefit information details for one Medicare Advantage and/or Medicare Part D plan from the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","quote","PlanDetail"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"91eef3ec-2bae-4ff2-83be-0d2e58fc2120"},{"name":"Email Part D Quotes to Client","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"597502fd-cc74-4717-b453-702d0de5d64b","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"draft\":\"0\",\r\n \"lead_id\": \"{{SampleLeadID}}\",\r\n \"user_id\": \"{{AgentUserID}}\",\r\n \"user_carrier_id\": \"{{AgentUserCarrierID}}\",\r\n \"plan_id\": \"2017_S5810_041_000\",\r\n \"plan_name\": \"Aetna Medicare Rx Saver (PDP) S5810-041\",\r\n \"client_name\": \"Bob Cliente\",\r\n \"client_email\": \"{{SampleLeadEmail}}\",\r\n \"client_dob\": \"1950-12-01\",\r\n \"client_zip\": \"22314\",\r\n \"process_type\": \"EmailQuote\",\r\n \"external_redirect_url\": \"\",\r\n \"notify_web_hook_url\": \"\",\r\n \"alert_notice\": \"0\",\r\n \"alert_email\": \"1\",\r\n \"email_quote_result\": {\r\n\r\n\t \"drugs\": [\r\n\t\t{\r\n\t\t \"drug_id\": \"598\",\r\n\t\t \"lead_id\": \"11678\",\r\n\t\t \"drug_name\": \"Lipitor TAB 40MG\",\r\n\t\t \"drug_base_name\": \"Lipitor\",\r\n\t\t \"drug_type\": \"brand\",\r\n\t\t \"drug_pack_size\": \"\",\r\n\t\t \"drug_pack_type\": \"tab\",\r\n\t\t \"drug_strength\": \"\",\r\n\t\t \"drug_user_qty\": \"30\",\r\n\t\t \"drug_freq\": \"30\",\r\n\t\t \"drug_ndc_code\": \"00071015773\",\r\n\t\t \"drug_external_id\": \"3243432\",\r\n\t\t \"drug_dosage_external_id\": \"2323443\"\r\n\t\t}\r\n\t ],\r\n\t \r\n\t \"mapd_plan_quote_results\": [\r\n\t\t{\r\n\t\t \"plan_id\": \"2017_S5810_041_000\",\r\n\t\t \"plan_name\": \"Aetna Medicare Rx Saver (PDP)\",\r\n\t\t \"drx_plan_name\": \"Aetna Medicare Rx Saver (PDP) S5810-041\",\r\n\t\t \"drxplan_id\": \"19RMJDYLPB\",\r\n \"mapd_product_type\": \"PDP\",\r\n\t\t \"plan_year\": \"2017\",\r\n\t\t \"contract_id\": \"S5810\",\r\n\t\t \"plan_code\": \"041\",\r\n\t\t \"segment_id\": \"000\",\r\n\t\t \"plan_type\": \"Basic\",\r\n\t\t \"product_type_id\": \"11\",\r\n\t\t \"app_by_email\": \"1\",\r\n\t\t \"medical_premium\": \"0.0\",\r\n\t\t \"coverage\": false,\r\n\t\t \"estimated_drug_costs_partial_year\": \"2651.94\",\r\n\t\t \"sms_enrollment_url\": \"\",\r\n\t\t \"organization\": \"Aetna Medicare\",\r\n\t\t \"medical_deductible\": \"0.0\",\r\n\t\t \"estimated_medical_costs_partial_year\": \"0.0\",\r\n\t\t \"drug_deductible\": \"360.0\",\r\n\t\t \"estimated_medical_costs_order\": \"0.0\",\r\n\t\t \"drx_enrollment_url\": \"https://www.drxwebservices.com/APIPlanCompare/v1/Session/MY6KPTK6A/Plans/19RMJDYLPB/Enroll\",\r\n\t\t \"company_id\": \"aetna\",\r\n\t\t \"specialist\": \"\",\r\n\t\t \"sms_plan_name\": \"Aetna Medicare Rx Saver (PDP)\",\r\n\t\t \"annual_total_combined\": \"5033.88\",\r\n\t\t \"annual_total_medical\": \"382.8\",\r\n\t\t \"moop\": \"$0.00\",\r\n\t\t \"estimated_drug_costs\": \"4651.08\",\r\n\t\t \"plan_rating\": \"3.5\",\r\n\t\t \"estimated_medical_costs\": \"0.0\",\r\n\t\t \"annual_total_drug\": \"5033.88\",\r\n\t\t \"estimated_drug_costs_order\": \"4651.08\",\r\n\t\t \"annual_premium\": \"382.79999999999995\",\r\n\t\t \"drug_premium\": \"31.9\",\r\n\t\t \"hospital\": \"\",\r\n\t\t \"source\": \"drx\",\r\n\t\t \"special_needs\": \"0\",\r\n\t\t \"pcp\": \"\",\r\n\t\t \"web_app\": \"1\",\r\n\t\t \"summarypdf\": \"http://www.example.com/summary/2017_S5810_041_000.pdf\", \r\n\t\t \"enrollment_types\": []\r\n\t\t}\r\n\t\t\r\n\t]\r\n }\r\n}\r\n\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/","description":"NOTE: Keep track of the client_invite_id value generated by this call - you will use it to check for status updates for this Part D Quote Client Invitation
Generates a Client Invitation populated with the quote information selected from the Part D Quote Response Objects. This sends an email to the client with an invitation link to view quotes for their User-selected plans in a secure environment.
\n","urlObject":{"protocol":"https","path":["api","clientInvite",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"597502fd-cc74-4717-b453-702d0de5d64b"},{"name":"Check Quote Email Client Invitation Status","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"b3bc5d86-7b08-49da-8739-49fd228dd6fa","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"\r\n"},"url":"https://{{BaseAPI}}/api/clientInvite/{{ClientInviteEmailQuoteID}}","description":"Retrieves an updated Part D Quote Client Invitation record. If a Client has interacted with the invitation, client access date times will be stamped in client_first_visit_date and client_last_visit_date properties of the Client Invite Object
This section lists the endpoints related to obtaining quotes for the Medicare Advantage and Medicare Part D products in the Lead Advantage system
\n","_postman_id":"239b77a3-97a8-4fe5-b400-31329b82e04e"},{"name":"Quoting - Medicare Supplement","item":[{"name":"Request a Medicare Supplement Quote","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"2b90bef4-c39d-4e94-ad14-ca658ddde74c","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"eff_date\": \"2019-09-01\",\r\n \"dob\": \"1950-12-01\",\r\n \"zip\": \"22314\",\r\n \"county\": \"ALEXANDRIA CITY\",\r\n \"part_a_date\":\"2019-09-01\r\n \"part_b_date\":\"2019-09-01\",\r\n \"household_discount\":\"true\",\r\n \"OEGI\": \"OE\",\r\n \"tobacco\": \"false\",\r\n \"gender\": \"F\",\r\n \"quote_products\": {\r\n \"medsup\": \"true\"\r\n }\r\n}"},"url":"https://{{BaseAPI}}/api/quote/QuoteRequest","description":"Requests a Medicare Supplement quote from the Lead Advantage system
\nNote: The Lead Advantage system uses a single Quote Request object for all quote actions, use the guide in Quote Request Object to determine what fields are applicable and required for each product type
\n","urlObject":{"protocol":"https","path":["api","quote","QuoteRequest"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"2b90bef4-c39d-4e94-ad14-ca658ddde74c"}],"id":"c14d8785-7dd8-49e2-b012-4e8fbc147d04","description":"This section lists the endpoints related to obtaining quotes for the Medicare Supplement products in the Lead Advantage system
\n","_postman_id":"c14d8785-7dd8-49e2-b012-4e8fbc147d04"},{"name":"User","item":[{"name":"View an Existing User Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"05cc634d-9006-4e21-9bbc-9b39e3c48111","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/user/{{AgentUserID}}/","description":"Retrieve the current information in an agent/user profile in Lead Advantage. The User ID of the record to retrieve is passed in the URL path (e.g. {{BaseAPI}}/api/user/{{AgentUserID}})
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentUserID}}",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"05cc634d-9006-4e21-9bbc-9b39e3c48111"},{"name":"Create a New User Profile","event":[{"listen":"test","script":{"type":"text/javascript","exec":["var data = JSON.parse(responseBody);","postman.setEnvironmentVariable(\"AgentOtherUserID\", data.user_id);","postman.setEnvironmentVariable(\"AgentOtherUserAddressID\", data.default_address.address_id);","postman.setEnvironmentVariable(\"AgentOtherUserEmailID\", data.default_email.email_id);","postman.setEnvironmentVariable(\"AgentOtherUserPhoneID\", data.default_phone.phone_id);","","tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"d177fb35-cc30-40e7-8c6f-37d206060206","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"npn\": \"123456789\",\r\n \"company\": \"Acme Insurance, Inc.\",\r\n \"ein\": \"\",\r\n \"fname\": \"Tester\",\r\n \"lname\": \"Smith\",\r\n \"gender\": \"m\",\r\n \"dob\": \"1/1/1971\",\r\n \"account_id\": \"{{AgentAccountID}}\",\r\n \"role_id\": \"{{AgentRoleID}}\",\r\n \"userCredentials\": [\r\n {\r\n \"context\": \"{{APIPartnerLoginContext}}\",\r\n \"login\": \"{{AgentOtherUsername}}\",\r\n \"password\": \"{{AgentOtherPassword}}\"\r\n }\r\n ],\r\n \"registration_date\": \"2017-05-01\",\r\n \"addresses\": [\r\n {\r\n \"address_type_id\": \"business\",\r\n \"address1\": \"123 Test Ln\",\r\n \"address2\": \"\",\r\n \"city\": \"Omaha\",\r\n \"state_id\": \"NE\",\r\n \"default_address\":\"true\"\r\n }\r\n ],\r\n \"emails\": [\r\n {\r\n \"email_type\": \"work\",\r\n \"email\": \"tester@example.com\",\r\n \"default_email\": \"true\"\r\n }\r\n ],\r\n \"phones\": [\r\n {\r\n \"phone_type\": \"work\",\r\n \"phone\": \"5555555555\",\r\n \"phone_ext\": \"\",\r\n \"default_phone\":\"true\"\r\n }\r\n ]\r\n}"},"url":"https://{{BaseAPI}}/api/user/","description":"Create a new user profile. The following data is required for all users:
\ncompany - User's business name
\nfname - User's first name
\nlname - User's last name
\nemails - User's email address(es)
\nphone - User's phone number(s)
\naddresses.state_id - User's resident address state
\nuserCredentials - User's authorization details (see User Credentials Object). Note: the userCredential field is only required when creating a new user
\nUpdate the information stored in an existing User Profile. The User ID of the record to update is included in the URL Path (e.g. {{BaseAPI}}/api/user/{{AgentOtherUserID}}) You can provide a complete User Object to update all fields in the user profile, or you can provide a partial collection of only those fields you would like to update in the profile.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentOtherUserID}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"60278f48-1975-43c2-8f8a-6dfcb9e3a31e"},{"name":"List Writing Numbers on File for a User","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"dce7845f-e203-43c7-b974-e6c42d50bdf8","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"user_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\r\n \"{{AgentUserID}}\"\r\n ]\r\n }\r\n },\r\n \"field_list\": \"\"\r\n}"},"url":"https://api.leadadvantagepro.com/api/usercarrier/search/","description":"Search for Agent Writing Numbers (AWNs) on file with the Lead Advantage system. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\nUser Carrier fields available for use in searches include:
\nuser_id
carrier_id
agent_writing_number
Search for users associated with your account. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\n","urlObject":{"protocol":"https","path":["api","user","search",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"682fd2d3-295b-4f03-87e4-54d4b60bd61e"},{"name":"Credentials - List User's Logins","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c0c32497-d3ec-47cc-b547-663d3bcb37e1","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\r\n \"search_type\": \"simple\",\r\n \"criteria\": {\r\n \"user_id\": {\r\n \"type\": \"simple\",\r\n \"value\": [\"{{AgentUserID}}\"]\r\n }\r\n },\r\n \"field_list\": \"\"\r\n}"},"url":"https://{{BaseAPI}}/api/user/{{AgentUserID}}/userCredentials/search/","description":"View all logins associated with the current user. In the Lead Advantage system, a user can maintain multiple credentials by login context. The body payload of this API request uses the Lead Advantage API Standard Search Criteria Object, and can be customized to return different results and fields as needed.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentUserID}}","userCredentials","search",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"c0c32497-d3ec-47cc-b547-663d3bcb37e1"},{"name":"Credentials - Change User's Password","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"c2da2a79-1a3f-4092-a570-4548611286d5","request":{"method":"POST","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"raw","raw":"{\n\t\"user_credentials_id\": \"{{AgentUserCredentialsID}}\",\n \"user_id\": \"{{AgentUserID}}\",\n \"login\": \"{{AgentUsername}}\",\n \"password\": \"{{AgentPassword}}\",\n \"context\": \"{{APIPartnerLoginContext}}\"\n}"},"url":"https://{{BaseAPI}}/api/user/{{AgentUserID}}/userCredentials/{{AgentUserCredentialsID}}","description":"Modify the username/password for a user. All usernames must be unique within the context of a given context namespace. Currently, only the namespace of LAPro is supported.
Note: the User Credentials Object will never echo back the password used in the login record.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentUserID}}","userCredentials","{{AgentUserCredentialsID}}"],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"c2da2a79-1a3f-4092-a570-4548611286d5"},{"name":"Delete an Existing User","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"1754187e-63ce-47f3-8c40-9510e6db51ca","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/user/{{AgentOtherUserID}}/delete/","description":"Delete an existing user profile from the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentOtherUserID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"1754187e-63ce-47f3-8c40-9510e6db51ca"},{"name":"Remove an Address","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"acd0e4f0-d74d-4017-a045-656c73a01d34","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/user/{{AgentOtherUserID}}/address/{{AgentOtherUserAddressID}}/delete/","description":"Remove an existing address from a user profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentOtherUserID}}","address","{{AgentOtherUserAddressID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"acd0e4f0-d74d-4017-a045-656c73a01d34"},{"name":"Remove a Phone","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"48d90945-1c3b-4522-b93d-0f4d5e22f56c","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/user/{{AgentOtherUserID}}/phone/{{AgentOtherUserPhoneID}}/delete/","description":"Remove an existing phone from a user profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentOtherUserID}}","phone","{{AgentOtherUserPhoneID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"48d90945-1c3b-4522-b93d-0f4d5e22f56c"},{"name":"Remove an Email Address","event":[{"listen":"test","script":{"type":"text/javascript","exec":["tests[\"Status code is 200\"] = responseCode.code === 200;"]}}],"id":"55334e83-5b5a-4163-8830-4b9bb9b31de7","request":{"method":"GET","header":[{"key":"Authorization","value":"{{AccessToken}}"}],"body":{"mode":"formdata","formdata":[]},"url":"https://{{BaseAPI}}/api/user/{{AgentOtherUserID}}/email/{{AgentOtherUserEmailID}}/delete/","description":"Remove an existing email address from a user profile in the Lead Advantage system.
\n","urlObject":{"protocol":"https","path":["api","user","{{AgentOtherUserID}}","email","{{AgentOtherUserEmailID}}","delete",""],"host":["{{BaseAPI}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"55334e83-5b5a-4163-8830-4b9bb9b31de7"}],"id":"7b4e63ad-04d3-4339-841d-ff00d55ed8ed","description":"Represents individual agents. All actions in the API are performed on behalf of a user record.
\n","_postman_id":"7b4e63ad-04d3-4339-841d-ff00d55ed8ed"}],"variable":[{"id":"16ed9f32-8ce9-43a1-a23e-b7649c9695dc","key":"RefreshToken","value":"2a109tU8616JYD4xqETtZEHJOcBWtdBHIxPiKWYvnuUHprZuQa"}]}