Updating API and TEO submissions

❗️

For Implementing Cyber and TEO

To avoid a Broker of Record conflict for a company previously submitted for cyber, use the provided company_id in your TEO API request as detailed in the workflow below.

In order to edit details of an open quote (application answers, company information), pass the existing company_id along with the updated parameters through the POST /quotes/.

"client": {
        "company_id":"23062", // this changes your POST request to update an existing company
        "broker_email": "[email protected]",
        "domains": [
            "at-bay.com"
        ],
        "name": "docs test",
        "industry": "713290",
        "revenue": 1000000,
        "address": {
            "city": "Mountain View",
            "state": "California",
            "street": "15 Castro Street",
            "zip": "32542",
            "street2": "<This is optional>"
        }
}

After sending a POST request with significant changes, any quotes using the old parameters will be marked as revoked and no longer retrievable (including the documents).

Quotes with updated terms will be published along with new quote identifiers returned in the API response.

🚧

Insignificant changes

You will still receive new quote identifiers even if insignificant changes were made such as:

  • the name of the applicant
  • the address of the applicant

As long as the questionnaire and revenue answers are the same, we will honor the original quote for 60 days.

You may also reactivate expired quotes (quote_inactive) in the same way with a POST request including the company_id


What’s Next

Updating a quote will result in invalidating previous quotes. To handle repeated updates, please check out the following guide:

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