Overview

Returns field metadata for building dynamic forms to collect insurance proposal (quote) information.

This endpoint is useful for the insurance quoting workflows that need to adapt to:

• Line of Business (policy line code)
• State regulations (jurisdiction-specific fields)
• Carrier requirements (carrier-specific forms)
• Insurance programs (product-specific configurations)

What is a Proposal?

A Proposal in Origami is an insurance quote or application. It represents:

• A potential insurance policy being quoted for a client
• Coverage, premium, and underwriting information before binding
• LOB-specific (Line of Business) details like Workers Compensation, General Liability, Commercial Auto
• State/jurisdiction-specific insurance requirements
• Carrier-specific form fields and validations

Use Case for this Endpoint

When building a quote form, you need to know:

• Which fields to display for this specific insurance line (Workers Comp fields differ from Auto fields)
• Which fields are required by this state's regulations
• Which fields are applicable based on carrier, coverage, and effective date
• Validation rules, dropdowns, and formulas specific to insurance products