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This section provides complete reference documentation for all data structures used in the Submissions and Quotes API.

Submission Object

FieldTypeDescription
idstring (UUID)Unique submission identifier
createdAtstring (ISO 8601)Submission creation timestamp
updatedAtstring (ISO 8601)Last update timestamp
statusstringCurrent submission status
typestringType of submission
numberstringHuman-readable submission number
primaryInsuredNamestringName of the primary insured party
applicationIdstring (UUID)Associated application identifier
namestringSubmission name/description

Quote Object

FieldTypeDescription
idstring (UUID)Unique quote identifier
numberstringHuman-readable quote number
statusstringCurrent quote status
createdAtstring (ISO 8601)Quote creation timestamp
descriptionstring (optional)Quote description
policyIdstring (UUID, optional)Associated policy identifier (if bound)
grandTotalnumber (optional)Total premium amount

ImportPolicy Object

FieldTypeDescription
policyNumberstringCustomer facing policy identifier
policyStartDatestring (ISO 8601)Date policy begins
policyEndDatestring (ISO 8601)Date policy ends
policyTypeenumA single letter “C”, “O”, etc. (see below)
ratingDataobjectAll policy-level rating data (see config route)
billingPeriodenum”doNotSendBill”, “annual”, “quarterly”, “monthly”
renewingPolicyNumberstring (optional)If a renewal, the number of the policy being renewed
policyCompanyEntityFieldsobjectAll non-rating policy-level data (see config route)
brokerNamestring (optional)The name of the broker/agent
brokerageNamestring (optional)The name of the brokerage/agency
brokerCommissionnumber (optional)A percentage (e.g. 12.3 means 12.3%)

ImportPolicyCoverage Object

{
  "coverageTypeId": enum,
  "deductible": number (in dollars, optional),
  "retroactibveDate": string (ISO 8601, optional),
  "priorOrPendingLitigationDate": string (ISO 8601, optional),
  "defenseInsideLimit": "inside" or "outside" (optional),
  "presetId": enum (optional),
  "limits": [{ "limitName": string, "amount": number | string }],
  "endorsements": {
    [insuredId]: {
      "deductible": number, (in dollars, optional)
      "retroactiveDate": string, // (ISO 8601, optional)
      "priorOrPendingLitigationDate": string (ISO 8601, optional),
      "limits": [{ "limitName": string, "amount": number | string }],
      "presetId": enum (optional)
    }
  }
}

ImportInsured Object

FieldTypeDescription
insuredNamestringThe name of the insured, used to identify in the system
joinDatestring (ISO 8601)Date coverage begins for insured
terminationDatestring (ISO 8601)Date coverage ends for insured
policyInsuredTypeenum”primary”, “additional”, “named”, or “related”
exposureTypeenumThe type of covered exposure
applicationDataobjectAll insured-level rating data
insuredCompanyEntityFieldsobjectAll non-rating insured-level data (see config route)

Policy Type Options

CodeDescription
CClaims Made
NClaims Made “Nose” (Prior Acts)
TClaims Made “Tail” (Reporting Endorsement)
OOccurrence
PClaims Paid
SSlot Coverage - Claims Made
QSlot Coverage “Tail” (Reporting Endorsement)
RSlot Coverage - Occurrence
I