Welcome to Socotra!

Socotra’s open platform supports easy configuration and extension of its core capabilities.

See our Release Notes for the lastest improvements, and the API Change Log for changes that affect the API and integration.

Getting Started

• Configuration Walkthrough
• Getting Started Guide
• Getting Started Guide - Reference

Policy Management

• Quotes
• Automated Underwriting
• Policy Change Management
• Endorsements
• Renewals
• Premium Reporting
• Cancellations and Reinstatements
• Grace Periods and Policy Lapse
• Policy Snapshots and Coverage Summaries
• Reminders
• Claims

Premiums and Financials

• Rating Plugin
• Fees
• Taxes
• Commissions
• Invoicing and Payment Schedules
• Payment Schedule Plugin
• Payment Reversal Plugin
• Proration and Premium Allocation
• Technical Premium
• Financial Transactions
• Premium Calculations (Legacy)

Documents

• Documents
• Document Templates
• Liquid Filters
• Static PDF Documents

Data

• Object Model
• Data Fields
• Field Groups
• Characteristics
• Modifications
• Auxiliary Data
• Event Stream
• Reporting

Tooling

• Deploying and Testing Configuration
• Plugins
• Product Versioning
• External Rater
• External Data Calls
• PostIssuance Plugin
• Lambda Plugin
• Socotra User Interface

API Reference

• Getting Started with the Socotra API
• Account API
• Auxiliary Data API
• Calculation API
• Cancellations API
• Claims API
• Configuration API
• Deployments API
• Document API
• Endorsements API
• Event Stream API
• Integrations API
• Invoice API
• Lambda API
• Media API
• Payments API
• Policyholder API
• Policy API
• Premium Reporting API
• Products API
• Quotes API
• Reinstatements API
• Renewals API
• Reporting API
• Scripts API
• Tenant Assets API
• Errors and Exceptions API

Tip

Socotra has published a public Github repository with useful tools for common tasks, including a postman collection, and a swagger file for using other tools with the Socotra API.