1Fort quote: quotes API

openapi: 3.2.0
info:
  title: '1Fort API Documentation quote: quotes API'
  description: '# 1Fort API


    REST API for the 1Fort insurance platform. This document is the authoritative

    map of the API surface; endpoints are grouped in the sidebar by **app** and

    **version**, and large apps are split into per-resource sub-groups.


    ## Authentication


    Almost every endpoint requires a **JWT access token**. Send it in the

    `Authorization` header as either `Bearer <token>` or `JWT <token>`. Tokens may

    also be presented as an HTTP-only cookie. Endpoints documented with no security

    requirement are intentionally public (for example sign-in, OTP and storefront

    endpoints).


    ## Multi-tenancy


    Resources are scoped to a tenant. Nested routes carry the owning resource id in

    the path (for example `/v2/broker/{business_pk}/applications`); a token is only

    authorised for the businesses its user may access. Object-level permissions are

    enforced per endpoint.


    ## Versioning


    `v2` endpoints live under `/apis/v2/...` and are the current surface. `v1`

    endpoints remain documented for compatibility. Endpoints marked **deprecated**

    are scheduled for removal; prefer the documented replacement.

    '
  termsOfService: https://www.1fort.com/
  license:
    name: Privately owned
  version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: 'quote: quotes'
  x-displayName: Quotes
  description: '**Access:** requires a JWT access token.'
paths:
  /quotes:
    parameters: []
    get:
      operationId: quotes_list
      summary: List Business Quotes
      description: List all quotes for 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: quotes'
  /quotes/{id}:
    parameters:
    - name: id
      in: path
      description: A UUID string identifying this quote.
      required: true
      schema:
        type: string
        format: uuid
    get:
      operationId: quotes_read
      summary: Retrieve Business Quote
      description: Retrieve a quote for 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: quotes'
  /quotes/{id}/download-pdf:
    parameters:
    - name: id
      in: path
      description: A UUID string identifying this quote.
      required: true
      schema:
        type: string
        format: uuid
    get:
      operationId: quotes_download_pdf
      description: ''
      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: quotes'
      summary: Download pdf
components:
  schemas:
    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'
    APIException:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    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
    GenericError:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    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
    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
    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
    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
    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
    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
    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
    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'
    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
  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 ke

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