Create or update a staging quote

Load the included example or upload a JSON payload. This sends real writes to AQUA staging using the internal account in appsettings.json.

Upload JSON

Sample payload loaded. Review its reference IDs before submitting.

{
  "clearance": {
    "nameInsured": "AQUA POC Test Risk - Replace Before Submit",
    "companyName": "AQUA POC Test Risk - Replace Before Submit",
    "dBA": "POC Test Risk",
    "effectiveDate": "2026-10-01T00:00:00",
    "expirationDate": "2027-10-01T00:00:00",
    "generalAgentID": 100,
    "insuranceAgentID": 294,
    "underWriterID": 1889,
    "agencyName": "RT Specialty-Dallas",
    "brokerName": "Broker Name",
    "brokerEmail": "broker@example.com",
    "insuredAddress1": "400 Walnut St",
    "insuredCity": "Wilmington",
    "insuredState": "DE",
    "insuredZipCode": "19801",
    "physicalAddress1": "400 Walnut St",
    "physicalCity": "Wilmington",
    "physicalState": "DE",
    "physicalZipCode": "19801",
    "insuredCountry": "USA",
    "productCode": "3",
    "insuranceLineID": 21,
    "insuranceLineGroup": "GL",
    "status": "Cleared",
    "participationCode": "Primary",
    "industrySegment": "GeneralCasualty",
    "casualtyClassCode": "44471",
    "classificationDescription": "Health Care Facilities - convalescent or nursing homes"
  },
  "submission": {
    "nameInsured": "AQUA POC Test Risk - Replace Before Submit",
    "companyName": "AQUA POC Test Risk - Replace Before Submit",
    "dBA": "POC Test Risk",
    "effectiveDate": "2026-10-01T00:00:00",
    "expirationDate": "2027-10-01T00:00:00",
    "generalAgentID": 100,
    "insuranceAgentID": 294,
    "underWriterID": 1889,
    "insuranceCompanyID": 4,
    "status": "Cleared",
    "documentStatus": "Cleared",
    "isActive": true,
    "participationCode": "Primary",
    "industrySegment": "GeneralCasualty",
    "casualtyClassCode": "44471",
    "classificationDescription": "Health Care Facilities - convalescent or nursing homes",
    "country": "USA"
  },
  "quotation": {
    "insuranceLineID": 21,
    "status": "Cleared",
    "isActive": true,
    "participationCode": "Primary",
    "industrySegment": "GeneralCasualty",
    "casualtyClassCode": "44471",
    "classificationDescription": "Health Care Facilities - convalescent or nursing homes"
  },
  "casualtyQuotation": {
    "participationCode": "Primary",
    "transactionType": "New Business",
    "coverageType": "CGLCoverageForm",
    "commission": 0.175,
    "customTriaPrem": 0.03,
    "auditPeriod": "Annually"
  },
  "additionalData": {
    "dataQuestion": {
      "industrySegment": "GeneralCasualty",
      "industrySupplementalData": "{\"HasWaterAmusements\":false,\"HasBuildingsOver10Stories\":false,\"HasPool\":false,\"HasSecurityOperations\":false,\"HasFirearms\":null,\"HasEmployees\":null,\"HasContractors\":null,\"ExposureStates\":[],\"IsLossOver100kInPast5Years\":false}"
    },
    "baseIndustry": {
      "$type": "GeneralCasualty",
      "hasWaterAmusements": false,
      "hasBuildingsOver10Stories": false,
      "hasPool": false,
      "hasSecurityOperations": false,
      "hasFirearms": null,
      "hasEmployees": null,
      "hasContractors": null,
      "exposureStates": [],
      "isLossOver100kInPast5Years": false
    }
  },
  "retention": {
    "bMCQuoteRetentionID": 0,
    "deductibleType": "PerOccurrence",
    "deductible": "5000",
    "selfInsuredRetention": "N/A",
    "otherRetention": "N/A",
    "defenseCost": "InsideDeductible"
  },
  "primaryLimits": [
    { "code": "EachOccurence", "description": "Each Occurrence", "value": "1000000", "sequence": 1 },
    { "code": "GeneralAggregate", "description": "General Aggregate", "value": "2000000", "sequence": 2 },
    { "code": "ProdCoAggregate", "description": "Products/Completed Operations Aggregate", "value": "2000000", "sequence": 3 },
    { "code": "PerAdsInjury", "description": "Personal and Advertising Injury", "value": "1000000", "sequence": 4 },
    { "code": "DamageRentedPremises", "description": "Damage to Premises Rented to You", "value": "300000", "sequence": 5 },
    { "code": "MedicalExpensePayments", "description": "Medical Expense", "value": "5000", "sequence": 6 },
    { "code": "DefenseCost", "description": "Policy Defense Cost", "value": "OutsideLimit", "sequence": 7 }
  ],
  "classes": [
    { "class": "44471", "classDescription": "Health Care Facilities - convalescent or nursing homes", "premiumBaseSymbol": "G", "exposure": "0", "rate": 0, "advancePremium": "0", "isIncluded": true }
  ],
  "subjectivities": [
    { "bMCAdditionalDocID": 11, "description": "Completed Surplus Lines tax form – Due at Binding.", "value": "Completed Surplus Lines tax form – Due at Binding.", "isSelected": true, "isAdded": true },
    { "bMCAdditionalDocID": 57, "description": "TRIA - completed, signed, and dated.", "value": "TRIA - completed, signed, and dated.", "isSelected": true, "isAdded": true }
  ],
  "termsAndConditions": {
    "code": "QuotePrimary",
    "type": "Quotation",
    "value": "Please review carefully as coverage may not be exactly as requested on the application."
  },
  "additionalCoverages": [
    { "participationType": "Primary", "coverageType": "", "deductible": "", "isDeductibleIncluded": false, "premium": "", "isPremiumIncluded": false }
  ],
  "initializeDefaultForms": true,
  "forms": [],
  "formFillins": [],
  "additionalInsureds": [],
  "additionalInsuredCP1430": [],
  "additionalInsuredCP0405": [],
  "additionalInsuredForms": [],
  "formRuleType": "SaveSubmission"
}

I understand this will create or update real records in AQUA staging.