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GetClientCompanies

Returns the list of client (carrier) companies that the authenticated user can access. Call before AddClaim.

Purpose

Returns the list of client (carrier) companies that the authenticated user can access. Call this method before AddClaimAddClaim requires either a valid ClientCompanyID or an exact-match ClientCompanyName from this list.

Endpoint

  • Method: GetClientCompanies

  • SOAPAction (1.1): "https://ftservices.onlinereportinginc.com/v2/GetClientCompanies"

  • Parameter wrapper: <oParms>

Authentication

Standard credentials apply. Login, Password, and CompanyKey are passed inside the <oParms> wrapper. See Authentication & Authorization.

Parameters

Name

Type

Required

Description

Login

string

yes

Authorized FileTrac system login.

Password

string

yes

Password for the login.

CompanyKey

string

yes

The unique company code provided by FileTrac.

CompanyName

string

no

Partial-match filter on company name. When omitted, returns all accessible companies.

IncludeInactives

boolean

no

Default false. Set true to include inactive companies in the result.

Response

Returns a list of ClientCompanyExtract objects. Each object contains identifying and contact information for the client company plus an optional nested Contracts list.

Property

Datatype

Description

ClientCompanyID

int

System-generated ID. Use this as ClientCompanyID on AddClaim.

ClientCompanyName

string

Company name. Use this as ClientCompanyName on AddClaim (must match exactly).

ClientCompanyCode

string

Company code.

ClientCompanyAddr1

string

Address line 1.

ClientCompanyAddr2

string

Address line 2.

ClientCompanyCity

string

City.

ClientCompanyState

string

State.

ClientCompanyZIP

string

ZIP.

ClientCompanyCountry

string

Country.

ClientCompanyPhone

string

Primary phone.

ClientCompanyFax

string

Fax.

ClientPrimaryFName

string

Primary contact first name.

ClientPrimaryLName

string

Primary contact last name.

ClientPrimaryEmail

string

Primary contact email.

ClientCompanyBDX

string

Whether the company is a BDX (Bordereaux) account.

ClientCompanyTaxExempt

string

Tax-exempt status.

Contracts

List of Contract

Contracts associated with this company.

Errors

This method does not produce method-specific business errors. Authentication failures are surfaced via ResponseCode per Error Codes & Response Codes. When the authenticated user has no client-company access, the result list is empty.

Remarks

  • Returns active companies by default. Pass IncludeInactives=true only when reconciling historical data — AddClaim against an inactive company will succeed but is rarely desired.

  • The CompanyName filter is a partial match on the name. To match a single specific company, prefer pulling the full list and matching locally on ClientCompanyID.

  • Cache the result. The client-company list changes infrequently. Caching it for the lifetime of a session (or longer with manual invalidation) avoids unnecessary round-trips before every AddClaim call.

  • The Contracts sub-list is populated by the method. If you only need contract data and not company data, prefer GetClientContracts — it returns contracts across all client companies in a single call.

Example Request (SOAP 1.1)

POST /v2/service.asmx HTTP/1.1
Host: ftservices.onlinereportinginc.com
Content-Type: text/xml; charset=utf-8
SOAPAction: "https://ftservices.onlinereportinginc.com/v2/GetClientCompanies"<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientCompanies xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <oParms>
        <Login>integration.svc</Login>
        <Password>•••••••••</Password>
        <CompanyKey>ACME-AC-001</CompanyKey>
        <CompanyName>Lone Star</CompanyName>
        <IncludeInactives>false</IncludeInactives>
      </oParms>
    </GetClientCompanies>
  </soap:Body>
</soap:Envelope>

Example Response (SOAP 1.1)

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientCompaniesResponse xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <GetClientCompaniesResult>
        <ClientCompanyExtract>
          <ClientCompanyID>4218</ClientCompanyID>
          <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
          <ClientCompanyCode>LSM</ClientCompanyCode>
          <ClientCompanyAddr1>1500 Travis Street</ClientCompanyAddr1>
          <ClientCompanyAddr2>Suite 800</ClientCompanyAddr2>
          <ClientCompanyCity>Houston</ClientCompanyCity>
          <ClientCompanyState>TX</ClientCompanyState>
          <ClientCompanyZIP>77002</ClientCompanyZIP>
          <ClientCompanyCountry>USA</ClientCompanyCountry>
          <ClientCompanyPhone>713-555-0142</ClientCompanyPhone>
          <ClientCompanyFax>713-555-0143</ClientCompanyFax>
          <ClientPrimaryFName>Maria</ClientPrimaryFName>
          <ClientPrimaryLName>Alvarez</ClientPrimaryLName>
          <ClientPrimaryEmail>malvarez@lonestarmutual.example</ClientPrimaryEmail>
          <ClientCompanyBDX>No</ClientCompanyBDX>
          <ClientCompanyTaxExempt>No</ClientCompanyTaxExempt>
          <Contracts>
            <Contract>
              <ID>918</ID>
              <Name>Lone Star Mutual — Residential Property 2026</Name>
              <Code>LSM-RP-26</Code>
              <ClientCompanyID>4218</ClientCompanyID>
              <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
              <CompanyCode>LSM</CompanyCode>
              <CompanyBDX>No</CompanyBDX>
              <DateStart>2026-01-01T00:00:00</DateStart>
              <DateEnd>2026-12-31T00:00:00</DateEnd>
              <YOA>2026</YOA>
              <UMR/>
              <AuthorityLevel>50000.00</AuthorityLevel>
              <Notes/>
              <CoverholderCompanyID>0</CoverholderCompanyID>
              <CoverholderCompanyName/>
              <SyndicateCompanyID>0</SyndicateCompanyID>
              <SyndicateCompanyName/>
              <SyndicateCompanyNumber/>
              <LossFund>0.00</LossFund>
              <BrokerReferenceNumber/>
              <CreateDate>2025-11-12T09:14:22</CreateDate>
            </Contract>
          </Contracts>
        </ClientCompanyExtract>
      </GetClientCompaniesResult>
    </GetClientCompaniesResponse>
  </soap:Body>
</soap:Envelope>

Related Methods

  • AddClaim — call this method first to obtain a valid ClientCompanyID.

  • GetClientContacts — list the claim reps within a client company.

  • GetClientContracts — list contracts across all client companies.

  • Contract — the nested object type returned in Contracts.

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