AddressType

ID Name
1 home
2 work
3 mailing
 

Entity/Genre Type

ID Name
1 person
2 trust
3 company

Crm::RelationshipType

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

Crm::Citizenship

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

Crm::ContactMethod

ID Name
1 phone call
2 email

Crm::NoteType

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

Crm::Openness

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

Crm::PolicyType

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

Crm::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

Crm::SalesStage

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

Crm::TaskType

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

MaritalStatus

ID Name
1 Single
2 Married
3 Divorced
4 Widowed

Marketing::ClqTemplate

ID Name Body

Ownership

ID Value
1 global
2 user
3 user and descendents

PhoneType

ID Name
1 home
2 work
3 mobile
4 fax

PlanningCat

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

ProductCat

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

Quoting::LtcBenefitPeriodOption

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

Quoting::LtcHealthClassOption

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

Quoting::LtcInflationProtectionOption

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

Quoting::PremiumModeOption

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

Quoting::SpiaIncomeOptionOption

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

Quoting::TliCategoryOption

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 8 40
7 To Age 65 0 0
8 To Age 70 0 0
9 To Age 75 0 0
10 To Age 90 0 0
11 To Age 95 0 0
12 To Age 100 0 0
13 To Age 105 0 0
14 To Age 110 0 0
15 To Age 121 (No Lapse U/L) 0 0
16 To Age 121 - Pay to 100 0 0
17 15-Year Return of Premium J 15
18 20-Year Return of Premium K 20
19 25-Year Return of Premium L 25
20 30-Year Return of Premium M 30
21 Lifetime 8 120

Quoting::TliHealthClassOption

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

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.

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

Tagging::TagType

ID Name
1 tracking
2 marketing

Usage::CommissionLevel

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

Usage::ContractStatus

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

Usage::LicenseStatus

ID Value
1 pending
2 approved
3 inactive

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

Usage::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.

You can find additional API documentation here: