NameDescriptionTypeAdditional information
EffectiveDate

Effective date of policy

date

Required

ExpirationDate

Expiration date of policy

date

Required

PolicyNumber

Policy number

string

String length: inclusive between 0 and 12

UnderlyingPolicyNumber

Underlying / External Policy number

string

String length: inclusive between 0 and 30

BillPlanId

Bill plan Id for current term

integer

None.

ThirdPartyBillTypeId

Third Party Bill Type Id

integer

None.

RenewalBillPlanId

Bill plan Id for the renewal term

integer

None.

PrimaryNamedInsured

Primary named insured's details

PolicyEntityDTO

None.

NamedInsuredLegalStatus

Legal status of the primary named insured

LegalStatusEnum

None.

RateGuaranteeDate

Rate guarantee date

date

None.

RatingTaxa

Rating taxa of policy

string

Required

AgencyId

Agency Id of quote's issuing agency, or parent agency of subagency if quote is issued by a subagency

integer

None.

AgentId

Agent Id of the quote's agent

integer

None.

SubagencyId

Agency Id of the quote's subagency, if issued by a subagency

integer

None.

ProcessorId

Processor Id

integer

None.

DivisionOrganizationId

Division Id

integer

None.

AgencyCommissionOverride

Override agency commissions

CommissionDTO

None.

SubagencyCommissionOverride

Override subagency commissions

CommissionDTO

None.

AgentCommissionOverride

Override agent commissions

CommissionDTO

None.

AdditionalPayees

Additional commisionable payees

Collection of AdditionalPayeeDTO

None.

AdditionalParties

Additional parties

Collection of PolicyEntityDTO

None.

TermNumber

Policy Term Number

integer

None.

Status

Policy Status (New / Renewal)

CurrentStatusEnum

None.

Id

Primary Id

integer

None.

Expand

Comma separated list of expansions to include in results

string

None.