Submit a quote to an agent

While the business flow for each Sales Portal varies based on business needs, the following API flow applies to most implementations:

Start a quote.
Enter quote details.
Submit quote to an agent

Start a quote

The process required to start a quote includes the consumer selecting a product and then sending API requests to create a quote, access the quote, and load the details required to start the quote.

Note: The complete URL of the application is available in the Location header of the POST /applications API response. The URL of the application includes the systemId.

Enter quote details

The process required to enter quote details is an iterative process where the consumer enters quote details on various tabs or pages, resolves any errors, and then has the opportunity to apply for the policy. The product setup defines the quote details that the consumer must enter to complete a quote.

Each time the portal loads or saves the quote as part of a step or similar action, the portal submits a PUT request with the latest _revision of this quote.

Note: To save the quote, the revision number is required.

Process to enter quote details for a consumer portal.

Note: If you configure a product with the data prefill option, see Data prefill for quotes for additional steps that occur when the consumer enters quote details.

Submit quote to an agent

The process required to submit a quote to an agent requires that the consumer accepts the conditions on the consent form. Then for quick quotes, an API request is needed to convert the quick quote to a quote. Finally, the consumer submits the quote for further processing and the portal sends an API request to assign the quote to an agent.

Process to submit the quote to an agent.