Surplus Lines Tax API
Surplus Lines API provides automated access to surplus lines insurance filings, compliance, and reporting. Integrating with Make.com enables users to automate insurance filings, retrieve compliance statuses, and streamline reporting processes directly within their workflows. |
|---|
This is AI-generated content based on official Surplus Lines Tax API documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Surplus Lines Tax API directly.
Requirements
To use the Surplus Lines Tax API app in Make, you must have an active account and an API Key, create your account on Surplus Lines Tax API. For subscription, refer to the Surplus Lines Tax API pricing page.
Connect Surplus Lines Tax API and Make
To get started, you must first create a connection between Surplus Lines Tax API and Make, allowing the two services to communicate.
Obtain your API Key in your Surplus Lines Tax API account
Create the connection in Make.
Obtain your API Key in your Surplus Lines Tax API account
Before you create the connection in Make, you should first obtain your API Key in your Surplus Lines Tax API account.
To obtain your API Key :
Navigate to the API Keys section in your dashboard.
Click the Generate button to create a new API key.
Copy the API key displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Surplus Lines Tax API module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Surplus Lines Tax API account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Surplus Lines Tax API modules
After connecting to the Surplus Lines Tax API app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Surplus Lines Tax API resources
You can have access to more resources related to this app on the following links