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Policy Flow

A Policy receives all of the same data that was on the Quote object including Coverages, Effective and Term End dates, Insured Risk Properties and Entities. For example the primary_named_insured called out on a Quote application would become the same primary_named_insured on the Policy. To transition a Quote into a Policy you POST to the /policies endpoint containing the Quote ID. Assuming that the Quote is in a convertible status a Policy will be generated and delivered.

Policy Generation Walkthrough

Extending the Quote flow from before you can follow through to Policy creation.

Updated about a month ago



Policy Flow


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