token · actor
962b9ced-afca-1572-130e-6a1d3165772e
· scope
assessments:read assessments:write quotes:read quotes:write policies:read
· mode live
◐
system
API activity
Example Partner - Quoting
Built on the InsureTax Partner API · the client secret stays on the server
My book
Price a quote
My drafts
Taxpayer
Taxpayer type
S-corporation
C-corporation
Partnership
Trust
Single-member LLC
Multi-member LLC
Sole proprietor
Individual
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Business profile
Gross receipts / sales ($)
Total positive income, last tax year
Zero or negative
$1 - $75K
$75K - $200K
$200K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
$10M or more
Total assets, end of year ($)
Business or rental income
Coverage & term
Years to cover
(number of tax years; drives the price)
sent as numberOfYearsToCover: the most recent N ended tax years (the last completed tax year and earlier). An explicit yearsToCover list, if you send one, wins.
Immediate payout per covered year
Draft label
Draft label / taxpayer name
(optional; sent as taxpayerName. Legal name + address are confirmed at convert)
Get a price
Save draft
pricing is not saved until you “Save draft”