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Planned — Submission endpoints are being added to the v1 API. See the Roadmap for overall API direction.
A submission groups related quotes for a single applicant. It serves as the entry point for new business, renewals, endorsements, cancellations, and reinstatements.

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Key Concepts

  • Submission — a container that groups one or more quotes. Each submission has a type that describes its purpose.
  • Submission types — quote (new business), renewal, endorsement, cancellation, reinstatement
  • Quote association — quotes are linked to a submission via submissionId when creating the quote

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Planned Endpoints

MethodEndpointDescription
POST/v1/submissionsCreate a submission
GET/v1/submissionsList submissions
GET/v1/submissions/{submissionId}Get a submission
PUT/v1/submissions/{submissionId}Update a submission
DELETE/v1/submissions/{submissionId}Delete a submission

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Workflow

  1. Create a submission — specify the type and any metadata
  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

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Permissions

OperationPermission
List, Getcompany.submission:read
Createcompany.submission:create
Updatecompany.submission:update
Deletecompany.submission:delete
  • Quotes API — create and manage quotes within a submission
  • Policy API — bind quotes to create policies
  • Roadmap — overall API direction