Data Models

Submission Object

id · string (UUID)

Unique submission identifier

createdAt · string (ISO 8601)

Submission creation timestamp

updatedAt · string (ISO 8601)

Last update timestamp

status · string

Current submission status

type · string

Type of submission

number · string

Human-readable submission number

primaryInsuredName · string

Name of the primary insured party

applicationId · string (UUID)

Associated application identifier

name · string

Submission name/description

Quote Object

id · string (UUID)

Unique quote identifier

number · string

Human-readable quote number

status · string

Current quote status

createdAt · string (ISO 8601)

Quote creation timestamp

description · string

Quote description (optional)

policyId · string (UUID)

Associated policy identifier (if bound, optional)

grandTotal · number

Total premium amount (optional)

Detailed Quote Response Object

id · string (UUID)

Unique quote identifier

number · string

Human-readable quote number

wizardType · string

Type of wizard. Options: quote, endorsement, renewal, forms, cancellation

status · string

Current quote status. Options: in_progress, complete, sent, accepted, bound, cancelled, archived, applied_to_policy

submissionId · string (UUID)

Associated submission identifier

applicationId · string (UUID)

Associated application identifier (optional)

policyId · string (UUID)

Associated policy identifier (optional)

applicant · object

Optional applicant information from applications table

data · object

Quote data object containing all quote details

bindErrors · array

Optional preview data for binding errors

previewData · object

Optional preview data

ratingEngineRevisionId · string

Rating engine revision identifier (optional)

ratingEngineVersionShortName · string

Rating engine version short name (optional)

billingEmail · string

Additional billing email field (optional)

ImportPolicy Object

Used for creating and updating submissions.

policyNumber · string

Customer facing policy identifier

policyStartDate · string (ISO 8601)

Date policy begins

policyEndDate · string (ISO 8601)

Date policy ends

policyType · enum

A single letter policy type. See Policy Type Options below

ratingData · object

All policy-level rating data (see configuration endpoint)

billingPeriod · enum

Billing frequency. Options: doNotSendBill, annual, quarterly, monthly

renewingPolicyNumber · string

If a renewal, the number of the policy being renewed (optional)

policyCompanyEntityFields · object

All non-rating policy-level data (see configuration endpoint)

brokerName · string

The name of the broker/agent (optional)

brokerageName · string

The name of the brokerage/agency (optional)

brokerCommission · number

A percentage (e.g. 12.3 means 12.3%) (optional)

ImportPolicyCoverage Object

Used for defining coverage data when creating and updating submissions.

coverageTypeId · enum

Coverage type identifier

deductible · number

Deductible amount in dollars (optional)

retroactiveDate · string (ISO 8601)

Retroactive date (optional)

priorOrPendingLitigationDate · string (ISO 8601)

Prior or pending litigation date (optional)

defenseInsideLimit · string

Defense inside limit. Options: inside, outside (optional)

presetId · enum

Preset configuration identifier (optional)

limits · array

Array of limit objects with limitName (string) and amount (number | string)

endorsements · object

Insured-specific endorsements keyed by insuredId, containing deductible, retroactiveDate, priorOrPendingLitigationDate, limits, and presetId

ImportInsured Object

Used for defining insured party data when creating and updating submissions.

insuredName · string

The name of the insured, used to identify in the system

joinDate · string (ISO 8601)

Date coverage begins for insured

terminationDate · string (ISO 8601)

Date coverage ends for insured

policyInsuredType · enum

Type of insured. Options: primary, additional, named, related

entityType · enum

The type of covered entity (see configuration endpoint)

applicationData · object

All insured-level rating data

insuredCompanyEntityFields · object

All non-rating insured-level data (see configuration endpoint)

Configuration Response Object

Returned by the Get Configuration endpoint.

ratingEngineFields · array

All rating fields with entity type and field key (used for creating a quote)

nonRatingFields · object

Object containing policies and insureds properties, each providing non-rating fields available for population

insuredEntityTypes · object

Object where keys represent the types of entities that can be covered

enabledCoverageTypes · object

Object where keys represent the coverage type IDs available

Policy Type Options

The following policy type codes are available for the policyType field in ImportPolicy:

Code	Description
C	Claims Made
N	Claims Made “Nose” (Prior Acts)
T	Claims Made “Tail” (Reporting Endorsement)
O	Occurrence
P	Claims Paid
S	Slot Coverage - Claims Made
Q	Slot Coverage “Tail” (Reporting Endorsement)
R	Slot Coverage - Occurrence

Submission Status Values

Status	Description
draft	Submission is being prepared
submitted	Submission has been submitted for review
under_review	Submission is being reviewed
quoted	Quote has been generated
bound	Policy has been bound
declined	Submission was declined

Submission Types

Type	Description
new_business	New business submission
renewal	Policy renewal submission
endorsement	Policy endorsement submission

Quote Status Values

Status	Description
draft	Quote is being prepared
active	Quote is active and available
expired	Quote has expired
bound	Quote has been bound to a policy
declined	Quote was declined
superseded	Quote has been replaced by a newer version