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Get Renewal Quotes API – Overview

1. Purpose​

The Renewal Quote service helps authorized partners quickly access renewal information for an existing employer group. By submitting basic identifiers—such as the group name and renewal date—you receive a summary of the upcoming coverage offer. This includes plan categories, estimated costs, and other top-level details, allowing for efficient renewal planning without needing to navigate complex systems.

2. Who Can Use This Service​

This service is useful for:

  • Brokers, agents, and third-party partners managing renewals for small-business clients
  • Partner onboarding teams creating training materials or renewal checklists
  • Product managers and strategists analyzing renewal trends across regions
  • Sales and marketing teams referencing renewal workflows in non-technical contexts

It supports both technical and non-technical roles involved in coverage continuation and renewal.

3. What Information is Available​

The service provides broad, easy-to-understand categories:

  • Renewal quote summary: Coverage types (e.g., medical, dental, vision, life), estimated premiums, and other summary attributes
  • Identifying context: Group name or number, partner identity, and renewal date
  • Reference handle: A simple ID to track or follow up on the renewal quote
  • Plain-language status: Clear feedback indicating whether the quote was successfully retrieved or if something needs attention

4. Benefits of This Service​

  • One-stop access: Retrieve all relevant renewal details in a single request
  • Consistent terminology: Everyone uses the same categories across channels
  • Real-time accuracy: Information reflects the latest internal system updates
  • Flexible applications: Useful for quoting, onboarding, planning, and training

5. Example Uses​

  • A broker submits a renewal request for a client and receives a summary of coverage options and estimated costs.
  • A partner team creates a desk reference for new hires outlining required renewal inputs.
  • A strategist monitors renewal patterns across states using returned quote summaries.
  • A training document explains how to retrieve renewal information using a simple, business-friendly process.

6. Important Notes​

  • This overview omits technical details such as authentication, data formats, and error codes.
  • Access to the service requires a formal partnership and onboarding process.
  • Renewal categories and formats may evolve over time; treat summaries as current snapshots.
  • The renewal logic and identifiers are proprietary and confidential.
  • If a renewal request cannot be processed (e.g., missing information or unrecognized group), the system provides clear, human-readable feedback.