The life quote object

Required properties

ParameterTypeDescription
insurance_carrierStringThe 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.
first_nameObjectThe first name of the member covered by the quote. This should match a member name provided elsewhere.
last_nameObjectThe last name of the member covered by the quote. This should match a member name provided elsewhere.
policy_typeStringThe type of life coverage offered in the quote. The accepted values are 5 Year Term, 10 Year Term, 15 Year Term, 20 Year Term, 25 Year Term, 30 Year Term, Whole Life, Universal Life, Index Universal Life, Variable Universal Life, Survivorship, Final Expense, No Medical Exam - 5 Year Term, No Medical Exam - 10 Year Term, No Medical Exam - 15 Year Term, No Medical Exam - 20 Year Term, No Medical Exam - 25 Year Term, No Medical Exam - 30 Year Term (case sensitive)

Optional properties

ParameterTypeDescription
policy_renewal_dateStringThe policy renewal date of the quote. The date format should be YYYY-MM-DD.
Example: 2020-12-31
payment_planStringThe 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_premiumNumberThe full term premium of the quote. Any non-negative number is accepted.
Example: 5000.54
face_amountNumberThe face value of the coverage offered in the quote. Any non-negative number is accepted.
Example: 500000

Example

{
"insurance_carrier": "Metlife",
"policy_renewal_date": "2021-12-31",
"payment_plan": "Pay-in-Full",
"full_term_premium": 1050.24,
"policy_type": "Whole Life",
"face_amount": 500000,
"first_name": "Doretha",
"last_name": "Bauch"
}
*The details in the example above are fictional. Any resemblance to an actual property is purely coincidental.