Welcome to Socotra!

Socotra Insurance Suite is a next-generation enterprise-grade policy management and billing application for the insurance industry. Socotra’s open platform emphasizes scaling, flexibility, easy configuration, and the ability to handle complex processes with a fine degree of control and power.

Please contact Socotra for details about how to evaluate Socotra Insurance Suite for your enterprise.

Getting Started

• Introduction to Socotra
• Log into Socotra
• Create a tenant configuration file
• Overview - Tenants
• Create a tenant
• Set up Postman to use the Socotra API
• Create an account
• Execute a quote to bind
• Execute policy transactions
• Trigger billing, pay, and invoices
• Socotra sample Postman collection and environment
• Set up and use the Config SDK for tenant configuration
• Create a user

Feature Guide

• Business Accounts
• Accounts
• First Notice of Loss (“FNOL”)
• Contact Management
• Quotation Topic Index
• Policy Management Topic Index
• Billing Topic Index
• Financials Topic Index
• Underwriting
• Documents Topic Index
• Data Topic Index
• Search
• Security Topic Index
• Migration
• Reporting Topic Index
• Previews

Configuration Guide

• Configuration General Topics Index
• Resources Topic Index
• Data Extensions Topic Index
• Front-End SDK Topics Index
• Plugins Topic Index

API Guide

• Business Account API Index
• Accounts API
• Contacts API
• Quotes API
• Quick Quotes API
• Policy Management API Index
• Billing API Index
• First Notice of Loss (“FNOL”) API
• Accounting API
• Documents API
• Resources API Index
• Data API Index
• Reporting API Index
• Configuration and Development API Index
• Migration API

Other Resources

• Release Notes
• Deprecated API Items
• Open API Definition File
• Connected Core Docs