Submit a quote for approval
In an agent portal, following API flow to submit a quote for approval applies to most implementations:
Start a Quote
The process required to start a quote includes the agent initiating a new quote and selecting the product, and then the API is called to create a quote, access the quote, and load the details required to start the quote.
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 user enters quote details on various tabs or pages, resolves any errors, and then has the opportunity to apply for the policy.
Buy the Policy
Issue Policy or Submit for Approval
The process to issue a policy includes either an API request to issue the policy or submit it for underwriting approval, if there are unresolved approval issues.