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Product updates

New updates and improvements to the AI Insurance REST API.

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January 26 2026

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Exposures API

New Features
  • New /exposures/ endpoints: Added /exposures/ as the preferred endpoint path for managing exposures (previously called “insureds”)
    • GET /api/external/companies/{companyId}/exposures - List exposures with filtering and pagination
    • GET /api/external/companies/{companyId}/exposures/{exposureId} - Retrieve a single exposure by ID
    • POST /api/external/companies/{companyId}/exposures - Create a new exposure
    • PATCH /api/external/companies/{companyId}/exposures/{exposureId} - Update an existing exposure
    • DELETE /api/external/companies/{companyId}/exposures/{exposureId} - Soft delete an exposure
    • The existing /insureds/ endpoints remain available for backwards compatibility

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Insured API

New Features
  • Get insured endpoint: GET /api/external/companies/{companyId}/insureds/{insuredId}
    • Retrieve a single insured (exposure) by ID
    • Returns insured details including name, entity type, and associated policy IDs

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January 13 2026

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Smart Tags API

New Features
  • Smart Tags API: List smart tags for a company
    • GET /api/external/companies/{companyId}/smart-tags - List smart tags with filtering and pagination
    • Filter by ID (single or array) or text search across tag names
    • Sort by createdAt, updatedAt, tagName, or tagDisplayName

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Policies API

New Features
  • Create policy endpoint: POST /api/external/companies/{companyId}/policies
    • Create policies directly for historical imports without going through quote→bind flow
    • Takes existing insured IDs (insureds must be created first via POST /insureds)
    • Creates insured snapshots with optional applicationData for rating
    • Creates policy snapshot with coverages
    • Supports: policy type, billing period, timezone, premium override, broker info
    • Validates exactly one primary insured, policy number uniqueness
    • Returns { id } with HTTP 201

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January 6 2026

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Event Financials API

New Features
  • Event Financials API: Full management of financial transactions and reserves for events
    • GET /api/external/companies/{companyId}/events/{eventId}/financials/transactions - List transactions for an event
    • POST /api/external/companies/{companyId}/events/{eventId}/financials/transactions - Create payment or invoice
    • GET /api/external/companies/{companyId}/events/{eventId}/financials/transactions/{transactionId} - Get transaction details with line items
    • GET /api/external/companies/{companyId}/events/{eventId}/financials/reserves - Get reserve amounts by category
    • PATCH /api/external/companies/{companyId}/events/{eventId}/financials/expected-totals - Update expected totals/reserves
    • GET /api/external/companies/{companyId}/events/financials/{transactionType}/totals - Get financial totals across all events
    • Support for itemized and non-itemized transaction types
    • Transaction statuses: owed, paid, approved, void

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Policies API

New Features
  • List policies endpoint: GET /api/external/companies/{companyId}/policies
    • Retrieve policies with filtering and pagination support

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Insured API

New Features
  • Create insured endpoint: POST /api/external/companies/{companyId}/insureds
    • Create new insured (exposure) records with name and entity type
  • Delete insured endpoint: DELETE /api/external/companies/{companyId}/insureds/{insuredId}
    • Soft delete insured records

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December 30 2025

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Payees & Transaction Categories

New Features
  • Payees API: Full CRUD operations for managing payees
    • GET /api/external/companies/{companyId}/payees - List all payees with filtering
    • GET /api/external/companies/{companyId}/payees/{payeeId} - Get payee details
    • POST /api/external/companies/{companyId}/payees - Create new payee
    • PUT /api/external/companies/{companyId}/payees/{payeeId} - Update payee
    • DELETE /api/external/companies/{companyId}/payees/{payeeId} - Delete payee
    • Support for saved and non-saved payee types
  • Transaction Categories endpoint: GET /api/external/companies/{companyId}/transaction-categories
    • Retrieve available transaction categories for accounting integration
Improvements
  • Added batchId audit logging support for bulk operations

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December 22 2025

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Submissions & Configuration Endpoints

New Features
  • Submissions CRUD API: Complete submission management
    • GET /api/external/companies/{companyId}/submissions/{submissionId} - Get submission details
    • POST /api/external/companies/{companyId}/submissions - Create new submission
    • PUT /api/external/companies/{companyId}/submissions/{submissionId} - Update submission
    • DELETE /api/external/companies/{companyId}/submissions/{submissionId} - Delete submission
  • Events configuration endpoint: GET /api/external/companies/{companyId}/events/configuration
    • Retrieve event type configuration and available options
Improvements
  • Updated currency field documentation to use JSON Schema money format type

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December 19 2025

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Brokers & Quotes Configuration

New Features
  • Brokers CRUD API: Full broker management
    • GET /api/external/companies/{companyId}/brokers - List brokers
    • GET /api/external/companies/{companyId}/brokers/{brokerId} - Get broker details
    • POST /api/external/companies/{companyId}/brokers - Create broker
    • PUT /api/external/companies/{companyId}/brokers/{brokerId} - Update broker
    • DELETE /api/external/companies/{companyId}/brokers/{brokerId} - Delete broker
  • Quotes configuration endpoint: GET /api/external/companies/{companyId}/quotes/configuration
    • Retrieve quote-related configuration settings
Improvements
  • Added force parameter to DELETE /events/{eventId} for force deletion

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December 17 2025

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Brokerages & API Improvements

New Features
  • Brokerages CRUD API: Complete brokerage management
    • GET /api/external/companies/{companyId}/brokerages - List brokerages
    • GET /api/external/companies/{companyId}/brokerages/{brokerageId} - Get brokerage details
    • POST /api/external/companies/{companyId}/brokerages - Create brokerage
    • PUT /api/external/companies/{companyId}/brokerages/{brokerageId} - Update brokerage
    • DELETE /api/external/companies/{companyId}/brokerages/{brokerageId} - Delete brokerage
Improvements
  • Create endpoints now return 201 Created status code (previously 200 OK)
  • Removed deprecated requestorEmail field from all endpoints

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December 11 2025

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Events API

New Features
  • Events CRUD API: Full event lifecycle management
    • GET /api/external/companies/{companyId}/events - List events with filtering
    • GET /api/external/companies/{companyId}/events/{eventId} - Get event details
    • POST /api/external/companies/{companyId}/events - Create new event
    • PUT /api/external/companies/{companyId}/events/{eventId} - Update event
    • DELETE /api/external/companies/{companyId}/events/{eventId} - Delete event
Improvements
  • Added insuredIds array field for multi-insured event support
  • Removed legacy fields from events API for cleaner responses
  • Added nullable fields documentation for events API

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December 5 2025

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Notes & Quote Operations

New Features
  • Notes API: Create and retrieve notes
    • GET /api/external/companies/{companyId}/notes - List notes with filtering
    • POST /api/external/companies/{companyId}/notes - Create new note
    • Support for author override fields
  • Quote creation endpoint: POST /api/external/companies/{companyId}/quotes
    • Create new quotes programmatically
  • Quote deletion endpoint: DELETE /api/external/companies/{companyId}/quotes/{quoteId}
    • Delete quotes that are no longer needed
  • Quote update endpoint: PATCH /api/external/companies/{companyId}/quotes/{quoteId}
    • Update existing quote fields
  • Quote binding endpoint: POST /api/external/companies/{companyId}/quotes/{quoteId}/bind
    • Bind a quote to convert it to a policy

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December 4 2025

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Quotes API Consolidation

Breaking Changes
  • Consolidated quote endpoints: Moved from submission-scoped paths to single company-level endpoints with optional filters
    • Before: GET /api/external/companies/{companyId}/submissions/{submissionId}/quotes
    • After: GET /api/external/companies/{companyId}/quotes?submissionId={submissionId}
    • All quote endpoints now use optional submissionId and applicationId query parameters instead of path parameters
New Features
  • Lightweight quote info endpoint: GET /api/external/companies/{companyId}/quotes-info
    • Returns essential fields only (9 fields vs 40+)
    • Optimized for listing, searching, and filtering
    • ~3x faster response times for dashboard views
    • Fields: id, number, status, createdAt, updatedAt, description, policyId, policyCurrency, grandTotal
  • Enhanced pagination: All list endpoints now support robust pagination
    • Page size: 50 quotes per page
    • 1-based indexing (page=1 is first page, page=0 coerced to 1)
    • Response includes totalCount for pagination UI
  • Advanced filtering: Comprehensive query parameters for all list endpoints
    • status: Filter by single status or array of statuses
    • filterText: Full-text search across quote fields
    • dateFrom/dateTo: Filter by creation date range
    • applicationId: Filter by associated application
  • Flexible sorting: Control result ordering
    • sortBy: Choose field (createdAt, updatedAt, status, number)
    • sortDirection: asc or desc
    • Default: Most recent first (createdAt desc)
Improvements
  • Unified response format: All list endpoints return { items: [], totalCount: number }
  • Updated quote statuses: Status values now match actual implementation
    • Added: in_progress, complete, sent, accepted, applied_to_policy
    • Updated: More granular status tracking for quote lifecycle
  • Better data models: Clear distinction between lightweight and full quote representations
  • Improved documentation: Separate guides for submissions and quotes with detailed examples

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August 8 2025

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External API enhancements

Improvements
  • New submission creation: Create submissions with complete policy, coverage, and insured data via POST /api/external/companies/{companyId}/submissions
  • Submission updates: Update existing submissions by adding new quotes via PUT /api/external/companies/{companyId}/submissions/{submissionId}
  • Enhanced quote retrieval: Get detailed quote information including policy data, coverages, and billing configuration via GET /api/external/companies/{companyId}/quotes/{quoteId}
  • Configuration endpoint: Retrieve company-specific configuration including rating fields, entity types, and coverage options via GET /api/external/companies/{companyId}/configuration
API structure improvements
  • All endpoints now use /api/external/ prefix for better organization and versioning
  • Enhanced data models with comprehensive ImportPolicy, ImportPolicyCoverage, and ImportInsured objects
  • Added support for policy types: Claims Made (C), Occurrence (O), Claims Paid (P), and more
  • Expanded quote response with billing details, forms management, and binding settings
Developer experience
  • Complete API documentation with detailed request/response examples
  • Enhanced error handling and validation
  • Comprehensive data model reference with all field descriptions
  • Support for complex insurance workflows including renewals and endorsements

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Initial Release

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Core API functionality

New features
  • List submissions: Retrieve paginated submissions for a company with filtering and sorting options
  • List quotes: Get all quotes associated with a specific submission
  • Quote management: Basic quote retrieval and status tracking
  • Authentication: API key-based authentication for secure access
Data models
  • Core Submission object with status tracking and metadata
  • Basic Quote object with pricing and status information
  • Support for submission types: new business, renewals, and endorsements
  • Quote status management: draft, active, expired, bound, declined, superseded
API foundation
  • RESTful API design following industry standards
  • Comprehensive error handling with detailed error responses
  • Rate limiting and security best practices
  • UUID-based resource identification