The commercial quote object
Required properties
| Parameter | Type | Description |
|---|---|---|
insurance_carrier | String | The insurance carrier of the quote. The list of supported carriers are here. NOTE: If the carrier is not in the list, you can put it as is, but some features may not be supported for the agent. |
policy_type | String | The type of commercial coverage offered in the quote. The accepted values are BOP, Commercial Auto, Commercial Umbrella, General Liability, Workers Compensation, and Other (case sensitive) |
custom_policy_type_name | String | Required only if policy_type is Other. A description of the coverage type. |
commercial | Object | The entity covered by the quote. Learn more about the commercial object here. NOTE: If an entity has multiple quotes, just add the same commercial object for the commercial property of the other commercial quote/s. |
Optional properties
| Parameter | Type | Description |
|---|---|---|
policy_renewal_date | String | The policy renewal date of the quote. The date format should be YYYY-MM-DD. Example: 2020-12-31 |
policy_term | Integer | The number of months in the policy term. Supported values are 6 or 12. |
payment_plan | String | The payment plan of the quote. The accepted values are Pay-in-Full, 2-Pay, Monthly-Credit/Debit, Monthly-by-Mail, 4-Pay, and Monthly-EFT (case sensitive). |
full_term_premium | Number | The full term premium of the quote. Any non-negative number is accepted. Example: 5000.54 |
years_with_carrier | Number | The number of years the covered entity has been with their current carrier. Any non-negative number is accepted. Example: 2 |
notes | String | Any additional notes about the coverage or policy. |
Example
{
"insurance_carrier": "Allstate",
"policy_renewal_date": "2026-09-27",
"policy_term": "12 months",
"full_term_premium": 9000,
"years_with_carrier": 2,
"policy_type": "General Liability",
"custom_policy_type_name": "",
"notes": "Requesting coverage for...",
"commercial": {
"business_name": "Cornerstone Construction",
"dba_name": "",
"street1": "123 Main St"
"city": "Columbus",
"state": "OH",
"postal_code": "43215",
"contact_name": "Sam Smith",
"contact_title": "Partner",
"contact_phone": "5551234567",
"contact_email": "june@gmail.com",
"ein_tin": "12-3456789",
"sic_code": 1521,
"website_address": "www.cornerstone.xyz",
"operations_description": "We do home construction and remodeling",
"entity_type": "Partnership",
"year_established": "2020",
"locations_count": 1,
"part_time_employees_count": 2,
"full_time_employees_count": 3,
"estimated_annual_payroll": 125000,
"annual_revenue": 250000,
"building_type": "Block metal",
"building_ownership": "owned",
"building_square_feet": 4280,
"building_contents_value": 500000,
"building_tenant_improvements": 75000,
"building_cost_sign": 850,
"additional_notes": "Has additional insureds..."
}
}