Customer 360
The Fenris Customer 360 add-on quickly and accurately populates household information into application forms, making the insurance application process seamless.
The Customer 360 service returns information that can also be used to advise an agent or system about the financial and family status of the applicant. This includes information such as the presence of children and mortgage data. This information can be used to make sure that the applicant has the coverage that fits their needs.
What constitutes a …
| Success | Failure | Error |
|---|---|---|
| The service is available, and the integration returns data. | The service is available, but some parameters are missing or invalid, such as an invalid address. Additional insight can be extracted from the status field. | The service is unreachable or has encountered an unexpected error. The reason field will contain any available details. |
How does it work?
Simply edit your LeadConduit flow, switch to the “Steps” tab, and Add an “Add-On” Step.
Search for this Add-On and click on “Add to Flow”.
Next, you can choose whether to use the Fenris Digital service as an Add-On with the reselling price listed in the catalog, or specify your Client ID and Secret and be charged Standard Transactional Pricing; check THESE guidelines on how to get those.
Ultimately, click on “Confirm”; your flow is ready to use Customer 360.
Appended Data
The Add-On returns the following information:
| Appended Field | Description |
|---|---|
| Outcome | Add-On outcome (success, failure, or error) |
| Reason | If outcome is error, the error reason |
| Request Id | Unique identifier for the request, used for auditing and support. |
| Submission Id | Unique identifier for the submission, used for auditing and support. |
| Match Description | How the search matched to given address or geocode. |
| Address Description | Description of the address match. |
| First Name | First name of the primary person. |
| Last Name | Last name of the primary person. |
| Middle Name | Middle name of the primary person. |
| Dob | Date of birth of the primary person. |
| Age | Age of the primary person. |
| Gender | Gender of the primary person. |
| Marital Status | Marital status of the primary person. |
| Member Code | Member code of the primary person. |
| Residence Type | Home owner status of the primary person. |
| Time At Residence Years | Length of residence of the primary person. |
| Title | Occupation of the primary person. |
| Address 1 | Street address of the primary person. |
| State | State of the primary person. |
| City | City of the primary person. |
| Postal Code Zip | ZIP code of the primary person. |
| Address Type | Type of address. |
| Number Of Generations | Number of generations in the household. |
| Baby Boomer | Whether there is a baby boomer in the household. |
| Dual Income No Kids | Whether the household has dual income with no kids. |
| Gen X | Whether there is a Gen X member in the household. |
| Millennial | Whether there is a millennial in the household. |
| Number Of Adults | Number of adults in the household. |
| Presence Children | Whether there are children in the household. |
| Total Children | Total number of children in the household. |
| Children 0 To 2 | Number of children aged 0 to 2. |
| Children 3 To 5 | Number of children aged 3 to 5. |
| Children 6 To 10 | Number of children aged 6 to 10. |
| Children 11 To 15 | Number of children aged 11 to 15. |
| Children 16 To 17 | Number of children aged 16 to 17. |
| Children Unknown Age | Number of children with unknown age. |
| Hobbies | Hobbies of the household. |
| Income | Income level of the household. |
| Net Worth | Net worth of the household. |
| Wealth Resources | Wealth resources of the household. |
| Investment Resources | Investment resources of the household. |
| Liquid Resources | Liquid resources of the household. |
| Short Term Liability | Short-term liability of the household. |
| Investments | Investments of the household. |
| First Mortgage Amount | First mortgage amount. |
| Second Mortgage Amount | Second mortgage amount. |
| Original Mortgage Amount | Original mortgage amount. |
| Home Equity Loan | Home equity loan amount. |
| Interest Rate | Interest rate of the mortgage. |
| Interest Rate Type | Type of interest rate for the mortgage. |
| Loan Type | Type of mortgage loan. |
| Loan Date | Date of the mortgage loan. |
| Refi Indicator | Indicates if the mortgage has been refinanced. |
| Mortgage Property Price | Sale price of the property. |
| Mortgage Refi Property Value | Market value of the property. |
| Mortgage New Property Value | Assessed value of the property. |
| Mortgage Loan Ltv | Loan-to-value ratio of the property. |
| Equity | Equity in the property. |
| Sale Date | Date of the property sale. |
| Household Members | Array of all household members. |
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