Update Submission

Updates an existing submission by creating a new quote with updated policy, coverage, or insured data.

companyId · string · required

The company identifier (UUID)

submissionId · string · required

The submission identifier (UUID)

policy · object

Updated policy information including type, dates, and description

coverages · array

Updated array of coverage objects with limits, premiums, and configuration

insureds · array

Updated array of insured parties with coverage periods and policy details

billing · object

Updated billing configuration including payment plan and custom items

forms · object

Updated forms configuration and selection

Request Body

Request

{
  "policy": {
    "type": "general_liability",
    "startsAtDate": "2024-01-01T00:00:00.000Z",
    "endsAtDate": "2024-12-31T23:59:59.000Z",
    "coverageTimezone": "America/New_York",
    "description": "Updated General Liability Coverage for ABC Corporation"
  },
  "coverages": [
    {
      "name": "General Liability",
      "limit": 2000000,
      "premium": 3500.00,
      "deductible": 1000
    },
    {
      "name": "Products Liability",
      "limit": 2000000,
      "premium": 2500.00,
      "deductible": 1000
    },
    {
      "name": "Cyber Liability",
      "limit": 1000000,
      "premium": 2000.00,
      "deductible": 5000
    }
  ],
  "insureds": [
    {
      "name": "ABC Corporation",
      "entityType": "corporation",
      "coveragePeriods": [
        {
          "joinDate": "2024-01-01T00:00:00.000Z",
          "terminationDate": "2024-12-31T23:59:59.000Z"
        }
      ]
    },
    {
      "name": "ABC Subsidiary LLC",
      "entityType": "llc",
      "coveragePeriods": [
        {
          "joinDate": "2024-01-01T00:00:00.000Z",
          "terminationDate": "2024-12-31T23:59:59.000Z"
        }
      ]
    }
  ],
  "billing": {
    "billType": "quarterly",
    "paymentPlan": "quarterly",
    "installments": 4
  },
  "forms": {
    "selectedForms": {
      "general_liability": ["GL-001", "GL-002", "GL-003"],
      "cyber_liability": ["CYBER-001"]
    }
  }
}

Response

Response

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "number": "SUB-2024-001",
  "status": "quoted",
  "updatedAt": "2024-01-15T14:30:00.000Z",
  "type": "new_business",
  "primaryInsuredName": "ABC Corporation",
  "quotes": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440003",
      "number": "Q-2024-001",
      "status": "expired",
      "grandTotal": 4000.00,
      "createdAt": "2024-01-15T10:30:00.000Z"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440004",
      "number": "Q-2024-002",
      "status": "active",
      "grandTotal": 8000.00,
      "createdAt": "2024-01-15T14:30:00.000Z"
    }
  ],
  "policy": {
    "id": "550e8400-e29b-41d4-a716-446655440002",
    "number": "POL-2024-001",
    "type": "general_liability",
    "startsAtDate": "2024-01-01T00:00:00.000Z",
    "endsAtDate": "2024-12-31T23:59:59.000Z"
  }
}

Update Behavior

• New Quote Creation: Each update creates a new quote while preserving the original
• Status Management: Previous quotes are marked as “expired” or “superseded”
• Version Tracking: All quotes are retained for audit and comparison purposes
• Policy Updates: Policy changes are reflected in the new quote
• Coverage Modifications: Coverage limits, premiums, and types can be updated
• Insured Changes: Add, remove, or modify insured parties and their coverage periods

Quote Status Changes

• Previous Quote: Automatically marked as “expired” or “superseded”
• New Quote: Created with “active” status
• Submission Status: Updated to “quoted” if not already “bound”