Call-in quotes

Call-in quotes are submissions captured when someone asks the agency to call them. This endpoint returns submissions for the authenticated user's current team only.

The call-in quote model

Properties

Name
id
Type
integer
Description
Unique identifier for the submission.
Name
team_id
Type
integer
Description
Team that owns the submission.
Name
client_id
Type
integer
Description
Linked client, when one exists.
Name
risk_profile_id
Type
integer
Description
Risk profile created from the submission, when one exists.
Name
client
Type
object
Description
first_name, last_name, phone, email, and contact_method. phone is the client's phone number. contact_method is the client's contact preference.
Name
assigned_agent
Type
object
Description
id, name, and email of the assigned agent.
Name
lines_of_business
Type
array
Description
Lines of business requested on the call.
Name
home_address
Type
string
Description
Home address collected on the form.
Name
notes
Type
string
Description
Notes from the submission.
Name
contact_method
Type
string
Description
Contact method selected on the submission.
Name
how_did_you_hear_about_us
Type
string
Description
How the caller heard about the agency.
Name
referring_employee_name
Type
string
Description
Name of the referring employee.
Name
referring_employee_email
Type
string
Description
Email of the referring employee.
Name
can_contact_client_directly
Type
boolean
Description
Whether the agency can contact the client directly.
Name
created_at
Type
timestamp
Description
When the submission was created. Results are newest first.
Name
updated_at
Type
timestamp
Description
When the submission was last updated.

GET/api/call-in-quotes

List call-in quotes

Returns up to 20 submissions for the current team, newest first.

Optional attributes

Name
client_email
Type
string
Description
Exact email of the linked client. Must be a valid email address.

Request

GET

/api/call-in-quotes

curl -G https://app.riskadvisor.insure/api/call-in-quotes \
  -H "Authorization: Bearer {token}" \
  -H "Accept: application/json" \
  -d [email protected]

Response

{
  "data": [
    {
      "id": 11,
      "team_id": 3,
      "client_id": 42,
      "risk_profile_id": 9,
      "client": {
        "first_name": "Frank",
        "last_name": "McCallister",
        "phone": "1-800-876-5309",
        "email": "[email protected]",
        "contact_method": "Phone"
      },
      "assigned_agent": {
        "id": 7,
        "name": "Kate McCallister",
        "email": "[email protected]"
      },
      "lines_of_business": ["home", "auto"],
      "notes": "Please call after 5pm.",
      "created_at": "2026-09-20T18:00:00.000000Z"
    }
  ]
}