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Policy → Update
AI-generatedSummary
Update an existing insurance policy in AgencyZoom by specifying the Policy ID and one or more policy fields to modify.
Inputs
- Policy ID (required) — The ID of the policy to update.
- Update Fields — A collection of policy attributes to update, including Agent, Broker Fee, Carrier, CSR, Effective Date, Expiry Date, Insured Name, Items, Lead Source, Location, Policy Number, Policy Type, Premium, Sold Date, and Tags.
Output shape
a single updated policy record
The operation returns the updated policy object. Only fields included in Update Fields are modified; all others remain unchanged. Policy ID is required to identify which policy to update.