Renewals API

See the Renewals Feature Guide for more information about using this feature.

Create a renewal

POST /policies/{policyLocator}/renewals

RenewalCreateRequest

{
  // Required
  renewalEndTimestamp : timestamp

  // Optional
  addExposures : [ExposureCreateRequest]
  addFieldGroups : [FieldGroupCreateRequest]
  endExposures : [string]
  fieldValues : map<string,[string]>
  removeFieldGroups : [string]
  state : string application | quoted | accepted | issued
  updateExposures : [RenewalExposureUpdateRequest]
  updateFieldGroups : [FieldGroupUpdateRequest]
}

List renewals for a policy

GET /policies/{policyLocator}/renewals
  • Request:

    Name

    Position

    Type

    Required

    policyLocator

    path

    string

    required

  • Response:[RenewalResponse]

RenewalResponse

{
  // Required
  addExposures : [ExposureCreateRequest]
  addFieldGroups : [FieldGroupCreateRequest]
  createdTimestamp : timestamp
  documents : [PolicyDocumentResponse]
  endExposures : [string]
  fieldValues : map<string,[string]>
  locator : string
  policyholderLocator : string
  policyLocator : string
  productLocator : string
  removeFieldGroups : [string]
  renewalEndTimestamp : timestamp
  renewalStartTimestamp : timestamp
  state : string application | quoted | accepted | issued | invalidated | discarded
  updatedTimestamp : timestamp
  updateExposures : [RenewalExposureUpdateRequest]
  updateFieldGroups : [FieldGroupUpdateRequest]

  // Optional
  automatedUnderwritingResult : AutomatedUnderwritingResultResponse
  issuedTimestamp : timestamp
  plannedInvoices : [FutureInvoiceResponse]
}

Fetch a renewal

GET /renewals/{renewalLocator}
  • Request:

    Name

    Position

    Type

    Required

    renewalLocator

    path

    string

    required

  • Response:RenewalResponse

Fetch a renewal’s underwriting decision

GET /renewals/{renewalLocator}/automatedUnderwritingResult

Fetch a renewal’s pricing changes

GET /renewals/{renewalLocator}/price

Note: All pricing or underwriting rules run before acceptance are non-final.

Edit, accept, or issue a renewal

PATCH /renewals/{renewalLocator}

RenewalActionRequest

{
  // Optional
  action : string discard | quote | accept | issue | invalidate | update
  conflictHandling : string block | invalidate
  renewalUpdate : RenewalUpdateRequest
}

RenewalUpdateRequest

{
  // Required
  addFieldGroups : [FieldGroupCreateRequest]
  removeFieldGroups : [string]
  updateFieldGroups : [FieldGroupUpdateRequest]

  // Optional
  addExposures : [ExposureCreateRequest]
  endExposures : [string]
  fieldValues : map<string,[string]>
  renewalEndTimestamp : timestamp
  updateExposures : [RenewalExposureUpdateRequest]
}

Return policy with accepted renewal transaction as issued.

GET /renewals/{renewalLocator}/policyWhenIssued
  • Request:

    Name

    Position

    Type

    Required

    renewalLocator

    path

    string

    required

  • Response:Policy2Response

This endpoint will return what the policy will look like, including pricing and characteristics, assuming the renewal is issued. It will only work on accepted renewals.

Legacy Renewal API (Deprecated)

The following endpoint will create and issue a renewal in one shot. This endpoint is deprecated and may be removed in a future release.

Issue a renewal

POST /policy/{policyLocator}/issueRenewal

RenewalIssueRequest

{
  // Required
  renewalEndTimestamp : timestamp

  // Optional
  policyUpdateRequest : RenewalPolicyUpdateRequest
}

RenewalPolicyUpdateRequest

{
  // Required
  addExposures : [ExposureCreateRequest]
  addFieldGroups : [FieldGroupCreateRequest]
  endExposures : [string]
  removeFieldGroups : [string]
  updateExposures : [RenewalExposureUpdateRequest]
  updateFieldGroups : [FieldGroupUpdateRequest]

  // Optional
  fieldValues : map<string,[string]>
}

RenewalExposureUpdateRequest

{
  // Required
  addFieldGroups : [FieldGroupCreateRequest]
  addPerils : [PerilCreateRequest]
  endPerils : [string]
  exposureLocator : string
  fieldValues : map<string,[string]>
  removeFieldGroups : [string]
  updateFieldGroups : [FieldGroupUpdateRequest]
  updatePerils : [PerilUpdateRequest]
}

Preview a renewal’s pricing

POST /policy/{policyLocator}/previewRenewalPrice

This endpoint will price a prospective renewal without actually creating or issuing it.