Overview

Group related quotes under a single submission

A submission groups related quotes for a single applicant. It serves as the entry point for new business, renewals, endorsements, cancellations, and reinstatements.

Key Concepts

• Submission — a container that groups one or more quotes. Each submission has a type that describes its purpose.
• Submission types — newBusiness, renewal, endorsement, cancellation, reinstatement
• Quote association — quotes are linked to a submission via submissionId when creating the quote. The submissionQuotes join field on the submission response contains the linked quote IDs.

API Endpoints

Method	Endpoint	Description
POST	/v1/submissions	Create a submission
GET	/v1/submissions	List submissions (filterable by type, status, text)
GET	/v1/submissions/{submissionId}	Get a submission
PUT	/v1/submissions/{submissionId}	Update a submission
DELETE	/v1/submissions/{submissionId}	Soft-delete a submission
GET	/v1/submissions/configuration	Get available fields schema

Data Model

Submissions use fieldModelV1Data — a flat JSON object where keys are field reference IDs. System-managed fields include:

Field	Description
submissionNumber	Auto-generated submission number
submissionType	Submission type (required on create)
submissionStatus	Current status (defaults to inProgress)
submissionName	Display name
submissionPrimaryInsured	Primary insured name (set from first quote’s primary exposure)
submissionBoundDate	Date when the submission’s quote was bound
submissionQuotes	Array of linked quote IDs (populated via join field)

Use the Configuration endpoint to discover all available fields including custom fields defined in the onboarding spreadsheet.

Workflow

1. Create a submission — specify the submissionType and any custom fields
2. Create quotes under the submission using POST /v1/quotes with the submissionId field
3. Iterate on quotes — update, rate, and refine
4. Bind the accepted quote — converts to a policy via the Policy Transaction API. The submission status is automatically updated to boundToPolicy.

Permissions

Operation	Permission
List, Get, Configuration	company.submission:read
Create	company.submission:create
Update	company.quote:update
Delete	company.quote:delete

Update and Delete currently use company.quote:update and company.quote:delete permissions because dedicated company.submission:update and company.submission:delete permissions have not been created yet.

Related Resources

• Quotes API — create and manage quotes within a submission
• Policy API — bind quotes to create policies