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The v1 API is built to make AI Insurance fully programmable. Every part of the platform — configuration, submissions, quoting, rating, policy management, claims, reporting, and document generation — is accessible through APIs. This makes it straightforward to get data into and out of the system, integrate with external platforms, and build automated workflows including AI-powered ones. Today, the v1 API covers configuration, exposures, quotes, policy transactions, events, custom objects, and reporting. Below is how these pieces fit together, and what’s coming next.

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How the Pieces Fit Together

The API surface maps to the insurance lifecycle. Each capability is a composable building block — use the ones you need, in whatever combination fits your workflow. The system is configuration-driven, so the same endpoints work for any line of business, any field schema, any document template.
1

Configure

Define fields, exposure types, coverage types, custom objects, and form templates via API. Available today via the Configuration API.
2

Submit

Create submissions that group related quotes for a single applicant. Planned — Submissions.
3

Quote

Create and iterate on quotes with configurable field data. Available today via the Quotes API.
4

Rate

Invoke AI Insurance’s hosted rating engine via API. If you use your own rating engine, the existing quote endpoints already support writing rating results directly. Planned — Rating.
5

Document

Generate quote and policy documents from uploaded templates using smart tags. Planned — Document Generation.
6

Bind

Convert a quote into a policy via the transaction model. Planned — a v1 bind endpoint that creates a new-business transaction from a quote.
7

Manage

Endorse, cancel, reinstate, and renew policies via the immutable transaction model. Available today via the Policy API.
8

Report

Earned premium, bordereau exports, and financial reporting. Available today via the Policy Reporting API.
9

Claims

Create and manage events linked to policies. Available today via the Events API.
10

Parse

Submit unstructured documents (applications, loss runs) and receive structured data. Planned — Submission Parsing.

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What’s Available Today

CapabilityAPI
Configuration (field definitions, option sets, exposure types, coverage types, custom objects)Configuration Management
Exposure CRUD with configurable fieldsExposures
Quote lifecycle (create, update, send)Quotes
Policy transactions (new business, endorse, cancel, reinstate, renew)Policies
Policy version history and audit trailPolicy Concepts
Earned premium and bordereau reportingPolicies — Reporting
Event (claims) CRUD with configurable fieldsEvents
Custom object CRUD with typed relationshipsCustom Objects

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What’s Coming

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Submissions

v1-native submission endpoints for grouping related quotes. Submission types include new business, renewal, endorsement, cancellation, and reinstatement. View Submissions documentation

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Rating

New endpoints to invoke AI Insurance’s hosted rating engine for a quote or endorsement. If you use your own rating engine, the existing Quotes and Policy APIs are built to support writing rating results directly. View Rating documentation

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Document Generation

API-driven document generation using smart tag templates:
  • Upload and manage DOCX form templates with smart tags
  • Generate populated PDF documents for quotes and policies
  • Download generated documents via signed URLs
View Document Generation documentation

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Submission Parsing

AI-powered structured extraction from unstructured insurance documents:
  • Parse applications (ACORD forms, custom applications) into structured quote fields
  • Parse loss run documents into structured loss history
View Submission Parsing documentation