POST /policy/{tenantLocator}/policies/{locator}/quote

Create a draft quote based on the segment of an existing policy

Request

  • Base URL
    https://docs.socotra.com
  • Auth
    none declared

Path parameters

tenantLocatorstring uuid required
locatorstring ulid required

Query parameters

datestring date-time

Identifies the policy segment to copy using the specified time. If omitted, the issuance transaction segment is used.

byIssuedTimeboolean

Applies only when date is provided. If true, date is matched against issued time; otherwise, it is matched against effective time.

includeStaticDataboolean

If true, policy static data will be copied into the created quote.

Response

OK

locatorstring ulid required
quoteState'draft' | 'validated' | 'earlyUnderwritten' | 'priced' | 'underwritten' | 'accepted' | 'issued' | 'underwrittenBlocked' | 'declined' | 'rejected' | 'refused' | 'discarded' required
productNamestring required
accountLocatorstring ulid required
startTimestring date-time
endTimestring date-time
timezonestring
currencystring
underwritingStatusstring
expirationTimestring date-time
policyLocatorstring ulid
delinquencyPlanNamestring
durationBasis'years' | 'months' | 'weeks' | 'days' | 'hours'
groupLocatorstring ulid
autoRenewalPlanNamestring
billingLevel'account' | 'inherit' | 'policy' required
regionstring
quoteNumberstring
durationnumber

The duration of the prospective policy in units of durationBasis

acceptedTimestring date-time
issuedTimestring date-time
quickQuoteLocatorstring ulid
anonymizedAtstring date-time
invoiceFeeAmountnumber
createdBystring uuid
createdAtstring date-time
jurisdictionstring
producerCodestring
reservedPolicyNumberstring
proxyPayerLocatorstring ulid
continuationOfLocatorstring ulid
startWithTermNumberinteger
staticobject
policyNumberstring

Changes

No recorded changes to this operation across all 2 revisions of this API.