Overview
Welcome to the AI Insurance External API documentation. This API allows you to programmatically manage your insurance operations, including submissions, quotes, policies, and more. Current API Resources:- Submissions - Create and manage insurance submissions
- Quotes - Generate and retrieve quote information
- Notes - Attach comments and documentation to entities
- Configuration - Access your company’s rating fields and coverage types
- Policies
- Events
- Insureds
- Financials
Getting Started
Base URL
All API endpoints are relative to your AI Insurance instance base URL:Authentication
All API requests require authentication using an API key. Include your API key in the request headers:To generate an API key, see Authentication.
API Resources
Submissions
Create and manage insurance submissions with complete policy and insured information.- List Submissions - Retrieve submissions for your company
- Create Submission - Create a new submission
- Update Submission - Update an existing submission
- Overview - Detailed guide on working with submissions
Quotes
Generate and retrieve quote information for submissions.- List Quotes (
GET /api/external/companies/{companyId}/quotes) - Retrieve complete quote details with all nested data - List Quote Info (
GET /api/external/companies/{companyId}/quotes-info) - Retrieve lightweight quote information (faster) - Get Quote (
GET /api/external/companies/{companyId}/quotes/{quoteId}) - Get detailed quote information by ID
Configuration
Access your company’s configuration including rating fields, coverage types, and entity types.- Get Configuration - Retrieve company configuration
Reference Documentation
Data Models
Complete reference for all data structures used in the API:- Submission Object - Submission response structure
- Quote Object (Lightweight) - Lightweight quote representation
- Quote Object (Full) - Complete quote structure
- ImportPolicy - Policy information for submissions
- ImportPolicyCoverage - Coverage data
- ImportInsured - Insured party information
Quick Start Example
Here’s a simple example to create a submission:Audit Logging
All external API calls are automatically logged for audit and debugging purposes. The audit log captures request details, response status, and timing information.Batch ID for Request Correlation
When making multiple related API calls (e.g., creating several submissions as part of a batch import), you can include an optionalbatchId field in the request body of any mutation endpoint (POST, PUT, PATCH, DELETE). This allows you to correlate and query related requests later.
Key points:
batchIdis a pass-through field—it’s not validated or part of the request schema- Include it at the root level of your request body
- The value is stored in the
external_api_audit_logtable (indexed for efficient querying) - Use any string value that helps you identify related requests (e.g., UUID, timestamp, job ID)
