Guide

API Workflow Overview

This document summarizes the API workflow stages for BEITS system.

Workflow Diagram

Quote

{
  "method": "post",
  "url": "/api/Quote/CreateQuote"
}

• Creates a new quote based on product, coverages, and customer details.

{
  "method": "patch",
  "url": "/api/Quote/EditQuote"
}

• Updates an existing quote with new details or coverages.

{
  "method": "get",
  "url": "/api/Quote/GetQuotes"
}

• Returns a list of all quotes for a given criteria.

{
  "method": "get",
  "url": "/api/Quote/GetQuote"
}

• Returns detailed information for a specific quote by ID.

Products

GET /api/products/GetProducts

POST /api/products/GetProductDetails -

Policy

Issue

POST /api/issue/Policy

POST /api/issue/Endorsement

Renewal

• POST /api/issue/Renewal -

• POST /api/issue/Proposal -

Financial

Claims

Documentation

Utilities

Brokers

Tips

• Always authenticate using the Account endpoints before calling others.

• Use X-Branch header for branch-specific operations.

• For Affinities, ensure X-ApiKey and X-Version headers are included.