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
- Contact Management
- Quotation Topic Index
- Policy Management Topic Index
- Billing Topic Index
- Financials Topic Index
- Underwriting
- Documents Topic Index
- First Notice of Loss (“FNOL”)
- Search
- Security Topic Index
- Migration
- Reporting Topic Index
- Previews
- Work Management Topic Index
Configuration Guide
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
- Work Management API
- Accounting API
- Documents API
- Resources API Index
- Data API Index
- Reporting API Index
- Configuration and Development API Index
- Migration API
Other Resources