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admin-policies

Create Policy

Create a policy from a binding quote. Also flips the source quote → stage 'Active' (status 'Accepted') and the lead → stage 'Active', so the pipeline reflects the bind.

post/api/admin/policies

Request body

lead_idstring required
quote_idstring nullable
policy_numberstring required
carrier_namestring required
coverage_typestring required
marketstring nullable
inception_datestring nullable
expiration_datestring nullable
annual_premiumnumber required
taxesnumber nullable
other_feesnumber nullable
wholesaler_mga_feenumber nullable
wholesaler_namestring nullable
policy_feenumber nullable
agency_feenumber nullable
policy_admin_feenumber nullable
commission_ratenumber nullable
policy_limitnumber nullable
aggregate_limitnumber nullable
retentionnumber nullable
financing_enabledboolean nullable
financing_down_paymentnumber nullable
financing_amount_financednumber nullable
financing_percentagenumber nullable
coverage_detailsobject nullable
policy_pdf_urlstring nullable
policy_pdf_namestring nullable
receipt_urlstring nullable
receipt_namestring nullable
certificate_urlstring nullable
certificate_namestring nullable
binder_urlstring nullable
binder_namestring nullable
invoice_urlstring nullable
invoice_namestring nullable
bor_urlstring nullable
bor_namestring nullable
claims_urlstring nullable
claims_namestring nullable
warranty_urlstring nullable
warranty_namestring nullable
subjective_urlstring nullable
subjective_namestring nullable
financing_agreement_urlstring nullable
financing_agreement_namestring nullable
notesstring nullable

Response

Successful Response

{"stackTrail":"paths:/api/admin/policies:post:responses:200:content:application/json:schema","oasType":"schema","type":"unknown"}

Changes

No recorded changes to this endpoint across all 1 revision of this API.