1. Quote
Olli
  • System
    • Confirm API connectivity
      GET
    • API health status
      GET
  • Programs
    • List programs available to the caller
      GET
    • Get program by ID
      GET
    • Get full detail on one program
      GET
  • Appetite
    • Search NAICS codes
      GET
    • Classifications for a NAICS code
      GET
    • Appetites for a classification
      GET
    • Full catalog for a classification
      GET
    • Appetite details (product-filtered)
      GET
  • Rate
    • Rate eligible programs for a risk
      POST
    • Sensitivity analysis across coverage options
      POST
  • Quote
    • List quote folios
      GET
    • Create a quote folio
      POST
    • View a quote folio (light — all programs)
      GET
    • Re-quote (new bindable, same group)
      POST
    • View one application (full — includes form schema + plan details)
      GET
    • Edit form_payload only
      POST
  • Bind
    • Bind quote requests
      POST
  • Policy
    • Get policy — full detail
      GET
    • Renewal payment
      POST
    • Cancel a policy
      POST
  • Schemas
    • Schemas
    • Response
    • Rates
  • Schemas
    • SuccessResponse
    • SuccessEnvelope
    • AttestationItem
    • ISO8601DateTime
    • ErrorResponse
    • ErrorEnvelope
    • BindQuotePayment
    • PingResponse
    • Pricing
    • Pagination
    • OffsetPagination
    • NaicsListResponse
    • PricingData
    • PricingNode
    • ValidationErrorEnvelope
    • BindQuoteItem
    • HealthResponse
    • CarrierRef
    • RateRequest
    • ProgramType
    • PagePagination
    • ClassificationListResponse
    • QuoteApplication
    • ProgramMarketing
    • PaginationWithPage
    • PolicyProgramNode
    • BindRequest
    • ProgramSummary
    • RateResult
    • CreateProgramTypeInput
    • PagePaginationWithMore
    • QuoteCarrierProgram
    • PlanDetails
    • ClassificationStub
    • PolicyCarrierNode
    • PolicyCustomer
    • ProgramEndorsement
    • MatrixRequest
    • UpdateProgramTypeInput
    • NaicsCode
    • QuoteFolio
    • ProgramNode
    • ClassificationFull
    • PolicyTermNode
    • PolicyBilling
    • ProgramOption
    • MatrixResult
    • ProgramListItem
    • Classification
    • CreateQuoteProgram
    • ProgramNodeFull
    • AppetiteItem
    • PolicySellerNode
    • PolicyDocumentAccess
    • ProgramTerm
    • Program
    • CreateClassificationInput
    • CreateQuoteRequest
    • CarrierNode
    • CatalogLimit
    • RateOption
    • PolicyCustomerNode
    • BoundPolicyReceipt
    • ProgramDetail
    • CreateProgramInput
    • UpdateClassificationInput
    • UpdateApplicationRequest
    • OptionItem
    • CatalogRule
    • AppliedOptions
    • PolicyInsuredItem
    • BindQuoteResult
    • ProductTypeEnum
    • UpdateProgramInput
    • AppetiteSummary
    • EndorsementItem
    • CatalogProductOption
    • PolicyLocationItem
    • BindSummary
    • RatingMethodEnum
    • AppetiteListItem
    • PaymentFrequency
    • CatalogEndorsement
    • PolicyEndorsementItem
    • BindResponseData
    • FormField
    • AppetiteCatalogEntry
    • PaymentOption
    • CatalogItem
    • PolicyCoverageItem
    • BindResponse
    • AppetiteDetail
    • DocumentItem
    • PolicyDocumentItem
    • BindResponseAllFailed
    • AppetiteRule
    • NoticeItem
    • NaicsWithClassificationsResponse
    • PolicyEventItem
    • ErrorResponse400
    • CreateAppetiteRuleInput
    • TermAndCondition
    • PolicyPaymentItem
    • ErrorResponseSimple
    • UpdateAppetiteRuleInput
    • FormSectionField
    • AppetiteListResponse
    • PolicyFull
    • AppetiteLimit
    • FormSection
    • CatalogResponse
    • AcceptedTerm
    • CreateAppetiteLimitInput
    • QuoteResponseProgramLight
    • Payment
    • UpdateAppetiteLimitInput
    • QuoteResponseProgramFull
    • PayBody
    • QuoteResponseLight
    • RecordedAcceptance
    • BillingConfig
    • PayResultToken
    • PayResultInvoiceAccount
    • PayResultCarrierCharge
    • PayResultFinalized
    • QuoteFolioCreated
    • CancelBody
    • CancelResult
    • CreateQuoteRatePayloadRequest
    • EditApplicationRequest
    • SystemPayload
    • FormPayload
  1. Quote

Re-quote (new bindable, same group)

POST
/v1/quote/{quoteId}
Create a new quote folio that inherits the same groupId as the original (quoteId in the path). Use this when rating factors change — for example, the applicant picks a different coverage limit or updates their address.
The original folio is not modified. A brand-new folio is created with the updated system_payload and programs[]. Both folios are visible via GET /v1/quote?groupId=….
When to re-quote vs edit:
ActionUse
Rating factor changed (class code, plan max, limit, date)Re-quote
Non-rating data changed (contact name, email, phone, DBA)Edit (POST /v1/quote/{quoteId}/applications/{quoteRequestId})
The request body is identical to POST /v1/quote. The path quoteId is automatically stored as originalQuoteId on the new folio — you do not need to include it in the body.

Request

Authorization
Bearer Token
Provide your bearer token in the
Authorization
header when making requests to protected resources.
Example:
Authorization: Bearer ********************
or
Path Params

Body Params application/jsonRequired

Examples

Responses

🟢201
application/json
New quote folio created, inheriting the original's groupId.
Bodyapplication/json

🟠400BadRequest
🟠400BadRequest
🟠401Unauthorized
🟠401Unauthorized
🟠404NotFound
🟠404NotFound
Request Request Example
Shell
JavaScript
Java
Swift
cURL
curl --location '/v1/quote/' \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '{
    "class_code": "restaurant_fullservice",
    "business_name": "Acme Cafe LLC",
    "mailing_zip": "43215",
    "mailing_state": "OH",
    "employee_count": 5,
    "annual_revenue": 250000,
    "effective_date": "2026-05-15",
    "coverage": {
        "glLimit": 2000000,
        "bppLimit": 100000
    }
}'
Response Response Example
201 - Success
{
    "success": true,
    "data": {
        "quoteId": "4d5e6f7a-8b9c-0123-def0-123456789012",
        "groupId": "9a1b2c3d-4e5f-6789-abcd-ef0123456789",
        "applications": [
            {
                "quoteRequestId": "5e6f7a8b-9c0d-1234-ef01-234567890123",
                "programType": "TI",
                "status": "success",
                "pricingData": {
                    "currency": "USD",
                    "pricing": [
                        {
                            "programId": "c70f27d4-0f63-443c-b210-5dd3c0dd52d5",
                            "premium": 980.14,
                            "fees": 55.5,
                            "taxes": 0,
                            "total": 1035.64
                        }
                    ]
                }
            }
        ]
    }
}
Modified at 2026-05-05 23:26:59
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View a quote folio (light — all programs)
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View one application (full — includes form schema + plan details)
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