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Batch Import, APIs, and Integrations
Internal - Compliance Processes & FAQs
Batch Import, APIs, and Integrations
APIs
CSV Batch Imports
Integrations
SSO Login Options
CSV Batch Import
Document Imports
Idaho - Surplus Lines Tax Filing and Payments
Addressing Flag Filings
Annual Premium Summary Reporting
Invoice Payments
Creating and Managing Users
Adding Transactions/Filings Into the Broker Portal
FAQs
Utah - Surplus Lines Tax Filing and Payments
Addressing Flag Filings
General Overview
Invoice Payments
Creating and Managing Users
Adding Transactions/Filings Into the Broker Portal
Filing Services®- User Guides, Workflows, and FAQs
Invoice Payments
Tax Exempt
State-Specific Requirements
License Management Services
Not Seeing What You Need?
Veracity RPGs
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InsCipher Help Center
Batch Import, APIs, and Integrations
Internal - Compliance Processes & FAQs
Batch Import, APIs, and Integrations
APIs
CSV Batch Imports
Integrations
SSO Login Options
CSV Batch Import
Document Imports
Idaho - Surplus Lines Tax Filing and Payments
Addressing Flag Filings
Annual Premium Summary Reporting
Invoice Payments
Creating and Managing Users
Adding Transactions/Filings Into the Broker Portal
FAQs
Utah - Surplus Lines Tax Filing and Payments
Addressing Flag Filings
General Overview
Invoice Payments
Creating and Managing Users
Adding Transactions/Filings Into the Broker Portal
Filing Services®- User Guides, Workflows, and FAQs
Invoice Payments
Tax Exempt
State-Specific Requirements
License Management Services
Not Seeing What You Need?
Veracity RPGs
Batch Import, APIs, and Integrations
Documents related to the submission of transactions via batch, API, integration > plus programmatically obtaining SL tax rates, forms, and statuses.
API Data Transfer Diagram - Connect®? Users
APIs
API Solutions - Connect® Clients
API Solutions - Filing Service Clients
Access® - Surplus Lines Tax Calculator API (V4.1)
API Import: REST API to Import Transactions - Connect® Clients (V4.11)
API Import: REST API to Import Transactions - Filing Service Clients (V4.11)
API: STATUS Update for Filings - Filing Services® and Connect® Clients ONLY
API: KY - Admitted Premium, Surcharge, & Municipal Tax Calculations
Diligent Forms API - V1.0 (BETA)
See more
CSV Batch Imports
CSV Batch Import Policy Transactions (ID and UT Broker Users)
Integrations
AIM Integration: Import Transactions Into Connect® - Setup and Technical Info
AIM Integration: Create Payment Batch Within Connect®
SSO Login Options
Okta SSO Setup (Filing Services® and Connect® Users)
Microsoft Azure SSO Setup (Filing Services® and Connect® Users)
CSV Batch Import
CSV Batch Import: Connect Clients ONLY (8/15/2023)
CSV Batch Import: Filing Services Clients ONLY
Document Imports
Bulk Document Importer (All Users)
API Import: REST API to Import Documents Only (V1.2)
