Welcome to Socotra!¶
Socotra’s open platform supports easy configuration and extension of its core capabilities. Our documentation is separated into three main sections:
The Configuration Guide can be used by a business analyst to specify data capture, pricing, forms, taxes, fees, and underwriting guidelines, and more.
The Feature Guide explains Socotra’s product capabilities.
The API Reference details Socotra’s RESTful APIs, which make it simple to integrate Socotra into your IT ecosystem.
See our Release Notes for the lastest improvements, and the API Changelog for changes that affect the API and integration.
Configuration Guide¶
Feature Guide¶
- Automated Underwriting
- Cancellations and Reinstatements
- Characteristics
- Claims
- Commissions
- CSS Injection
- Endorsements
- External Data Calls
- External Rater
- Financial Transactions
- Grace Periods and Policy Lapse
- Invoicing and Payment Schedules
- Modifications
- Payment Plan Plugin
- Plugins
- Policy Change Management
- Premium Reporting
- Proration and Premium Allocation
- Quotes
- Reminders
- Renewals
- Reporting
- Static PDF Documents
- Technical Premium
API Reference¶
- Getting Started with the Socotra API
- Account API
- Calculation API
- Cancellations API
- Claims API
- Configuration API
- Document API
- Endorsements API
- Event Stream API
- External Service Integrations API
- Lapsing and Reinstatement API
- Invoice 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
Tip
Socotra has published a public Github repository with useful tools for common tasks, and a swagger file for using other tools with the Socotra API.