> ## Documentation Index
> Fetch the complete documentation index at: https://api.monument.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Insurance enrollment/occupancy summary

> Per-facility insurance enrollment and occupancy aggregates for a date range. Returns one row per scoped facility; out-of-scope facilities are dropped and an empty scope returns an empty array.



## OpenAPI

````yaml /openapi/integration-openapi.json post /api/{portfolio}/portfolios/v1/summary/insurance
openapi: 3.0.0
info:
  title: Monument Integration API
  description: Monument Integration API
  version: '1.0'
  contact: {}
servers:
  - url: https://public-api.prd.monument.io
    description: Production
  - url: https://public-api.stg.monument.io
    description: Staging
security: []
tags:
  - name: Portfolios
    description: List portfolios accessible to the API key
  - name: Facilities
    description: Facility retrieval and coverage-option configuration
  - name: Units
    description: Unit listing and MORA execution
  - name: Unit Groups
    description: Unit group listing, rate management, and unit assignment
  - name: Rental Records
    description: Rental record listing, coverage, fees, autopay, and payment links
  - name: Ledger Entries
    description: Ledger entry retrieval at facility and rental-record level
  - name: Leads
    description: Lead listing and lease sending
  - name: Tasks
    description: Task creation and listing for integrations
  - name: Tenants
    description: Tenant listing and person updates
  - name: People
    description: Person listing
  - name: Notes
    description: Note listing and creation for tenants and leads
  - name: Auctions
    description: Auction listing
  - name: Coverage
    description: Portfolio-level coverage CRUD and coverage history
  - name: Summary
    description: Portfolio-level aggregate summaries (insurance enrollment/occupancy)
  - name: Promotions
    description: Promotion listing
  - name: ECRI
    description: Effective Current Rent Increase scheduling
  - name: Item Types
    description: Item type listing per facility
  - name: Delinquencies
    description: Delinquency listing per facility
  - name: Physical Locks
    description: Physical lock assignment and unassignment
  - name: Lead Source Options
    description: Lead source option listing
  - name: Webhooks
    description: Webhook subscription management
  - name: Payments
    description: Payment profile creation
paths:
  /api/{portfolio}/portfolios/v1/summary/insurance:
    post:
      tags:
        - Summary
      summary: Insurance enrollment/occupancy summary
      description: >-
        Per-facility insurance enrollment and occupancy aggregates for a date
        range. Returns one row per scoped facility; out-of-scope facilities are
        dropped and an empty scope returns an empty array.
      operationId: SummaryInsuranceController_getSummaryInsurance
      parameters:
        - in: path
          required: true
          name: portfolio
          schema:
            example: abc_selfstorage
        - in: header
          required: true
          name: x-api-key
          schema:
            example: monument-2230012-2312321
            description: >-
              Api key required to authenticate your request. Please reach out to
              monument for a key.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SummaryInsuranceRequestDto'
      responses:
        '200':
          description: Insurance summary rows, one per scoped facility.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/SummaryInsuranceResponseDto'
        '400':
          description: >-
            Bad Request (e.g. endDate before startDate, too many uuids, invalid
            input)
components:
  schemas:
    SummaryInsuranceRequestDto:
      type: object
      properties:
        facilityUuids:
          description: Facility UUIDs to aggregate over (1–1000).
          example:
            - 3fa85f64-5717-4562-b3fc-2c963f66afa6
            - 3fa85f64-5717-4562-b3fc-2c963f66afa7
          type: array
          items:
            type: string
            format: uuid
        startDate:
          type: string
          description: Inclusive start of the reporting period (ISO date).
          format: date
          example: '2026-04-01'
        endDate:
          type: string
          description: Inclusive end of the reporting period (ISO date).
          format: date
          example: '2026-04-30'
      required:
        - facilityUuids
        - startDate
        - endDate
    SummaryInsuranceResponseDto:
      type: object
      properties:
        facilityUuid:
          type: string
          description: Facility UUID this row aggregates.
          format: uuid
        startDate:
          type: string
          description: Inclusive start of the reporting period (echoed from request).
          format: date
          example: '2026-04-01'
        endDate:
          type: string
          description: Inclusive end of the reporting period (echoed from request).
          format: date
          example: '2026-04-30'
        totalActiveLeases:
          type: number
          description: >-
            Distinct rentals active at any point in the period (facility-local
            time).
          example: 120
        totalInsuredLeases:
          type: number
          description: >-
            Distinct rentals with non-private coverage active at any point in
            the period.
          example: 90
        pctInsured:
          type: number
          description: >-
            totalInsuredLeases / totalActiveLeases * 100, rounded to 2 decimals.
            0 when there are no active leases.
          example: 75
        newMoveIns:
          type: number
          description: >-
            Rentals whose start date falls within the period (facility-local
            time).
          example: 20
        newMoveInsInsured:
          type: number
          description: Of the new move-ins, those with non-private coverage.
          example: 15
        pctNewMoveInsInsured:
          type: number
          description: >-
            newMoveInsInsured / newMoveIns * 100, rounded to 2 decimals. 0 when
            there are no new move-ins.
          example: 75
      required:
        - facilityUuid
        - startDate
        - endDate
        - totalActiveLeases
        - totalInsuredLeases
        - pctInsured
        - newMoveIns
        - newMoveInsInsured
        - pctNewMoveInsInsured

````