LenderDock - Essentials API

API Documentation Guide

Endpoint Types:

Step 1. Policy Holder Endpoint
Retrieves a list of policy holders that matches the search criteria (e.g. including multiple policy terms for the same policy holder). Some carriers do not support this search. When available, It is recommended to use this search to confirm policy number formats, zip codes and effective dates to be used in the Policy Details endpoint.
Step 2. Policy Details Endpoint
Fetches comprehensive policy information and coverage details.

Variable Reference:

{{app_user}} - This variable should be replaced with the actual credentials provided by LenderDock when making API requests.

Your App User Token:

How to use:

Click on any endpoint URL to copy it to clipboard
Download Postman scripts for easy testing
Replace {{app_user}} with your actual credentials

Carrier Standardization Overview

Quick overview of ESS carrier standardization progress

Branch

brn • 100%

Georgia Farm Bureau

ggb • 100%

Monarch National Insurance Company

mni • 100%

Sterling Flood

ssu • 100%

Viceroy Preferred Insurance Company

vry • 100%

Amica Mutual Insurance Company

ami • 38%

Goosehead Insurance

ghi • 38%

Kin Insurance

kin • 38%

Andover Companies

adv • 31%

Countryway Insurance

vfb • 31%

NORTH CAROLINA FARM BUREAU MUTUAL INSURANCE COMPANY

ncf • 31%

Ohio Mutual

omt • 31%

Ohio Mutual Insurance

omi • 31%

Olympus Insurance

oly • 31%

Virginia Farm Bureau Insurance

vfb • 31%

Citizens Property Insurance Corporation

cit • 23%

OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY

ofb • 23%

Renegade Insurance

rng • 23%

Stillwater Insurance

swi • 23%

Arbella Insurance

arb • 15%

Hanover / Citizens

han • 15%

Plymouth Rock Assurance

ply • 15%

Sutton National Insurance

wst • 15%

Brightway

bri • 8%

GeoVera Insurance Group

geo • 8%

Safety Insurance

sty • 8%

UPCIC Insurance

upc • 8%

American Mobile Insurance

amo • 0%

Cabrillo Coastal General Insurance

cab • 0%

D. R. Horton Insurance Agency

wsw • 0%

Heritage Property and Casualty

hpb • 0%

HIPPO Insurance

hip • 0%

Kb Home Insurance Agency

wsw • 0%

Meritage Homes Insurance Agency, Inc.

wsw • 0%

North Carolina Joint Underwriting <BR> North Carolina Insurance Underwriting Associations

ncj • 0%

Pulte Insurance Agency

wsw • 0%

Stonegate

sgt • 0%

Taylor Morrison Insurance Services, Inc.

wsw • 0%

TRI Pointe Advantage Insurance Services, Inc.

wsw • 0%

Westwood Insurance Agency

wsw • 0%

American Mobile Insurance

amo

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Amica Mutual Insurance Company

ami

Important Standardized Values

5 / 13 confirmed with carrier

38%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Amica Mutual	19976

Andover Companies

adv

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Merrimack Mutual Fire Insurance	19798	041614490
Cambridge Mutual Fire Insurance	19771	041144900
Bay State Insurance Company	19763	042200004
	19763
	19771
	19798
Merrimack Insurance Company	19798
Cambridge Insurance Company	19771
Bay State Insurance Company	19763

Arbella Insurance

arb

Important Standardized Values

2 / 13 confirmed with carrier

15%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Arbella Mutual Insurance Company	17000
Arbella Protection Insurance Company	41360

Branch

brn

Important Standardized Values

13 / 13 confirmed with carrier

100%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Branch Insurance Exchange	16825	844471638
General Security National Insurance Company	39322	133029255
Everspan Insurance Company	24961	391092844

Brightway

bri

Important Standardized Values

1 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Cabrillo Coastal General Insurance

cab

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
HDI Global Specialty SE	L0039	AA1120822
Hudson Insurance Company	25054	135150451
Hudson Specialty Insurance Company	37079	751637737
Imperium Insurance Company
Lexington Insurance Company
National Fire & Marine Insurance Company	20079	476021331
Palomar Specialty Insurance Company
RockingHam Casualty Company	42595	541223736
Rutgers Enhanced Insurance Company
Safe Harbor Insurance Company	12563	593827386
Spinnaker Insurance Company	24376	930928517
Sussex Insurance Company
Underwriters At Lloyds, London	15792	361404320
US Coastal Insurance Company	15358	463860792
US Coastal P&C Insurance Company	15900	611778403
Rockingham Specialty, Inc	16650	611919577

Citizens Property Insurance Corporation

cit

Important Standardized Values

3 / 13 confirmed with carrier

23%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Citizens Property Insurance Corporation	10064	593164851

Countryway Insurance

vfb

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
	10022

D. R. Horton Insurance Agency

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Georgia Farm Bureau

ggb

Important Standardized Values

13 / 13 confirmed with carrier

100%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Georgia Farm Bureau	14001

GeoVera Insurance Group

geo

Important Standardized Values

1 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Coastal Select Insurance Company	10887	943266086
GeoVera Specialty Insurance Company	10182	521903270
GeoVera Insurance Company	10799	522029259
Homesite Insurance Company of California	11005	680426201

Goosehead Insurance

ghi

Important Standardized Values

5 / 13 confirmed with carrier

38%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Hanover / Citizens

han

Important Standardized Values

2 / 13 confirmed with carrier

15%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
	10212
	41840
	10714
	10176
	10395
	82082
	71463
Citizens
	22292

Heritage Property and Casualty

hpb

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
	14407

HIPPO Insurance

hip

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Canopius
Spinnaker Insurance Company
Topa

Kb Home Insurance Agency

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Kin Insurance

kin

Important Standardized Values

5 / 13 confirmed with carrier

38%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
KIN Insurance	33987

Meritage Homes Insurance Agency, Inc.

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Monarch National Insurance Company

mni

Important Standardized Values

13 / 13 confirmed with carrier

100%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

NORTH CAROLINA FARM BUREAU MUTUAL INSURANCE COMPANY

ncf

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
North Carolina Farm	14842	560586973

North Carolina Joint Underwriting <BR> North Carolina Insurance Underwriting Associations

ncj

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
North Carolina Joint Underwriting Association	AA9991221	561222676
North Carolina Insurance Underwriting Association	AA9991304	237102759

Ohio Mutual

omt

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Ohio Mutual Insurance

omi

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
OHIO MUTUAL INSURANCE COMPANY	10202	344320350
United Ohio Insurance Co.	13072	341008736
Casco Indemnity Company	25950	010407315

OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY

ofb

Important Standardized Values

3 / 13 confirmed with carrier

23%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Oklahoma Farm	21563
	21571

Olympus Insurance

oly

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Olympus	12954

Plymouth Rock Assurance

ply

Important Standardized Values

2 / 13 confirmed with carrier

15%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Plymouth Rock Home Assurance Corporation	10394	043292991
	14737
Bunker Hill Insurance	16037	043292991
Mt. Washington Assurance Corporation	43982	042800590
PLYMOUTH ROCK HP-NY	10100	223180609
	25275
PLYMOUTH ROCK HP-PA	28959	223180609
Bunker Hill Insurance	16036	043292991
Bunker Hill Insurance	16035	043292991
Bunker Hill Insurance	13643	043292991
PLYMOUTH ROCK HP-PA	23833	223180609
	10931
	10930
	36587
	10791
	34509
	22050
	21750
	12357
	12212
PLYMOUTH ROCK HP-PA	10100	223180609

Pulte Insurance Agency

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Renegade Insurance

rng

Important Standardized Values

3 / 13 confirmed with carrier

23%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Safety Insurance

sty

Important Standardized Values

1 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Safety Insurance Company	39454	042689624
Safety Indeminity Insurance Company	33618	043051706
Safety Northeast Insurance Company	16893	853900435
Safety Property & Casualty Ins Comp	12808	205985347

Sterling Flood

ssu

Important Standardized Values

13 / 13 confirmed with carrier

100%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Stillwater Insurance

swi

Important Standardized Values

3 / 13 confirmed with carrier

23%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
Stillwater Insurance	25180
	16578

Stonegate

sgt

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Sutton National Insurance

wst

Important Standardized Values

2 / 13 confirmed with carrier

15%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Details Collection

Download Postman collection

Accepted Policy Number Formats

The pound sign (#) represents a numeric digit.

Format

JMH#######

Example Policy Number

JMH0000110

Format

ATM######

Example Policy Number

ATM182046

Format

ATH#######

Example Policy Number

ATH1040983

Name	NAIC	Tax ID

Taylor Morrison Insurance Services, Inc.

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

TRI Pointe Advantage Insurance Services, Inc.

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

UPCIC Insurance

upc

Important Standardized Values

1 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Accepted Policy Number Formats

The pound sign (#) represents a numeric digit.

Format

####-####-####

Example Policy Number

0301-1600-0099

Format

###-###-###

Example Policy Number

590-007-092

Format

####-####-####-##

Example Policy Number

1501-2200-0339-02

Name	NAIC	Tax ID
Evolution Risk Advisors
	10969

Viceroy Preferred Insurance Company

vry

Important Standardized Values

13 / 13 confirmed with carrier

100%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

Virginia Farm Bureau Insurance

vfb

Important Standardized Values

4 / 13 confirmed with carrier

31%

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID
	10022
	26026
	26034

Westwood Insurance Agency

wsw

Important Standardized Values

0 / 13 confirmed with carrier

Updated: May 11, 2026

Policy Holder Endpoint

Search policy holder terms

Policy Details Endpoint

Retrieve full policy details

Policy Holder Collection

Download Postman collection

Policy Details Collection

Download Postman collection

Name	NAIC	Tax ID

News & Updates

Get Pro Access

Provider Details

API Documentation Guide

Endpoint Types:

Variable Reference:

Your App User Token:

How to use:

American Mobile Insurance — Developer Information

American Mobile Insurance — Accepted Policy Formats

American Mobile Insurance — Values confirmed and shared

American Mobile Insurance — NAIC Information

Amica Mutual Insurance Company — Developer Information

Amica Mutual Insurance Company — Accepted Policy Formats

Amica Mutual Insurance Company — Values confirmed and shared

Amica Mutual Insurance Company — NAIC Information

Andover Companies — Developer Information

Andover Companies — Accepted Policy Formats

Andover Companies — Values confirmed and shared

Andover Companies — NAIC Information

Arbella Insurance — Developer Information

Arbella Insurance — Accepted Policy Formats

Arbella Insurance — Values confirmed and shared

Arbella Insurance — NAIC Information

Branch — Developer Information

Branch — Accepted Policy Formats

Branch — Values confirmed and shared

Branch — NAIC Information

Brightway — Developer Information

Brightway — Accepted Policy Formats

Brightway — Values confirmed and shared

Brightway — NAIC Information

Cabrillo Coastal General Insurance — Developer Information

Cabrillo Coastal General Insurance — Accepted Policy Formats

Cabrillo Coastal General Insurance — Values confirmed and shared

Cabrillo Coastal General Insurance — NAIC Information

Citizens Property Insurance Corporation — Developer Information

Citizens Property Insurance Corporation — Accepted Policy Formats

Citizens Property Insurance Corporation — Values confirmed and shared

Citizens Property Insurance Corporation — NAIC Information

Countryway Insurance — Developer Information

Countryway Insurance — Accepted Policy Formats

Countryway Insurance — Values confirmed and shared

Countryway Insurance — NAIC Information

D. R. Horton Insurance Agency — Developer Information

D. R. Horton Insurance Agency — Accepted Policy Formats

D. R. Horton Insurance Agency — Values confirmed and shared

D. R. Horton Insurance Agency — NAIC Information

Georgia Farm Bureau — Developer Information

Georgia Farm Bureau — Accepted Policy Formats

Georgia Farm Bureau — Values confirmed and shared

Georgia Farm Bureau — NAIC Information

GeoVera Insurance Group — Developer Information

GeoVera Insurance Group — Accepted Policy Formats

GeoVera Insurance Group — Values confirmed and shared

GeoVera Insurance Group — NAIC Information

Goosehead Insurance — Developer Information

Goosehead Insurance — Accepted Policy Formats

Goosehead Insurance — Values confirmed and shared

Goosehead Insurance — NAIC Information

Hanover / Citizens — Developer Information

Hanover / Citizens — Accepted Policy Formats

Hanover / Citizens — Values confirmed and shared

Hanover / Citizens — NAIC Information

Heritage Property and Casualty — Developer Information

Heritage Property and Casualty — Accepted Policy Formats

Heritage Property and Casualty — Values confirmed and shared

Heritage Property and Casualty — NAIC Information

HIPPO Insurance — Developer Information

HIPPO Insurance — Accepted Policy Formats

HIPPO Insurance — Values confirmed and shared

HIPPO Insurance — NAIC Information

Kb Home Insurance Agency — Developer Information

Kb Home Insurance Agency — Accepted Policy Formats

Kb Home Insurance Agency — Values confirmed and shared

Kb Home Insurance Agency — NAIC Information

Kin Insurance — Developer Information

Kin Insurance — Accepted Policy Formats

Kin Insurance — Values confirmed and shared

Kin Insurance — NAIC Information