Issue a policy using the Sales Portal
While the business flow for each Sales Portal varies based on business needs, the following API flow applies to most implementations:
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.
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.
Buy the policy
Issue policy or refer quote to agent
The process to issue a policy includes either an API request to issue the policy or assign the application to an agent.