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BriteAPI Tutorial: Create and bind a quote – New

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

  [/expand]

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } } [/expand]

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } } [/expand]

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ] [/expand]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'
[/expand]

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'
[/expand]

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

  [/expand]

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } } [/expand]

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } } [/expand]

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

[/expand]

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } } [/expand]

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

  [/expand]

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } } [/expand]

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:
[/expand]

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }
[/expand]

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'
[/expand]

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }" [/expand]

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'
[/expand]

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "number":1, "risk_state":{ "schema_version":"1.3", "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name":"Private Passenger Auto 1", "number":1, "total_premium":55.0, "type":{ "id":"33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name":"privatePassengerAutos", "label":"Private Passenger Auto" }, "items":{ "bodilyInjury":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "BIPerOccurrenceLimit":300000.0, "BIPerPersonLimit":100000.0 } }, "propertyDamage":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "PDLimit":100000.0 } }, "uninsuredMotorist":{ "premium":55.0, "pro_rata":{ "value":55.0 }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "UMBIPerOccurrenceLimit":300000.0, "UMBIPerPersonLimit":100000.0, "UMPDLimit":100000.0 } } }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "zipCode5DigitsOnly":"", "bodilyInjuryLimit":"bodilyInjuryLimit_100000300000", "program":"program_standard", "modelYear":null, "performance":"performance_standard", "vehiclePoints":null, "assignedOwnerPrincipalOperator":"", "vehicleUse":"vehicleUse_1530milestowork", "additionalDriver":"", "hasAntiLock":false, "propertyDamageLimit":"propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit":"uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit":"uninsuredMotoristPropertyDamageLimit_100000", "serialVin":"", "make":"", "model":"", "garagingAddress":"", "garagingTown":"", "garagingState":"garagingState_vAVirginia", "uninsuredMotoristFormRequired":false, "grossWeight":null, "jointOwned":false, "bodyStyle":"", "registrationState":"registrationState_VA", "ownerFactor":"", "additionalFactor":0.5 }, "field_overrides":{ "modelYear":{ "required":false }, "performance":{ "required":false }, "vehiclePoints":{ "required":false }, "additionalDriver":{ "required":false, "options":[ ] }, "assignedOwnerPrincipalOperator":{ "options":[ ] }, "payee":{ "options":[ ] }, "lessor":{ "options":[ ] }, "trust":{ "options":[ ] } }, "detached_answers":{ }, "calculations":{ "additionalFactorComputedFieldCalculation":0.5, "otherAutoPolicy":0.0, "termFactor":1.0, "antiLockFactor":1.0, "multiCarFactor":0.0 }, "rate_tables":{ "vehicleUseValue":"More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor":1.47, "bodilyInjuryPerOccurrenceLimit":300000.0, "bodilyInjuryPerPersonLimit":100000.0, "increasedBodilyInjuryCharge":10.0, "increasedPropertyDamageCharge":5.0, "propertyDamageDisplayLimit":100000.0, "propertyDamageIncreasedLimitFactor":1.1, "uninsuredMotoristBiPerOccurrenceLimit":300000.0, "uninsuredMotoristBiPerPersonLimit":100000.0, "uninsuredMotoristPdLimit":100000.0 }, "pro_rata":{ "value":55.0 }, "meta":{ "static_id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"LexisNexis", "date_added":"2020-07-16T19:50:06.294818Z", "date_modified":"2020-07-16T19:50:06.294861Z", "meta":{ "locked":false } } [/expand]

Step 10: Add comprehensive coverage

Use the addRiskQuoteItem endpoint(/quote/items/) to add an item to a risk quote.

Sample request

View code
curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location -g --request PUT '{{baseUrl}}/quote/risks/:risk_quote_id/?rules_action=form-inline-change&page_name=%3Cstring%3E&rules_version=%3Cstring%3E' \ --data-raw '{ "risk_state": { "schema_version": "1.3", "id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name": "Private Passenger Auto 1", "number": 1, "total_premium": 55.0, "type": { "id": "33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name": "privatePassengerAutos", "label": "Private Passenger Auto" }, "items": { "bodilyInjury": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "BIPerOccurrenceLimit": 300000.0, "BIPerPersonLimit": 100000.0 } }, "propertyDamage": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "PDLimit": 100000.0 } }, "uninsuredMotorist": { "premium": 55.0, "pro_rata": { "value": 55.0 }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "UMBIPerOccurrenceLimit": 300000.0, "UMBIPerPersonLimit": 100000.0, "UMPDLimit": 100000.0 } } }, "detached_items": [], "item_overrides": {}, "field_answers": { "zipCode5DigitsOnly": "", "bodilyInjuryLimit": "bodilyInjuryLimit_100000300000", "program": "program_standard", "modelYear": null, "performance": "performance_standard", "vehiclePoints": null, "assignedOwnerPrincipalOperator": "", "vehicleUse": "vehicleUse_1530milestowork", "additionalDriver": "", "hasAntiLock": false, "propertyDamageLimit": "propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit": "uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit": "uninsuredMotoristPropertyDamageLimit_100000", "serialVin": "", "make": "", "model": "", "garagingAddress": "", "garagingTown": "", "garagingState": "garagingState_vAVirginia", "uninsuredMotoristFormRequired": false, "grossWeight": null, "jointOwned": false, "bodyStyle": "", "registrationState": "registrationState_VA", "ownerFactor": "", "additionalFactor": 0.5 }, "field_overrides": { "modelYear": { "required": false }, "performance": { "required": false }, "vehiclePoints": { "required": false }, "additionalDriver": { "required": false, "options": [] }, "assignedOwnerPrincipalOperator": { "options": [] }, "payee": { "options": [] }, "lessor": { "options": [] }, "trust": { "options": [] } }, "detached_answers": {}, "calculations": { "additionalFactorComputedFieldCalculation": 0.5, "otherAutoPolicy": 0.0, "termFactor": 1.0, "antiLockFactor": 1.0, "multiCarFactor": 0.0 }, "rate_tables": { "vehicleUseValue": "More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor": 1.47, "bodilyInjuryPerOccurrenceLimit": 300000.0, "bodilyInjuryPerPersonLimit": 100000.0, "increasedBodilyInjuryCharge": 10.0, "increasedPropertyDamageCharge": 5.0, "propertyDamageDisplayLimit": 100000.0, "propertyDamageIncreasedLimitFactor": 1.1, "uninsuredMotoristBiPerOccurrenceLimit": 300000.0, "uninsuredMotoristBiPerPersonLimit": 100000.0, "uninsuredMotoristPdLimit": 100000.0 }, "pro_rata": { "value": 55.0 }, "meta": { "static_id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "LexisNexis", "date_added": "2020-07-16T19:50:06.294818Z", "date_modified": "2020-07-16T19:50:06.294861Z", "meta": { "locked": false } } }'

  [/expand]

Sample response

View code

{ "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "number":1, "risk_state":{ "schema_version":"1.3", "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name":"Private Passenger Auto 1", "number":1, "total_premium":55.0, "type":{ "id":"33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name":"privatePassengerAutos", "label":"Private Passenger Auto" }, "items":{ "bodilyInjury":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "BIPerOccurrenceLimit":300000.0, "BIPerPersonLimit":100000.0 } }, "propertyDamage":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "PDLimit":100000.0 } }, "uninsuredMotorist":{ "premium":55.0, "pro_rata":{ "value":55.0 }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "UMBIPerOccurrenceLimit":300000.0, "UMBIPerPersonLimit":100000.0, "UMPDLimit":100000.0 } } }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "zipCode5DigitsOnly":"", "bodilyInjuryLimit":"bodilyInjuryLimit_100000300000", "program":"program_standard", "modelYear":null, "performance":"performance_standard", "vehiclePoints":null, "assignedOwnerPrincipalOperator":"", "vehicleUse":"vehicleUse_1530milestowork", "additionalDriver":"", "hasAntiLock":false, "propertyDamageLimit":"propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit":"uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit":"uninsuredMotoristPropertyDamageLimit_100000", "serialVin":"", "make":"", "model":"", "garagingAddress":"", "garagingTown":"", "garagingState":"garagingState_vAVirginia", "uninsuredMotoristFormRequired":false, "grossWeight":null, "jointOwned":false, "bodyStyle":"", "registrationState":"registrationState_VA", "ownerFactor":"", "additionalFactor":0.5 }, "field_overrides":{ "modelYear":{ "required":false }, "performance":{ "required":false }, "vehiclePoints":{ "required":false }, "additionalDriver":{ "required":false, "options":[ ] }, "assignedOwnerPrincipalOperator":{ "options":[ ] }, "payee":{ "options":[ ] }, "lessor":{ "options":[ ] }, "trust":{ "options":[ ] } }, "detached_answers":{ }, "calculations":{ "additionalFactorComputedFieldCalculation":0.5, "otherAutoPolicy":0.0, "termFactor":1.0, "antiLockFactor":1.0, "multiCarFactor":0.0 }, "rate_tables":{ "vehicleUseValue":"More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor":1.47, "bodilyInjuryPerOccurrenceLimit":300000.0, "bodilyInjuryPerPersonLimit":100000.0, "increasedBodilyInjuryCharge":10.0, "increasedPropertyDamageCharge":5.0, "propertyDamageDisplayLimit":100000.0, "propertyDamageIncreasedLimitFactor":1.1, "uninsuredMotoristBiPerOccurrenceLimit":300000.0, "uninsuredMotoristBiPerPersonLimit":100000.0, "uninsuredMotoristPdLimit":100000.0 }, "pro_rata":{ "value":55.0 }, "meta":{ "static_id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"LexisNexis", "date_added":"2020-07-16T19:50:06.294818Z", "date_modified":"2020-07-16T19:50:06.294861Z", "meta":{ "locked":false } }

Step 10: Add comprehensive coverage

Use the addRiskQuoteItem endpoint(/quote/items/) to add an item to a risk quote.

Sample request

View code
curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id":"017398f5-9191-40e4-95a5-e900f884cdec", "quote_number":"Q-PA-2018-106", "status":"In Progress", "policy_state":{ "policy":{ "external_id":"dec0c695-bf33-462d-bf02-9d3f6240e998", "number":"P-2019-1", "redirect_uri":"/policies/policy/572ae798-489b-4381-ad2b-57177de059ef", "inception_date":"2018-04-25" }, "term":{ "effective_date":"2018-04-25", "expiration_date":"2019-04-25" }, "revision":{ "revision_date":"2018-04-25", "description":"New Policy" } }, "root_risk_quote_id":"50d61656-bf33-462d-bf02-9d3f6240e998", "product_name":"personalAutoCW", "product_version":"3d152ef4-9123-4ff2-b8d5-df9fb1c04ca0", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"e2cdc695-cfd4-4376-a8bb-5411ad4516ca", "name":"John Smith" }, "agents":[ { "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, { "id":"7b6ee056-5861-4a1a-b4fc-345172b913e3", "name":"Emily Wallace" } ], "is_bound":false, "owner":{ "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, "named_insured":{ "id":"33d17bd2-919c-46fa-b4d2-f4aa8aef75e7", "name":"Marry Jones" }, "submitted_for_review_date":"2019-12-30T22:02:44.491266Z", "meta":{ "locked":false } } [/expand]

Step 9: Update vehicle risk

When you make changes to the details of the quote, a new risk state is created. Use the updateRisk endpoint (/quote/risks/{risk_quote_id}), which triggers BriteRules and the rating engine to validate the details and adjust totals.

Sample request

View code
curl --location -g --request PUT '{{baseUrl}}/quote/risks/:risk_quote_id/?rules_action=form-inline-change&page_name=%3Cstring%3E&rules_version=%3Cstring%3E' \ --data-raw '{ "risk_state": { "schema_version": "1.3", "id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name": "Private Passenger Auto 1", "number": 1, "total_premium": 55.0, "type": { "id": "33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name": "privatePassengerAutos", "label": "Private Passenger Auto" }, "items": { "bodilyInjury": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "BIPerOccurrenceLimit": 300000.0, "BIPerPersonLimit": 100000.0 } }, "propertyDamage": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "PDLimit": 100000.0 } }, "uninsuredMotorist": { "premium": 55.0, "pro_rata": { "value": 55.0 }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "UMBIPerOccurrenceLimit": 300000.0, "UMBIPerPersonLimit": 100000.0, "UMPDLimit": 100000.0 } } }, "detached_items": [], "item_overrides": {}, "field_answers": { "zipCode5DigitsOnly": "", "bodilyInjuryLimit": "bodilyInjuryLimit_100000300000", "program": "program_standard", "modelYear": null, "performance": "performance_standard", "vehiclePoints": null, "assignedOwnerPrincipalOperator": "", "vehicleUse": "vehicleUse_1530milestowork", "additionalDriver": "", "hasAntiLock": false, "propertyDamageLimit": "propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit": "uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit": "uninsuredMotoristPropertyDamageLimit_100000", "serialVin": "", "make": "", "model": "", "garagingAddress": "", "garagingTown": "", "garagingState": "garagingState_vAVirginia", "uninsuredMotoristFormRequired": false, "grossWeight": null, "jointOwned": false, "bodyStyle": "", "registrationState": "registrationState_VA", "ownerFactor": "", "additionalFactor": 0.5 }, "field_overrides": { "modelYear": { "required": false }, "performance": { "required": false }, "vehiclePoints": { "required": false }, "additionalDriver": { "required": false, "options": [] }, "assignedOwnerPrincipalOperator": { "options": [] }, "payee": { "options": [] }, "lessor": { "options": [] }, "trust": { "options": [] } }, "detached_answers": {}, "calculations": { "additionalFactorComputedFieldCalculation": 0.5, "otherAutoPolicy": 0.0, "termFactor": 1.0, "antiLockFactor": 1.0, "multiCarFactor": 0.0 }, "rate_tables": { "vehicleUseValue": "More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor": 1.47, "bodilyInjuryPerOccurrenceLimit": 300000.0, "bodilyInjuryPerPersonLimit": 100000.0, "increasedBodilyInjuryCharge": 10.0, "increasedPropertyDamageCharge": 5.0, "propertyDamageDisplayLimit": 100000.0, "propertyDamageIncreasedLimitFactor": 1.1, "uninsuredMotoristBiPerOccurrenceLimit": 300000.0, "uninsuredMotoristBiPerPersonLimit": 100000.0, "uninsuredMotoristPdLimit": 100000.0 }, "pro_rata": { "value": 55.0 }, "meta": { "static_id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "LexisNexis", "date_added": "2020-07-16T19:50:06.294818Z", "date_modified": "2020-07-16T19:50:06.294861Z", "meta": { "locked": false } } }'

 

Sample response

View code

{ "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "number":1, "risk_state":{ "schema_version":"1.3", "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name":"Private Passenger Auto 1", "number":1, "total_premium":55.0, "type":{ "id":"33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name":"privatePassengerAutos", "label":"Private Passenger Auto" }, "items":{ "bodilyInjury":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "BIPerOccurrenceLimit":300000.0, "BIPerPersonLimit":100000.0 } }, "propertyDamage":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "PDLimit":100000.0 } }, "uninsuredMotorist":{ "premium":55.0, "pro_rata":{ "value":55.0 }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "UMBIPerOccurrenceLimit":300000.0, "UMBIPerPersonLimit":100000.0, "UMPDLimit":100000.0 } } }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "zipCode5DigitsOnly":"", "bodilyInjuryLimit":"bodilyInjuryLimit_100000300000", "program":"program_standard", "modelYear":null, "performance":"performance_standard", "vehiclePoints":null, "assignedOwnerPrincipalOperator":"", "vehicleUse":"vehicleUse_1530milestowork", "additionalDriver":"", "hasAntiLock":false, "propertyDamageLimit":"propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit":"uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit":"uninsuredMotoristPropertyDamageLimit_100000", "serialVin":"", "make":"", "model":"", "garagingAddress":"", "garagingTown":"", "garagingState":"garagingState_vAVirginia", "uninsuredMotoristFormRequired":false, "grossWeight":null, "jointOwned":false, "bodyStyle":"", "registrationState":"registrationState_VA", "ownerFactor":"", "additionalFactor":0.5 }, "field_overrides":{ "modelYear":{ "required":false }, "performance":{ "required":false }, "vehiclePoints":{ "required":false }, "additionalDriver":{ "required":false, "options":[ ] }, "assignedOwnerPrincipalOperator":{ "options":[ ] }, "payee":{ "options":[ ] }, "lessor":{ "options":[ ] }, "trust":{ "options":[ ] } }, "detached_answers":{ }, "calculations":{ "additionalFactorComputedFieldCalculation":0.5, "otherAutoPolicy":0.0, "termFactor":1.0, "antiLockFactor":1.0, "multiCarFactor":0.0 }, "rate_tables":{ "vehicleUseValue":"More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor":1.47, "bodilyInjuryPerOccurrenceLimit":300000.0, "bodilyInjuryPerPersonLimit":100000.0, "increasedBodilyInjuryCharge":10.0, "increasedPropertyDamageCharge":5.0, "propertyDamageDisplayLimit":100000.0, "propertyDamageIncreasedLimitFactor":1.1, "uninsuredMotoristBiPerOccurrenceLimit":300000.0, "uninsuredMotoristBiPerPersonLimit":100000.0, "uninsuredMotoristPdLimit":100000.0 }, "pro_rata":{ "value":55.0 }, "meta":{ "static_id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"LexisNexis", "date_added":"2020-07-16T19:50:06.294818Z", "date_modified":"2020-07-16T19:50:06.294861Z", "meta":{ "locked":false } }

Step 10: Add comprehensive coverage

Use the addRiskQuoteItem endpoint(/quote/items/) to add an item to a risk quote.

Sample request

View code
curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

"curl --request POST \\ <client url> /api/quote/risks/ \\ --header""authorization: \\ --header ""content-type": "application/json"" \\ --data "{ "quote":"8bd1a736-5d17-4bd8-8e47-1da7627ad102", "parent_risk_quote":"e54ef2f5-b129-4e4d-96a7-f8d6a7dba800", "risk_type_name":"privatePassengerAutos", "generated_by":"LexisNexis" } [/expand]

Sample response

View code

{ "id":"017398f5-9191-40e4-95a5-e900f884cdec", "quote_number":"Q-PA-2018-106", "status":"In Progress", "policy_state":{ "policy":{ "external_id":"dec0c695-bf33-462d-bf02-9d3f6240e998", "number":"P-2019-1", "redirect_uri":"/policies/policy/572ae798-489b-4381-ad2b-57177de059ef", "inception_date":"2018-04-25" }, "term":{ "effective_date":"2018-04-25", "expiration_date":"2019-04-25" }, "revision":{ "revision_date":"2018-04-25", "description":"New Policy" } }, "root_risk_quote_id":"50d61656-bf33-462d-bf02-9d3f6240e998", "product_name":"personalAutoCW", "product_version":"3d152ef4-9123-4ff2-b8d5-df9fb1c04ca0", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"e2cdc695-cfd4-4376-a8bb-5411ad4516ca", "name":"John Smith" }, "agents":[ { "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, { "id":"7b6ee056-5861-4a1a-b4fc-345172b913e3", "name":"Emily Wallace" } ], "is_bound":false, "owner":{ "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, "named_insured":{ "id":"33d17bd2-919c-46fa-b4d2-f4aa8aef75e7", "name":"Marry Jones" }, "submitted_for_review_date":"2019-12-30T22:02:44.491266Z", "meta":{ "locked":false } }

Step 9: Update vehicle risk

When you make changes to the details of the quote, a new risk state is created. Use the updateRisk endpoint (/quote/risks/{risk_quote_id}), which triggers BriteRules and the rating engine to validate the details and adjust totals.

Sample request

View code
curl --location -g --request PUT '{{baseUrl}}/quote/risks/:risk_quote_id/?rules_action=form-inline-change&page_name=%3Cstring%3E&rules_version=%3Cstring%3E' \ --data-raw '{ "risk_state": { "schema_version": "1.3", "id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name": "Private Passenger Auto 1", "number": 1, "total_premium": 55.0, "type": { "id": "33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name": "privatePassengerAutos", "label": "Private Passenger Auto" }, "items": { "bodilyInjury": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "BIPerOccurrenceLimit": 300000.0, "BIPerPersonLimit": 100000.0 } }, "propertyDamage": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "PDLimit": 100000.0 } }, "uninsuredMotorist": { "premium": 55.0, "pro_rata": { "value": 55.0 }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "UMBIPerOccurrenceLimit": 300000.0, "UMBIPerPersonLimit": 100000.0, "UMPDLimit": 100000.0 } } }, "detached_items": [], "item_overrides": {}, "field_answers": { "zipCode5DigitsOnly": "", "bodilyInjuryLimit": "bodilyInjuryLimit_100000300000", "program": "program_standard", "modelYear": null, "performance": "performance_standard", "vehiclePoints": null, "assignedOwnerPrincipalOperator": "", "vehicleUse": "vehicleUse_1530milestowork", "additionalDriver": "", "hasAntiLock": false, "propertyDamageLimit": "propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit": "uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit": "uninsuredMotoristPropertyDamageLimit_100000", "serialVin": "", "make": "", "model": "", "garagingAddress": "", "garagingTown": "", "garagingState": "garagingState_vAVirginia", "uninsuredMotoristFormRequired": false, "grossWeight": null, "jointOwned": false, "bodyStyle": "", "registrationState": "registrationState_VA", "ownerFactor": "", "additionalFactor": 0.5 }, "field_overrides": { "modelYear": { "required": false }, "performance": { "required": false }, "vehiclePoints": { "required": false }, "additionalDriver": { "required": false, "options": [] }, "assignedOwnerPrincipalOperator": { "options": [] }, "payee": { "options": [] }, "lessor": { "options": [] }, "trust": { "options": [] } }, "detached_answers": {}, "calculations": { "additionalFactorComputedFieldCalculation": 0.5, "otherAutoPolicy": 0.0, "termFactor": 1.0, "antiLockFactor": 1.0, "multiCarFactor": 0.0 }, "rate_tables": { "vehicleUseValue": "More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor": 1.47, "bodilyInjuryPerOccurrenceLimit": 300000.0, "bodilyInjuryPerPersonLimit": 100000.0, "increasedBodilyInjuryCharge": 10.0, "increasedPropertyDamageCharge": 5.0, "propertyDamageDisplayLimit": 100000.0, "propertyDamageIncreasedLimitFactor": 1.1, "uninsuredMotoristBiPerOccurrenceLimit": 300000.0, "uninsuredMotoristBiPerPersonLimit": 100000.0, "uninsuredMotoristPdLimit": 100000.0 }, "pro_rata": { "value": 55.0 }, "meta": { "static_id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "LexisNexis", "date_added": "2020-07-16T19:50:06.294818Z", "date_modified": "2020-07-16T19:50:06.294861Z", "meta": { "locked": false } } }'

 

Sample response

View code

{ "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "number":1, "risk_state":{ "schema_version":"1.3", "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name":"Private Passenger Auto 1", "number":1, "total_premium":55.0, "type":{ "id":"33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name":"privatePassengerAutos", "label":"Private Passenger Auto" }, "items":{ "bodilyInjury":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "BIPerOccurrenceLimit":300000.0, "BIPerPersonLimit":100000.0 } }, "propertyDamage":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "PDLimit":100000.0 } }, "uninsuredMotorist":{ "premium":55.0, "pro_rata":{ "value":55.0 }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "UMBIPerOccurrenceLimit":300000.0, "UMBIPerPersonLimit":100000.0, "UMPDLimit":100000.0 } } }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "zipCode5DigitsOnly":"", "bodilyInjuryLimit":"bodilyInjuryLimit_100000300000", "program":"program_standard", "modelYear":null, "performance":"performance_standard", "vehiclePoints":null, "assignedOwnerPrincipalOperator":"", "vehicleUse":"vehicleUse_1530milestowork", "additionalDriver":"", "hasAntiLock":false, "propertyDamageLimit":"propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit":"uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit":"uninsuredMotoristPropertyDamageLimit_100000", "serialVin":"", "make":"", "model":"", "garagingAddress":"", "garagingTown":"", "garagingState":"garagingState_vAVirginia", "uninsuredMotoristFormRequired":false, "grossWeight":null, "jointOwned":false, "bodyStyle":"", "registrationState":"registrationState_VA", "ownerFactor":"", "additionalFactor":0.5 }, "field_overrides":{ "modelYear":{ "required":false }, "performance":{ "required":false }, "vehiclePoints":{ "required":false }, "additionalDriver":{ "required":false, "options":[ ] }, "assignedOwnerPrincipalOperator":{ "options":[ ] }, "payee":{ "options":[ ] }, "lessor":{ "options":[ ] }, "trust":{ "options":[ ] } }, "detached_answers":{ }, "calculations":{ "additionalFactorComputedFieldCalculation":0.5, "otherAutoPolicy":0.0, "termFactor":1.0, "antiLockFactor":1.0, "multiCarFactor":0.0 }, "rate_tables":{ "vehicleUseValue":"More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor":1.47, "bodilyInjuryPerOccurrenceLimit":300000.0, "bodilyInjuryPerPersonLimit":100000.0, "increasedBodilyInjuryCharge":10.0, "increasedPropertyDamageCharge":5.0, "propertyDamageDisplayLimit":100000.0, "propertyDamageIncreasedLimitFactor":1.1, "uninsuredMotoristBiPerOccurrenceLimit":300000.0, "uninsuredMotoristBiPerPersonLimit":100000.0, "uninsuredMotoristPdLimit":100000.0 }, "pro_rata":{ "value":55.0 }, "meta":{ "static_id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"LexisNexis", "date_added":"2020-07-16T19:50:06.294818Z", "date_modified":"2020-07-16T19:50:06.294861Z", "meta":{ "locked":false } }

Step 10: Add comprehensive coverage

Use the addRiskQuoteItem endpoint(/quote/items/) to add an item to a risk quote.

Sample request

View code
curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

{ "id": "7c4233da-f046-4747-8a81-88adc9abe27b", "number": 1, "risk_state": { "schema_version": "1.3", "id": "7c4233da-f046-4747-8a81-88adc9abe27b", "name": "Driver 1", "number": 1, "total_premium": 0, "type": { "id": "fe881857-475f-4c73-9162-3b8452169fc2", "name": "drivers", "label": "Driver" }, "items": {}, "detached_items": [], "item_overrides": {}, "field_answers": { "driverName": "", "dob": "", "gender": "", "maritalStatus": "", "driverLicenseNumber": "", "goodStudent": false, "driverTraining": false, "includeSeniorDiscount": false, "numberOfYearsLicensed": null }, "field_overrides": {}, "detached_answers": {}, "calculations": {}, "rate_tables": {}, "pro_rata": { "value": 0 }, "meta": { "static_id": "7c4233da-f046-4747-8a81-88adc9abe27b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "", "date_added": "2020-07-29T03:57:26.053706Z", "date_modified": "2020-07-29T03:57:26.053743Z", "meta": { "locked": false } }
[/expand]

Step 8: Add a vehicle risk to the quote

Use the createRisk object (/quote/risks/) to link an asset (risk type) to the quote and pull the relevant field definitions from Lines. For instance, a vehicle risk type will pull field information, such as model, VIN, etc. This step creates a risk state, which is a JSON representation of a risk type at a point in time. Save the id as vehicle_id.

Sample request

View code

"curl --request POST \\ <client url> /api/quote/risks/ \\ --header""authorization: \\ --header ""content-type": "application/json"" \\ --data "{ "quote":"8bd1a736-5d17-4bd8-8e47-1da7627ad102", "parent_risk_quote":"e54ef2f5-b129-4e4d-96a7-f8d6a7dba800", "risk_type_name":"privatePassengerAutos", "generated_by":"LexisNexis" }

Sample response

View code

{ "id":"017398f5-9191-40e4-95a5-e900f884cdec", "quote_number":"Q-PA-2018-106", "status":"In Progress", "policy_state":{ "policy":{ "external_id":"dec0c695-bf33-462d-bf02-9d3f6240e998", "number":"P-2019-1", "redirect_uri":"/policies/policy/572ae798-489b-4381-ad2b-57177de059ef", "inception_date":"2018-04-25" }, "term":{ "effective_date":"2018-04-25", "expiration_date":"2019-04-25" }, "revision":{ "revision_date":"2018-04-25", "description":"New Policy" } }, "root_risk_quote_id":"50d61656-bf33-462d-bf02-9d3f6240e998", "product_name":"personalAutoCW", "product_version":"3d152ef4-9123-4ff2-b8d5-df9fb1c04ca0", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"e2cdc695-cfd4-4376-a8bb-5411ad4516ca", "name":"John Smith" }, "agents":[ { "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, { "id":"7b6ee056-5861-4a1a-b4fc-345172b913e3", "name":"Emily Wallace" } ], "is_bound":false, "owner":{ "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, "named_insured":{ "id":"33d17bd2-919c-46fa-b4d2-f4aa8aef75e7", "name":"Marry Jones" }, "submitted_for_review_date":"2019-12-30T22:02:44.491266Z", "meta":{ "locked":false } }

Step 9: Update vehicle risk

When you make changes to the details of the quote, a new risk state is created. Use the updateRisk endpoint (/quote/risks/{risk_quote_id}), which triggers BriteRules and the rating engine to validate the details and adjust totals.

Sample request

View code
curl --location -g --request PUT '{{baseUrl}}/quote/risks/:risk_quote_id/?rules_action=form-inline-change&page_name=%3Cstring%3E&rules_version=%3Cstring%3E' \ --data-raw '{ "risk_state": { "schema_version": "1.3", "id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name": "Private Passenger Auto 1", "number": 1, "total_premium": 55.0, "type": { "id": "33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name": "privatePassengerAutos", "label": "Private Passenger Auto" }, "items": { "bodilyInjury": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "BIPerOccurrenceLimit": 300000.0, "BIPerPersonLimit": 100000.0 } }, "propertyDamage": { "premium": null, "pro_rata": { "value": null }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "PDLimit": 100000.0 } }, "uninsuredMotorist": { "premium": 55.0, "pro_rata": { "value": 55.0 }, "meta": { "resolved_refs": [], "unresolved_refs": [] }, "limits": { "UMBIPerOccurrenceLimit": 300000.0, "UMBIPerPersonLimit": 100000.0, "UMPDLimit": 100000.0 } } }, "detached_items": [], "item_overrides": {}, "field_answers": { "zipCode5DigitsOnly": "", "bodilyInjuryLimit": "bodilyInjuryLimit_100000300000", "program": "program_standard", "modelYear": null, "performance": "performance_standard", "vehiclePoints": null, "assignedOwnerPrincipalOperator": "", "vehicleUse": "vehicleUse_1530milestowork", "additionalDriver": "", "hasAntiLock": false, "propertyDamageLimit": "propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit": "uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit": "uninsuredMotoristPropertyDamageLimit_100000", "serialVin": "", "make": "", "model": "", "garagingAddress": "", "garagingTown": "", "garagingState": "garagingState_vAVirginia", "uninsuredMotoristFormRequired": false, "grossWeight": null, "jointOwned": false, "bodyStyle": "", "registrationState": "registrationState_VA", "ownerFactor": "", "additionalFactor": 0.5 }, "field_overrides": { "modelYear": { "required": false }, "performance": { "required": false }, "vehiclePoints": { "required": false }, "additionalDriver": { "required": false, "options": [] }, "assignedOwnerPrincipalOperator": { "options": [] }, "payee": { "options": [] }, "lessor": { "options": [] }, "trust": { "options": [] } }, "detached_answers": {}, "calculations": { "additionalFactorComputedFieldCalculation": 0.5, "otherAutoPolicy": 0.0, "termFactor": 1.0, "antiLockFactor": 1.0, "multiCarFactor": 0.0 }, "rate_tables": { "vehicleUseValue": "More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor": 1.47, "bodilyInjuryPerOccurrenceLimit": 300000.0, "bodilyInjuryPerPersonLimit": 100000.0, "increasedBodilyInjuryCharge": 10.0, "increasedPropertyDamageCharge": 5.0, "propertyDamageDisplayLimit": 100000.0, "propertyDamageIncreasedLimitFactor": 1.1, "uninsuredMotoristBiPerOccurrenceLimit": 300000.0, "uninsuredMotoristBiPerPersonLimit": 100000.0, "uninsuredMotoristPdLimit": 100000.0 }, "pro_rata": { "value": 55.0 }, "meta": { "static_id": "95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "LexisNexis", "date_added": "2020-07-16T19:50:06.294818Z", "date_modified": "2020-07-16T19:50:06.294861Z", "meta": { "locked": false } } }'

 

Sample response

View code

{ "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "number":1, "risk_state":{ "schema_version":"1.3", "id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b", "name":"Private Passenger Auto 1", "number":1, "total_premium":55.0, "type":{ "id":"33ae7229-eaa5-4481-b330-f0fe8edbb4ac", "name":"privatePassengerAutos", "label":"Private Passenger Auto" }, "items":{ "bodilyInjury":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "BIPerOccurrenceLimit":300000.0, "BIPerPersonLimit":100000.0 } }, "propertyDamage":{ "premium":null, "pro_rata":{ "value":null }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "PDLimit":100000.0 } }, "uninsuredMotorist":{ "premium":55.0, "pro_rata":{ "value":55.0 }, "meta":{ "resolved_refs":[ ], "unresolved_refs":[ ] }, "limits":{ "UMBIPerOccurrenceLimit":300000.0, "UMBIPerPersonLimit":100000.0, "UMPDLimit":100000.0 } } }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "zipCode5DigitsOnly":"", "bodilyInjuryLimit":"bodilyInjuryLimit_100000300000", "program":"program_standard", "modelYear":null, "performance":"performance_standard", "vehiclePoints":null, "assignedOwnerPrincipalOperator":"", "vehicleUse":"vehicleUse_1530milestowork", "additionalDriver":"", "hasAntiLock":false, "propertyDamageLimit":"propertyDamageLimit_100000", "uninsuredMotoristBodilyInjuryLimit":"uninsuredMotoristBodilyInjuryLimit_100000300000", "uninsuredMotoristPropertyDamageLimit":"uninsuredMotoristPropertyDamageLimit_100000", "serialVin":"", "make":"", "model":"", "garagingAddress":"", "garagingTown":"", "garagingState":"garagingState_vAVirginia", "uninsuredMotoristFormRequired":false, "grossWeight":null, "jointOwned":false, "bodyStyle":"", "registrationState":"registrationState_VA", "ownerFactor":"", "additionalFactor":0.5 }, "field_overrides":{ "modelYear":{ "required":false }, "performance":{ "required":false }, "vehiclePoints":{ "required":false }, "additionalDriver":{ "required":false, "options":[ ] }, "assignedOwnerPrincipalOperator":{ "options":[ ] }, "payee":{ "options":[ ] }, "lessor":{ "options":[ ] }, "trust":{ "options":[ ] } }, "detached_answers":{ }, "calculations":{ "additionalFactorComputedFieldCalculation":0.5, "otherAutoPolicy":0.0, "termFactor":1.0, "antiLockFactor":1.0, "multiCarFactor":0.0 }, "rate_tables":{ "vehicleUseValue":"More than 15 miles to work", "bodilyInjuryIncreasedLimitFactor":1.47, "bodilyInjuryPerOccurrenceLimit":300000.0, "bodilyInjuryPerPersonLimit":100000.0, "increasedBodilyInjuryCharge":10.0, "increasedPropertyDamageCharge":5.0, "propertyDamageDisplayLimit":100000.0, "propertyDamageIncreasedLimitFactor":1.1, "uninsuredMotoristBiPerOccurrenceLimit":300000.0, "uninsuredMotoristBiPerPersonLimit":100000.0, "uninsuredMotoristPdLimit":100000.0 }, "pro_rata":{ "value":55.0 }, "meta":{ "static_id":"95fd4cbe-b34a-49a9-9977-4105ce99b75b" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"LexisNexis", "date_added":"2020-07-16T19:50:06.294818Z", "date_modified":"2020-07-16T19:50:06.294861Z", "meta":{ "locked":false } }

Step 10: Add comprehensive coverage

Use the addRiskQuoteItem endpoint(/quote/items/) to add an item to a risk quote.

Sample request

View code
curl --location -g --request POST '<client url>/quote/items/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "e6d85d78-dd7d-4231-8c7a-1c89346bc5e2", "risk_item_name": "comprehensive" }'

Sample response

View code

{ "id":"e6d85d78-dd7d-4231-8c7a-1c89346bc5e2"", ""number"": 1, ""risk_state"": { ""schema_version"": "1.4", ""name"": "Auto 1", ""number"": 1, ""total_premium"": 0, ""pro_rata"": { ""value"": 0 }, ""type"": { ""id"": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", ""name"": ""autos"", ""label"": ""Auto"" }, ""items"": { }, ""field_answers"": { }, ""field_overrides"": { }, ""detached_answers"": { }, ""id"": "1a6275d3-2bdc-4f41-b185-21f9fb757274", ""inception_date"": "2020-12-31", ""meta"": {} }, ""final_rate"": 0, ""final_prorated_rate"": 0, ""generated_by"": "", ""date_added"": ""2019-08-19T23":"24":"57.138149+00":00", ""date_modified"": ""2019-08-19T23":"25":"23.159705+00":00", ""meta"": { ""locked"": false, ""messages""\": [] } }"

Step 11: Remove comprehensive coverage

Use the removeRiskQuoteItem endpoint (/quote/items/{risk_item_name}) to remove an item from a risk quote.

Sample request

View code
curl --location -g --request DELETE '{{baseUrl}}/quote/items/:risk_item_name/?rules_action=form-inline-change&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_quote": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }'

Sample response

View code
{ "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274", "number": 1, "risk_state": { "schema_version": "1.1", "name": "Auto 1", "number": 1, "total_premium": 0, "pro_rata": { "value": 0 }, "type": { "id": "75ebb35d-6938-4755-aa4e-818b95d2e8ab", "name": "autos", "label": "Auto" }, "items": {}, "field_answers": {}, "field_overrides": {}, "detached_answers": {}, "id": "1a6275d3-2bdc-4f41-b185-21f9fb757274" }, "final_rate": 0, "generated_by": "", "date_added": "2019-08-19T23:24:57.138149+00:00", "date_modified": "2019-08-19T23:25:23.159705+00:00", "meta": { "locked": false, "messages": [ { "code": "warning", "detail": "A warning message received from BriteRules.", "source": { "pointer": "/data" }, "meta": { "risk": "327023a5-8fc7-4cd2-801e-45269df6d4a9" } } ] } }

Step 12: Rate your quote

Use the rateQuote endpoint (quote/{quote_number}/rate) to rate the entire quote. quote_number is the required parameter.

Sample request

View code
curl --location --request POST 'https:///quote/Q-personalAutoCW-2020-1139/rate/' \ --header 'Content-Type: application/vnd.api+json' \ --header 'Authorization:

Sample response

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-1139", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Step 13: Retrieve a list of your quote risks

The listRisks endpoint returns a JSON representation of a risk type for a given quote, including all premiums. quote_number is required.

Sample request

View code
curl --location --request GET '/api/quote/Quote-generalAutoCW-2020-74/risks/?page=1' \ --header 'Content-Type: application/json' \ --data-raw '

 

Sample response

View code

{ "id":"f8958407-2fed-4a45-a52d-924763a243ec", "number":1, "risk_state":{ "schema_version":"1.3", "id":"f8958407-2fed-4a45-a52d-924763a243ec", "name":"Policy 1", "number":1, "total_premium":0, "type":{ "id":"c0d8f920-fa35-4da4-8d81-a70fd8c954fb", "name":"policy", "label":"Policy" }, "items":{ }, "detached_items":[ ], "item_overrides":{ }, "field_answers":{ "uninsuredMotoristBodilyInjury":"uninsuredMotoristBodilyInjury_50000100000", "uninsuredMotoristPropertyDamage":"uninsuredMotoristPropertyDamage_25000", "firstNameNI":"", "middleInitialNI":"", "lastNameNI":"", "suffixNI":"", "socialSecurityNumberNI":"123-45-6789", "dateOfBirthNI":"", "licenseNumberNI":"", "licenseStateNI":"", "cityNI":"", "streetAddressNI":"", "stateOfNI":"", "zipCodeNI":"12345", "emailNI":"", "uber":null, "rentedToOthers":null, "coverageDeclinedInThree":null, "deliveryUse":null, "hasAnyDriversLicenseBeenSuspendedOrRevoked":null, "financialFilings":null }, "field_overrides":{ }, "detached_answers":{ }, "calculations":{ }, "rate_tables":{ }, "pro_rata":{ "value":0 }, "meta":{ "static_id":"f8958407-2fed-4a45-a52d-924763a243ec" } }, "final_rate":null, "risk_quotes":[ ], "generated_by":"", "date_added":"2020-07-29T03:20:36.708642Z", "date_modified":"2020-07-29T03:20:36.708680Z", "meta":{ "locked":false } }

Step 14: Submit quote for review

Use the submitQuote endpoint (quote/{quote_number}/submit) to submit the quote. quote_number is the required parameter.

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/submit/ \ --header 'authorization: '

Sample response

This request doesn’t return a response.

Step 15: Request review

When a quote is submitted, it moves to the In Review state. Depending on your workflow, an underwriter may have to review the quote and approve it. BriteQuote uses triggers to change the state from one transition to another. Use the ListStatusTrigger endpoint (quote/{quote_number}/status/triggers) to see the possible transitions available for your quote.

Sample request

View code

{ "id":"0032775c-772a-4c24-bb5c-83c1c9278479", "quote_number":"Q-personalAutoCW-2020-159", "transaction_type":"endorsement", "source_quote_number":"Q-personalAutoCW-2020-1138", "status":"In Progress", "policy_state":{ "policy":{ "inception_date":"2020-10-22", "number":"" }, "term":{ "effective_date":"2020-10-31", "expiration_date":"2021-10-22" }, "revision":{ "revision_date":"2020-10-31", "description":"New Policy" } }, "root_risk_quote_id":"56da4e52-e634-4e94-93cc-ea214c4127a8", "product_name":"personalAutoCW", "product_version":"98f2af68-c252-47d6-bbc1-7c925e1443ef", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"dcadb160-128c-4586-88e0-18be6b9e1835", "name":"Rogahn Insurance LLC" }, "agents":[ { "id":"bf0824bf-2982-4c67-9494-fa8868d420ff", "name":"Matilde Langworth" } ], "is_bound":false, "redirect_uri":"/quote/Q-personalAutoCW-2020-1139/", "owner":{ "id":"c95f52e5-4816-48ed-bd59-4317759f107c", "name":"" }, "named_insured":{ "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" }, "named_insureds":[ { "id":"ff358af6-dc1d-43b0-bfd8-9e11b6ad7f38", "name":"driver1 driver" } ], "submitted_for_review_date":null, "date_added":"2020-10-22T14:15:06.919275Z", "last_rated_at":"2020-11-10T12:59:14.901572Z", "meta":{ "locked":true } }

Sample response

This request returns a 204 status response when successful.

View code

{ "data":[ { "type":"transitions", "id":"abandon", "attributes":{ "name":"abandon" } }, { "type":"transitions", "id":"uw_approve", "attributes":{ "name":"uw_approve" } }, { "type":"transitions", "id":"uw_decline", "attributes":{ "name":"uw_decline" } } ], "meta":{ "pagination":{ "page":1, "pages":1, "count":3 } } }

Step 16: Approve your quote

Once you verify that you can approve your quote, use Execute StatusTrigger (quote/{quote_number}/status/triggers/{trigger_name}) to change the quote status from In Review to Approved.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/status/triggers/uw_approve/ \ --header 'authorization: ' \ --header 'content-type: application/vnd.api+json'

 

Sample response

This request returns a 204 status response when successful.

Step 17: Retrieve billing information

Once a quote is reviewed, you can use getBilling (quote/{quote_number}/billing) to get the billing details for your quote.

Sample request

View code

 

curl --request GET \ --url https://{client urL}/api/quote/Q-personalAutoCW-2020-1/billing/ \ --header 'authorization: Bearer \ --header 'content-type: application/vnd.api+json'

Sample response

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"" } } } } ]

Step 18: Collect billing information

The saveBilling endpoint (quote/{quote_number}/billing) allows you to persist the billing information collected by the agent. You need to pass the quote_number and the required parameters included in the data JSON object below:

Sample request

View code

curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/billing/ \ --header'authorization: \ --header 'content-type:application/vnd.api+json' \ --cookie XSRF-TOKEN=11d50576-ef36-4e31-a985-c19ab0c3895e \ --data '{ "data":{ "type":"billing", "attributes":{ "initial":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"36951e65-238d-4a64-ab82-90d734584c7c", "bill_how_id":"c032a916-4ebb-4498-b387-3928fd575591", "billing_schedule_id":"b2b3ad64-07a5-462f-bdf4-dfe21b5160b0", "payment_method_id":"" } } } }

Sample response

A successful response returns the billing detail object.

View code

{ "data":{ "type":"billing", "id":"ef950421-f3e6-4717-b40f-e55a1ebadbc1", "attributes":{ "initial":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"", "payment_method_id":"" }, "recurring":{ "bill_whom_id":"300fb32f-06ab-4c72-be9a-58dc3193e2c1", "bill_how_id":"2c8d0142-53fe-4e18-b826-608b06e7baf6", "billing_schedule_id":"98e9aa11-ed5e-4d4f-94aa-2e442eff0bec", "payment_method_id":"7e33f2ee-3989-4f6e-8532-ebea9d9cd8ac" } } }

Step 19: Bind a quote

Use bindQuote (quote/{quote_number}/bind) to bind your quote in BriteCore. This step turns a quote into an actual policy. The required parameter is the quote_number. You will receive a policy number, and the effective date is set to the same date the quote is bound.

Sample request

View code
curl --request POST \ --url /api/quote/Q-personalAutoCW-2020-159/bind/ \ --header 'authorization: '

 

Sample response

View code

{ "id":"e12b9951-0751-4a6f-95b1-76536d017714", "number":"10-2020-231", "inception_date":"2020-07-16T00:00:00Z", "external_id":"6d2c4dcd-04df-421e-aba3-f7cc92dfc725", "revision_id":"f032869a-e8fa-42f6-ab00-2659e5cbe356", "redirect_uri":"/policies/policy/6d2c4dcd-04df-421e-aba3-f7cc92dfc725" }

Step 20: Upload an attachment to BriteQuote

For more information, refer to View, upload, and delete an attachment to an existing quote. You successfully created and bound a quote.

curl --location -g --request PUT '/quote/risks/:risk_quote_id/?rules_action=form-inline-change&page_name=%3Cstring%3E&rules_version=%3Cstring%3E' \ --header 'X-Disable-Rules-Engine;' \ --header 'X-Disable-Rating-Engine;' \ --data-raw '{ "risk_state": { "schema_version": "1.3", "id": "7c4233da-f046-4747-8a81-88adc9abe27b", "name": "Driver 1", "number": 1, "total_premium": 0, "type": { "id": "fe881857-475f-4c73-9162-3b8452169fc2", "name": "drivers", "label": "Driver" }, "items": {}, "detached_items": [], "item_overrides": {}, "field_answers": { "driverName": "", "dob": "", "gender": "", "maritalStatus": "", "driverLicenseNumber": "", "goodStudent": false, "driverTraining": false, "includeSeniorDiscount": false, "numberOfYearsLicensed": null }, "field_overrides": {}, "detached_answers": {}, "calculations": {}, "rate_tables": {}, "pro_rata": { "value": 0 }, "meta": { "static_id": "7c4233da-f046-4747-8a81-88adc9abe27b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "", "date_added": "2020-07-29T03:57:26.053706Z", "date_modified": "2020-07-29T03:57:26.053743Z", "meta": { "locked": false } } }'
[/expand]

Sample response

View code
{ "id": "7c4233da-f046-4747-8a81-88adc9abe27b", "number": 1, "risk_state": { "schema_version": "1.3", "id": "7c4233da-f046-4747-8a81-88adc9abe27b", "name": "Driver 1", "number": 1, "total_premium": 0, "type": { "id": "fe881857-475f-4c73-9162-3b8452169fc2", "name": "drivers", "label": "Driver" }, "items": {}, "detached_items": [], "item_overrides": {}, "field_answers": { "driverName": "", "dob": "", "gender": "", "maritalStatus": "", "driverLicenseNumber": "", "goodStudent": false, "driverTraining": false, "includeSeniorDiscount": false, "numberOfYearsLicensed": null }, "field_overrides": {}, "detached_answers": {}, "calculations": {}, "rate_tables": {}, "pro_rata": { "value": 0 }, "meta": { "static_id": "7c4233da-f046-4747-8a81-88adc9abe27b" } }, "final_rate": null, "risk_quotes": [], "generated_by": "", "date_added": "2020-07-29T03:57:26.053706Z", "date_modified": "2020-07-29T03:57:26.053743Z", "meta": { "locked": false } }

Step 8: Add a vehicle risk to the quote

Use the createRisk object (/quote/risks/) to link an asset (risk type) to the quote and pull the relevant field definitions from Lines. For instance, a vehicle risk type will pull field information, such as model, VIN, etc. This step creates a risk state, which is a JSON representation of a risk type at a point in time. Save the id as vehicle_id.

Sample request

View code

"curl --request POST \\ <client url> /api/quote/risks/ \\ --header""authorization: \\ --header ""content-type": "application/json"" \\ --data "{ "quote":"8bd1a736-5d17-4bd8-8e47-1da7627ad102", "parent_risk_quote":"e54ef2f5-b129-4e4d-96a7-f8d6a7dba800", "risk_type_name":"privatePassengerAutos", "generated_by":"LexisNexis" }

Sample response

View code

{ "id":"017398f5-9191-40e4-95a5-e900f884cdec", "quote_number":"Q-PA-2018-106", "status":"In Progress", "policy_state":{ "policy":{ "external_id":"dec0c695-bf33-462d-bf02-9d3f6240e998", "number":"P-2019-1", "redirect_uri":"/policies/policy/572ae798-489b-4381-ad2b-57177de059ef", "inception_date":"2018-04-25" }, "term":{ "effective_date":"2018-04-25", "expiration_date":"2019-04-25" }, "revision":{ "revision_date":"2018-04-25", "description":"New Policy" } }, "root_risk_quote_id":"50d61656-bf33-462d-bf02-9d3f6240e998", "product_name":"personalAutoCW", "product_version":"3d152ef4-9123-4ff2-b8d5-df9fb1c04ca0", "product_label":"Personal Auto - Countrywide", "agency":{ "id":"e2cdc695-cfd4-4376-a8bb-5411ad4516ca", "name":"John Smith" }, "agents":[ { "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, { "id":"7b6ee056-5861-4a1a-b4fc-345172b913e3", "name":"Emily Wallace" } ], "is_bound":false, "owner":{ "id":"327023a5-8fc7-4cd2-801e-45269df6d4a9", "name":"John Doe" }, "named_insured":{ "id":"33d17bd2-919c-46fa-b4d2-f4aa8aef75e7", "name":"Marry Jones" }, "submitted_for_review_date":"2019-12-30T22:02:44.491266Z", "meta":{