Submit and retrieve lead referrals. Use the refer lead endpoint to submit a lead with full quote details and start the insurance quote process. You'll get back a quote estimate and a start_url for the customer to continue their application. You can retrieve the status of the lead through the get endpoint or use our reporting features to manage all referrals.
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openapi: 3.2.0
info:
title: Partner Account Lead Referrals API
description: '
Get instant insurance quote estimates and manage referrals through our Partner API.
To request an API key contact partnerships-team@steadily.com
'
version: 1.0-cc63f79
x-logo:
url: https://app.staging.steadily.com/static/images/steadily-logo.svg
altText: Steadily
href: /redoc
servers:
- url: https://api.steadily.com
description: Base URL declared by the provider in apis.yml (roadmap#122).
tags:
- name: Lead Referrals
description: '
Submit and retrieve lead referrals.
Use the refer lead endpoint to submit a lead with full quote details and start the insurance quote process.
You''ll get back a quote estimate and a start_url for the customer to continue their application.
You can retrieve the status of the lead through the get endpoint or use our reporting features to manage all referrals.
'
paths:
/v1/quote/submit:
post:
tags:
- Lead Referrals
summary: Refer Lead
operationId: refer_lead
requestBody:
content:
application/json:
schema:
allOf:
- $ref: '#/components/schemas/SubmitRequest'
title: Req
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
$ref: '#/components/schemas/SubmitResponse'
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
security:
- APIKeyQuery: []
- APIKeyHeader: []
/v1/quote/estimate/{entity_id}:
get:
tags:
- Lead Referrals
summary: Get Lead
operationId: get_lead
security:
- APIKeyQuery: []
- APIKeyHeader: []
parameters:
- name: entity_id
in: path
required: true
schema:
type: string
title: Entity Id
responses:
'200':
description: Successful Response
content:
application/json:
schema:
$ref: '#/components/schemas/EstimateEntityResponse'
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
ralphie__models__coverage_models__VandalismOrMaliciousMischiefSelectionFactorValueRequest__ValueOptions:
type: string
enum:
- 5%
- 10%
- 25%
- 50%
- 100%
title: ValueOptions
description: An enumeration.
SelectedValueRequest:
properties:
type:
type: string
enum:
- selected
title: Type
value:
$ref: '#/components/schemas/YesNo'
label:
type: string
title: Label
nullable: true
editable:
type: string
title: Editable
nullable: true
additionalProperties: false
type: object
required:
- type
- value
title: SelectedValueRequest
ralphie__models__coverage_models__DwellingLossValuationOptionValueRequest__ValueOptions:
type: string
enum:
- actual_cash_value
- replacement_cost
- repair_cost
- extended_replacement_cost
- functional_replacement_cost
title: ValueOptions
description: An enumeration.
SquattersAndEvictionExpenseLimitDeductibleValueRequest:
properties:
type:
type: string
enum:
- limit_deductible
title: Type
value:
$ref: '#/components/schemas/ralphie__models__coverage_models__SquattersAndEvictionExpenseLimitDeductibleValueRequest__ValueOptions'
label:
type: string
title: Label
nullable: true
editable:
type: string
title: Editable
nullable: true
additionalProperties: false
type: object
required:
- type
- value
title: SquattersAndEvictionExpenseLimitDeductibleValueRequest
EquipmentBreakdownCoverageRequest:
properties:
name:
type: string
enum:
- equipment_breakdown
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: EquipmentBreakdownCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
AnnualPremiumIncreaseCoverageRequest:
properties:
name:
type: string
enum:
- annual_premium_increase
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: AnnualPremiumIncreaseCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
SubmitPaymentScheduleTypes:
type: string
enum:
- full
- mortgagee_billed
- semi_annual
- quarterly
- monthly
title: SubmitPaymentScheduleTypes
description: An enumeration.
CalculatedPropertyDetails:
properties:
size_sqft:
type: integer
exclusiveMinimum: 0.0
title: Size of the property in square feet
example: 1800
nullable: true
year_built:
type: integer
exclusiveMinimum: 0.0
title: Year the property was built
example: 1980
nullable: true
number_of_units:
type: integer
exclusiveMinimum: 0.0
title: Total number of units on the property
example: 1
nullable: true
property_type:
allOf:
- $ref: '#/components/schemas/ralphie__models__quote_estimate__PropertyType'
title: Type of property
example: SINGLE_FAMILY
nullable: true
replacement_value:
type: integer
exclusiveMinimum: 0.0
title: Current replacement value of the property in USD
example: 125000
nullable: true
land_value:
type: integer
exclusiveMinimum: 0.0
title: Current land value of the property in USD
example: 125000
nullable: true
stories:
type: integer
exclusiveMinimum: 0.0
title: Total number of stories
example: 2
nullable: true
bedrooms:
type: integer
exclusiveMinimum: 0.0
title: Total number of bedrooms
deprecated: true
example: 3
nullable: true
bathrooms:
type: number
exclusiveMinimum: 0.0
title: Total number of bathrooms
deprecated: true
example: 2.5
nullable: true
construction_type:
type: string
title: Construction Type
nullable: true
roof_material_type:
type: string
title: Roof Material Type
nullable: true
roof_pitch:
type: string
title: Roof Pitch
nullable: true
type: object
title: CalculatedPropertyDetails
description: Details of a property such as the size and type based on our usage.
SubmitRequest:
properties:
external_record_id:
type: string
title: External Record Id
policy_type:
anyOf:
- $ref: '#/components/schemas/SubmitPolicyTypeOptions'
- type: string
title: Policy Type
nullable: true
primary_insured:
$ref: '#/components/schemas/SubmitPolicyholder'
additional_named_insured:
items:
$ref: '#/components/schemas/AdditionalNamedInsured'
type: array
title: Additional Named Insured
nullable: true
effective_date:
type: string
format: date
title: Effective Date
description: Effective date in YYYY-MM-DD format.
example: '2022-01-15'
nullable: true
properties:
items:
$ref: '#/components/schemas/SubmitPropertyRequest'
type: array
minItems: 1
title: Properties
policy_details:
$ref: '#/components/schemas/SubmitPolicyDetails'
title: SubmitPolicyDetails
nullable: true
policy_coverages:
items:
oneOf:
- $ref: '#/components/schemas/CustomCoverageRequest'
- $ref: '#/components/schemas/MedicalPaymentsCoverageRequest'
- $ref: '#/components/schemas/PersonalLiabilityCoverageRequest'
- $ref: '#/components/schemas/PremisesLiabilityCoverageRequest'
discriminator:
propertyName: name
mapping:
custom_coverage: '#/components/schemas/CustomCoverageRequest'
medical_payments: '#/components/schemas/MedicalPaymentsCoverageRequest'
personal_liability: '#/components/schemas/PersonalLiabilityCoverageRequest'
premises_liability: '#/components/schemas/PremisesLiabilityCoverageRequest'
type: array
title: Policy Coverages
nullable: true
payment:
$ref: '#/components/schemas/SubmitPaymentRequest'
title: SubmitPaymentRequest
nullable: true
metadata:
type: string
title: Metadata
nullable: true
type: object
required:
- external_record_id
- primary_insured
title: SubmitRequest
ralphie__models__coverage_models__OffPremisesLiabilityExtensionValueRequest__ValueOptions:
type: string
enum:
- 10%
title: ValueOptions
description: An enumeration.
ralphie__models__coverage_models__RoofSurfacingLossValuationOptionValueRequest__ValueOptions:
type: string
enum:
- actual_cash_value
title: ValueOptions
description: An enumeration.
LossAssessmentCoverageRequest:
properties:
name:
type: string
enum:
- loss_assessment
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/LossAssessmentLimitValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: LossAssessmentCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
RentalDurationOptions:
type: string
enum:
- long_term
- short_term
title: RentalDurationOptions
description: An enumeration.
TheftCoverageRequest:
properties:
name:
type: string
enum:
- theft
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/LimitValueRequest'
- $ref: '#/components/schemas/DeductibleValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: TheftCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
DwellingLossValuationOptionValueRequest:
properties:
type:
type: string
enum:
- loss_valuation_option
title: Type
value:
$ref: '#/components/schemas/ralphie__models__coverage_models__DwellingLossValuationOptionValueRequest__ValueOptions'
label:
type: string
title: Label
nullable: true
editable:
type: string
title: Editable
nullable: true
additionalProperties: false
type: object
required:
- type
- value
title: DwellingLossValuationOptionValueRequest
MineSubsidenceDwellingCoverageRequest:
properties:
name:
type: string
enum:
- mine_subsidence_dwelling
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/LimitValueRequest'
- $ref: '#/components/schemas/DeductibleValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: MineSubsidenceDwellingCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
ralphie__models__coverage_models__ExclusionDescriptionValueRequest__ValueOptions:
type: string
enum:
- ''
- Accessory Dwelling Unit Insured on Another Policy
- Detached Barn
- Detached Carport
- Detached Garage
- Detached Pool House
- Detached Shed
- Detached Shed/Storage Unit
- Detached Structure
- Detached Structures Over and/or Partially Over Water
- Dock and Attached Deck
title: ValueOptions
description: An enumeration.
ExtendedReplacementCostCoverageRequest:
properties:
name:
type: string
enum:
- extended_replacement_cost
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/ExtendedReplacementCostSelectionFactorValueRequest'
type: array
title: Config
parent_coverage:
type: string
title: Parent Coverage
additionalProperties: false
type: object
required:
- name
- config
title: ExtendedReplacementCostCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
ralphie__models__coverage_models__WaterDamageLimitationSelectionFactorValueRequest__ValueOptions:
type: string
enum:
- 0%
- 10%
- 25%
- 50%
- 75%
- 100%
- '5000'
title: ValueOptions
description: An enumeration.
PersonalInjuryLiabilityCoverageRequest:
properties:
name:
type: string
enum:
- personal_injury_liability
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: PersonalInjuryLiabilityCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
ralphie__models__quote_estimate__PropertyType:
type: string
enum:
- SINGLE_FAMILY
- DUPLEX
- TRIPLEX
- QUADPLEX
- APARTMENT_BUILDING
- MOBILE_HOME
- OTHER
title: PropertyType
description: An enumeration.
RoofSurfacingExclusionCoverageRequest:
properties:
name:
type: string
enum:
- roof_surfacing_exclusion
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: RoofSurfacingExclusionCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
ConstructionType:
type: string
enum:
- frame
- brick_veneer
- brick_or_masonry_or_stone
- concrete
- log
- adobe_or_stucco
- asbestos
- other
- adobe_or_stucco_v2
- brick_solid
- cedar_siding
- cement_fiber_siding
- concrete_decorative
- concrete_exposed
- concrete_stucco
- log_v2
- metal_siding
- pre_engineered_metal
- vinyl_siding
title: ConstructionType
description: An enumeration.
SquattersAndEvictionExpenseCoverageRequest:
properties:
name:
type: string
enum:
- squatters_and_eviction_expense
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/SquattersAndEvictionExpenseLimitDeductibleValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: SquattersAndEvictionExpenseCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
PropertyManagerType:
type: string
enum:
- person
- company
title: PropertyManagerType
description: An enumeration.
PrivateStructuresRoofExclusionCoverageRequest:
properties:
name:
type: string
enum:
- private_structures_roof_exclusion
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/ExclusionDescriptionValueRequest'
- $ref: '#/components/schemas/ExclusionRiskTypeValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: PrivateStructuresRoofExclusionCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
RoofSurfacingCoverageRequest:
properties:
name:
type: string
enum:
- roof_surfacing
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/RoofSurfacingLossValuationOptionValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: RoofSurfacingCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
Estimate:
properties:
lowest:
type: integer
title: Lowest
deprecated: true
example: 800
nullable: true
dp_1:
type: integer
title: Dp 1
example: 1000
nullable: true
dp_3:
type: integer
title: Dp 3
example: 3000
nullable: true
type: object
title: Estimate
WaterDamageExclusionCoverageRequest:
properties:
name:
type: string
enum:
- water_damage_exclusion
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: WaterDamageExclusionCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
DwellingCoverageRequest:
properties:
name:
type: string
enum:
- dwelling
title: Name
config:
items:
anyOf:
- $ref: '#/components/schemas/SelectedValueRequest'
- $ref: '#/components/schemas/LimitValueRequest'
- $ref: '#/components/schemas/DwellingLossValuationOptionValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: DwellingCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
RoofType:
type: string
enum:
- asbestos
- concrete_or_slate
- rubber_or_tar_and_gravel_or_rolled_roof
- metal_excluding_tin_or_aluminum
- asphalt_shingles
- tile
- tin_or_aluminum
- wood
- other
- architectural_shingle
- three_tab_shingle
- wood_shingle_shake
- impact_resistant_shingle
- clay
- concrete
- cement_fiber
- tile_shake
- standing_seam
- corrugated_galvanized
- painted_rib
- copper_shingle
- built_up_with_gravel
- built_up_without_gravel
- membrane
- sprayed_polyurethane_foam
- slate
- synthetic_composite
- solar_shingle
title: RoofType
description: An enumeration.
OrdinanceOrLawSelectionFactorValueRequest:
properties:
type:
type: string
enum:
- selection_factor
title: Type
value:
$ref: '#/components/schemas/ralphie__models__coverage_models__OrdinanceOrLawSelectionFactorValueRequest__ValueOptions'
label:
type: string
title: Label
nullable: true
editable:
type: string
title: Editable
nullable: true
additionalProperties: false
type: object
required:
- type
- value
title: OrdinanceOrLawSelectionFactorValueRequest
WaterDamagePerilsCoverageRequest:
properties:
name:
type: string
enum:
- water_damage_perils
title: Name
config:
items:
$ref: '#/components/schemas/SelectedValueRequest'
type: array
title: Config
additionalProperties: false
type: object
required:
- name
- config
title: WaterDamagePerilsCoverageRequest
description: 'Coverage request can specify just the list of coverages that need to change.
Anything unspecified is unmodified.
Coverages are de-selected rather than removed.
To de-select an optional coverage, set the "Selected" configuration to "no".'
example:
name: water_damage_limitation
config:
- type: limit
label: Water Damage Limitation
value: 10%
- type: sublimit
label: Water Damage Limitation - Fungi Rot Sublimit
value: '5000'
ExclusionRiskTypeValueRequest:
properties:
type:
type: string
enum:
- exclusion_risk_type
title: Type
value:
anyOf:
- type: string
- items:
type: string
type: array
title: Value
nullable: true
label:
type: string
title: Label
nullable: true
editable:
type: string
title: Editable
nullable: true
additionalProperties: false
type: object
required:
- type
title: ExclusionRiskTypeValueRequest
ralphie__models__quote_estimate__PropertyDetails:
properties:
size_sqft:
type: integer
exclusiveMinimum: 0.0
title: Size of the property in square feet
example: 1800
nullable: true
year_built:
type: integer
exclusiveMinimum: 0.0
title: Year the property was built
example: 1980
nullable: true
property_type:
allOf:
- $ref: '#/components/schemas/ralphie__models__quote_estimate__PropertyType'
title: Type of property
example: SINGLE_FAMILY
nullable: true
number_of_units:
type: integer
exclusiveMinimum: 0.0
title: Total number of units on the property
example: 1
nullable: true
replacement_value:
type: integer
minimum: 5000.0
title: Current replacement value of the property in USD
example: 125000
nullable: true
stories:
type: integer
exclusiveMinimum: 0.0
title: Total number of stories
example: 2
nullable: true
land_value:
type: integer
exclusiveMinimum: 0.0
title: Total assessed value of the land
example: '111065'
nullable: true
occupancy_type:
type: string
enum:
- fix_and_flip
- rental
title: Dwelling occupancy type. Defaults to rental when omitted.
example: fix_and_flip
nullable: true
rent:
type: integer
exclusiveMinimum: 0.0
title: Current monthly rental value in USD
deprecated: true
example: 2590
nullable: true
occupancy:
type: integer
maximum: 100.0
minimum: 0.0
title: Percentage of time the property is occupied
deprecated: true
example: 100
nullable: true
bedrooms:
type: integer
exclusiveMinimum: 0.0
title: Total number of bedrooms
deprecated: true
example: 3
nullable: true
bathrooms:
type: number
exclusiveMinimum: 0.0
title: Total number of bathrooms
deprecated: true
example: 2.5
nullable: true
type: object
title: PropertyDetails
description: Details of a property such as the size and type.
PropertyMetadata:
properties:
extra:
type: string
maxLength: 1024
title: Freeform string to store data with a property. JSON-encoded string recommended.
nullable: true
type: object
title: PropertyMetadata
description: Metadata to be associated with a property.
AdditionalInsuredType:
type: string
enum:
- person
- company
- mortgagee
- non_institutional_lender
- trust_or_estate
- homeowner_association
title: AdditionalInsuredType
# --- truncated at 32 KB (125 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/steadily/refs/heads/main/openapi/steadily-lead-referrals-api-openapi.yml