PATCH v1/Policies/{policyID}/UpdatePolicy

Updates a policy. Top-level policy fields are updated individually when provided. They will not be changed when not included in the request object or passed in as null. Nested collections (such as Quotes, Named Insureds, and Binder Information) replace existing data and require all fields to be specified.

Request Information

URI Parameters

Name	Description	Type	Additional information
policyID	The policy to update	integer	Required

Body Parameters

The policy DTO

PolicyUpdateDTO

Name	Description	Type	Additional information
PolicyNo	Policy number	string	None.
Status	Status of the policy	string	None.
CarrierID	Id of the carrier	integer	None.
AgentID	Id of the agent	integer	None.
CsrID	Id of the CSR	integer	None.
EffectiveDate	Effective date of the policy	string	None.
ExpirationDate	Expiration date of the policy	string	None.
BusinessType	Business type of the policy	string	None.
Description	Description of policy	string	None.
Nonrenewal	Nonrenewal	boolean	None.
Reinstated	Reinstated	boolean	None.
ProducerIDs	List of Producer IDs	Collection of integer	None.
BinderNumber	Binder number	string	None.
BinderDate	Binder date	string	None.
BinderInfo	Binder info	PolicyBinderInfoDTO	None.
Quotes	List of Quotes	Collection of QuoteDTO	None.
NamedInsured	List of Named Insureds	Collection of PolicyNamedInsuredDTO	None.

Request Formats

application/json, text/json

Sample:

{
  "PolicyNo": "sample string 1",
  "Status": "sample string 2",
  "CarrierID": 1,
  "AgentID": 1,
  "CsrID": 1,
  "EffectiveDate": "sample string 3",
  "ExpirationDate": "sample string 4",
  "BusinessType": "sample string 5",
  "Description": "sample string 6",
  "Nonrenewal": true,
  "Reinstated": true,
  "ProducerIDs": [
    1,
    2
  ],
  "BinderNumber": "sample string 7",
  "BinderDate": "sample string 8",
  "BinderInfo": {
    "BinderInfoID": 1,
    "BinderPurposeID": 1,
    "NewBinder": true,
    "NonStandardConditions": true,
    "BinderDocument": "sample string 2",
    "BinderEffectiveTime": "00:00:00.1234567",
    "NumberOfDays": 1,
    "BinderExpirationDate": "2026-08-14T17:26:30.381968+00:00",
    "BinderExpirationTime": "00:00:00.1234567"
  },
  "Quotes": [
    {
      "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": "2026-08-14T17:26:30.381968+00:00",
      "QuoteExpirationDate": "2026-08-14T17:26:30.381968+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
        }
      ]
    },
    {
      "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": "2026-08-14T17:26:30.381968+00:00",
      "QuoteExpirationDate": "2026-08-14T17:26:30.381968+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
        }
      ]
    }
  ],
  "NamedInsured": [
    {
      "PolicyNamedInsuredID": 1,
      "PolicyQuoteID": 2,
      "NamedInsured": "sample string 3",
      "ListOrder": 64,
      "CompanyId": "sample string 5",
      "AgencyId": "sample string 6",
      "LegalEntityCode": "sample string 7",
      "NoOfMemberAndManagers": 1,
      "TaxCode": "sample string 8",
      "EducationLevelId": 1,
      "CountryId": "sample string 9"
    },
    {
      "PolicyNamedInsuredID": 1,
      "PolicyQuoteID": 2,
      "NamedInsured": "sample string 3",
      "ListOrder": 64,
      "CompanyId": "sample string 5",
      "AgencyId": "sample string 6",
      "LegalEntityCode": "sample string 7",
      "NoOfMemberAndManagers": 1,
      "TaxCode": "sample string 8",
      "EducationLevelId": 1,
      "CountryId": "sample string 9"
    }
  ]
}

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 'PolicyUpdateDTO'.

application/xml, text/xml

Sample:

<PolicyUpdateDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
  <AgentID>1</AgentID>
  <BinderDate>sample string 8</BinderDate>
  <BinderInfo xmlns:d2p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies.MultipleIssuePolicies">
    <d2p1:BinderDocument>sample string 2</d2p1:BinderDocument>
    <d2p1:BinderEffectiveTime>PT0.1234567S</d2p1:BinderEffectiveTime>
    <d2p1:BinderExpirationDate>2026-08-14T17:26:30.381968+00:00</d2p1:BinderExpirationDate>
    <d2p1:BinderExpirationTime>PT0.1234567S</d2p1:BinderExpirationTime>
    <d2p1:BinderInfoID>1</d2p1:BinderInfoID>
    <d2p1:BinderPurposeID>1</d2p1:BinderPurposeID>
    <d2p1:NewBinder>true</d2p1:NewBinder>
    <d2p1:NonStandardConditions>true</d2p1:NonStandardConditions>
    <d2p1:NumberOfDays>1</d2p1:NumberOfDays>
  </BinderInfo>
  <BinderNumber>sample string 7</BinderNumber>
  <BusinessType>sample string 5</BusinessType>
  <CarrierID>1</CarrierID>
  <CsrID>1</CsrID>
  <Description>sample string 6</Description>
  <EffectiveDate>sample string 3</EffectiveDate>
  <ExpirationDate>sample string 4</ExpirationDate>
  <NamedInsured>
    <PolicyNamedInsuredDTO>
      <AgencyId>sample string 6</AgencyId>
      <CompanyId>sample string 5</CompanyId>
      <CountryId>sample string 9</CountryId>
      <EducationLevelId>1</EducationLevelId>
      <LegalEntityCode>sample string 7</LegalEntityCode>
      <ListOrder>64</ListOrder>
      <NamedInsured>sample string 3</NamedInsured>
      <NoOfMemberAndManagers>1</NoOfMemberAndManagers>
      <PolicyNamedInsuredID>1</PolicyNamedInsuredID>
      <PolicyQuoteID>2</PolicyQuoteID>
      <TaxCode>sample string 8</TaxCode>
    </PolicyNamedInsuredDTO>
    <PolicyNamedInsuredDTO>
      <AgencyId>sample string 6</AgencyId>
      <CompanyId>sample string 5</CompanyId>
      <CountryId>sample string 9</CountryId>
      <EducationLevelId>1</EducationLevelId>
      <LegalEntityCode>sample string 7</LegalEntityCode>
      <ListOrder>64</ListOrder>
      <NamedInsured>sample string 3</NamedInsured>
      <NoOfMemberAndManagers>1</NoOfMemberAndManagers>
      <PolicyNamedInsuredID>1</PolicyNamedInsuredID>
      <PolicyQuoteID>2</PolicyQuoteID>
      <TaxCode>sample string 8</TaxCode>
    </PolicyNamedInsuredDTO>
  </NamedInsured>
  <Nonrenewal>true</Nonrenewal>
  <PolicyNo>sample string 1</PolicyNo>
  <ProducerIDs xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:int>1</d2p1:int>
    <d2p1:int>2</d2p1:int>
  </ProducerIDs>
  <Quotes>
    <QuoteDTO>
      <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>2026-08-14T17:26:30.381968+00:00</QuoteDate>
      <QuoteExpirationDate>2026-08-14T17:26:30.381968+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>
    <QuoteDTO>
      <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>2026-08-14T17:26:30.381968+00:00</QuoteDate>
      <QuoteExpirationDate>2026-08-14T17:26:30.381968+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>
  </Quotes>
  <Reinstated>true</Reinstated>
  <Status>sample string 2</Status>
</PolicyUpdateDTO>

Response Information

Resource Description

ActionResultDTO

Name	Description	Type	Additional information
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:

{
  "IsSuccess": true,
  "ErrorCode": "sample string 2",
  "ErrorMessage": "sample string 3",
  "InfoMessage": "sample string 4"
}

application/xml, text/xml

Sample:

<ActionResultDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects">
  <ErrorCode>sample string 2</ErrorCode>
  <ErrorMessage>sample string 3</ErrorMessage>
  <InfoMessage>sample string 4</InfoMessage>
  <IsSuccess>true</IsSuccess>
</ActionResultDTO>