POST v1/Policies/{policyId}/Quotes

Upserts a quote for an existing policy.

Request Information

URI Parameters

NameDescriptionTypeAdditional information
policyId

Policy Id to upsert quotes for

string

Required

Body Parameters

Quote for upserting

QuoteDTO
NameDescriptionTypeAdditional information
QuoteID

The unique identifier for the quote.

integer

None.

PolicyID

The unique identifier for the policy the quote is attached to.

integer

None.

QuoteNumber

The user identifier for the quote.

string

None.

QuoteStatus

The current status of the quote.

string

None.

QuoteSubStatus

The current status of the quote.

string

None.

QuoteType

The type of quote.

string

None.

CarrierID

The unique identifier for the underwriting carrier.

integer

None.

MGAID

The unique identifier for the MGA (if available).

integer

None.

QuoteDate

The optional date the quote was created.

date

None.

QuoteExpirationDate

The optional date the quote is set to expire.

date

None.

QuotedByID

The unique identifier for the person who created the quote.

integer

None.

Conditions

Optionally, any conditions, endorsements, or exclusions to the quote.

string

None.

BasePremium

The base premium amount for the quote.

decimal number

None.

IsDeleted

Indicates if the quote has been flagged for deletion.

boolean

None.

Preferred

Indicates if it is preferred.

boolean

None.

QuoteCarrierFees

A collection of carrier fees associated with the quote.

Collection of QuoteCarrierFeeDTO

None.

Request Formats

application/json, text/json

Sample:
{
  "QuoteID": 1,
  "PolicyID": 2,
  "QuoteNumber": "sample string 3",
  "QuoteStatus": "sample string 4",
  "QuoteSubStatus": "sample string 5",
  "QuoteType": "sample string 6",
  "CarrierID": 1,
  "MGAID": 1,
  "QuoteDate": "2026-08-14T18:25:22.3125201+00:00",
  "QuoteExpirationDate": "2026-08-14T18:25:22.3125201+00:00",
  "QuotedByID": 7,
  "Conditions": "sample string 8",
  "BasePremium": 1.0,
  "IsDeleted": true,
  "Preferred": true,
  "QuoteCarrierFees": [
    {
      "QuoteID": 1,
      "CarrierFeeID": 2,
      "AmountIsPercent": true,
      "Amount": 4.0
    },
    {
      "QuoteID": 1,
      "CarrierFeeID": 2,
      "AmountIsPercent": true,
      "Amount": 4.0
    }
  ]
}

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'QuoteDTO'.

application/xml, text/xml

Sample:
<QuoteDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
  <BasePremium>1</BasePremium>
  <CarrierID>1</CarrierID>
  <Conditions>sample string 8</Conditions>
  <IsDeleted>true</IsDeleted>
  <MGAID>1</MGAID>
  <PolicyID>2</PolicyID>
  <Preferred>true</Preferred>
  <QuoteCarrierFees>
    <QuoteCarrierFeeDTO>
      <Amount>4</Amount>
      <AmountIsPercent>true</AmountIsPercent>
      <CarrierFeeID>2</CarrierFeeID>
      <QuoteID>1</QuoteID>
    </QuoteCarrierFeeDTO>
    <QuoteCarrierFeeDTO>
      <Amount>4</Amount>
      <AmountIsPercent>true</AmountIsPercent>
      <CarrierFeeID>2</CarrierFeeID>
      <QuoteID>1</QuoteID>
    </QuoteCarrierFeeDTO>
  </QuoteCarrierFees>
  <QuoteDate>2026-08-14T18:25:22.3125201+00:00</QuoteDate>
  <QuoteExpirationDate>2026-08-14T18:25:22.3125201+00:00</QuoteExpirationDate>
  <QuoteID>1</QuoteID>
  <QuoteNumber>sample string 3</QuoteNumber>
  <QuoteStatus>sample string 4</QuoteStatus>
  <QuoteSubStatus>sample string 5</QuoteSubStatus>
  <QuoteType>sample string 6</QuoteType>
  <QuotedByID>7</QuotedByID>
</QuoteDTO>

Response Information

Resource Description

Action result with upserted quote

ActionResultDTOOfQuoteDTO
NameDescriptionTypeAdditional information
Result

QuoteDTO

None.

CreatedBy

string

None.

EntityID

integer

None.

RowSource

string

None.

PolicyID

integer

None.

IsSuccess

Signifies whether action is successful

boolean

None.

ErrorCode

Error code

string

None.

ErrorMessage

Error message

string

None.

InfoMessage

Information message

string

None.

Response Formats

application/json, text/json

Sample:
{
  "Result": {
    "QuoteID": 1,
    "PolicyID": 2,
    "QuoteNumber": "sample string 3",
    "QuoteStatus": "sample string 4",
    "QuoteSubStatus": "sample string 5",
    "QuoteType": "sample string 6",
    "CarrierID": 1,
    "MGAID": 1,
    "QuoteDate": "2026-08-14T18:25:22.3197938+00:00",
    "QuoteExpirationDate": "2026-08-14T18:25:22.3197938+00:00",
    "QuotedByID": 7,
    "Conditions": "sample string 8",
    "BasePremium": 1.0,
    "IsDeleted": true,
    "Preferred": true,
    "QuoteCarrierFees": [
      {
        "QuoteID": 1,
        "CarrierFeeID": 2,
        "AmountIsPercent": true,
        "Amount": 4.0
      },
      {
        "QuoteID": 1,
        "CarrierFeeID": 2,
        "AmountIsPercent": true,
        "Amount": 4.0
      }
    ]
  },
  "CreatedBy": "sample string 1",
  "EntityID": 2,
  "RowSource": "sample string 3",
  "PolicyID": 4,
  "IsSuccess": true,
  "ErrorCode": "sample string 6",
  "ErrorMessage": "sample string 7",
  "InfoMessage": "sample string 8"
}

application/xml, text/xml

Sample:
<ActionResultOfQuoteDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects">
  <ErrorCode>sample string 6</ErrorCode>
  <ErrorMessage>sample string 7</ErrorMessage>
  <InfoMessage>sample string 8</InfoMessage>
  <IsSuccess>true</IsSuccess>
  <CreatedBy>sample string 1</CreatedBy>
  <EntityID>2</EntityID>
  <PolicyID>4</PolicyID>
  <Result xmlns:d2p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
    <d2p1:BasePremium>1</d2p1:BasePremium>
    <d2p1:CarrierID>1</d2p1:CarrierID>
    <d2p1:Conditions>sample string 8</d2p1:Conditions>
    <d2p1:IsDeleted>true</d2p1:IsDeleted>
    <d2p1:MGAID>1</d2p1:MGAID>
    <d2p1:PolicyID>2</d2p1:PolicyID>
    <d2p1:Preferred>true</d2p1:Preferred>
    <d2p1:QuoteCarrierFees>
      <d2p1:QuoteCarrierFeeDTO>
        <d2p1:Amount>4</d2p1:Amount>
        <d2p1:AmountIsPercent>true</d2p1:AmountIsPercent>
        <d2p1:CarrierFeeID>2</d2p1:CarrierFeeID>
        <d2p1:QuoteID>1</d2p1:QuoteID>
      </d2p1:QuoteCarrierFeeDTO>
      <d2p1:QuoteCarrierFeeDTO>
        <d2p1:Amount>4</d2p1:Amount>
        <d2p1:AmountIsPercent>true</d2p1:AmountIsPercent>
        <d2p1:CarrierFeeID>2</d2p1:CarrierFeeID>
        <d2p1:QuoteID>1</d2p1:QuoteID>
      </d2p1:QuoteCarrierFeeDTO>
    </d2p1:QuoteCarrierFees>
    <d2p1:QuoteDate>2026-08-14T18:25:22.3197938+00:00</d2p1:QuoteDate>
    <d2p1:QuoteExpirationDate>2026-08-14T18:25:22.3197938+00:00</d2p1:QuoteExpirationDate>
    <d2p1:QuoteID>1</d2p1:QuoteID>
    <d2p1:QuoteNumber>sample string 3</d2p1:QuoteNumber>
    <d2p1:QuoteStatus>sample string 4</d2p1:QuoteStatus>
    <d2p1:QuoteSubStatus>sample string 5</d2p1:QuoteSubStatus>
    <d2p1:QuoteType>sample string 6</d2p1:QuoteType>
    <d2p1:QuotedByID>7</d2p1:QuotedByID>
  </Result>
  <RowSource>sample string 3</RowSource>
</ActionResultOfQuoteDTO>