1Fort quote: applications API
**Access:** requires a JWT access token.
**Access:** requires a JWT access token.
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openapi: 3.2.0
info:
title: '1Fort API Documentation quote: applications API'
description: '# 1Fort API
REST API for the 1Fort insurance platform.'
termsOfService: https://www.1fort.com/
license:
name: Privately owned
version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: 'quote: applications'
x-displayName: Applications
description: '**Access:** requires a JWT access token.'
paths:
/applications/{application_pk}/quotes:
parameters:
- name: application_pk
in: path
required: true
schema:
type: string
get:
operationId: applications_quotes_list
summary: List Quotes by Application
description: List all quotes for a specific application of the business associated with the logged-in user.
parameters:
- name: search
in: query
description: A search term.
required: false
schema:
type: string
- name: ordering
in: query
description: Which field to use when ordering the results.
required: false
schema:
type: string
- name: limit
in: query
description: Number of results to return per page.
required: false
schema:
type: integer
- name: offset
in: query
description: The initial index from which to return the results.
required: false
schema:
type: integer
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/QuoteReadOnly'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- 'quote: applications'
/applications/{application_pk}/quotes/{id}:
parameters:
- name: application_pk
in: path
required: true
schema:
type: string
- name: id
in: path
description: A UUID string identifying this quote.
required: true
schema:
type: string
format: uuid
get:
operationId: applications_quotes_read
summary: Retrieve Quote by Application
description: Retrieve a quote for a specific application of the business associated with the logged-in user.
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/QuoteReadOnly'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'404':
description: Object does not exist or caller has insufficient permissions to access it.
content:
application/json:
schema:
$ref: '#/components/schemas/APIException'
'500':
description: Internal server error.
tags:
- 'quote: applications'
components:
schemas:
ApplicationList:
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
is_active:
title: Is active
type: boolean
readOnly: true
created_at:
title: Created at
type: string
format: date-time
readOnly: true
name:
title: Name
type:
- string
- 'null'
maxLength: 255
description:
title: Description
type:
- string
- 'null'
effective_date:
title: Effective date
type:
- string
- 'null'
format: date
due_date:
title: Due date
type:
- string
- 'null'
format: date
policy_type:
title: Policy type
type: string
enum:
- ADMITTED
- SURPLUS_LINES
- ADMITTED_AND_SURPLUS_LINES
year:
title: Year
type: integer
maximum: 2147483647
minimum: -2147483648
prefilled_application:
title: Prefilled application
type:
- string
- 'null'
readOnly: true
format: uri
additional_documents:
title: Additional documents
type:
- string
- 'null'
status:
title: Status
type: string
enum:
- draft
- in_progress
- needs_review
- submitted
- archived
email_type:
title: Email type
type: string
enum:
- default
- conversation
submission_type:
title: Submission type
type: string
enum:
- NEW
- RENEWAL
- OTHER
form_override:
title: Form override
type:
- string
- 'null'
readOnly: true
format: uri
submitted_by_business_at:
title: Submitted by business at
type:
- string
- 'null'
format: date-time
brokerage_wants_place_directly:
title: Brokerage wants place directly
type: boolean
brokerage_wants_wholesale_with_1fort:
title: Brokerage wants wholesale with 1fort
type: boolean
can_1fort_approach_any_market_wholesale:
title: Can 1fort approach any market wholesale
type: boolean
quote_version:
title: Quote version
type: string
enum:
- MANUAL
- API
copy_src:
title: Copy src
description: Source action that triggered application copy (e.g., 'new_limit')
type:
- string
- 'null'
maxLength: 50
source:
title: Source
description: Where the application submission originated
type:
- string
- 'null'
enum:
- storefront
- broker_in_portal
- email_ai
- renewal
business:
title: Business
type:
- integer
- 'null'
brokerage_direct_placement_carriers:
type: array
items:
type: string
format: uuid
uniqueItems: true
carriers_1fort_should_not_approach:
type: array
items:
type: string
format: uuid
uniqueItems: true
coverage_types:
type: array
items:
type: string
format: uuid
uniqueItems: true
Wholesaler:
required:
- name
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
name:
title: Name
type: string
maxLength: 255
minLength: 1
logo:
title: Logo
type:
- string
- 'null'
readOnly: true
format: uri
is_active:
title: Is active
type: boolean
is_owned_by_1fort:
title: Is owned by 1fort
description: Indicates if this wholesaler is owned by 1Fort
type: boolean
domains:
description: Comma-separated list of domain names (e.g., example.com, example.org)
type:
- array
- 'null'
items:
title: Domains
type: string
maxLength: 255
minLength: 1
BusinessSubsidiary:
required:
- name
- business
type: object
properties:
id:
title: ID
type: integer
readOnly: true
name:
title: Name
type: string
maxLength: 255
minLength: 1
description:
title: Description
type:
- string
- 'null'
ownership:
title: Ownership
type:
- integer
- 'null'
maximum: 2147483647
minimum: 0
business:
title: Business
type: integer
QuoteFile:
required:
- quote
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
download_file:
title: Download file
type: string
readOnly: true
file:
title: File
type: string
readOnly: true
format: uri
quote:
title: Quote
type: string
format: uuid
created_at:
title: Created at
type: string
format: date-time
readOnly: true
file_type:
title: File type
type: string
enum:
- quote
- binder
- invoice
- unspecified
UserForBrokerAgency:
type: object
properties:
first_name:
title: First name
type: string
maxLength: 255
minLength: 1
last_name:
title: Last name
type: string
maxLength: 255
minLength: 1
user_defined_role:
title: User defined role
type: string
maxLength: 255
minLength: 1
BusinessList:
required:
- name
type: object
properties:
name:
title: Name
type: string
maxLength: 255
minLength: 1
id:
title: ID
type: integer
readOnly: true
created_at:
title: Created at
type: string
format: date-time
readOnly: true
industry:
title: Industry
type:
- string
- 'null'
maxLength: 255
number_of_employees:
title: Number of employees
type:
- integer
- 'null'
maximum: 2147483647
minimum: 0
active:
title: Active
type: boolean
domain_name:
title: Domain name
type:
- string
- 'null'
maxLength: 500
subsidiaries:
type: array
items:
$ref: '#/components/schemas/BusinessSubsidiary'
readOnly: true
revenue:
title: Revenue
type:
- integer
- 'null'
maximum: 9223372036854775807
minimum: -9223372036854775808
APIException:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
CarrierProduct:
type: object
properties:
code:
title: Code
type:
- string
- 'null'
minLength: 1
product_line:
title: Product line
type:
- string
- 'null'
minLength: 1
is_active:
title: Is active
type: boolean
policy_type:
title: Policy type
type: string
enum:
- ADMITTED
- SURPLUS_LINES
name:
title: Name
type:
- string
- 'null'
maxLength: 255
am_best_rating:
title: Am best rating
description: Carrier AM Best Rating.
type:
- string
- 'null'
maxLength: 255
eta_hours:
title: Eta hours
description: Estimated turnaround time in hours for this carrier product.
type:
- integer
- 'null'
maximum: 2147483647
minimum: -2147483648
GenericError:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
BrokerAgency:
required:
- name
- domain_name
type: object
properties:
id:
title: ID
type: integer
readOnly: true
user:
$ref: '#/components/schemas/UserForBrokerAgency'
broker_group:
title: Broker group
type: string
readOnly: true
agency_fee_type:
title: Agency fee type
type:
- string
- 'null'
enum:
- fixed
- minimum_commission
- percentage
subscription_plan_display:
title: Subscription plan display
type: string
readOnly: true
minLength: 1
subscription:
$ref: '#/components/schemas/AgencySubscription'
name:
title: Name
type: string
maxLength: 255
minLength: 1
domain_name:
title: Domain name
type: string
maxLength: 500
minLength: 1
slug:
title: Slug
description: URL-safe identifier derived from domain_name (second-level label). Populated automatically when empty.
type:
- string
- 'null'
format: slug
pattern: ^[-a-zA-Z0-9_]+$
maxLength: 255
logo:
title: Logo
type:
- string
- 'null'
readOnly: true
format: uri
phone_number:
title: Phone number
type:
- string
- 'null'
maxLength: 255
created_at:
title: Created at
type: string
format: date-time
readOnly: true
plan:
title: Plan
type: string
enum:
- WHOLESALE
- SAAS
readOnly: true
subscription_plan:
title: Subscription plan
type: string
enum:
- ESSENTIALS
- PREMIUM
- ENTERPRISE
readOnly: true
is_test_account:
title: Is test account
type: boolean
readOnly: true
can_download_readiness_reports:
title: Can download readiness reports
type: boolean
readOnly: true
agency_id:
title: Agency id
type:
- string
- 'null'
maxLength: 255
full_address:
title: Full address
type:
- string
- 'null'
program_fee_cap:
title: Program fee cap
description: The maximum amount of program fee that the 1Fort can charge to the customer.
type:
- string
- 'null'
format: decimal
readOnly: true
program_fee_rate:
title: Program fee rate
description: Program fee rate (%) for quotes where 1Fort helped with submission (e.g., Herald, Manual).
type: string
format: decimal
readOnly: true
program_fee_rate_no_submission:
title: Program fee rate no submission
description: Program fee rate (%) for quotes where 1Fort did not help with submission (e.g., Email AI).
type: string
format: decimal
checkout_processing_fee_percent:
title: Checkout processing fee percent
description: Checkout card processing fee (%) — percent of subtotal only (no fixed fee; capped at 3%). Leave blank for default 3%. ACH/wire use a separate 1% + $0.30 default when this field is blank.
type:
- string
- 'null'
format: decimal
stripe_connect_payouts_enabled:
title: Stripe connect payouts enabled
description: When enabled, successful checkout payments allocate Stripe Connect transfers to the broker and carrier Express accounts.
type: boolean
disclaimer:
title: Disclaimer
type:
- string
- 'null'
support_email:
title: Support email
type:
- string
- 'null'
format: email
maxLength: 255
accounting_email:
description: List of accounting email addresses for this agency
type:
- array
- 'null'
items:
title: Accounting email
type: string
format: email
maxLength: 254
minLength: 1
marketing_placements_email:
description: List of marketing/placements email addresses for this agency
type:
- array
- 'null'
items:
title: Marketing placements email
type: string
format: email
maxLength: 254
minLength: 1
total_commercial_premium:
title: Total commercial premium
description: Total commercial premium for this agency
type:
- string
- 'null'
format: decimal
agency_fee:
title: Agency fee
description: Agency fee in dollars (used when agency_fee_type is null or fixed)
type: string
format: decimal
agency_fee_percentage:
title: Agency fee percentage
description: Agency fee as percentage (0-100), used when agency_fee_type is minimum_commission or percentage
type:
- string
- 'null'
format: decimal
disable_all_broker_emails:
title: Disable all broker emails
description: When enabled, disables all automated emails to brokers within this agency
type: boolean
auto_submit_renewal_applications:
title: Auto submit renewal applications
description: 'Opt-in: when on, renewal applications for this agency''s policies are created automatically ahead of policy expiration and renewal notification emails are sent'
type: boolean
disable_all_insured_emails:
title: Disable all insured emails
description: When enabled, disables all automated emails to insured/business users in this agency's businesses
type: boolean
disable_submission_follow_up_emails:
title: Disable submission follow up emails
description: When enabled, disables submission follow-up reminder emails for quotes in this agency
type: boolean
auto_create_sendgrid_domain_auth:
title: Auto create sendgrid domain auth
description: Automatically create SendGrid domain authentication records when this agency is created
type: boolean
sendgrid_domain_id:
title: Sendgrid domain id
description: SendGrid domain authentication ID returned when domain is registered
type:
- integer
- 'null'
maximum: 9223372036854775807
minimum: -9223372036854775808
dba:
title: Dba
description: Doing Business As (DBA) name
type:
- string
- 'null'
maxLength: 255
ein:
title: Ein
description: Employer Identification Number (EIN)
type:
- string
- 'null'
maxLength: 10
company_type:
title: Company type
description: Legal structure of the company
type:
- string
- 'null'
enum:
- SOLE_PROPRIETORSHIP
- GENERAL_PARTNERSHIP
- LIMITED_PARTNERSHIP
- LIMITED_LIABILITY_PARTNERSHIP
- LIMITED_LIABILITY_COMPANY
- C_CORPORATION
- S_CORPORATION
agency_type:
title: Agency type
description: Type of broker agency - Retailer or Wholesaler
type: string
enum:
- RETAILER
- WHOLESALER
bank_owner_type:
title: Bank owner type
description: Bank account owner type (Company or Individual)
type:
- string
- 'null'
enum:
- COMPANY
- INDIVIDUAL
bank_account_holder_name:
title: Bank account holder name
description: Name on the bank account
type:
- string
- 'null'
maxLength: 255
bank_account_number:
title: Bank account number
description: Bank account number
type:
- string
- 'null'
maxLength: 50
bank_routing_number:
title: Bank routing number
description: Bank routing number (9 digits)
type:
- string
- 'null'
maxLength: 9
trust_bank_owner_type:
title: Trust bank owner type
description: Trust bank account owner type (Company or Individual)
type:
- string
- 'null'
enum:
- COMPANY
- INDIVIDUAL
trust_bank_account_holder_name:
title: Trust bank account holder name
description: Name on the trust bank account
type:
- string
- 'null'
maxLength: 255
trust_bank_routing_number:
title: Trust bank routing number
description: Trust bank routing number (9 digits)
type:
- string
- 'null'
maxLength: 9
trust_bank_account_number:
title: Trust bank account number
description: Trust bank account number
type:
- string
- 'null'
maxLength: 50
carrier_payables_enabled:
title: Carrier payables enabled
description: Enable or disable carrier payables for this agency
type: boolean
payment_schedule:
title: Payment schedule
description: Payable schedule for the billing company
type: string
enum:
- as_available
- monthly_1st
- monthly_15th
- monthly_last_day
one_time_payment_account:
title: One time payment account
description: Account where one-time payment funds are transferred
type:
- string
- 'null'
enum:
- operational
- trust
require_refund_approval_via_check:
title: Require refund approval via check
description: Require approval for all refunds issued via check
type: boolean
require_refund_approval_over_amount_cents:
title: Require refund approval over amount cents
description: Require approval for all refunds over this amount (in cents). When set, e.g. 500000 = $5,000.
type:
- integer
- 'null'
maximum: 2147483647
minimum: 0
market_access_enabled:
title: Market access enabled
description: Enable Market Access feature for this agency. When enabled, brokers can access 1Fort wholesale markets.
type: boolean
use_accord_forms:
title: Use accord forms
description: When enabled for non-core coverage applications, use ACORD form tables to generate questions instead of LLM.
type: boolean
broker_email:
title: Broker email
type:
- string
- 'null'
format: email
maxLength: 254
broker_password:
title: Broker password
type:
- string
- 'null'
maxLength: 255
default_storefront_broker_user:
title: Default storefront broker user
description: Broker user whose storefront is used for agency subdomain root and generic pay-bill when no broker-user slug is in the URL.
type:
- integer
- 'null'
QuoteReadOnly:
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
business:
$ref: '#/components/schemas/BusinessList'
broker:
$ref: '#/components/schemas/BrokerAgency'
application:
$ref: '#/components/schemas/ApplicationList'
carrier:
$ref: '#/components/schemas/Carrier'
mga:
$ref: '#/components/schemas/Wholesaler'
download_pdf:
title: Download pdf
type: string
readOnly: true
files:
type: array
items:
$ref: '#/components/schemas/QuoteFile'
readOnly: true
has_bind_request:
title: Has bind request
type: string
readOnly: true
version:
title: Version
type: string
readOnly: true
created_at:
title: Created at
type: string
format: date-time
readOnly: true
status:
title: Status
type: string
enum:
- draft
- issued
- declined
- expired
- selected_for_binding
- awaiting_payment
- bound
- cancelled
quote_type:
title: Quote type
type: string
enum:
- excess
- ADMITTED
- SURPLUS_LINES
- ADMITTED_AND_SURPLUS_LINES
quote_number:
title: Quote number
type:
- string
- 'null'
maxLength: 255
policy_number:
title: Policy number
type:
- string
- 'null'
maxLength: 255
limit:
title: Limit
type: integer
maximum: 9223372036854775807
minimum: -9223372036854775808
retention:
title: Retention
type: integer
maximum: 9223372036854775807
minimum: -9223372036854775808
premium:
title: Premium
type: integer
maximum: 9223372036854775807
minimum: -9223372036854775808
policy_term_months:
title: Policy term months
type: integer
maximum: 2147483647
minimum: -2147483648
issue_date:
title: Issue date
type:
- string
- 'null'
format: date
minimum_days_to_cancel:
title: Minimum days to cancel
type: integer
maximum: 2147483647
minimum: -2147483648
additional_notes:
title: Additional notes
type:
- string
- 'null'
type:
title: Type
type:
- string
- 'null'
enum:
- BUSINESS_OWNERS_POLICY
- WORKERS_COMPENSATION
- GENERAL_LIABILITY
- MISCELLANEOUS_PROFESSIONAL_LIABILITY
- CYBER
- PROFESSIONAL_LIABILITY
- TECHNOLOGY_ERRORS_AND_OMISSIONS
- DIRECTORS_AND_OFFICERS
- EMPLOYMENT_PRACTICES_LIABILITY
- FIDUCIARY_LIABILITY
- KIDNAP_AND_RANSOM
Carrier:
required:
- name
- products
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
name:
title: Name
type: string
maxLength: 255
minLength: 1
logo:
title: Logo
type:
- string
- 'null'
readOnly: true
format: uri
am_best_rating:
title: Am best rating
description: AM Best financial strength rating (e.g., A++, A+, A, A-, B++, B+)
type:
- string
- 'null'
maxLength: 255
domains:
description: Comma-separated list of domain names (e.g., example.com, example.org)
type:
- array
- 'null'
items:
title: Domains
type: string
maxLength: 255
minLength: 1
products:
type: array
items:
$ref: '#/components/schemas/CarrierProduct'
AgencySubscription:
type: object
properties:
name:
title: Name
description: Display name for the plan (e.g. "Pro plan").
type: string
readOnly: true
minLength: 1
price:
title: Price
description: Plan price in dollars for the selected billing frequency.
type: string
format: decimal
readOnly: true
billing_frequency:
title: Billing frequency
description: How often the plan is billed.
type: string
enum:
- MONTHLY
- QUARTERLY
- ANNUALLY
readOnly: true
billing_frequency_display:
title: Billing frequency display
type: string
readOnly: true
minLength: 1
payment_status:
title: Payment status
description: Whether the agency has paid for the current billing period.
type: string
enum:
- PAID
- UNPAID
readOnly: true
payment_status_display:
title: Payment status display
type: string
readOnly: true
minLength: 1
manage_plan_url:
title: Manage plan url
description: External URL for the Manage plan button in broker settings.
type: string
format: uri
readOnly: true
minLength: 1
securitySchemes:
Bearer:
type: apiKey
name: Authorization
in: header
description: JWT access token. Send as `Bearer <token>` or `JWT <token>`.
ApiKey:
type: apiKey
name: Authorization
in: header
description: API key. Send as `Api-Key <key>`.
x-tagGroups:
- name: Agent runtime (v2)
tags:
- agent_runtime (v2)
- name: Analytics
tags:
- analytics
- name: Application
tags:
- 'application: applications'
- 'application: clients'
- name: Application (v2)
tags:
- 'application (v2): applications'
- 'application (v2): coverages'
- name: Ascend
tags:
- ascend
- name: Ascend (v2)
tags:
- ascend (v2)
- name: Authentication
tags:
- Authentication
- auth
- name: Billing (v2)
tags:
- billing (v2)
- name: Broker
tags:
- broker
- broker-ams-integration
- broker-google
- broker-office365
- broker-office365-individual
- 'broker: ai-customization-types'
- 'broker: ai-customizations'
- 'broker: clients'
- 'broker: email_preferences'
- 'broker: proposal-preferences'
- 'broker: take-rates'
- 'broker: user-ai-customizations'
- 'broker: users'
- broker_groups
- broker_settings
- name: Broker (v2)
tags:
- 'broker (v2): applications'
- 'broker (v2): clients'
- 'broker (v2): coverages'
- 'broker (v2): email-templates'
- 'broker (v2): quote-policies'
- 'broker (v2): quotes'
- 'broker (v2): storefront'
- 'broker (v2): team-users'
- name: Business
tags:
- business
- business-broker-users
- business-user
- business_admin
- name: Carrier
tags:
- carrier
- name: Checkout
tags:
- checkout
- name: Email AI
tags:
- email_ai
- name: Email AI (v2)
tags:
- 'email_ai (v2): attachments'
- 'email_ai (v2): carriers'
- 'email_ai (v2): coverage-types'
- 'email_ai (v2): emails'
- 'email_ai (v2): gmail'
- 'email_ai (v2): office365'
- 'email_ai (v2): profiles'
- 'email_ai (v2): wholesalers'
- name: Email AI Agent
tags:
- Email AI Agent
- Email AI Agent - Attachments
- Email AI Agent - Businesses
# --- truncated at 32 KB (33 KB total) ---
# Full source: https://artifacts.apis.io/1fort/openapi/1fort-quote-applications-api-openapi.yml