{
  "opencollection": "1.0.0",
  "info": {
    "name": "1Fort API Documentation broker (v2): quote-policies API",
    "version": "v1"
  },
  "request": {
    "auth": {
      "type": "apikey",
      "key": "Authorization",
      "value": "{{Authorization}}",
      "placement": "header"
    }
  },
  "items": [
    {
      "info": {
        "name": "broker (v2): quote-policies",
        "type": "folder"
      },
      "items": [
        {
          "info": {
            "name": "Paginated ViewSet for retrieving quote policies for the broker.",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.1fort.com/apis/v2/broker/quote-policies",
            "params": [
              {
                "name": "insured",
                "value": "",
                "type": "query",
                "description": "Filter policies by insured name. Supports comma-separated values.\n\nExamples:\n- `?insured=Acme Inc.` - Matches policies with 'Acme Inc.' in insured name\n- `?insured=Acme Inc.,Acme Corp.` - Matches policies with 'Acme Inc.' or 'Acme Corp.' in insured name"
              },
              {
                "name": "coverage",
                "value": "",
                "type": "query",
                "description": "Filter policies by coverage type code. Supports comma-separated values.\n\nAvailable codes:\n- `BOP` - Business Owners Policy\n- `WC` - Workers Compensation\n- `GL` - General Liability\n- `ML` - Management Liability\n- `MPL` - Miscellaneous Professional Liability\n- `CYB` - Cyber\n- `PL` - Professional Liability\n- `TEO` - Technology Errors & Omissions\n- `PROP` - Property\n- `AUTO` - Auto\n- `UMB` - Umbrella\n- `FLOOD` - Flood\n\nExamples:\n- `?coverage=CYB` - Matches Cyber policies\n- `?coverage=CYB,GL` - Matches Cyber or General Liability policies"
              },
              {
                "name": "primary_agent",
                "value": "",
                "type": "query",
                "description": "Filter policies by primary agent(s). Supports comma-separated values to filter by multiple agents. Searches by user id.\n\nExamples:\n- `?primary_agent=123` - Matches primary agents with user id 123\n- `?primary_agent=123,456` - Matches primary agents with user id 123 or 456"
              },
              {
                "name": "owner",
                "value": "",
                "type": "query",
                "description": "Filter policies by owner (alias for primary_agent). Supports comma-separated values to filter by multiple owners. Searches by user id.\n\nExamples:\n- `?owner=123` - Matches owners with user id 123\n- `?owner=123,456` - Matches owners with user id 123 or 456"
              },
              {
                "name": "payment_status",
                "value": "",
                "type": "query",
                "description": "Filter policies by payment status. Supports comma-separated values.\n\nExamples:\n- `?payment_status=done` - Matches policies with 'done' payment status\n- `?payment_status=todo,done` - Matches policies with 'todo' or 'done' payment status"
              },
              {
                "name": "status",
                "value": "",
                "type": "query",
                "description": "Filter policies by status. Supports comma-separated values.\n\nExamples:\n- `?status=ISSUED` - Matches policies with 'ISSUED' status\n- `?status=ISSUED,ACTIVE` - Matches policies with 'ISSUED' or 'ACTIVE' status"
              },
              {
                "name": "market",
                "value": "",
                "type": "query",
                "description": "Filter policies by market ID. Supports comma-separated values to filter by multiple markets.\n\nExamples:\n- `?market=550e8400-e29b-41d4-a716-446655440000` - Matches policies from specific market\n- `?market=market-id-1,market-id-2` - Matches policies from multiple markets"
              },
              {
                "name": "carrier",
                "value": "",
                "type": "query",
                "description": "Filter policies by carrier ID. Supports comma-separated values to filter by multiple carriers.\n\nExamples:\n- `?carrier=1` - Matches policies from carrier with ID 1\n- `?carrier=1,2,3` - Matches policies from carriers with IDs 1, 2, or 3"
              },
              {
                "name": "effective_date_min",
                "value": "",
                "type": "query",
                "description": "Filter policies by minimum effective date (inclusive). Use ISO 8601 date format.\n\nExamples:\n- `?effective_date_min=2024-01-01` - Matches policies with effective date on or after January 1, 2024\n- `?effective_date_min=2024-01-01&effective_date_max=2024-12-31` - Matches policies with effective date in 2024"
              },
              {
                "name": "effective_date_max",
                "value": "",
                "type": "query",
                "description": "Filter policies by maximum effective date (inclusive). Use ISO 8601 date format.\n\nExamples:\n- `?effective_date_max=2024-12-31` - Matches policies with effective date on or before December 31, 2024\n- `?effective_date_min=2024-01-01&effective_date_max=2024-12-31` - Matches policies with effective date in 2024"
              },
              {
                "name": "team_member",
                "value": "",
                "type": "query",
                "description": "team_member"
              },
              {
                "name": "broker",
                "value": "",
                "type": "query",
                "description": "broker"
              },
              {
                "name": "expires_in",
                "value": "",
                "type": "query",
                "description": "expires_in"
              },
              {
                "name": "search",
                "value": "",
                "type": "query",
                "description": "A search term."
              },
              {
                "name": "ordering",
                "value": "",
                "type": "query",
                "description": "Order policies by specified fields. Use '-' prefix for descending order.\n\nAvailable fields:\n- `created_at` - Creation date\n- `effective_date` - Policy effective date\n\nExamples:\n- `?ordering=created_at` - Order by creation date (oldest first)\n- `?ordering=-created_at` - Order by creation date (newest first, default)\n- `?ordering=effective_date` - Order by effective date (oldest first)\n- `?ordering=-effective_date` - Order by effective date (newest first)"
              },
              {
                "name": "limit",
                "value": "",
                "type": "query",
                "description": "Number of results to return per page."
              },
              {
                "name": "offset",
                "value": "",
                "type": "query",
                "description": "The initial index from which to return the results."
              }
            ]
          },
          "docs": "Supports Filtering By:\n- insured (business name)\n- coverage (product line code: BOP, CYB, GL, etc.)\n- primary_agent (user id)\n- owner (alias for primary_agent, user id)\n- team_member (broker user id, any assigned agent - primary or not)\n- market (market id)\n- carrier (carrier id)\n- payment_status\n- status\n- effective_date_min (minimum effective date, inclusive)\n- effective_date_max (maximum effective date, inclusive)\n- expires_in (number of days from today, filters policies expiring within that "
        },
        {
          "info": {
            "name": "Export csv",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.1fort.com/apis/v2/broker/quote-policies/csv",
            "params": [
              {
                "name": "insured",
                "value": "",
                "type": "query",
                "description": "insured"
              },
              {
                "name": "coverage",
                "value": "",
                "type": "query",
                "description": "coverage"
              },
              {
                "name": "primary_agent",
                "value": "",
                "type": "query",
                "description": "primary_agent"
              },
              {
                "name": "owner",
                "value": "",
                "type": "query",
                "description": "owner"
              },
              {
                "name": "payment_status",
                "value": "",
                "type": "query",
                "description": "payment_status"
              },
              {
                "name": "status",
                "value": "",
                "type": "query",
                "description": "status"
              },
              {
                "name": "market",
                "value": "",
                "type": "query",
                "description": "market"
              },
              {
                "name": "carrier",
                "value": "",
                "type": "query",
                "description": "carrier"
              },
              {
                "name": "effective_date_min",
                "value": "",
                "type": "query",
                "description": "effective_date_min"
              },
              {
                "name": "effective_date_max",
                "value": "",
                "type": "query",
                "description": "effective_date_max"
              },
              {
                "name": "team_member",
                "value": "",
                "type": "query",
                "description": "team_member"
              },
              {
                "name": "broker",
                "value": "",
                "type": "query",
                "description": "broker"
              },
              {
                "name": "expires_in",
                "value": "",
                "type": "query",
                "description": "expires_in"
              },
              {
                "name": "search",
                "value": "",
                "type": "query",
                "description": "A search term."
              },
              {
                "name": "ordering",
                "value": "",
                "type": "query",
                "description": "Which field to use when ordering the results."
              },
              {
                "name": "limit",
                "value": "",
                "type": "query",
                "description": "Number of results to return per page."
              },
              {
                "name": "offset",
                "value": "",
                "type": "query",
                "description": "The initial index from which to return the results."
              }
            ]
          },
          "docs": "Export quote policies to CSV format.\nReturns all filtered policies without pagination, up to a maximum limit."
        },
        {
          "info": {
            "name": "Paginated ViewSet for retrieving quote policies for the broker.",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.1fort.com/apis/v2/broker/quote-policies/:id",
            "params": [
              {
                "name": "id",
                "value": "",
                "type": "path",
                "description": "A UUID string identifying this Policy."
              }
            ]
          },
          "docs": "Supports Filtering By:\n- insured (business name)\n- coverage (product line code: BOP, CYB, GL, etc.)\n- primary_agent (user id)\n- owner (alias for primary_agent, user id)\n- team_member (broker user id, any assigned agent - primary or not)\n- market (market id)\n- carrier (carrier id)\n- payment_status\n- status\n- effective_date_min (minimum effective date, inclusive)\n- effective_date_max (maximum effective date, inclusive)\n- expires_in (number of days from today, filters policies expiring within that "
        },
        {
          "info": {
            "name": "Get document",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.1fort.com/apis/v2/broker/quote-policies/:id/documents/:document_pk",
            "params": [
              {
                "name": "id",
                "value": "",
                "type": "path",
                "description": "A UUID string identifying this Policy."
              },
              {
                "name": "document_pk",
                "value": "",
                "type": "path"
              }
            ]
          },
          "docs": "Get a document for a quote policy."
        }
      ]
    }
  ],
  "bundled": true
}