Start here
Authentication
Get an access token, pick your scopes, and see which token acts on what.
Read the product configuration
Every product declares its own fields. Derive what to send, and learn which values the platform owns
rather than you.
Sell a new contract
The full journey: customer, assets, quote, confirmation, signature, payment, activation.
Collect payment
Where payment sits in the flow, which methods apply, and how the Stripe hand-off works.
Read a contract back
Which cover they bought, what gets debited first, and what a contract is waiting on.
Asynchronous operations
Which steps finish after the response, and how to observe them.
What the platform covers
- Quotes and policies — pricing, coverage tiers, quote-to-policy conversion, mid-term adjustments, renewals and repricing.
- Billing and payments — invoicing schedules, direct debit and bank transfer, refunds, reconciliation and unpaid handling.
- Signature and documents — configurable document sets, electronic signature, AI classification and extraction.
- Distribution — wholesale and retail brokerage firms, distribution rights, commissions and fees.
- Exceptions and compliance — derogation approval workflows, compliance checks, fraud detection and formal notice.
- Integrations — company and vehicle registries, telematics, registered mail, and the carrier systems behind each product.
- Reporting — scheduled and on-demand reports, analytics, and accounting summaries.

