Batch Quote
POST/v1/quote/:productCode/batch
Creates multiple quotes in a single request. All quotes must be of the same product type.
Request
Path Parameters
Possible values: [event-participation-cancellation-insurance
, event-host-liability
, event-host-cancellation
, pet-insurance
, shipping
, collectibles
, medsaver
, gap-medical
, regsaver
, travel
, tuition
, registration-cancellation
, ticket-refund
, renters
, season-interruption
, team-registration
, membership-insurance
, hunting-lease-liability
]
- application/json
Body
arrayrequired
- Array [
- ]
customer object
2-character state code. Either state or postal_code is required when requesting a quote.
Possible values: >= 2 characters
and <= 2 characters
, [US
, CA
]
Default value: US
2-character country code
Either state or postal_code is required when requesting a quote.
metadata object
Reference an existing quote. Only required if attempting to update an existing quote.
This field overrides the partner associated with the policy. This is not required as we typically retrieve the partner information off of the provided credentials.
Default value: false
Send an email to the customer with the quote and option to purchase. Not required.
Responses
- 200
- 400
- 401
- 422
Batch Quotes Created
- application/json
- Schema
- Example (from schema)
Schema
- Array [
- PolicyDTO_PolicyAttributes_
- BatchError
- Array [
- ]
- Array [
- Array [
- ]
- ]
- ]
policy_holder object
partner object
Possible values: [STANDARD
, LIMITED
]
Possible values: [sole_proprietorship
, single_member_llc
, multi_member_llc
, private_partnership
, private_corporation
]
Possible values: [US
, CA
]
Possible values: [ACTIVE
, PENDING_CONFIGURATION
, PENDING_ONBOARDING
, INACTIVE
]
Possible values: [youth_sports
, health_and_wellness
, live_events
, travel
, pets
, education
, collectibles
, events_and_rentals
, camps_and_recreation
, conferences
, generic
]
policy_documents object[]
Possible values: [POLICY
, CERTIFICATE_OF_INSURANCE
, OTHER
]
Possible values: [ACTIVE
, QUOTED
, EXPIRED
, PENDING_CANCELLATION
, CANCELED
, PENDING
, REQUIRES_PAYMENT
, BIND_FAILED
, ENDORSED
]
product object
Possible values: [event-participation-cancellation-insurance
, event-host-liability
, event-host-cancellation
, pet-insurance
, shipping
, collectibles
, medsaver
, gap-medical
, regsaver
, travel
, tuition
, registration-cancellation
, ticket-refund
, renters
, season-interruption
, team-registration
, membership-insurance
, hunting-lease-liability
]
For an endorsement, the change in price. A positive price change indicates that the price has increased and the customer will need to pay the difference. A negative price change indicates that the new policy is cheaper and that a refund is needed.
subscription_premium object
If this policy supports being billed as a monthly subscription instead of a one-time fee, this field will be present
The number of monthly payments required for this subscription
The monthly premium to be paid for this subscription
Possible values: [USD
, CAD
]
Total cost of the policy in cents. This is the amount that should be displayed and charged during checkout if the user accepts the insurance purchase.
taxes_and_fees object[]
order_item_transaction object
policy object
Possible values: >= 2 characters
and <= 2 characters
state object
customer object
policy_documents object[]
Possible values: [POLICY
, CERTIFICATE_OF_INSURANCE
, OTHER
]
Possible values: [ACTIVE
, QUOTED
, EXPIRED
, PENDING_CANCELLATION
, CANCELED
, PENDING
, REQUIRES_PAYMENT
, BIND_FAILED
, ENDORSED
]
product object
Possible values: [event-participation-cancellation-insurance
, event-host-liability
, event-host-cancellation
, pet-insurance
, shipping
, collectibles
, medsaver
, gap-medical
, regsaver
, travel
, tuition
, registration-cancellation
, ticket-refund
, renters
, season-interruption
, team-registration
, membership-insurance
, hunting-lease-liability
]
Possible values: >= 50
subscription_premium object
The number of monthly payments required for this subscription
The monthly premium to be paid for this subscription
Possible values: [USD
, CAD
]
metadata object
order object
customer object
subscription object
Possible values: [USD
, CAD
]
Possible values: [REQUIRES_PAYMENT
, COMPLETED
, REFUNDED
, PENDING
, FAILED
, CHARGED_BACK
]
Possible values: [PENDING
, FAILED
, COMPLETED
]
Possible values: [REFUND
, CHARGE
, CHARGEBACK
]
Possible values: [CC
, ACH
]
Possible values: [justifi
, card_connect
, propay
, stripe
, sportsengine
, teamsnap
, insurance_carrier
, stackpay
, invoice
, braintree
]
Possible values: [fee
, tax
]
metadata object
[
{
"policy_holder": {
"first_name": "string",
"middle_name": "string",
"last_name": "string",
"email_address": "string",
"phone_number": "string",
"street": "string",
"city": "string",
"state": "string",
"postal_code": "string",
"country": "string"
},
"policy_attributes": {},
"policy_number": "string",
"partner": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"type": "STANDARD",
"legal_business_name": "string",
"dba_name": "string",
"business_structure": "sole_proprietorship",
"email_address": "user@example.com",
"notification_email_address": "user@example.com",
"billing_email_address": "user@example.com",
"tax_identifier": "string",
"tax_identifier_verified": true,
"address": "string",
"city": "string",
"state": "string",
"zip_code": "string",
"country": "US",
"phone_number": "string",
"website": "string",
"industry": "string",
"refund_policy_url": "string",
"business_name": "string",
"status": "ACTIVE",
"partner_parent_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"theme_mode": true,
"portal_purchase_enabled": true,
"pre_transaction_fee_commission": true,
"url_identifier": "string",
"vertical": "youth_sports"
},
"policy_documents": [
{
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"master_policy_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"policy_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"document_type": "POLICY",
"storage_bucket": "string",
"storage_key": "string"
}
],
"policy_status": "ACTIVE",
"issued_date": "2024-10-29T16:03:46.143Z",
"expiration_date": "string",
"effective_date": "string",
"quote_date": "2024-10-29T16:03:46.143Z",
"product": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"name": "event-participation-cancellation-insurance",
"friendly_name": "string",
"abbreviation": "string",
"description": "string",
"peril_heading": "string",
"perils": [
"string"
],
"descriptors": [
"string"
],
"promotional_header": "string",
"promotional_description": "string",
"accept_action_text": "string",
"decline_action_text": "string",
"legal_disclaimer": "string",
"privacy_policy_url": "string",
"terms_conditions_url": "string",
"additional_policy_purchase_email_message": "string"
},
"endorsement_price_changes": 0,
"subscription_premium": {
"payments_required": 0,
"payment_amount": 0
},
"currency": "USD",
"total": 0,
"taxes_and_fees": [
{
"order_item_transaction": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"policy": {
"premium_amount_to_show": 0,
"policy_number": "string",
"first_name": "string",
"middle_name": "string",
"last_name": "string",
"email_address": "string",
"phone_number": "string",
"street": "string",
"city": "string",
"postal_code": "string",
"country": "string",
"state": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"name": "string",
"abbreviation": "string",
"country": "string",
"default_timezone_offset": "string"
},
"customer": {
"email_address": "user@example.com"
},
"policy_documents": [
{
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"master_policy_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"policy_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"document_type": "POLICY",
"storage_bucket": "string",
"storage_key": "string"
}
],
"policy_status": "ACTIVE",
"issued_date": "2024-10-29T16:03:46.144Z",
"expiration_date": "2024-10-29T16:03:46.144Z",
"effective_date": "2024-10-29T16:03:46.144Z",
"quote_date": "2024-10-29T16:03:46.144Z",
"product": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"name": "event-participation-cancellation-insurance",
"friendly_name": "string",
"abbreviation": "string",
"description": "string",
"peril_heading": "string",
"perils": [
"string"
],
"descriptors": [
"string"
],
"promotional_header": "string",
"promotional_description": "string",
"accept_action_text": "string",
"decline_action_text": "string",
"legal_disclaimer": "string",
"privacy_policy_url": "string",
"terms_conditions_url": "string",
"additional_policy_purchase_email_message": "string"
},
"policy_attributes": {},
"policy_attributes_old": "string",
"premium_amount": 0,
"endorsement_price_changes": 0,
"subscription_premium": {
"payments_required": 0,
"payment_amount": 0
},
"currency": "USD",
"total": 0,
"taxes_and_fees": [
null
],
"version": 0,
"quote_id": "string",
"is_test": true,
"metadata": {},
"checkout_url": "string"
},
"order": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"customer": {
"email_address": "user@example.com"
},
"order_item_transactions": [
null
],
"subscription": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"status": "string",
"payment_method": "string",
"payment_provider": "string",
"customer_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"start_date": "2024-10-29",
"payments_required": 0,
"payment_amount": 0,
"orders": [
null
]
},
"total": 0,
"sub_total": 0,
"taxes_and_fees_total": 0,
"currency": "USD",
"status": "REQUIRES_PAYMENT",
"placed_at": "2024-10-29T16:03:46.144Z",
"created_at": "2024-10-29T16:03:46.144Z",
"updated_at": "2024-10-29T16:03:46.144Z",
"is_test": true
},
"taxes_and_fees": [
null
],
"item_total": 0,
"taxes_and_fees_amount": 0,
"item_sub_total": 0,
"estimated_allocated_transaction_fee": 0,
"chargeback_fee": 0,
"ar_accounting_period": "string",
"co_accounting_period": "string",
"transaction_status": "PENDING",
"transaction_type": "REFUND",
"transaction_amount": 0,
"payment_type": "CC",
"processor": "justifi",
"estimated_processor_transaction_fee": 0,
"processor_payment_method_id": "string",
"processor_payment_id": "string",
"processor_payout_id": "string",
"processor_payout_date": "2024-10-29T16:03:46.144Z",
"created_at": "2024-10-29T16:03:46.144Z",
"updated_at": "2024-10-29T16:03:46.144Z"
},
"amount": 0,
"description": "string",
"type": "fee",
"included_in_premium": true,
"per_subscription_charge": true
}
],
"version": 0,
"quote_id": "string",
"is_test": true,
"metadata": {},
"checkout_url": "string"
},
{
"error": "string"
}
]
Bad request was sent, most likely from a missing parameter.
- application/json
- Schema
- Example (from schema)
Schema
{
"error": "string",
"error_code": "string",
"message": "string",
"status": 0
}
Either x-api-client-id
or Authorization
header must be provided.
The quote or offer no longer exists but is either a pending or active policy.
- application/json
- Schema
- Example (from schema)
Schema
{
"error": "string",
"error_code": "string",
"message": "string",
"status": 0
}