# Create a Group

A group can be created through the Create a Group endpoint ([API docs](https://docs.ideonapi.com/#group-member-management-group-member-management-post)). In addition to including important rating datapoints like the primary location and SIC code, a successfully created group returns identifiers for both the group and its locations that must be referenced to add a census and quote the group.

Ideon's API is versioned by endpoint. The Create a Group endpoint is not versioned alongside the group quoting workflow — v8 is the latest available version of this endpoint and should be used for v9 group quoting. This page refers to the v8 schema for the Create a Group endpoint.

The same group resource can be quoted for multiple product lines and markets, including [ICHRA Group Quoting](/quote-and-select/quote-groups/ichra-group-quoting.md), [Level Funded](/quote-and-select/quote-groups/level-funded.md), and Ancillary and Supplemental Health.

## Configuring Requests

The group's location and industry information drive the evaluation of premiums for health coverage in typical quoting scenarios. Notes on important field requirements and their impact on quoting are included below.

* **Company Name** `group.company_name` - the name of the business or company being quoted. When template or dummy companies are used for testing, "TEST" should be appended to the `company_name`.
* **SIC Code** `group.sic_code` - the Standard Industrial Classification (SIC) code for the group.
* **Agency and Broker Information** `group.{agency_name,agency_npn,broker_name,broker_npn,broker_email}` - it is recommended to include all agency and broker data fields, if available. For v9 group quoting, the group must include at least one of `broker_npn` or `agency_npn`. If both are provided, `broker_npn` takes precedence and will be the NPN associated with any quote created for the group.
* **Company Tax ID** `group.company_tax_id` - the 9-digit tax identification number for the company being quoted, typically an Employer Identification Number (EIN). Required for v9 group quoting. Groups without a `company_tax_id` cannot be quoted using the v9 Create a Quote endpoint.
* **Group Locations** `locations[]` - the office locations of the company or business being quoted. A single location must be designated as the primary location of the group. The primary location's `zip_code` and `fips_code` are used to determine rating area for quoted premiums. In most scenarios, non-primary locations do not affect quoting. A notable exception is eligibility rules for plan availability based on employees living or working within the plan's service area. It is recommended to always send all locations for the group.
* **Number of Employees per Location** `locations[].number_of_employees` - the number of full-time employees who are eligible for coverage and working at the location.

An example request using *v8* and the required fields for Small Group Quoting:

{% code title="POST /groups" %}

```json
{
    "group": {
        "agency_name": "Agency Name",
        "agency_npn": "123456789",
        "broker_email": "broker@email.com",
        "broker_name": "Broker Name",
        "broker_npn": "123456789",
        "company_name": "Internal Test Group",
        "company_tax_id": "123456789",
        "external_id": "abc123",
        "sic_code": "5411"
    },
    "locations": [
        {
            "zip_code": "10010",
            "fips_code": "36061",
            "name": "Headquarters",
            "number_of_employees": 10,
            "primary": true
        }
    ]
}
```

{% endcode %}

## Additional Information

### Group and Location IDs

Successful requests to the Create a Group endpoint will return an `id` for the group and each location. These are internal identifiers that are referenced in subsequent endpoints for quoting a group. The `group.id` is referenced in endpoint paths to add a census and quote the group. The `locations[].id` are referenced to associate members to specific locations when adding a census. 

The `group.id` should be easily accessible for triage workflows; it is required for support requests related to group quoting, along with the quote ID (found in the [Quote a Group section](/quote-and-select/quote-groups/small-group-medical/quote-a-group.md#quote-id)). 

### Re-Creating Groups

If the data associated with a group does not change, re-creating the group for each subsequent quote is not required. In other words, you can re-use a group - through it's `group.id` - to create multiple quotes. Creating a new group is only required if the data associated with the group referenced on this page needs to be updated. 


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```

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