LAST UPDATED: 07/27/2023

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

List of Codes

Address Type
Entity Type
Relationship Type
Citizenship
Birth Country & Foreign Travel ID
Government ID Type
Contact Method
Note Type
Product Type
Product Category
Purpose
Sales Stage
Policy Sales Stage Sub-Category
Task Type
Marital Status
Ownership
Phone Type
Planning Category
Quoting: LTC Benefit Period Option
Quoting: LTC Health Class Option
Quoting: LTC Inflation Protection Option
Quoting: Premium Mode Option
Quoting: SPIA Income Option
Quoting: Term Life Insurance (TLI) Duration Options
Quoting: Term Life Insurance (TLI) Health Class Option
State
Commission Level
Contract Status
License Status
Role
Web Type
Health Condition Type

Address Type

ID Name
1 home
2 work
3 mailing
4 billing

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Entity Type

ID Name
1 person
2 trust
3 company

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Relationship Type

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

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Citizenship

ID Name
1 US Citizen
2 Permanent Resident
3 Visa
4 Other

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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
142 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 and 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

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Government ID Type

ID Name
1 dln
2 state_id
3 passport
4 perm_resident
5 green_card

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Contact Method

ID Name
1 Phone Call
2 Email

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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
8 admin
9 licensing
10 api-triggered consumer update
11 reverted consumer update

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Product 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/WL 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
14 Indexed UL 3 2 1
15 Annuity 0 15 1
16 Graded 16 1

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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

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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 Ins. 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 RMD - Required Minimum Distribution Planning 4
54 Shared Dollar Planning 4
55 Special Needs Trust Planning 4
56 Spousal Access Trust 4

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Sales Stage

ID Name
1 Opportunity
2 Contacted
3 App Fulfillment
4 Submitted To Carrier
5 Completed

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Policy Sales Stage Sub-Category

ID Name
19 Prospect
1 New Lead
2 Attempting Contact
3 Not Quoted
4 Quoted
5 Sent To App Team
6 App Sent (to Client) / Exam Ordered
7 App Received
8 App Submitted
9 Approved As Applied
10 Approved Other Than Applied
11 Declined / Withdrawn
12 Issued / Re-issued
13 In Force
14 Withdrawn
15 Closed
16 Recruit
17 Active
18 Inactive

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Task Type

ID Name
1 to-do
2 email consumer
3 email agent
14 email owner
15 email payer
16 email recruit
17 email recruiter
6 sms consumer
7 sms agent
18 sms recruit
19 sms recruiter
8 letter
9 agent script
10 start campaign
11 change status
12 automated response
13 trigger webhook

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Marital Status

ID Name
1 Single
2 Married
3 Divorced
4 Widowed
5 Separated
6 Domestic Partner

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Ownership

ID Name
1 global
2 user
3 user and descendants

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Phone Type

ID Name
1 home
2 work
3 mobile
4 fax

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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

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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 7 years 7NB
8 8 years 8NB
9 9 years 9NB
10 10 years 10NB
11 12 years 12NB
12 Lifetime LIFE

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Quoting: LTC Health Class Option

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

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Quoting: LTC Inflation Protection Option

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

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Quoting: Premium Mode Option

ID Name Value
1 Annually YEAR
2 Semi-Annual SEMI
3 Quarterly QTR
4 Monthly MONTH
5 Single SINGLE

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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

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Quoting: Term Life Insurance (TLI) Duration Options

ID Name compulife_code name_for_tli_widget
1 10 Years 3 10 Years
2 15 Years 4 15 Years
3 20 Years 5 20 Years
4 25 Years 6
5 30 Years 7 30 Years
6 40 Years 0 40 Years
7 To Age 65 T To age 65
8 To Age 70 U To age 70
9 To Age 75 V To age 75
10 To Age 80 A To age 80
11 To Age 85 B To age 85
12 To Age 90 C To age 90
13 To Age 95 D To age 95
14 To Age 100 E To age 100
15 To Age 105 G To age 105
16 To Age 110 H To age 110
17 To Age 121 (No Lapse U/L) Z:8P Lifetime
18 15-Year Return of Premium J 15 Year Term ROP
19 20-Year Return of Premium K 20 Year ROP
20 25-Year Return of Premium L 25 Year Term ROP
21 30-Year Return of Premium M 30 Year ROP
22 5 Years 2
23 35 Years 9 35 Years
24 ART / 1yr Level Term 1 ART/ 1 Year
25 To age 121 (Pay to 65)
26 To age 121 (Pay to 100)
27 To age 121 (20 Pay)
28 To age 121 (10 Pay)
29 To age 121 (Single Pay)
30 To age 65 (ROP)
31 To age 70 (ROP)
32 To age 75 (ROP)
33 10 Year Term Simplified Issue
34 15 Year Term Simplified Issue
35 20 Year Term Simplified Issue
36 25 Year Term Simplified Issue
37 30 Year Term Simplified Issue

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Quoting: Term Life Insurance (TLI) Health Class Option

ID Name
1 Best Class
2 Preferred
3 Standard Plus
4 Standard
5 Preferred Tobacco
6 Standard Tobacco
7 Table 1/A
8 Table 1/A - Tobacco
9 Table 2/B
10 Table 2/B - Tobacco
11 Table 3/C
12 Table 3/C - Tobacco
13 Table 4/D
14 Table 4/D - Tobacco
15 Table 5/E
16 Table 5/E - Tobacco
17 Table 6/F
18 Table 6/F - Tobacco
19 Table 7/G
20 Table 7/G - Tobacco
21 Table 8/H
22 Table 8/H - Tobacco
23 Table 9/I
24 Table 9/I - Tobacco
25 Table 10/J
26 Table 10/J - Tobacco
27 Table 11/K
28 Table 11/K - Tobacco
29 Table 12/L
30 Table 12/L - Tobacco

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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 33 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

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Commission Level

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

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Contract Status

ID Name
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

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License Status

ID Name
1 pending
2 approved
3 inactive

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Role

ID Name
1 system
2 developer
3 admin
4 agent
5 insurance coordinator
6 underwriter
7 application specialist
8 administrative assistant
9 case manager
10 manager
11 brokerage manager
12 business development representative

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Web Type

ID Name
1 Website
2 LinkedIn
3 Facebook
4 Twitter

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Carrier Names

Please see the table on the Carriers Page

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Health Condition Type

ID Name
1 alcohol_abuse
2 anxiety
3 arthritis
4 asthma
5 atrial_fibrillation
6 breast_cancer
7 basal_cell_carcinoma
8 cardiovascular_disease
9 cardiovascular_impairments
10 cerebrovascular_disease
11 colon_cancer
12 copd
13 coronary_artery_disease
14 crohns
15 depression
16 diabetes_1
17 diabetes_2
18 drug_abuse
19 epilepsy
20 elevated_liver_function
21 emphysema
22 heart_attack
23 heart_murmur
24 hepatitis_c
25 intestinal_cancer
26 irregular_heartbeat
27 kidney_disease
28 malignant_melanoma
29 mental_illness
30 multiple_sclerosis
31 other_heart_condition
32 other_internal_cancer
33 other_skin_cancer
34 ovarian_cancer
35 parkinsons
36 prostate_cancer
37 sleep_apnea
38 stroke
39 ulcerative_colitis_iletis
40 vascular_disease
41 weight_reduction
42 alzheimers_disease
43 aneurysm
44 brain_surgery
45 brain_tumor
46 cardiomyopathy
47 chronic_bronchitis
48 chronic_glomerulonephritis
49 chronic_kidney_disease
50 circulatory_surgery
51 cirrhosis
52 coma
53 congestive_heart_failure
54 cystic_fibrosis
55 defibrillator_req
56 dementia
57 dialysis
58 end_stage_liver_disease
59 heart_surgery
60 hiv
61 huntingtons_disease
62 ketoacidosis
63 kidney_failure
64 lou_gehrigs_disease
65 lupus
66 leukemia
67 lymphoma
68 muscular_dystrophy
69 myeloma
70 o2_assist
71 other_kidney_disease
72 other_liver_disease
73 polycystic_kidney_disease
74 schizophrenia
75 sickle_cell_anemia
76 terminal_condition
77 transient_ischemic_attack
78 bp
79 cholesterol
80 crime
81 moving_violation
82 hazardous_avocation
83 foreign_travel
84 tobacco

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You can find additional API documentation here: