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partner-api

Create a quote

Submit a quote for a partner lead. Requires can_create_quotes = true on the partner record.

post/api/partner/quotes

Request body

lead_idstring required

ID of the lead this quote belongs to. Must belong to your partner account.

carrier_namestring required

Name of the insurance carrier providing the quote.

annual_premiumnumber required

Total annual premium in USD.

commission_ratenumber required

Commission rate as a percentage.

quote_numberstring required

The carrier's quote reference number.

policy_limitnumber nullable

Per-occurrence policy limit in USD.

aggregate_limitnumber nullable

Aggregate policy limit in USD.

retentionnumber nullable

Deductible / retention in USD.

effective_datestring nullable

Policy effective date (YYYY-MM-DD).

expiration_datestring nullable

Policy expiration date (YYYY-MM-DD).

taxesnumber nullable

Tax amount in USD.

other_feesnumber nullable

Other fees in USD.

wholesaler_mga_feenumber nullable

Wholesaler / MGA fee in USD.

wholesaler_mga_namestring nullable

Wholesaler / MGA name.

policy_feenumber nullable

Policy fee in USD.

agency_feenumber nullable

Agency / brokerage fee in USD (not financeable).

financing_enabledboolean nullable

Whether premium financing is enabled.

financing_amount_financednumber nullable

Amount financed in USD.

financing_percentagenumber nullable

Agency financing revenue percentage.

marketstring nullable

Market type, e.g. Admitted or Surplus.

notesstring nullable

Free-form notes about the quote.

coverage_limitnumber nullable

Coverage limit in USD.

premium_amountnumber nullable

Premium amount (if different from annual_premium).

currencystring nullable

Currency code.

termstring nullable

Policy term, e.g. annual or monthly.

Example request

{
  "annual_premium": 12500,
  "carrier_name": "Coface",
  "commission_rate": 15,
  "coverage_type": [
    "Cyber",
    "D&O",
    "Credit Insurance"
  ],
  "currency": "USD",
  "effective_date": "2026-08-01",
  "expiration_date": "2027-08-01",
  "lead_id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
  "policy_limit": 1000000,
  "quote_number": "COF-2026-98765",
  "term": "annual"
}

Response

Successful Response

successboolean

Example response

{
  "success": true,
  "data": {
    "quote_id": "9f8e7d6c-aaaa-bbbb-cccc-ddddeeeeffff",
    "lead_id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "carrier_name": "Coface",
    "coverage_type": "Credit Insurance",
    "annual_premium": 12500,
    "status": "Sent",
    "created_at": "2026-06-12T11:30:00Z"
  }
}

Changes

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