Send Hedge a risk the way you would email it (text and/or PDFs)

POST

/broker/intake

curl --request POST \
  --url https://api.hedgespecialty.com/api/v1/broker/intake \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: multipart/form-data' \
  --form text=example \
  --form files=@file \
  --form insured_name=example \
  --form effective_date=2026-04-15 \
  --form lines_of_business=example \
  --form primary_state=example \
  --form producer_email=example \
  --form hold=false

• Production
• Staging sandbox

One multipart call in, the system runs. Send free text (an email body, notes, an ACORD summary), PDFs (ACORDs, loss runs, supplements), or both. When insured_name is omitted Hedge reads the insured, contact, address, website, NAICS, phone and email out of text. Files are validated up front, stored on the new submission and extracted into its brief in the background, this call never waits on extraction. Then, unless hold is set, Hedge starts marketing exactly as POST /broker/submissions does.

Requires text or insured_name (422 otherwise). Machine credentials must name producer_email. Supports an Idempotency-Key header keyed on your raw inputs, so a retried call replays the saved submission (with its documents) instead of creating a duplicate. Counts toward the daily create and upload limits.

Authorizations

• brokerOAuth

Parameters

Header Parameters

Idempotency-Key

string

Request Body^required

Media typemultipart/form-data

object

text

The risk as you would describe it in an email. Required unless insured_name is given.

string

files

Up to 20 PDFs (ACORDs, loss runs, supplements), 15 MB each.

Array<string>

insured_name

string

effective_date

string format: date

lines_of_business

Comma-separated canonical slugs or common aliases (e.g. gl,property).

string

primary_state

Primary risk state, 2-letter US code.

string

>= 2 characters <= 2 characters

producer_email

REQUIRED when authenticating with a machine credential; the active portal user this submission is attributed to.

string

hold

Defer the run until finalize.

boolean

Responses

201

Created; the run started unless held.

Media typeapplication/json

Result of POST /broker/intake.

object

submission_id

required

string format: uuid

state

string

status_label

required

string

marketing_status

required

string

Allowed values: matching awaiting_finalization

next_step

required

string

documents

The originals stored on the submission, in upload order.

Array<object>

object

id

string format: uuid

display_name

string

applicant

required

What Hedge recorded for the insured, your fields, or the extractor’s when you only sent text.

object

insured_name

string

nullable

dba_name

string

nullable

entity_type

string

nullable

business_phone

string

nullable

business_email

string

nullable

website

string

nullable

naics

string

nullable

nature_of_business

string

nullable

contact_first_name

string

nullable

contact_last_name

string

nullable

contact_email

string

nullable

contact_phone

string

nullable

mailing_address

object

line1

string

line2

string

nullable

city

string

state

string

zip

string

warnings

Non-fatal notices (a file that was not stored, a background enqueue that needs attention, a replayed request).

Array<string>

portal_url

required

string format: uri

Example

{
  "marketing_status": "matching"
}

400

A file is not a valid PDF/document

409

Same Idempotency-Key already in flight

413

A file is over the 15 MB limit

415

Unsupported document type

422

Neither text nor insured_name; missing producer_email for a machine credential; the insured could not be identified from text; invalid date

429

Daily create limit reached

503

Text extraction is temporarily unavailable; your text is preserved