CreateQuote

The following method is used to create a quote.

/api/v1/custom-quote

Request Parameters

  • AgentName string

    Name of the agent.

  • MailingAddress string

    Postal address to send documents.

  • InsuredName string

    Name of the insured.

  • EffectiveDate DateTime

    Effective date of Policy.

  • UserId integer

    Metadata

  • QuoteId integer

    Metadata

  • Channelstring

  • Must be set to default.

 

Response

  • AgentName string

    Name of the agent.

  • MailingAddress string

    Postal address to send documents.

  • InsuredName string

    Name of the insured.

  • EffectiveDate DateTime

    Effective date of Policy.

  • UserId integer

    Metadata

  • QuoteId integer

    Metadata

Request
{
"LOBProductDetail": {
    "EffectiveDate": "2022-09-21T18:30:00.000Z",
    "ExpiryDate": "2022-10-22T05:30:00.000Z",
    "PolicyEndDate": "2022-09-22T06:48:10.332Z",
    "ProductDetails": [
      {
        "ProductName": "HomeOwners",
        "DisplayName": "Home Owners",
        "IsSelected": true,
        "Image": "",
        "HelpTextHeader": "",
        "HelpTextContent": ""
      }
    ]
  },
  "UserId": 4,
  "QuoteId": 0,
  "AccountId": 0,
  "InsuredInfo": {
    "DomicileState": "AZ",
    "PhysicalAddress": {
      "City": "Bullhead City",
      "State": "AZ",
      "Address": "2828 Desert Song Dr, Bullhead City, AZ 86429, USA",
      "Latitude": 35.1510853,
      "Longitude": -114.5356563,
      "AddressLine1": "2828, Desert Song Drive",
      "AddressLine2": "",
      "County": "Mohave County",
      "Territory": "",
      "ZipCode": "86429"
    },
    "MailingAddress": {
      "City": "Bullhead City",
      "State": "AZ",
      "Address": "2828 Desert Song Dr, Bullhead City, AZ 86429, USA",
      "Latitude": 35.1510853,
      "Longitude": -114.5356563,
      "AddressLine1": "2828, Desert Song Drive",
      "AddressLine2": "",
      "County": "Mohave County",
      "Territory": "",
      "ZipCode": "86429"
    },
    "IsMailingAddressAsPhysical": "Yes",
    "SubIndustryType": "",
    "AgencyName": "",
    "AgencyCode": "",
    "AgentName": "roger",
    "AgentEmail": "",
    "EmailID": "Customer.johnd@gmail.com",
    "PhoneNumber": "612-324-3425",
    "LegalBusinessName": "John Smith",
    "State": "",
    "FirstName": "John",
    "MiddleName": "",
    "LastName": "Smith",
    "EffectiveDate": "2022-09-21T18:30:00.000Z",
    "ExpiryDate": "2022-10-22T05:30:00.000Z",
    "BusinessStartDate": "2022-09-21T18:30:00.000Z",
    "PolicyEndDate": "2021-10-07T18:30:00.000Z",
    "InsuredName": "John Smith",
    "DateofBirth": "1996-09-11T00:00:00.000Z",
    "Gender": "",
    "Occupation": "",
    "MaritalStatus": "",
    "FootTrafficinHome": "",
    "DwelllingUnrepairedDamage": "",
    "FuseProvidingPower": "",
    "IsPriorPolicyHistory": false
  },
  "UWQuestions": [
    {
      "Name": "DwelllingUnrepairedDamage",
      "Value": "No"
    },
    {
      "Name": "FuseProvidingPower",
      "Value": "No"
    },
    {
      "Name": "FootTrafficinHome",
      "Value": "No"
    },
    {
      "Name": "Undergroundfueltanks",
      "Value": "No"
    }
  ]
}
Response
{
  "InsuredInfo": {
    "AgencyName": "",
    "AgencyCode": "",
    "AgentName": "roger",
    "AgentEmail": "",
    "BusinessStartDate": "2022-09-21T18:30:00Z",
    "DBA": null,
    "InsuredName": "John Smith",
    "InsuredEmail": null,
    "InsuredPhone": null,
    "DomicileState": "AZ",
    "FEIN": null,
    "PhysicalAddress": {
      "Address": "2828 Desert Song Dr, Bullhead City, AZ 86429, USA",
      "Address2": null,
      "AddressLine1": "2828, Desert Song Drive",
      "AddressLine2": "",
      "County": "Mohave County",
      "ZipCode": "86429",
      "City": "Bullhead City",
      "State": "AZ",
      "Latitude": "35.1510853",
      "Longitude": "-114.5356563",
      "Territory": ""
    },
    "MailingAddress": {
      "Address": "2828 Desert Song Dr, Bullhead City, AZ 86429, USA",
      "Address2": null,
      "AddressLine1": "2828, Desert Song Drive",
      "AddressLine2": "",
      "County": "Mohave County",
      "ZipCode": "86429",
      "City": "Bullhead City",
      "State": "AZ",
      "Latitude": "35.1510853",
      "Longitude": "-114.5356563",
      "Territory": ""
    },
    "IsMailingAddressAsPhysical": "Yes",
    "IsDomicileStateSameAsState": false,
    "LegalEntityType": null,
    "LegalEntity": null,
    "NAICSCode": null,
    "SICCode": null,
    "IndustryType": null,
    "IsPastLossHistory": false,
    "IsPriorPolicyHistory": false,
    "SubIndustryType": "",
    "EntityID": null,
    "AgmtID": null,
    "AgmtTermID": null,
    "PhoneNumber": "612-324-3425",
    "NoOfBusinessLocation": 0,
    "PastLossHistory": null,
    "LegalBusinessName": "John Smith",
    "State": "",
    "FirstName": "John",
    "MiddleName": "",
    "LastName": "Smith",
    "BenefitsToEmployee": null,
    "InsuranceFor": null,
    "TypeofInsurance": null,
    "EmailID": "Customer.johnd@gmail.com",
    "EffectiveDate": "2022-09-21T18:30:00Z",
    "ExpiryDate": "2022-10-22T05:30:00Z",
    "PolicyEndDate": "2021-10-07T18:30:00Z",
    "Gender": "",
    "DateofBirth": "1996-09-11T00:00:00Z",
    "Occupation": "",
    "MaritalStatus": "",
    "FootTrafficinHome": "",
    "DwelllingUnrepairedDamage": "",
    "FuseProvidingPower": ""
  },
  "AccountId": 1089,
  "QuoteId": 988,
  "QuoteNumber": "QHOBP001083",
  "QuoteStatus": "Quote Created",
  "OfferCode": "QHOBP001083A",
  "DealId": 0,
  "LOBQuoteAdditionalInfo": null,
  "UWQuestions": null
}