Bind a Proposal into an Active Policy

post

https://{environment}.origamirisk.com/OrigamiApi/api/Quotes/Proposals/{proposalId}/BindQuote

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Overview

Binds a proposal, converting it into an active policy. For new quotes, this creates a new policy record. For endorsements, this applies the endorsement changes to the existing policy. The proposal must have a MemberID assigned and must be in a bindable state. Returns the resulting policy details upon success.

Preconditions

The proposal must have a MemberID assigned (use POST /api/Quotes/Proposals/{proposalId}/CreateMember first if needed).
The proposal must be in a bindable state (CanBind returns true).
The proposal should be rated before binding.

Examples

Scenario 1: Bind a new quote with annual billing:

POST /api/Quotes/Proposals/12345/BindQuote?billingFrequencyCode=A

200 OK
{
  "ProposalID": 12345,
  "PolicyID": 67890,
  "MemberID": 555,
  "PolicyNumber": "POL-2026-001",
  "MemberName": "Acme Corporation",
  "BoundDateUTC": "2026-05-10T14:30:00Z"
}

Scenario 2: Bind an endorsement with "bill immediately" billing status:

POST /api/Quotes/Proposals/12345/BindQuote?billingStatus=B

200 OK
{
  "ProposalID": 12345,
  "PolicyID": 67890,
  "MemberID": 555,
  "PolicyNumber": "POL-2026-001",
  "MemberName": "Acme Corporation",
  "BoundDateUTC": "2026-05-10T14:35:00Z"
}

Scenario 3: MemberID is not set:

POST /api/Quotes/Proposals/12345/BindQuote

500 Internal Server Error
"MemberID is null on Proposal record"

Scenario 4: Proposal cannot be bound:

POST /api/Quotes/Proposals/12345/BindQuote

500 Internal Server Error
"Cannot bind or issue this proposal record."

Path Params

proposalId

integer

required

The ID of the Proposal that you are binding.

Query Params

billingFrequencyCode

string

For new quotes only: The billing frequency code for the desired payment schedule. Retrieve valid codes from GET /api/Quotes/Proposals/{proposalId}/BillingOptions (use the BillingFrequencyCode field from the response). If omitted, the proposal's existing billing frequency is used. Ignored for endorsements.

billingStatus

string

enum

For endorsements only: Controls how the premium adjustment is billed. See valid codes below. Not used for new quotes.

Code	Name	Description
`"B"`	Billed	Generates a new invoice immediately. For credits-only endorsements, applies credits to existing invoices instead.
`"W"`	Waived	Creates an invoice record but waives collection; no payment is due.
`"N"`	Next Bill	Adds the amount to the next pending invoice on the policy. Requires at least one pending invoice.
`"S"`	Distributed (Spread)	Distributes the amount across all remaining pending invoices on the policy. Requires at least one pending invoice.
`"E"`	Earned Premium Billed	Prorates the premium change across remaining pending invoices based on earned premium billing periods. Requires earned premium billing to be enabled on the billing profile.

Allowed:

Response