Here, you'll find all the numeric codes you need to post data to Insureio via our API.

List of Codes

Address Type
Entity/Genre Type
Relationship Type
Citizenship
Birth Country & Foreign Travel ID
Contact Method
Note Type
Policy Openness
Policy Type
Purpose
Sales Stage
Task Type
Marital Status
Ownership
Phone Type
Planning Category
Product Category
LTC Benefit Period Option
LTC Health Class Option
LTC Inflation Protection Option
Premium Mode Option
SPIA Income Option
Term Life Insurance (TLI) Duration Options
Term Life Insurance (TLI) Health Class Option
Tobacco
State
Tag Type
Commission Level
Contract Status
License Status
Role
Carrier Names


Address Type

ID Name
1 home
2 work
3 mailing
 

Back to top

Entity/Genre Type

ID Name
1 person
2 trust
3 company

Back to top

Relationship Type

ID Name
1 parent
2 sibling
3 spouse/domestic partner
4 other
5 business
6 child
7 grandchild
8 sibling
9 stepparent
10 stepchild
11 trust
12 creditors
13 ex-spouse

Back to top

Citizenship

ID Name
1 US citizen
2 Permanent resident
3 Visa
4 Other

Back to top

Birth Country & Foreign Travel ID

ID Name
1 United States
2 Afghanistan
3 Aland Islands
4 Albania
5 Algeria
6 American Samoa
7 Andorra
8 Angola
9 Anguilla
10 Antarctica
11 Antigua And Barbuda
12 Argentina
13 Armenia
14 Aruba
15 Australia
16 Austria
17 Azerbaijan
18 Bahamas
19 Bahrain
20 Bangladesh
21 Barbados
22 Belarus
23 Belgium
24 Belize
25 Benin
26 Bermuda
27 Bhutan
28 Bolivia
29 Bosnia and Herzegowina
30 Botswana
31 Bouvet Island
32 Brazil
33 British Indian Ocean Territory
34 Brunei Darussalam
35 Bulgaria
36 Burkina Faso
37 Burundi
38 Cambodia
39 Cameroon
40 Canada
41 Cape Verde
42 Cayman Islands
43 Central African Republic
44 Chad
45 Chile
46 China
47 Christmas Island
48 Cocos (Keeling) Islands
49 Colombia
50 Comoros
51 Congo
52 Congo, Democratic Republic of the
53 Cook Islands
54 Costa Rica
55 Cote d'Ivoire
56 Croatia
57 Cuba
58 Cyprus
59 Czech Republic
60 Denmark
61 Djibouti
62 Dominica
63 Dominican Republic
64 Ecuador
65 Egypt
66 El Salvador
67 Equatorial Guinea
68 Eritrea
69 Estonia
70 Ethiopia
71 Falkland Islands (Malvinas)
72 Faroe Islands
73 Fiji
74 Finland
75 France
76 French Guiana
77 French Polynesia
78 French Southern Territories
79 Gabon
80 Gambia
81 Georgia
82 Germany
83 Ghana
84 Gibraltar
85 Greece
86 Greenland
87 Grenada
88 Guadeloupe
89 Guam
90 Guatemala
91 Guernsey
92 Guinea
93 Guinea-Bissau
94 Guyana
95 Haiti
96 Heard and McDonald Islands
97 Holy See (Vatican City State)
98 Honduras
99 Hong Kong
100 Hungary
101 Iceland
102 India
103 Indonesia
104 Iran, Islamic Republic of
105 Iraq
106 Ireland
107 Isle of Man
108 Israel
109 Italy
110 Jamaica
111 Japan
112 Jersey
113 Jordan
114 Kazakhstan
115 Kenya
116 Kiribati
117 Korea, Democratic People's Republic of (North)
118 Korea, Republic of (South)
119 Kuwait
120 Kyrgyzstan
121 Lao People's Democratic Republic
122 Latvia
123 Lebanon
124 Lesotho
125 Liberia
126 Libyan Arab Jamahiriya
127 Liechtenstein
128 Lithuania
129 Luxembourg
130 Macao (Macau)
131 Macedonia, The Former Yugoslav Republic Of
132 Madagascar
133 Malawi
134 Malaysia
135 Maldives
136 Mali
137 Malta
138 Marshall Islands
139 Martinique
140 Mauritania
141 Mauritius
1442 Mayotte
143 Mexico
144 Micronesia, Federated States of
145 Moldova, Republic of
146 Monaco
147 Mongolia
148 Montenegro
149 Montserrat
150 Morocco
151 Mozambique
152 Myanmar
153 Namibia
154 Nauru
155 Nepal
156 Netherlands (Holland)
157 Netherlands Antilles
158 New Caledonia
159 New Zealand
160 Nicaragua
161 Niger
162 Nigeria
163 Niue
164 Norfolk Island
165 Northern Mariana Islands
166 Norway
167 Oman
168 Pakistan
169 Palau
170 Palestinian Territory, Occupied
171 Panama
172 Papua New Guinea
173 Paraguay
174 Peru
175 Philippines
176 Pitcairn
177 Poland
178 Portugal
179 Puerto Rico
180 Qatar
181 Reunion
182 Romania
183 Russian Federation
184 Rwanda
185 Saint Barthelemy
186 Saint Helena
187 Saint Kitts and Nevis
188 Saint Lucia
189 Saint Pierre and Miquelon
190 Saint Vincent and the Grenadines
191 Samoa
192 San Marino
193 Sao Tome and Principe
194 Saudi Arabia
195 Senegal
196 Serbia
197 Seychelles
198 Sierra Leone
199 Singapore
200 Slovakia
201 Slovenia
202 Solomon Islands
203 Somalia
204 South Africa
205 South Georgia & the South Sandwich Islands
206 Spain
207 Sri Lanka
208 Sudan
209 Suriname
210 Svalbard and Jan Mayen
211 Swaziland
212 Sweden
213 Switzerland
214 Syrian Arab Republic
215 Taiwan
216 Tajikistan
217 Tanzania, United Republic of
218 Thailand
219 Timor-Leste
220 Togo
221 Tokelau
222 Tonga
223 Trinidad and Tobago
224 Tunisia
225 Turkey
226 Turkmenistan
227 Turks and Caicos Islands
228 Tuvalu
229 Uganda
230 Ukraine
231 United Arab Emirates
232 United Kingdom
233 United States Minor Outlying Islands
234 Uruguay
235 Uzbekistan
236 Vanuatu
237 Venezuela
238 Viet Nam
239 Virgin Islands, British
240 Virgin Islands, U.S.
241 Wallis and Futuna
242 Western Sahara
243 Yemen
244 Zambia
245 Zimbabwe
246 Other

Back to top

Contact Method

ID Name
1 phone call
2 email

Back to top

Note Type

Note: This is for reference only. Users should not attempt to set note type.

ID Name
1 User created
2 Status change
3 Follow-up complete
4 Transfer to AI
5 Critical note change
6 Priority note change
7 Exam

Back to top

Openness

ID Name
1 Open
2 Closed
3 Placed
4 Application sent
5 Application submitted
6 Legacy
7 Marketech

Back to top

Policy Type

ID Name marketech_code sort_order Active
1 Term 0 1 1
2 Universal Life 3 2 1
3 Whole Life 1 3 1
4 Variable Life 3 4 1
5 Survivor Term 0 5 1
6 Survivor UL 0 6 1
7 Guaranteed Issue 1 7 1
8 Simplified Issue Term 0 9 1
9 Simplified Issue UL 0 10 1
10 Disability 3 11 1
11 Accidental 3 12 1
12 Business Expense 3 13 1
13 Long-Term Care 0 14 1

Back to top

Purpose

ID Name type_id
1 Asset Protection 1
2 College Funding 1
3 Conversion Term to Perm 1
4 Critical Illness 1
5 Debt Protection 1
6 Disability Income 1
7 Final Expense 1
8 Life Insurance as an Asset Class 1
9 Long-Term Care Planning 1
10 Mortgage Protection 1
11 Term Laddering 1
12 Business Valuation 2
13 Buy/Sell - Cross Purchase 2
14 Buy/Sell - Entity Purchase 2
15 Buy/Sell - Partnership 2
16 Buy/Sell - Wait and See 2
17 Deferred Compensation 2
18 Disability Buy-Out 2
19 Disability Overhead 2
20 Executive Bonus 2
21 Group Life Plans (Section 79 Plans) 2
22 Key Person 2
23 Overhead Expense 2
24 Restricted Endorsement Benefit Arrangements (REBA) 2
25 Self-Owned Life Insurance Arrangements (SOLAR) 2
26 Special Markets Risk 2
27 Split Dollar 2
28 Succession Planning 2
29 Guaranteed Income for Life 3
30 IRA Rescue 3
31 Life Insurance in Retirement Planning (LIRP) 3
32 Pension Max 3
33 Retirement Extra 3
34 Retirement Plan Review 3
35 Social Security Max 3
36 Supplement Retirement Income 3
37 A/B Trust Planning 4
38 Annuity Maximization 4
39 Asset Max 4
40 B Trust Funding 4
41 CD Maximization 4
42 Estate Equalization 4
43 Estate Planning (General Overview) 4
44 Estate Preservation 4
45 Gifting Strategies 4
46 Income Maximization 4
47 Irrevocable Trusts / Trust Owned Life (ILIT/TOLI) 4
48 Legacy Maximization 4
49 Life Settlements 4
50 Muni Bond Maximization 4
51 Non U.S. Citizen (Spouse) 4
52 Private/Self-Financed Arrangements 4
53 Required Minimum Distribution Planning (RMD) 4
54 Shared Dollar Planning 4
55 Special Needs Trust Planning 4
56 Spousal Access Trust 4

Back to top

Sales Stage

ID Name
1 Opportunity
2 Contacted
3 App Fulfillment
4 Submitted to Carrier
5 Placed

Back to top

Task Type

ID Name
1 To-do
2 Email
3 Email agent
4 Phone dial
5 Phone broadcast
6 SMS
7 SMS agent
8 Letter

Back to top

Marital Status

ID Name
1 Single
2 Married
3 Divorced
4 Widowed

Back to top

Ownership

ID Value
1 global
2 user
3 user and descendants

Back to top

Phone Type

ID Name
1 home
2 work
3 mobile
4 fax

Back to top

Planning Category

ID Name
1 Business & Executive Planning
2 Charitable Planning
3 Estate Planning
4 Family Planning
5 Financed Arrangements
6 Liability Protection
7 Policy Review
8 Retirement Planning
9 Health & Long-Term Care Planning

Back to top

Product Category

ID Name
1 Life Insurance
2 Annuities
3 Long-Term Care
4 Disability
5 Critical Illness
6 Medicare Supplement
7 Dental
8 Vision
9 Health
10 Home
11 Auto

Back to top

Quoting: LTC Benefit Period Option

ID Name Value
1 1 year 1NB
2 2 years 2NB
3 3 years 3NB
4 4 years 4NB
5 5 years 5NB
6 6 years 6NB
7 8 years 8NB
8 8 years 8NB
9 9 years 9NB
10 10 years 10NB
11 12 years 12NB
12 Lifetime LIFE

Back to top

Quoting: LTC Health Class Option

ID Name Value
1 Preferred PREF
2 Standard STD
3 Substandard I SUB1
4 Substandard II SUB2

Back to top

Quoting: LTC Inflation Protection Option

ID Name Value
1 None NONE
2 Periodic PERI
3 Simple SIMP
4 Compound COMP
5 3% Compound 3COMP

Back to top

Quoting: Premium Mode Option

ID Name Value
1 Annually YEAR
2 Semi-annually SEMI
3 Quarterly QTR
4 Monthly MONTH

Back to top

Quoting: SPIA Income Option

ID Name Value
1 My life only lifetime
2 My life + spouse/partner's life lifetime_and_someone
3 Number of years only set_period

Back to top

Term Life Insurance (TLI) Duration Options

ID Name compulife_code Duration
1 10 years 3 10
2 15 years 4 15
3 20 years 5 20
4 25 years 6 25
5 30 years 7 30
6 40 years 0 40
7 To Age 65 T 0
8 To Age 70 U 0
9 To Age 75 V 0
10 To Age 80 A 0
11 To Age 85 B 0
12 To Age 90 C 0
13 To Age 95 D 0
14 To Age 100 E 0
15 To Age 105 G 0
16 To Age 110 H 0
17 To Age 121 (No Lapse U/L) 8 Lifetime
18 15-Year Return of Premium J 15
19 20-Year Return of Premium K 20
20 25-Year Return of Premium L 25
21 30-Year Return of Premium M 30

Back to top

Quoting: TLI Health Class Option

ID Name Value
1 Best Class PP
2 Preferred P
3 Standard Plus RP
4 Standard R
5 Preferred Tobacco Preferred Tobacco
6 Standard Tobacco Standard Tobacco

Back to top

Tobacco

ID Name
true smoker
false non-smoker

Note: "Smoker" will also work in place of "Tobacco," but is deprecated as of 9/10/15.

Back to top

State

ID Abbrev compulife_code Name
1 AL 1 Alabama
2 AK 2 Alaska
3 AZ 3 Arizona
4 AR 4 Arkansas
5 CA 5 California
6 CO 6 Colorado
7 CT 7 Connecticut
8 DE 8 Delaware
9 DC 9 District of Columbia
10 FL 10 Florida
11 GA 11 Georgia
12 HI 12 Hawaii
13 ID 13 Idaho
14 IL 14 Illinois
15 IN 15 Indiana
16 IA 16 Iowa
17 KS 17 Kansas
18 KY 18 Kentucky
19 LA 19 Louisiana
20 ME 20 Maine
21 MD 21 Maryland
22 MA 22 Massachusetts
23 MI 23 Michigan
24 MN 24 Minnesota
25 MS 25 Mississippi
26 MO 26 Missouri
27 MT 27 Montana
28 NE 28 Nebraska
29 NV 29 Nevada
30 NH 30 New Hampshire
31 NJ 31 New Jersey
32 NM 32 New Mexico
33 NY-B 52 New York
35 NC 34 North Carolina
36 ND 35 North Dakota
37 OH 36 Ohio
38 OK 37 Oklahoma
39 OR 38 Oregon
40 PA 39 Pennsylvania
41 RI 40 Rhode Island
42 SC 41 South Carolina
43 SD 42 South Dakota
44 TN 43 Tennessee
45 TX 44 Texas
46 UT 45 Utah
47 VT 46 Vermont
48 VA 47 Virginia
49 WA 48 Washington
50 WV 49 West Virginia
51 WI 50 Wisconsin
52 WY 51 Wyoming
53 GU 53 Guam
54 PR 54 Puerto Rico
55 VI 55 Virgin Islands
56 AS 56 American Samoa

Back to top

Tagging: Tag Type

ID Name
1 tracking
2 marketing

Back to top

Usage: Commission Level

ID Name
1 Special
2 Elite IV
3 Elite III
4 Elite II
5 Elite II
6 LPL
7 Platinum
8 Gold
9 Silver

Back to top

Usage: Contract Status

ID Value
1 approved
2 pending number
3 active w/application
4 inactive
5 pending w/carrier
6 terminated
7 pending w/agent
8 rejected
9 withdrawn

Back to top

Usage: License Status

ID Value
1 pending
2 approved
3 inactive

Back to top

Usage: Role

ID Name
1 system
2 developer
3 admin
4 sales agent
5 sales support
6 sales coordinator
7 sales assistant
8 administrative assistant
9 case manager
10 manager
11 group

Back to top

Carrier Names

ID Name
1 American General Life Ins. Co.
2 Banner Life Ins. Co.
3 Genworth Life Ins. Co.
5 Transamerica Life Ins. Co.
6 U.S. Financial Life Ins. Co.
7 United of Omaha Life Ins. Co.
8 West Coast Life Ins. Co.
9 Prudential Life Ins. Co.
10 Pruco Life Ins. Co of New Jersey
11 Reliastar Life Ins. Co. (VOYA)
12 Reliastar Life Ins. of NY (VOYA)
13 AXA Equitable Life Ins. Co.
14 John Hancock Life Ins. Co. USA
15 John Hancock Life Ins. Co. NY
16 Metlife Investors USA Ins. Co.
17 RBC / Liberty Life Ins. Co.
18 Genworth Life & Annuity Ins. Co.
19 AAA Life Ins. Co.
20 Allstate Life Ins. Co of New York
21 Farmers New World Life Ins. Co.
22 New York Life Ins. Co.
23 Northwestern Mutual Life Ins.
24 American National Ins. Co.
25 Americo Financial Life & Annuity Ins.
26 Companion Life Ins. Co. of NY
27 Guardian Life Ins. Co of America
28 Indianapolis Life Ins. Co.
29 Jefferson Pilot Financial Ins.
30 Lincoln Benefit Life Co.
31 Lincoln Life & Annuity Co. of NY
32 Lincoln National Life Ins. Co.
33 Massachusetts Mutual Life Ins.
34 Nationwide Life & Annuity Ins. Co.
35 North American Co for Life & Health
36 Old Mutual Financial Life Ins.
37 Old Mutual Financial Life Ins. Co. of NY
38 United Home Life Ins. Co.
39 William Penn Life Ins. Co of NY
40 Genworth Life Ins. Co. of NY
41 Fidelity Life Association
42 Savings Bank Life Ins. Co of MA
43 MTL Ins. Co.
44 Aviva Life & Annuity Co.
45 Conseco Life Ins.
46 Assurity Life Ins. Co.
47 Aviva Life & Annuity of New York
49 Hartford Life & Annuity Ins. Co.
50 United States Life Ins in the City of NY
51 Presidential Life Ins. Co.
52 Guarantee Trust Life Ins. Co.
53 HSBC Life Ins. Co.
54 Protective Life Ins. Co.
55 Protective Life & Annuity Ins. Co.
56 Allianz Life Ins. Co. of NA
57 American-Amicable Life Ins. of TX
58 American Continental Ins. Co.
59 American Memorial Life Ins. Co.
60 American Fidelity Assurance Co.
62 American Home Life Ins. Co.
63 American National Life Ins Co. of NY
64 American Progressive Life & Health of NY
65 Ameritas Life Ins. Corp
66 Ameritas Life Ins. Corp of New York
67 Aurora National Life Assurance Co.
68 Baltimore Life Ins. Co.
69 Boston Mutual Life Ins. Co.
70 Centrian Life Ins.
71 Cincinnati Life Ins. Co.
72 Columbian Life Ins. Co.
73 Columbian Mutual Life Ins. Co.
74 Columbus Life Ins. Co.
75 EMC National Life Co.
76 First Central National Life of NY
77 First Metlife Investors Ins. Co
78 Gleaner Life Ins. Society
79 Hartford Life Ins. Co.
80 Illinois Mutual Life Ins. Co.
81 Independent Order of Foresters
82 Industrial – Alliance Pacific Ins.
83 Liberty Bankers Life Ins. Co.
84 Madison National Life Ins. Co.
85 Metropolitan Life Ins. Co.
86 Midland National Life Ins. Co.
87 Minnesota Life Ins. Co.
88 Motorists Life Ins. Co.
89 National Life Ins. Co of Vermont
90 Occidental Life Ins Co of North Carolina
91 Ohio National Life Assurance Corporation
92 Oxford Life Ins. Co.
93 Pacific Guardian Life Ins. Co, Ltd.
94 Pacific Life & Annuity Co.
95 Pacific Life Ins. Co.
96 Pan-American Life Ins. Co.
97 Paul Revere Life Ins. Co.
98 Penn Mutual Life Ins. Co.
99 Primerica Life Ins. Co.
100 Principal Life Ins. Co.
101 Principal National Life Ins. Co
102 Provident Life & Accident Assurance
103 Royal Neighbors of America
104 Sagicor Life Ins. Co.
105 Securian Life Ins. Co.
106 Security Life of Denver Ins. Co. (VOYA)
107 Security Mutual Life Ins. Co of NY
108 Starmount Life Ins. Co
109 Sunset Life Ins. Co. of America
110 Symetra Life Ins. Co.
111 TIAA-CREF Life Ins. Co.
112 Trustmark Ins. Co.
113 Union Labor Life Ins. Co.
116 Western & Southern Life Assurance Co.
117 Woman’s Life Ins. Society
118 Mutual of Omaha Ins. Co.
119 MedAmerica Ins. Co of FL
120 MedAmerica Ins. Co
121 MedAmerica Ins. Co of NY
122 Gerber Life Ins. Co.
238 Nationwide Life Ins. Co.
239 American United Life Ins. Co.
240 Bankers Fidelity Co.
241 Capitol Life
242 Equitable Life Ins. Co
243 Government Personnel Mutual
244 Grange Life Ins. Co.
245 Lafayette Life Ins. Co.
246 Life Ins. Co. of the Southwest
247 National Benefit Life Ins. Co.
248 National Western Life Ins. Co.
249 Phoenix Life
250 Standard Life & Accident Ins. Co
251 Stonebridge Life Ins. Co.
252 United Farm Ins. Co
253 Zurich American Co of NY
254 Zurich American Co.

Back to top

You can find additional API documentation here: