Quotation Service

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

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 products for sales

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

Sample response

Create a new-business quote

Send a request with request payload attributes as below to the Quotation Service.

• 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.

Sample response

Update quote answers

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

• quoteId is the quote Id taken from the previous step.

• 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.

Sample reqponse

Calculate quote price

To calculate a quote price, send a request to the Quotation Service.

Sample response

Poll quote price

Since quote price is calculated asynchronously, clients may need to poll for the quote price calculation complete.

To poll quote price, send a request like the example below, replace the :id path variable with the quote Id. The request can be repeated until reaching the max polling time or receiving a response with hasBeenCalculated attribute as true.

Sample response

Specify a payment option

A payment option may need to be specified for the quote, depending on the agency configuration. To specify the payment option, send a request like below.

Sample response

Complete quote

Send a request with a quoteId specified in the request payload. Take note of the version and the policyHolderId in the response payload.

Sample response

Accept quote

Send a request with following information.

• quoteId: Id of the quote to accept.

• acceptedVersion: The quote version noted down in the previous step.

• policyHolderId: Id of the policy holder noted down in the previous step.

• paymentMethod: Can be one of Invoice, IntegratedCheckout, or External.

• paymentFrequency: Choose one of these available options Annually, Semi-Annually, Quarterly, Monthly, Single or One-Off.

Sample response

Poll issued policy Id

Since the policy is issued asynchronously, the client should poll for the policy issuance result by sending the following request. Please replace the :id path variable with the actual quote Id.

Sample response