How to create and purchase a quote

This page describes basic steps for browsing available products, select one and create a quote, update the quote, specify sales discounts and commissions, accept and purchase the quote, and retrieve policy details.

Authenticate and retrieve an access token

Every request to Seamless needs to be authenticated. Please refer to the Authentication for more details of how to authenticate and get an access token.

Get available production versions for sales

To get production versions available for sales, please send an HTTP request to the Agency Configuration API as in the example below.

### Get active product versions
GET {{base-url-configuration}}/api/v1/salesProducts/activeVersions?page[size]=100&page[number]=1
Authorization: {{access-token}}
Accept: application/vnd.api+json

Sample response

HTTP/2 200 OK
{
  "data": [
    {
      "type": "salesProductVersions",
      "id": "4c2fbd66-301f-4885-96cb-d60be50b113c",
      "attributes": {
        "productVersionId": "productversion-0ea0d37a-9efd-08db-0bd7-c0600705dec3",
        "productId": "product-f3d34719-1987-08db-e9ed-98992bb3c0cf",
        "productName": "Travel",
        "salesChannelId": "saleschannel-d032531b-4664-08db-861e-ae779787d6cc",
        "salesChannelName": "Channel 1",
        "salesChannelReference": "Ref-1",
        "productIconId": "2cddad98-7e2c-4d58-b91b-42c1752663d4",
        "iconBackgroundColor": "#fff",
        "paymentOptions": null
      }
    },
    ...
  ]
}

Create a new-business quote

Send a request with request payload attributes as below.

policyHolderId is the customer ID.
salesChannel, salesChannelName, productVersionId, productName, and productId are data from the response of step Get available production versions for sales.
organisationContext is the authenticated user's organization context.

### Create a new-business quote
POST {{base-url-sales}}/api/v1/quotes/createQuoteRequest
Authorization: {{access-token}}
Accept: application/vnd.api+json
Content-Type: application/vnd.api+json

{
  "data": {
    "type": "createQuoteRequests",
    "attributes": {
      "salesChannel": "saleschannel-d032531b-4664-08db-861e-ae779787d6cc",
      "salesChannelName": "Channel 1",
      "salesChannelReference": "Ref-1",
      "productVersionId": "productversion-0ea0d37a-9efd-08db-0bd7-c0600705dec3",
      "productName": "Travel",
      "productId": "product-f3d34719-1987-08db-e9ed-98992bb3c0cf",
      "organisationContext": "contemi-developers",
      "policyHolderId": "caa40751-80cd-4b18-9f0a-55b9af4be886"
    }
  }
}

Sample response

HTTP/2 201 Created
{
  "data": {
    "type": "quotes",
    "id": "quote-d697f696-1f3e-08dd-cc76-1eabd4dc87c4",
    "attributes": {
      "reference": "1106475",
      "description": "",
      "period": {
        "start": "2024-12-19T00:00:00+00:00",
        "end": "2025-12-18T23:59:59+00:00"
      },
      ...
    }
  }
}

Update quote answers

To update the quote answers, send a request with the payload as below.

quoteId is the quote ID taken from previous.
policyHolderId and policyHolderData are customer data.
The answer tags and values in changedAnswers are varied and defined by the product version associated with the quote.

### Update quote answers
POST {{base-url-sales}}/api/v1/quotes/updateQuoteRequest
Authorization: {{access-token}}
Accept: application/vnd.api+json
Content-Type: application/vnd.api+json

{
  "data": {
    "type": "updateQuoteRequests",
    "attributes": {
      "quoteId": "quote-4fbe88f2-1f3e-08dd-46e2-d1f2631efeca",
      "policyHolderId": "caa40751-80cd-4b18-9f0a-55b9af4be886",
      "policyHolderData": {
        "id": "caa40751-80cd-4b18-9f0a-55b9af4be886",
        "nin": "01019012345",
        "reference": "1000",
        "name": "Peter Customer",
        "dateOfBirth": "1990-01-01",
        "addrLine1": "123 Some St.",
        "addrPostCode": "0048",
        "city": "Oslo",
        "phoneNumber": "0987654321",
        "email": "peter.nguyen@contemi.com",
        "organizationContext": "contemi-developers",
        "addresses": {
          "addresses": [
            {
              "id": "4cbae8df-8fb4-4e06-8259-6c8ec244d463",
              "address": "123 Some St.",
              "extraAddress": null,
              "city": "Oslo",
              "province": null,
              "postCode": "0048",
              "type": "visiting_address",
              "country": null
            }
          ]
        },
        "customFields": {
          "preferredLanguage": null,
          "type": "pl"
        }
      },
      "changedAnswers": {
        "InsuredPersonNameTag": "Sample Customer Name",
        "InsuredPersonDOBTag": "1990-12-15T00:00:00.000Z",
        "NoOfTravellers": "1",
        "AdditionalCoverTag": true,
        "LuggageExcessTag": "250"
      },
      "quotedPeriodChange": {
        "start": "2024-12-19T00:00:00.000Z",
        "end": "2025-12-18T00:00:00.000Z"
      }
    }
  }
}

Sample reqponse

HTTP/2 200 OK
{
  "data": {
    "type": "quotes",
    "id": "quote-4fbe88f2-1f3e-08dd-46e2-d1f2631efeca",
    "attributes": {
      "reference": "1106467",
      "description": "Sample Customer Name",
      "period": {
        "start": "2024-12-19T00:00:00+00:00",
        "end": "2025-12-18T23:59:59+00:00"
      },
      ...
    }
  }
}

[Seamless Help Center]

Authenticate and retrieve an access token

Get available production versions for sales

Create a new-business quote

Update quote answers

[Seamless Help Center]