Overview

Insurer is able to get list of requested order to covers and finalize the tender by accepting or declining the request.

List Cover Requests

curl https://{environment}/api/v1/covernotes \
  -H "Authorization: Bearer {ACCESS_TOKEN}"

// List of tenders
{
  "metadata": {
  		"count": "1",
      "sort": {},
      "skip": "0",
      "limit": "50"
  }, 
	"payload": [{
      "_id": "63dd2f6134fb03000831b475",
      "changes_metadata": {
        "status_changed_to_quotes_available": "2023-02-03T16:00:53.972Z"
      },
      "created_at": "2023-02-03T15:59:29.208Z",
      "product": "Special D&O Product",
      "status": "QUOTES_AVAILABLE",
      "tax_rate": 0.19,
      "updated_at": "2023-02-03T16:00:53.990Z",
      "line_of_business": {
        "_id": "8qjpJ2RE6AHhMiksB",
        "name": "Cyber Versicherung"
      },
      "customer": {
        "_id": "63da8d4466d10900066b26af",
        "address": {
          "street": "",
          "house_number": "",
          "zip": "zg",
          "city": "",
          "country": "DE"
        },
        "company_id": "63da8d4466d10900066b26af",
        "name": "Ms test test"
      },
      "broker_company": {
        "_id": "COMiDryfjsB8A",
        "address": {
          "street": "C Isaac Albeniz 9 4 28 - La Pineda",
          "house_number": "/",
          "zip": "23455",
          "city": "Vila-seca",
          "country": "DE"
        },
        "company_id": "COMiDryfjsB8A",
        "email": "[email protected]",
        "name": "Broker Q"
      },
      "person_in_charge": {
        "_id": "ACCjIBsnvffox",
        "account_id": "ACCjIBsnvffox",
        "email": "[email protected]",
        "first_name": "Broker",
        "last_name": "Q1",
        "salutation": "Mrs"
      }
  }]
}

Accept Requests

Accepts the order to cover requests and sets the tender to SUCCESSFUL state.

GET https://{environment}/public/v1/covernotes/:covernote_id/accept

Decline Requests

Accepts the order to cover requests and sets the tender to SUCCESSFUL state.

GET https://{environment}/public/v1/covernotes/:covernote_id/decline

JSON Format

Covernotes are represented as JSON objects with the following properties:

Name	Type	Description
`product`	string
`line_of_business`	string
`tax_rate`	number
`status`	string
`customer`	Object
`broker_company`	Object
`person_in_charge`	Object
`insurer_company`	Object
`underwriter`	Object
`premium`	number
`insurance_sum`	number
`broker_commission`	number
`start_date`	DateTime
`end_date`	DateTime
`currency`	string
`deductible`	number
`period_begin_at`	DateTime
`period_end_at`	DateTime
`period_premium`	number
`tax_rate`	number
`wording`	string

Covernote Status

The covernote statuses are as below:

Status	Description
OPEN	Broker has requested order to cover.
SUCCESSFUL	Request has been successful and contract is created.
DECLINED	Request has been declined by underwriter.
CANCELLED	Request has been cancelled by broker.
REOPENED	Request has been re-opened.