Get Quote

Retrieves detailed information for a specific quote.

companyId · string · required

UUID of the company

quoteId · string · required

UUID of the quote to retrieve

Response

Response

{
  "id": "550e8400-e29b-41d4-a716-446655440002",
  "number": "Q-2024-001",
  "wizardType": "quote",
  "status": "complete",
  "submissionId": "550e8400-e29b-41d4-a716-446655440000",
  "applicationId": "550e8400-e29b-41d4-a716-446655440001",
  "policyId": "550e8400-e29b-41d4-a716-446655440003",
  "applicant": {
    "id": "550e8400-e29b-41d4-a716-446655440005",
    "name": "ABC Corporation",
    "email": "[e-mail]"
  },
  "data": {
    "currentStepKey": "review",
    "hasPassedDetailsStep": true,
    "hasReachedReviewStep": true,
    "policyInfo": {
      "number": "POL-2024-001",
      "type": "general_liability",
      "startsAtDate": "2024-01-01T00:00:00.000Z",
      "endsAtDate": "2024-12-31T23:59:59.000Z",
      "coverageTimezone": "America/New_York",
      "broker": {
        "name": "Insurance Broker LLC",
        "email": "[e-mail]",
        "commission": 15.0
      },
      "description": "General Liability Coverage",
      "ratingData": {
        "businessType": "technology",
        "annualRevenue": 5000000,
        "employeeCount": 50
      },
      "ratingInfo": {
        "ratingDate": "2024-01-15T10:30:00.000Z",
        "ratingEngine": "v2.1"
      }
    },
    "noRatingPremium": 2500.00,
    "policyAggregateLimits": {
      "generalAggregate": 2000000,
      "productAggregate": 2000000
    },
    "policyInsureds": [
      {
        "policyInsuredId": 1,
        "coveragePeriods": [
          {
            "id": "550e8400-e29b-41d4-a716-446655440006",
            "joinDate": "2024-01-01T00:00:00.000Z",
            "terminationDate": "2024-12-31T23:59:59.000Z",
            "initialTerminationDate": "2024-12-31T23:59:59.000Z",
            "policyInsuredId": 1
          }
        ],
        "isNewInsured": true,
        "isAddedInFlow": true,
        "isEditedInFlow": false,
        "coveragePeriodModification": false
      }
    ],
    "coverages": [
      {
        "id": "550e8400-e29b-41d4-a716-446655440007",
        "name": "General Liability",
        "limit": 1000000,
        "premium": 2500.00,
        "deductible": 1000,
        "coverageTypeId": "GL_BASIC"
      }
    ],
    "useDefaultCoverages": true,
    "editingCustomAdjustments": [
      {
        "id": "adj-001",
        "description": "Multi-policy discount",
        "amount": "-5.0",
        "insuredId": "550e8400-e29b-41d4-a716-446655440005",
        "sectionRank": 1,
        "format": "percent"
      }
    ],
    "billType": "annual",
    "billConfig": {
      "paymentPlan": "annual",
      "installments": 1,
      "downPayment": 0.25
    },
    "customBillItems": [
      {
        "id": "item-001",
        "description": "Policy fee",
        "amount": 50.00,
        "type": "fee"
      }
    ],
    "previousCustomBillItems": [],
    "files": [
      {
        "id": "550e8400-e29b-41d4-a716-446655440008",
        "filename": "application.pdf",
        "uploadDate": "2024-01-15T09:00:00.000Z",
        "size": 2048576
      }
    ],
    "displayUploadFilesStep": true,
    "hasAutoAddedForms": {
      "general_liability": true
    },
    "hasAutoAddedCopiedForms": {
      "general_liability": false
    },
    "autoAddForms": [
      {
        "formId": "GL-AUTO-001",
        "formName": "Standard General Liability Form"
      }
    ],
    "autoAddCopiedForms": [],
    "selectedForms": {
      "general_liability": ["GL-001", "GL-002", "GL-AUTO-001"]
    },
    "bindingSettings": {
      "autoBind": false,
      "requireApproval": true,
      "effectiveDate": "2024-01-01T00:00:00.000Z"
    },
    "recipients": [
      {
        "email": "[e-mail]",
        "name": "Insurance Broker",
        "type": "broker"
      },
      {
        "email": "[e-mail]",
        "name": "ABC Corporation",
        "type": "insured"
      }
    ],
    "enteredEffectiveDate": "2024-01-01T00:00:00.000Z",
    "importPolicyId": "550e8400-e29b-41d4-a716-446655440010"
  },
  "bindErrors": [],
  "previewData": {
    "premiumSummary": {
      "basePremium": 2500.00,
      "adjustments": -125.00,
      "fees": 50.00,
      "totalPremium": 2425.00
    }
  },
  "ratingEngineRevisionId": "rev-001",
  "ratingEngineVersionShortName": "v2.1",
  "billingEmail": "[e-mail]"
}

Quote Status Values

• in_progress - Quote is being prepared
• complete - Quote is complete and ready
• sent - Quote has been sent to recipient
• accepted - Quote has been accepted
• bound - Quote has been bound to a policy
• cancelled - Quote was cancelled
• archived - Quote has been archived
• applied_to_policy - Quote has been applied to an existing policy

Quote Wizard Types

• quote - Standard quote wizard
• endorsement - Policy endorsement wizard
• renewal - Policy renewal wizard
• forms - Forms management wizard
• cancellation - Policy cancellation wizard