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BriteAPI Tutorial: Create and bind a quote (Classic)

BriteCore provides full, end-to-end policy issuance and management functionality that includes quoting, rating, underwriting, policy generation, and statistical reporting. The entire lifecycle of the policy is managed using convenient interface tools, flexible workflows, and automatic processes that support teamwork and productivity.

Classic Quote provides a dynamic interface for agents and other stakeholders to generate policy estimates based on risk locations, rating details, product lines, and individual carrier risk tolerances. Carriers can configure each screen from collecting contact details, answering initial questions, and completing rating information to submitting an application, evaluating underwriting metrics, and completing final processing.

In this tutorial, we will guide you through creating your own custom quoting application workflow using BriteAPIs for BriteCore Classic.

Processing policy applications through API endpoints in BriteCore occurs in the following broad steps:

  1. Choose a product for a quote using Effective Date Lookup
  2. Address lookup to validate addresses
  3. Create a quote
  4. Update a quote
  5. Bind a policy
  6. Retrieve policy details
  7. Generate and attach a document
  8. Get the deliverable list
  9. Retrieve a specific deliverable

Note: For auto-related quote information, refer to the BriteQuote tutorial.

Key concepts

  • Application: The form submitted to an insurer requesting an insurance policy. Applications extend quotes with additional information.
  • Bound/Unbound: Binding refers to insurance coverage, and means that coverage is in place, although a policy has yet to be issued. Binding often occurs via verbal agreement, in person, or by phone.
  • Coverage: A guarantee of financial restoration for a loss. In BriteCore, coverages are considered a line item under Items.
  • Policy: A contract that guarantees insurance coverage for an agreed-upon duration of time.
  • Premium: Money paid by a policyholder to an insurance carrier in exchange for insurance.
  • Quote: A snapshot of a quoted premium that includes supporting risk and insurance information.
  • Quoting: The process of entering risk information, requesting a given level of insurance, and receiving a premium quote for a policy.
  • Risk: An asset protected by insurance.

Quote and policy status in BriteCore

The policy status indicates the current state of the policy and appears on each revision. To determine the current status of a policy, view the policy status on the most recent revision.

  • Unsubmitted: The quote or application hasn’t been submitted by the agent from the Agent portal.
  • Submitted: The application was submitted, but is pending processing by an underwriter.
  • Rejected: The application rejected by an underwriter.
  • Active: If the revision is committed, the policy and/or endorsement is in effect.
  • Cancelled: The policy isn’t in effect.
  • Cancellation Pending : The policy is currently in effect, but won’t be as of a future date.
  • Expired: The policy was non-renewed and isn’t in effect.

Create and bind a quote using BriteAPIs

Step 1: Get a security token

You will need to request an ID and Secret to use OAuth 2.0.

For more information, refer to How do I get started?

Step 2: Choose a product for a quote using Effective Date Lookup

Use the find_effective_date endpoint to view the list of products available for quoting. You pass the effective date as the starting point. It defaults to the current date.

Sample request

View code
curl --location --request POST '/api/v2/lines/find_effective_date' \

--header 'Content-Type: application/json' \

--header 'Authorization: Bearer

--data-raw '{

"date":"2019-05-30"

}'

Sample response

View code
{

"data": {

"description": "Initial Lines",

"lines": [

{

"inheritance_id": null,

"name": "Commercial Businessowners",

"date_updated": "2018-11-12 14:05:08",

"system_tags": null,

"policy_types": [

{

"always_display_wizard_credit_score_button": true,

"skip_insured_quoting_step": false,

"allow_motor_vehicle_reports": false,

"date_updated": "2019-05-16 15:48:05",

"three_month": false,

"app_id": "",

"six_month": false,

"rating_info_title": "SUPPLEMENTAL DECLARATIONS RATING INFORMATION",

"sort_order": 0,

"britelines_product_name": "",

"underwriting_questions": [],

"requires_approval": false,

"one_year_quote": true,

"location_id": "339ff897-8c0e-11de-b1cc-000c2976c0ee",

"id": "9a1e0f7e-cdf6-44f7-93df-2eb8725657e5",

"three_year": false,

"require_risk_address": true,

"maximum_risk_count": 500,

"protection_class": "ISO",

"is_protection_class_btn_visible": true,

"show_optional_builder_items_inline": false,

"allow_property_valuation": true,

"one_year": true,

"open_to_quoting": true,

"nine_month": false,

"separate_dec_sections": false,

"three_year_quote": false,

"inheritance_id": null,

"description": "Single Apartment buildings, Bed and Breakfast dwellings, 1-4 family rental dwellings, Office buildings, Motels (no bar or cocktail lounge exposures), Restaurants – less than 30% in liquor receipts, Convenience stores – with or without gas sales, Slot bars, Barber shops/Beauty parlors, Liquor/wine stores, Nail salons, Coffee shops, Hobby or craft stores",

"trust_risk_premiums": true,

"three_year_factor": 3,

"six_month_quote": false,

"system_tags": [

{

"category": false,

"claim": false,

"style": "text",

"name": "Policy Type Quoting Classification",

"question_option": false,

"required": false,

"question": false,

"policy_type_item": false,

"schedule": false,

"sub_line": false,

"contact": false,

"value": "Commercial",

"policy_type": true,

"policy": false,

"line": false,

"type": "internal",

"id": "9a815ccc-8a73-41fa-9b92-9cd0a8070189",

"show_on_dec": false

}

],

"line_id": "37948e35-7bb7-4909-a976-e96ceb096ac6",

"sequence_id": "68b4b23f-6025-11e7-b385-1208baa8836b",

"eighteen_month_factor": 1.5,

"one_year_factor": 1,

"three_month_quote": false,

"use_rating_v1": true,

"underwriting": "",

"nine_month_factor": 0.75,

"eighteen_month_quote": false,

"require_insured_name": false,

"dec_display_options": "Section I,Section II,Optional Items,Equipment Breakdown,Data Compromise",

"name": "Businessowners (BOP)",

"three_month_factor": 0.25,

"nine_month_quote": false,

"underwriting_options": [],

"multiple_property_status": false,

"limit_threshold": 0,

"six_month_factor": 0.5,

"effective_id": "d156045b-150c-4482-9002-b6fb0c64b350",

"eighteen_month": false,

"require_credit_score": false,

"limit_warning": null

},

{

"always_display_wizard_credit_score_button": true,

"skip_insured_quoting_step": false,

"allow_motor_vehicle_reports": false,

"date_updated": "2019-01-31 13:44:12",

"three_month": false,

"app_id": "",

"six_month": false,

"rating_info_title": "SUPPLEMENTAL DECLARATIONS RATING INFORMATION",

"sort_order": 1,

"britelines_product_name": "",

"underwriting_questions": [],

"requires_approval": false,

"one_year_quote": true,

"location_id": "339ff897-8c0e-11de-b1cc-000c2976c0ee",

"id": "db057828-7b4f-4b29-9f3b-8b56efb8eae7",

"three_year": false,

"require_risk_address": true,

"maximum_risk_count": 500,

"protection_class": "ISO",

"is_protection_class_btn_visible": true,

"show_optional_builder_items_inline": false,

"allow_property_valuation": true,

"one_year": true,

"open_to_quoting": true,

"nine_month": false,

"separate_dec_sections": false,

"three_year_quote": false,

"inheritance_id": null,

"description": "Multiple Apartment buildings, Bed and Breakfast dwellings, 1-4 family rental dwellings, Office buildings, Motels (no bar or cocktail lounge exposures), Restaurants – less than 30% in liquor receipts, Convenience stores – with or without gas sales, Slot bars, Barber shops/Beauty parlors, Liquor/wine stores, Nail salons, Coffee shops, Hobby or craft stores",

"trust_risk_premiums": true,

"three_year_factor": 3,

"six_month_quote": false,

"system_tags": [],

"line_id": "37948e35-7bb7-4909-a976-e96ceb096ac6",

"sequence_id": "68b4b23f-6025-11e7-b385-1208baa8836b",

"eighteen_month_factor": 1.5,

"one_year_factor": 1,

"three_month_quote": false,

"use_rating_v1": true,

"underwriting": "",

"nine_month_factor": 0.75,

"eighteen_month_quote": false,

"require_insured_name": false,

"dec_display_options": "Section I,Section II,Optional Items,Equipment Breakdown,Data Compromise",

"name": "Multi-Location Businessowners (BOP)",

"three_month_factor": 0.25,

"nine_month_quote": false,

"underwriting_options": [],

"multiple_property_status": true,

"limit_threshold": 0,

"six_month_factor": 0.5,

"effective_id": "d156045b-150c-4482-9002-b6fb0c64b350",

"eighteen_month": false,

"require_credit_score": false,

"limit_warning": null

}

],

"effective_id": "d156045b-150c-4482-9002-b6fb0c64b350",

"location_id": "339ff897-8c0e-11de-b1cc-000c2976c0ee",

"id": "37948e35-7bb7-4909-a976-e96ceb096ac6"

},

{

"inheritance_id": null,

"name": "Commercial General Liability",

"date_updated": "2017-07-28 11:52:12",

"system_tags": null,

"policy_types": [

{

"always_display_wizard_credit_score_button": true,

"skip_insured_quoting_step": false,

"allow_motor_vehicle_reports": false,

"date_updated": "2019-05-16 15:48:07",

"three_month": false,

"app_id": "",

"six_month": false,

"rating_info_title": "SUPPLEMENTAL DECLARATIONS RATING INFORMATION",

"sort_order": 0,

"britelines_product_name": "",

"underwriting_questions": [],

"requires_approval": false,

"one_year_quote": true,

"location_id": "339ff897-8c0e-11de-b1cc-000c2976c0ee",

"id": "a3b184f5-56bb-472e-8164-018139eb6b19",

"three_year": false,

"require_risk_address": true,

"maximum_risk_count": 500,

"protection_class": "ISO",

"is_protection_class_btn_visible": true,

"show_optional_builder_items_inline": false,

"allow_property_valuation": true,

"one_year": true,

"open_to_quoting": true,

"nine_month": false,

"separate_dec_sections": false,

"three_year_quote": false,

"inheritance_id": null,

"description": "A standard insurance policy issued to business organizations to protect them against liability claims for bodily injury (BI) and property damage (PD) arising out of premises, operations, products, and completed operations; and advertising and personal injury (PI) liability. ",

"trust_risk_premiums": true,

"three_year_factor": 0.3,

"six_month_quote": false,

"system_tags": [

{

"category": false,

"claim": false,

"style": "text",

"name": "InsVista Coverage Description",

"question_option": false,

"required": false,

"question": false,

"policy_type_item": false,

"schedule": false,

"sub_line": false,

"contact": false,

"value": "OTHER",

"policy_type": true,

"policy": false,

"line": false,

"type": "vendor",

"id": "cf3b3f45-5fa5-11e4-90e0-080027b45bae",

"show_on_dec": false

},

{

"category": false,

"claim": false,

"style": "text",

"name": "ISO APlus",

"question_option": false,

"required": false,

"question": false,

"policy_type_item": false,

"schedule": false,

"sub_line": false,

"contact": false,

"value": "GL",

"policy_type": true,

"policy": false,

"line": false,

"type": "vendor",

"id": "0e86a2db-f2dc-4ba6-b268-24a62763e3bf",

"show_on_dec": false

},

{

"category": false,

"claim": false,

"style": "text",

"name": "Policy Type Quoting Classification",

"question_option": false,

"required": false,

"question": false,

"policy_type_item": false,

"schedule": false,

"sub_line": false,

"contact": false,

"value": "Commercial",

"policy_type": true,

"policy": false,

"line": false,

"type": "internal",

"id": "9a815ccc-8a73-41fa-9b92-9cd0a8070189",

"show_on_dec": false

}

],

"messages": [],

"success": true

}

Step 3: Address lookup to validate addresses

The retrieveAddressInfo endpoint validates addresses, city and county dropdown lists, and returns geocoding data. You must pass the full address for validation in your request.

Sample request

View code
curl --location --request POST '/api/v2/contacts/retrieveAddressInfo' \

--header 'Content-Type: application/json' \

--header 'authorization: ' \

--data-raw '{

"stateAbbr": "MO",

"zip": "63141",

"addressLine1": "123 North Mosley Road"

}'

Sample response

View code
{

"businessLocations": false,

"valid": true,

"location": {

"latitude": 42.3744875,

"longitude": -71.06347439999999

},

"cities": [

"Boston"

],

"counties": [

{

"name": "Suffolk County"

}

],

"accuracy": "great"

}

Step 4: Create quote

The create_quote_extended endpoint creates and rates a quote by passing in named insured, agency, location, and coverage information.

Sample request

View code
curl --location --request POST '/api/v2/policies/create_quote_extended' \

--header 'Content-Type: application/json' \

--header 'authorization: ' \

--data-raw '{

"quote_info": {

"effective_date": "05/30/2019",

"line_name": "Personal Homeowners",

"policy_type_name": "Homeowners Form 2",

"underwriting_options": [],

"underwriting_questions": [],

"named_insureds": [

{

"name": "Steve Smith",

"type": "individual",

"ssn": "989155578",

"dob": "08/06/1980",

"phones": [

{

"number": "9785550416",

"type": ""

}

],

"emails": [

{

"email": "steve.smith@email.com",

"type": ""

}

],

"addresses": [

{

"address_line1": "123 Main St",

"address_line2": "",

"address_city": "Boston",

"address_state": "MA",

"address_county": "Suffolk",

"address_country": "USA",

"address_zip": "02110",

"type": "Mailing"

}

]

}

],

"agency_id": "e2522d8b-6496-4a11-b140-d0a0ee871cad",

"locations": [

{

"address_county_specify": "",

"address_line1": "123 Main St",

"address_line2": "",

"address_city": "Boston",

"address_state": "MA",

"address_county": "Suffolk",

"address_country": "USA",

"address_zip": "02110"

}

],

"items": [

{

"name": "Coverage A - Residence",

"questions": {

"Additional Families": "No",

"Construction": "Frame",

"Do you want earthquake coverage?": "No",

"Protection Class": "1 thru 6",

"Territory": "38",

"TerritorySelectedHTML": "Adams (38)"

},

"deductible": 500,

"limit": 200000

},

{

"name": "Coverage B - Appurtenant Structures",

"deductible": 0,

"limit": 20000

},

{

"name": "Coverage C: Personal Property",

"deductible": 0,

"limit": 100000

},

{

"name": "Coverage D - Additional Living Expense",

"deductible": 0,

"limit": 40000

}

],

"activated": false

}

}'

Sample response

View code
{
"data": {"contact_info": {
"name": "Steve Smith",
"dob": "08/06/1980",
"phones": [
{
"type": "",
"number": "9785550416"
}
],
"ssn": "989155578",
"type": "individual",
"emails": [
{
"type": "",
"email": "smith.steven@email.com"
}
],
"addresses": [
{
"address_line2": "",
"address_city": "Boston",
"address_line1": "123 Main St",
"type": "Mailing",
"address_county": "Suffolk",
"address_state": "MA",
"address_country": "USA",
"address_zip": "02110"
}
]
},
"policy_number": "Q-2020-67"
},
"messages": [
"Named insured info does not have required fields."
],
"success": false
}

Step 5: Update quote

Use the requote_extended endpoint to update an existing quote’s information, including named insured, agency, location, and coverage Information. You will need the policy_number from Step 4.

Sample request

View code
curl --location --request POST '.com/api/v2/policies/requote_extended' \

--header 'Content-Type: application/json' \

--header 'Cookie: webpy_session_id=813ae8d4d06ff1b1a614eb53e7429a0b54ccf454' \

--header 'authorization: ' \

--data-raw '{

"quote_info": {

"policy_number": "Q-2020-69",

"effective_date": "05/30/2020",

"line_name": "Personal Homeowners",

"policy_type_name": "Homeowners Form 2",

"underwriting_options": [],

"underwriting_questions": [],

"named_insureds": [

{

"name": "Joe Schmoe",

"type": "individual",

"ssn": "989155578",

"dob": "08/06/1980",

"phones": [

{

"phone_number": "9785550416",

"type": ""

}

],

"emails": [

{

"email": "Joe.brite@email.com",

"type": ""

}

],

"addresses": [

{

"address_line1": "123 Zero St",

"address_line2": "",

"address_city": "Boston",

"address_state": "MA",

"address_county": "Suffolk",

"address_country": "USA",

"address_zip": "02110",

"type": "Mailing"

}

]

}

],

"agency_id": "e2522d8b-6496-4a11-b140-d0a0ee871cad",

"locations": [

{

"address_county_specify": "",

"address_line1": "123 Main St",

"address_line2": "",

"address_city": "Boston",

"address_state": "MA",

"address_county": "Suffolk",

"address_country": "USA",

"address_zip": "02110"

}

],

"items": [

{

"name": "Coverage A - Residence",

"questions": {

"Additional Families": "No",

"Construction": "Frame",

"Do you want earthquake coverage?": "No",

"Protection Class": "1 thru 6",

"Territory": "38",

"TerritorySelectedHTML": "Adams (38)"

},

"deductible": 500,

"limit": 200000

},

{

"name": "Coverage B - Appurtenant Structures",

"deductible": 0,

"limit": 20000

},

{

"name": "Coverage C: Personal Property",

"deductible": 0,

"limit": 100000

},

{

"name": "Coverage D - Additional Living Expense",

"deductible": 0,

"limit": 40000

}

],

"activated": false

}

}

Sample response

View code
{

"data": {

"contact_info": {

"name": "Joe Schmoe",

"dob": "08/06/1980",

"phones": [

{

"phone_number": "9785550416",

"type": ""

}

],

"ssn": "989155578",

"type": "individual",

"emails": [

{

"type": "",

"email": "Joe.brite@email.com"

}

],

"addresses": [

{

"address_line2": "",

"address_city": "Boston",

"address_line1": "123 Zero St",

"type": "Mailing",

"address_county": "Suffolk",

"address_state": "MA",

"address_country": "USA",

"address_zip": "02110"

}

]

},

"policy_number": "Q-2020-69"

},

"messages": [

"Named insured info does not have required fields."

],

"success": false

}

Step 6: Bind policy

Use the bind endpoint to bind a quote and issue a policy. This endpoint generates declarations and creates a billing schedule.

Sample request

View code
curl --location --request POST '/api/v2/policies/bind' \

--header 'Content-Type: application/json' \

--header 'Cookie: webpy_session_id=485eb7b3da7ebd3293e6f861b0f2a69fa046d8b1' \

--header 'authorization: ' \

--data-raw '{

"bind_info": {

"policy_number": "Q-2020-71"

}

}'

}

Sample response

View code
{

"data": {

"policy_number": "P-2020-11",

"stp": {

"ran": true,

"details": [

{

"rule_name": "VR-ABC0",

"details": "",

"success": true

},

{

"rule_name": "VR-ABC1",

"details": "",

"success": true

},

{

"rule_name": "VR-ABC2",

"details": "",

"success": true

},

{

"rule_name": "VR-ABC3",

"details": "",

"success": true

}

],

"success": true

},

"policy_status": "Active",

"policy_id": "01c0426e-c72a-4164-a646-a0b86dde560d"

},

"messages": [],

"success": true

}

Step 7: Retrieve policy details

The retrieve_policy endpoint retrieves bound policy details—policy terms, coverage details, billing schedule and payments, related people and organizations (named insured, agent, mortgagee, inspector), and filed claims.

Sample request

View code
curl --location --request POST '/api/v2/policies/retrieve_policy' \

--header 'Content-Type: application/json' \

--header 'authorization: '

--data-raw '{

"policy_number": "10-2019-181"

}'

Sample response

View code
{

"data": {

"submit_bound": false,

"copied_to_rev_id": null,

"date_updated": "2019-09-26 07:08:09",

"inception_date": "2019-08-01",

"policy_group_id": null,

"submit_receipt_email": null,

"policy_contacts": {

"surplus_line_producers": [

{

"x_contact_reference": "2ef5e164-461d-4ff5-9a23-99dcde524e62"

}

],

"showAgencyContact": false

},

"id": "1c6dcb65-06c2-4996-806c-bef46cd5b6a9",

"rewritten": false,

"policy_number": "10-2019-181",

"active_policy_term": {

"manual_reason": null,

"override_min_amount_due": null,

"date_updated": "2019-09-26 10:35:52",

"generate_pre_pay_schedule": false,

"bill_sched_id": "7d3461be-f426-4ba5-8a14-82cc2af82689",

"first_address_used_id": null,

"renewal_status": "Renew",

"email_used_id": null,

"is_renewal": false,

"term_type": "3 Months",

"id": "56d40418-4928-41d6-adcc-a08fc5d9dcff",

"auto_pay_days_before": 0,

"term_length": 92,

"renewal_status_description": null,

"renewal_type": null,

"first_bill_whom_id": null,

"effective_date": "2019-08-01",

"billing_details": {

"premium_pro_rata": 523,

"total_debits": 523,

"premium_fully_billed": 0,

"system_fee": 0,

"premium_fully_earned": 0,

"custom_fee_fully_earned": 0,

"custom_fee_fully_billed": 0,

"future_fee": 0,

"custom_fee_pro_rata": 0,

"payments": -500,

"outstanding_debits": [

{

"record": {

"debit_custom_fee_fully_earned": 0,

"date_updated": "2019-10-01 20:21:15",

"date_deleted": null,

"date_added": "2019-10-01 20:21:15",

"debit_custom_fee_fully_billed": 0,

"transaction_type": "Invoice",

"id": "f6ebe73b-e32c-423f-a0cf-187eb55d7613",

"credit_transfer_id": null,

"debit_premium_fully_billed": 0,

"generated_by": "clientsite_test",

"debit_premium_fully_earned": 0,

"payment_amount": 0,

"day_zero_date": "2019-10-01",

"snapshot": {

"amount": 523,

"premium_overview": {

"debit_premium_pro_rata": 523,

"revision_written_premium": 523,

"debit_custom_fee_fully_earned": 0,

"revision_annual_fee": 0,

"debit_premium_fully_billed": 0,

"debit_custom_fee_pro_rata": 0,

"debit_premium_fully_earned": 0,

"premium_billed": 523,

"revision_annual_premium": 523,

"payment_amount": 0,

"revision_written_fee": 0,

"debit_system_fee": 0,

"custom_fees_billed": 0,

"debit_custom_fee_fully_billed": 0,

"payoff_amount": 523

},

"details": {

"paid_in_full": false,

"due_date": "10/01/2019",

"description": "Installment Invoice",

"policy_status": "Active",

"bill_date": "10/01/2019"

},

"schedule": {

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"questions": [],

"submit_bound_limit": false,

"date_updated": "2019-10-01 20:20:36",

"override_limit": false,

"rating_details": {

"objects": [

{

"runningTotal": "102.00",

"isCustomVar": false,

"type": "Evaluation - Premium",

"description": "",

"omit": false

}

],

"finalPremium": "102.00"

},

"combine_premium": false,

"item_id": "5c5b9350-ca23-43f5-beda-bb63f6121d3c",

"sort_order": 1,

"round_to": "1.00",

"dec_aliases": null,

"disallow_submit_bound": false,

"excluded_prorata_and_factor": true,

"limit_updated": false,

"policy_type_id": "af706bcf-b569-4c72-a041-215a709e3f2a",

"limit_availability": "",

"id": "069597dc-a182-409c-a6d7-ab7de1152e82",

"show_limit_and_premium_on_dec": false,

"category": "policy",

"date_deleted": null,

"allow_multiples": false,

"has_rate": true,

"not_applicable_for_agency_billing": false,

"sub_line_id": null,

"written_fee": null,

"deleted_by": null,

"rate_chain_refs": [],

"do_not_display_when_zero": false,

"loss_exposure_group": 0,

"renewal_split_by": null,

"apply_date": "2019-08-01",

"has_limit": false,

"hide_in_brite_quote": false,

"fully_earned": false,

"submit_bound_limit_upper": 0,

"system_tags": null,

"annual_premium": 102,

"resolved": false,

"inheritance_id": null,

"description": "Used to pull IRPM into Property Section",

"dec_font_bold": false,

"deleted": false,

"show_in_builder": "bc",

"no_commission_paid_on_line_item": true,

"display_on_dec_as": "",

"round_method": "ROUND_HALF_UP",

"annual_fee": null,

"loss_free_credit": {},

"date_added_micro": "607833",

"sub_line_instance_id": null,

"skip_pb_on_category_add": false,

"written_premium": 102,

"renewal_modify": false,

"dec_font_italic": false,

"date_added": "2019-09-26 10:17:18",

"skip_pb_on_mandatory_add": false,

"status_reason": "",

"revision_id": "3895aba8-7251-451e-b9d7-d0d036a3b5c7",

"display_premium_as_incl": false,

"builder_obj": null,

"name": "IRPM - Calculation",

"default": false,

"type": "calculation",

"loss_exposure": false,

"manual": false,

"has_loss_payee": false,

"link_obj": null,

"fully_billed": false,

"dec_font_size": 10,

"renewal_zip_factors": [],

"do_not_display_in_rating_information": false,

"limit": 0,

"renewal_amount": 0,

"prev_adj_amt": -1000000,

"pro_rate_fee": false,

"added_midterm": false,

"dividend_factor": 0,

"deductible": 0,

"rate_chain": [

{

"description": "",

"varName": null,

"newVarName": null,

"evalCode": "items[\"Individual Risk Premium Modification\"].IRPM * 100",

"assignment": "Premium",

"omitFromTotal": false,

"type": "Evaluation",

"final": false

}

],

"scheduled_item": {}

},

{

"required_for_quote": true,

"prevent_from_being_deleted": false,

"persist_status": "normal",

"mandatory": false,

"questions": [],

"submit_bound_limit": false,

"date_updated": "2019-10-01 20:20:36",

"override_limit": false,

"rating_details": {

"objects": [

{

"runningTotal": "0.000000",

"isCustomVar": false,

"type": "Rate Per",

"description": "",

"omit": false

}

],

"finalPremium": "0.000000"

},

"combine_premium": false,

"item_id": "732ad5c2-a26d-4e39-9eac-00783bd5a596",

"sort_order": 10,

"round_to": "1",

"dec_aliases": null,

"disallow_submit_bound": false,

"excluded_prorata_and_factor": true,

"limit_updated": false,

"policy_type_id": "af706bcf-b569-4c72-a041-215a709e3f2a",

"limit_availability": "",

"id": "6ae2fba7-fb95-4ab7-9eb2-b6aa647dfc44",

"show_limit_and_premium_on_dec": false,

"category": "policy",

"date_deleted": null,

"allow_multiples": false,

"has_rate": true,

"not_applicable_for_agency_billing": false,

"sub_line_id": null,

"written_fee": null,

"deleted_by": null,

"rate_chain_refs": [],

"do_not_display_when_zero": false,

"loss_exposure_group": 0,

"renewal_split_by": null,

"apply_date": "2019-08-01",

"has_limit": false,

"hide_in_brite_quote": false,

"fully_earned": false,

"submit_bound_limit_upper": 0,

"system_tags": null,

"annual_premium": 0,

"resolved": false,

"inheritance_id": null,

"description": "",

"dec_font_bold": false,

"deleted": false,

"show_in_builder": "all",

"no_commission_paid_on_line_item": false,

"display_on_dec_as": "",

"round_method": "ROUND_HALF_UP",

"annual_fee": null,

"loss_free_credit": {},

"date_added_micro": "492817",

"sub_line_instance_id": null,

"skip_pb_on_category_add": false,

"written_premium": 0,

"renewal_modify": false,

"dec_font_italic": false,

"date_added": "2019-09-26 14:21:14",

"skip_pb_on_mandatory_add": false,

"status_reason": "",

"revision_id": "3895aba8-7251-451e-b9d7-d0d036a3b5c7",

"display_premium_as_incl": false,

"builder_obj": {

"userInputs": {

"Explanation": ""

}

},

"name": "(9) Protective devices",

"default": false,

"type": "coverage",

"loss_exposure": false,

"manual": false,

"has_loss_payee": false,

"link_obj": {

"addedBy": "4c9202f8-1dc1-41a9-8e6e-a362b4acf6b8"

},

"fully_billed": false,

"dec_font_size": 10,

"renewal_zip_factors": [],

"do_not_display_in_rating_information": false,

"limit": 0,

"renewal_amount": 0,

"prev_adj_amt": -1000000,

"pro_rate_fee": false,

"added_midterm": false,

"dividend_factor": 0,

"deductible": 0,

"rate_chain": [

{

"description": "",

"roundMethod": "ROUND_HALF_UP",

"varName": null,

"defaultValue": "",

"label": "Explanation",

"rates": {

"[]": "0.00/1.00"

},

"sameForAll": false,

"type": "Rate Per",

"input": "userInput",

"omitFromTotal": false,

"roundTo": "1.000000",

"categories": [],

"validationParam": "none"

}

],

"scheduled_item": {}

}

],

"commission_rate": 0,

"commit_date": "2019-10-01",

"policy_term_id": "56d40418-4928-41d6-adcc-a08fc5d9dcff",

"annual_policy_wide_premium": 102,

"underwriting_contact_date": null,

"mortgagees": [],

"builder_ready_to_rate": false,

"reinstate_at_commit": false,

"underwriting_contacted": false,

"policy_id": "1c6dcb65-06c2-4996-806c-bef46cd5b6a9"

}

},

"messages": [],

"success": true

}

Step 8: Generate and attach a document

The create_deliverable endpoint generates a specified deliverable type and stores it in the Attachments module. S3 file paths are returned, the last part of the response is the File GUID.

Sample request

View code
curl --location --request POST '/api/v1/deliverables/create_deliverable' \

--header 'Content-Type: application/json' \

--header 'authorization: enter your access token here' \

--data-raw '{

"revision_id": "d2218f31-3389-480a-a57e-4e6ddb8ddb83",

"deliverable_type": "Insured Letter",

"go_date": "20191203"

}'

Sample response

View code
{

"data": {

"deliverable_url": {

"url": "uploads/policies/b5/b55084cf-582d-4550-a775-b834ad29f383/731a80a6-a31b-441a-9f42-b3cc928b4759/d5a51c8f-e938-499a-b41f-33e053ccf5d8",

"path": "/srv/www/britecore/uploads/policies/b5/b55084cf-582d-4550-a775-b834ad29f383/731a80a6-a31b-441a-9f42-b3cc928b4759/d5a51c8f-e938-499a-b41f-33e053ccf5d8"

}

},

"messages": [

"Deliverable created"

],

"success": true

}

Step 9: Retrieve the deliverable list

The list_attachments endpoint retrieves all the deliverables (attachments) listed under the policy or contact. policy_id is required.

Sample request

View code
curl --location --request POST 'https:///api/v2/deliverables/list_attachments' \

--header 'Content-Type: application/json' \

--header 'authorization : ' \

--data-raw '{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383"

}'

Sample response

View code
{

"data": [

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "0c08b4ef-c966-4cc5-b503-2baf17536149",

"print_date": null,

"title": "Initial Billing Statement"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "300fb14e-e5a0-4288-896d-54d519441048",

"print_date": null,

"title": "Quote Summary"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "3368cbe2-ad71-4ced-890d-08f323d3219a",

"print_date": null,

"title": "11-22-2019 - Compiled"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "6b8e6def-f353-4bda-ae69-39e3c31bf7dc",

"print_date": null,

"title": "Declaration"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "6de43b85-dc87-4e89-8b92-e26bef4e14ce",

"print_date": null,

"title": "11-22-2019 - Declaration"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "89563c92-49b8-4dfc-b0a7-48c454dc3c57",

"print_date": null,

"title": "11-22-2019 - Declaration"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "920a1d62-ebae-49a8-a4d6-e566aa2530d7",

"print_date": null,

"title": "Private"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "9322cd77-26e3-437d-9b25-e0867f0209bf",

"print_date": null,

"title": "Compiled"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "b455862d-699f-4306-8b99-0257aa5b9ad6",

"print_date": null,

"title": "11-07-2026 - Initial Billing Statement"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "e2e7b197-a530-43d3-813c-0cfa6bb83e5c",

"print_date": null,

"title": "11-22-2019 - Compiled"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "e54f3c93-d09f-4c00-87ea-c11a1405b179",

"print_date": null,

"title": "11-22-2026 - Declaration"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": null,

"id": "ef9af80b-589c-4bc4-99ba-0f1c4deb573d",

"print_date": null,

"title": "11-22-2019 - Quote Summary"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Declaration",

"id": "30e313fa-14f5-4220-99bf-173bd2b00acf",

"print_date": "2019-11-25",

"title": "11-22-2019 - Declaration - Insurance Test LLP"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Quote Summary",

"id": "92da6b2f-b0ad-464a-bc5b-d7a9add40a36",

"print_date": "2019-11-25",

"title": "11-22-2019 - Quote Summary - Insurance Test LLP"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Compiled",

"id": "b54a1479-72c6-4dbd-8bcf-d33e998ce5ea",

"print_date": "2019-11-25",

"title": "11-22-2019 - Compiled - "

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Compiled",

"id": "b67eea82-221f-4323-a37f-03a83e9641f0",

"print_date": "2019-11-25",

"title": "11-22-2019 - Compiled - "

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Declaration",

"id": "b73be2f6-2f69-44dd-a62f-e72488002282",

"print_date": "2019-11-25",

"title": "11-22-2019 - Declaration - Insurance Test LLP"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Initial Billing Statement",

"id": "2f0ccdbf-70c0-4840-b2f7-ffc9e7535e9f",

"print_date": "2026-11-09",

"title": "11-07-2026 - Initial Billing Statement - Anderson, Walker & Reichert, LLP"

},

{

"policy_id": "b55084cf-582d-4550-a775-b834ad29f383",

"label": "Initial Billing Statement",

"id": "96d4f255-6125-42ce-98e8-b3b7d553f636",

"print_date": "2026-11-09",

"title": "11-07-2026 - Initial Billing Statement -Test Insurance Services LLC"

}

],

"messages": [],

"success": true

}

Step 10: Retrieve a specific deliverable

Use the get_attachment endpoint to retrieve a specific deliverable.

Note: The endpoint returns a Base64 encoded payload of your PDF. You need the file_id for the attachment.

Sample request

View code
curl --location --request POST 'https:///api/v2/deliverables/get_attachment' \

--header 'Content-Type: application/json' \

--header 'authorization: enter your access token' \

--data-raw '{

"file_id": "101a3037-d83d-49c2-8991-9144b8b0f868"

}'

Sample response

View code
{

"data": {

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