Zywave · Schema

QuoteInfo

CompanyInsuranceInsurance AgenciesBrokerageEmployee BenefitsMCP

Properties

Name	Type	Description
agencyId	integer	Quotes are owned by insurance agencies. This is the unique Zywave identifier for the agency associated with the quote.
postalCode	string	The employer zip code or postal code of the account the quote is associated with.
county	string	The employer county of the account the quote is associated with.
state	string	The state of the account the quote is associated with.
accountId	integer	Quotes are associated with an insurance agency's accounts. This is the unique Zywave identifier for the account associated with the quote.
status	object	Indicates where the quote is in the quoting process.
effectiveDate	string	The effective date of the insurance plans presented in the quote.
isArchived	boolean	Indicates whether the quote has been removed from the Zywave CPQ application.
sicCode	stringnull	The 4-digit Standard Industrial Classification code for the account.
npn	stringnull	The National Producer Number requesting the quote.
tin	stringnull	The tax identification number requesting the quote.
suppressedCarrierCompanyIds	arraynull	List of carrier company ids to not include on the quote.
planIds	arraynull	List of specific plan ids to quote.
planTypes	array	List of plan types to include on the quote.
employeeCensus	array	The employee census for the quote.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/zywave/main/json-schema/zywave-quote-info-schema.json",
  "title": "QuoteInfo",
  "x-generated": "2026-10-13",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/zywave-plans-v2-openapi.json#/components/schemas/QuoteInfo",
  "type": "object",
  "additionalProperties": false,
  "required": [
    "postalCode",
    "county",
    "state",
    "accountId",
    "status",
    "effectiveDate",
    "isArchived",
    "planTypes",
    "employeeCensus"
  ],
  "properties": {
    "agencyId": {
      "type": "integer",
      "description": "Quotes are owned by insurance agencies. This is the unique Zywave identifier for the agency associated with the quote.",
      "format": "int32"
    },
    "postalCode": {
      "type": "string",
      "description": "The employer zip code or postal code of the account the quote is associated with.",
      "maxLength": 10,
      "minLength": 5
    },
    "county": {
      "type": "string",
      "description": "The employer county of the account the quote is associated with.",
      "maxLength": 100,
      "minLength": 1
    },
    "state": {
      "type": "string",
      "description": "The state of the account the quote is associated with.",
      "maxLength": 4,
      "minLength": 1
    },
    "accountId": {
      "type": "integer",
      "description": "Quotes are associated with an insurance agency's accounts. This is the unique Zywave identifier for the account associated with the quote.",
      "format": "int32",
      "maximum": 2147483647.0,
      "minimum": 1.0
    },
    "status": {
      "description": "Indicates where the quote is in the quoting process. ",
      "oneOf": [
        {
          "$ref": "#/$defs/QuoteStatus"
        }
      ]
    },
    "effectiveDate": {
      "type": "string",
      "description": "The effective date of the insurance plans presented in the quote.",
      "format": "date-time"
    },
    "isArchived": {
      "type": "boolean",
      "description": "Indicates whether the quote has been removed from the Zywave CPQ application."
    },
    "sicCode": {
      "type": [
        "string",
        "null"
      ],
      "description": "The 4-digit Standard Industrial Classification code for the account.",
      "maxLength": 4,
      "minLength": 4,
      "pattern": "\\d*"
    },
    "npn": {
      "type": [
        "string",
        "null"
      ],
      "description": "The National Producer Number requesting the quote.",
      "maxLength": 10,
      "pattern": "\\d*"
    },
    "tin": {
      "type": [
        "string",
        "null"
      ],
      "description": "The tax identification number requesting the quote.",
      "maxLength": 15
    },
    "suppressedCarrierCompanyIds": {
      "type": [
        "array",
        "null"
      ],
      "description": "List of carrier company ids to not include on the quote.",
      "maxItems": 100,
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "planIds": {
      "type": [
        "array",
        "null"
      ],
      "description": "List of specific plan ids to quote.",
      "maxItems": 1000,
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "planTypes": {
      "type": "array",
      "description": "List of plan types to include on the quote.",
      "items": {
        "$ref": "#/$defs/PlanType"
      }
    },
    "employeeCensus": {
      "type": "array",
      "description": "The employee census for the quote.",
      "items": {
        "$ref": "#/$defs/GroupMemberEmployee"
      }
    }
  },
  "$defs": {
    "EnrolledCoverageGroup": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "planType",
        "isWaived"
      ],
      "properties": {
        "planType": {
          "description": "The plan type for enrollment.",
          "oneOf": [
            {
              "$ref": "#/$defs/PlanType"
            }
          ]
        },
        "isWaived": {
          "type": "boolean",
          "description": "Whether or not the plan type is waived."
        },
        "coverageGroupName": {
          "type": [
            "string",
            "null"
          ],
          "description": "The coverage group enrolled in.  An empty or null value will default to Waived.",
          "maxLength": 150
        }
      }
    },
    "Gender": {
      "type": "string",
      "description": "",
      "x-enumNames": [
        "Male",
        "Female"
      ],
      "enum": [
        "Male",
        "Female"
      ]
    },
    "GroupMemberBase": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "gender",
        "dateOfBirth",
        "isTobaccoUser"
      ],
      "properties": {
        "id": {
          "type": [
            "integer",
            "null"
          ],
          "description": "The ID assigned to the group member by Zywave CPQ.",
          "format": "int32"
        },
        "firstName": {
          "type": [
            "string",
            "null"
          ],
          "description": "The first name of the group member.",
          "maxLength": 50
        },
        "lastName": {
          "type": [
            "string",
            "null"
          ],
          "description": "The last name of the group member.",
          "maxLength": 50
        },
        "homePostalCode": {
          "type": [
            "string",
            "null"
          ],
          "description": "The home postal code of the group member.",
          "maxLength": 10
        },
        "homeCounty": {
          "type": [
            "string",
            "null"
          ],
          "description": "The home county of the group member.",
          "maxLength": 50
        },
        "gender": {
          "description": "The gender of the group member.",
          "oneOf": [
            {
              "$ref": "#/$defs/Gender"
            }
          ]
        },
        "dateOfBirth": {
          "type": "string",
          "description": "The date of birth of the group member.",
          "format": "date-time"
        },
        "isTobaccoUser": {
          "type": "boolean",
          "description": "Whether or not the group member is a tobacco user."
        }
      }
    },
    "GroupMemberDependent": {
      "allOf": [
        {
          "$ref": "#/$defs/GroupMemberBase"
        },
        {
          "type": "object",
          "additionalProperties": false,
          "required": [
            "relationship"
          ],
          "properties": {
            "relationship": {
              "$ref": "#/$defs/RelationshipType"
            },
            "enrolledPlanTypes": {
              "type": [
                "array",
                "null"
              ],
              "items": {
                "$ref": "#/$defs/PlanType"
              }
            }
          }
        }
      ]
    },
    "GroupMemberEmployee": {
      "allOf": [
        {
          "$ref": "#/$defs/GroupMemberBase"
        },
        {
          "type": "object",
          "additionalProperties": false,
          "properties": {
            "dependents": {
              "type": [
                "array",
                "null"
              ],
              "description": "The dependents of the employee",
              "items": {
                "$ref": "#/$defs/GroupMemberDependent"
              }
            },
            "enrolledCoverageGroups": {
              "type": [
                "array",
                "null"
              ],
              "description": "The plan types the group member is enrolled in.",
              "items": {
                "$ref": "#/$defs/EnrolledCoverageGroup"
              }
            }
          }
        }
      ]
    },
    "PlanType": {
      "type": "string",
      "description": "",
      "x-enumNames": [
        "Unknown",
        "Medical",
        "Dental",
        "EAP",
        "LifeAndADD",
        "LongTermCare",
        "LongTermDisability",
        "Section125",
        "ShortTermDisability",
        "Vision",
        "PharmacyBenefitManagement",
        "RetirementPlans",
        "OtherBenefits",
        "WorkersCompensation",
        "CommercialAuto",
        "GeneralLiability",
        "Property",
        "BusinessOwnersPolicy",
        "OtherPropertyAndCasualty",
        "PersonalLines",
        "CommercialPackage",
        "UmbrellaExcessLiability",
        "DirectorsAndOfficers",
        "ErrorsAndOmissions",
        "EmploymentPracticesLiability",
        "BuildersRisk",
        "CrimeFidelity",
        "Earthquake",
        "Flood",
        "InlandMarineCargo",
        "OceanMarine",
        "Surety",
        "OtherProperty",
        "OtherLiability",
        "FeeForService",
        "Program"
      ],
      "enum": [
        "Unknown",
        "Medical",
        "Dental",
        "EAP",
        "LifeAndADD",
        "LongTermCare",
        "LongTermDisability",
        "Section125",
        "ShortTermDisability",
        "Vision",
        "PharmacyBenefitManagement",
        "RetirementPlans",
        "OtherBenefits",
        "WorkersCompensation",
        "CommercialAuto",
        "GeneralLiability",
        "Property",
        "BusinessOwnersPolicy",
        "OtherPropertyAndCasualty",
        "PersonalLines",
        "CommercialPackage",
        "UmbrellaExcessLiability",
        "DirectorsAndOfficers",
        "ErrorsAndOmissions",
        "EmploymentPracticesLiability",
        "BuildersRisk",
        "CrimeFidelity",
        "Earthquake",
        "Flood",
        "InlandMarineCargo",
        "OceanMarine",
        "Surety",
        "OtherProperty",
        "OtherLiability",
        "FeeForService",
        "Program"
      ]
    },
    "QuoteStatus": {
      "type": "string",
      "description": "",
      "x-enumNames": [
        "Started",
        "Rating",
        "Rated",
        "Completed",
        "SoldFinal",
        "Duplicating"
      ],
      "enum": [
        "Started",
        "Rating",
        "Rated",
        "Completed",
        "SoldFinal",
        "Duplicating"
      ]
    },
    "RelationshipType": {
      "type": "string",
      "description": "",
      "x-enumNames": [
        "Dependent",
        "Spouse"
      ],
      "enum": [
        "Dependent",
        "Spouse"
      ]
    }
  }
}

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