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

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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

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Quote Object

FieldTypeDescription
idstring (UUID)Unique quote identifier
numberstringHuman-readable quote number
statusenumCurrent 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

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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 tutorial)
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 tutorial)
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%)

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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)
    }
  }
}

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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”
entityTypeenumThe type of covered exposure
applicationDataobjectAll insured-level rating data
insuredCompanyEntityFieldsobjectAll non-rating insured-level data (see config tutorial)

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Policy Type Options

ValueDescription
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

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Submission Status Values

ValueDescription
draftSubmission is being prepared
submittedSubmission has been submitted for review
under_reviewSubmission is being reviewed
quotedQuote has been generated
boundPolicy has been bound
declinedSubmission was declined

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Submission Types

ValueDescription
new_businessA submission that will create a new policy
renewalSubmission that will create a new policy from an existing one. This new policy can contain updated information.
endorsementSubmission that will update an existing policy

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Quote Status Values

ValueDescription
draftQuote is being prepared
activeQuote is active and available
expiredQuote has expired
boundQuote has been bound to a policy
declinedQuote was declined
supersededQuote has been replaced by a newer version

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Field Types

TypeDescriptionUsage in Submission
InputFieldA field that takes a value of type string or number, based on the fields.type value"key" : "some string" or "key" : 555
DateFieldA field that takes a value of type string in the format YYYY-MM-DD"key" : "2025-10-03"
SelectField or RadioSelectA field that takes a value of type string or number, based on the value property of fields.options"key" : "some option", where fields.options:[{"value":"some option"},...]
MultiSelectFieldA field that takes a value of type string, based on the value properties of fields.options."key" : "some option 1, some option 2", where fields.options:[{"value":"some option 1"}, {"value":"some option 2"},...]
GroupFieldA field that takes a value of type array. This array is made of objects, whose keys are found in fields.subFields. Each field in fields.subFields is a type of Field"key" : [{"subKey": "value"},...]