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v4

latestOpenAPI 3.1.02026-08-0421336267.5 KB
Draft Quote

Quote Create

Create a new quote from scratch by providing

  • Policy Type — See DP1 vs DP3 and Policy Types for details.
  • Primary Insured — Name, date of birth, and email
  • Policy Details — Occupancy status
  • Property Addresses — One or more addresses to cover

You can omit coverages from your create request and we'll configure everything to available defaults. Since our coverage options often vary by state, territory and even by other coverages you have selected, use the options returned in the quote response as the source-of-truth for which coverages are available. If the coverage option you selected is not available, the response will automatically match against the nearest value (default) or return an error if exact coverage_matching is requested.

post/v1/agency/draft_quote

Query parameters

coverage_matching'exact' | 'nearest'

Specify how coverages should be configured. Default to nearest, which caps coverage values to the closest min/max.

quote_idstring nullable
offer_idstring nullable
policy_idstring nullable

Request body

quote_idstring

Optional - Existing quote ID to clone for rewrites.

Example request

{
  "quote": {
    "policy_type": "DP3",
    "primary_insured": {
      "first_name": "John",
      "last_name": "Doe",
      "email": "john@doe.com",
      "date_of_birth": "1980-01-01"
    },
    "policy_details": {
      "occupancy": "rental"
    },
    "properties": [
      {
        "address": {
          "street_address": "1564 Deer Run Pl",
          "city": "Lancaster",
          "state": "OH",
          "zip_code": "43130",
          "county": "Fairfield"
        }
      }
    ]
  }
}

Response

Successful Response

policy_type'DP1' | 'DP2' | 'DP3' required

An enumeration.

insurance_structure'COI_MASTER_MGA' | 'STANDARD_MGA' | 'XMGA' | 'ARCHIVED'

An enumeration.

effective_datestring date

Effective date in YYYY-MM-DD format. Defaults to today.

effective_date_timezonestring nullable
updated_atstring date-time nullable
previous_policy_idstring nullable
renewal_policy_idstring nullable
renewal_quote_idstring nullable
renewal_status'draft' | 'quoted' | 'bound' | 'invalidated'

An enumeration.

renewal_start_datestring date nullable
renewal_end_datestring date nullable
agent_ui_urlstring nullable

Direct link to Agent UI, which can be used to complete quote.

carrierstring required
public_policy_idstring nullable required
quote_idstring required
public_quote_idstring required
status'draft' | 'quoted' | 'declined' | 'bound' | 'issued' required

An enumeration.

insurance_score_messagesobject[] nullable