| Name | Description | Type | Additional information |
|---|---|---|---|
| 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. |
| DivisionOrganizationId |
Division Id |
integer |
None. |
| BillPlanId |
Bill plan Id for current term |
integer |
None. |
| RenewalBillPlanId |
Bill plan Id for the renewal term |
integer |
None. |
| CustomerId |
Customer Id |
integer |
None. |
| Customer |
Customer details A new customer is created when this is provided and no CustomerId is set |
CustomerInboundDTO |
None. |
| EffectiveDate |
Effective date of quote |
date |
Required |
| ExpirationDate |
Expiration date of quote |
date |
None. |
| QuoteTerm |
Term length of quote |
QuoteTermEnum |
Required |
| LineOfBusiness |
Line of business of quote |
string |
Required |
| PrimaryNamedInsured |
Primary named insured's details |
QuoteEntityDTO |
None. |
| RateGuaranteeDate |
Rate guarantee date |
date |
None. |
| RatingTaxa |
Rating taxa of quote |
string |
Required |
| State |
State or province code |
string |
Required |
| Country |
Country code |
string |
Required |
| UnderwritingCompanyId |
Underwriting company Id of quote |
integer |
Required |
| UniversalAccountId |
Universal account Id of quote |
integer |
Required |
| QuoteNumber | string |
None. |
|
| AgencyCommissionOverride |
Quote-level commission override for agency commissions |
CommissionDTO |
None. |
| SubagencyCommissionOverride |
Quote-level commission override for subagency commissions |
CommissionDTO |
None. |
| AgentCommissionOverride |
Quote-level commission override for agent commissions |
CommissionDTO |
None. |
| AdditionalPayees |
Additional commisionable payees |
Collection of AdditionalPayeeDTO |
None. |
| CustomQuoteNumber | string |
String length: inclusive between 0 and 100 |
|
| QuoteName |
Quote Name |
string |
None. |
| UnderwriterId |
Underwriter's User Id |
integer |
None. |
| Id |
Primary Id |
integer |
None. |
| Expand |
Comma separated list of expansions to include in results |
string |
None. |