STsteadily
Draft Quote

Quote Create

Changed on

Create a new quote from scratch by providing

  • Policy Type — See DP1 vs DP3 and Policy Types for details.
  • Primary Insured — Name, date of birth, and email
  • Policy Details — Occupancy status
  • Property Addresses — One or more addresses to cover

You can omit coverages from your create request and we'll configure everything to available defaults. Since our coverage options often vary by state, territory and even by other coverages you have selected, use the options returned in the quote response as the source-of-truth for which coverages are available. If the coverage option you selected is not available, the response will automatically match against the nearest value (default) or return an error if exact coverage_matching is requested.

post/v1/agency/draft_quote

Request

  • Base URL
    https://api.steadily.com (the document declares no server; this is the origin it was published from)
  • URL
    https://api.steadily.com/v1/agency/draft_quote
  • Auth
    HTTP bearer

Query parameters

coverage_matching'exact' | 'nearest'

Specify how coverages should be configured. Default to nearest, which caps coverage values to the closest min/max.

quote_idstring nullable
offer_idstring nullable
policy_idstring nullable

Request body

quote_idstring nullable

Optional - Existing quote ID to clone for rewrites.

Example request

{
  "quote": {
    "policy_details": {
      "occupancy": "rental"
    },
    "policy_type": "DP3",
    "primary_insured": {
      "date_of_birth": "1980-01-01",
      "email": "john@doe.com",
      "first_name": "John",
      "last_name": "Doe"
    },
    "properties": [
      {
        "address": {
          "city": "Lancaster",
          "county": "Fairfield",
          "state": "OH",
          "street_address": "1564 Deer Run Pl",
          "zip_code": "43130"
        }
      }
    ]
  }
}

Response

Successful Response

policy_type'DP1' | 'DP2' | 'DP3' required
effective_datestring date

Effective date in YYYY-MM-DD format. Defaults to today.

agent_ui_urlstring nullable

Direct link to Agent UI, which can be used to complete quote.

carrierstring required
public_policy_idstring nullable required
quote_versioninteger nullable

Version of the quote this response describes. Every saved change creates a new version.

insurance_structure'COI_MASTER_MGA' | 'STANDARD_MGA' | 'XMGA' | 'ARCHIVED'
effective_date_timezonestring nullable
updated_atstring date-time nullable
previous_policy_idstring nullable
renewal_policy_idstring nullable
renewal_quote_idstring nullable
renewal_status'draft' | 'quoted' | 'bound' | 'invalidated'
renewal_start_datestring date nullable
renewal_end_datestring date nullable
quote_idstring required
public_quote_idstring required
status'draft' | 'quoted' | 'declined' | 'bound' | 'issued' required
insurance_score_messagesobject[] nullable

Changes

  • f2a5a175e0a9Revision changes
    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

    • warning

      removed the request property //

  • 06e7c8b79217Revision changes
    • info

      added hurricane_or_named_storm_deductible discriminator mapping keys to the ///// request property

    • info

      added to the ///// request property oneOf list