Renewal & Business Statement API

This article is only for developers. In this post, we will explore how to get (1) renewals and (2) booked business (Business Statement) details via API.

Renewal & Business Statement API

Please import the following Postman Collection:

  • Replace the base URL with your organization's base URL.
  • Generate a new token in SIBRO and use it as the Bearer Token for the API. You can generate a token of SIBRO by navigating to Settings > Organization > Integrations > APIs > Generate Key.

For Upcoming Renewals

  • Adjust the "business_date_from" and "business_date_to" parameters to filter results by business date.
    • Note: For getting prospects renewing in (say) Jan 01 2026, you should pass 1 day before in the date ragne; that is, Dec 31 2025. This is because the business date is the potential start date of the new policy; not the renewal date.
  • Keep "status": 3. It will return only Upcoming business.
    • "status": 1 will return Converted business.
    • "status": 2 will return both Upcoming and Converted business.
  • Keep "type_of_business": 3. It will return only Renewals; no New or Rollover prospects.
  • Adjust "offset" and "limit" parameters for pagination.
  • You can optionally use the "search_key" parameter to fetch results matching a specific keyword.
    • For example, "search_key": "Shahrukh Khan" will only return results with the keyword "Shahrukh Khan".
    • Keep it empty if not required.

For Business Statement

  • Adjust the "business_date_from" and "business_date_to" parameters to filter results by business date.
  • Keep "status": 1. It will return only Converted business.
    • "status": 2 will return both Upcoming and Converted business.
    • "status": 3 will return Upcoming business.
  • Adjust "offset" and "limit" parameters for pagination.
  • You can optionally use the "search_key" parameter to fetch results matching a specific keyword.