Policy Admin 2.0

August 6th, 2021

This release introduces an Policy Admin with extended capabilities, including Reports and the option to change the Payment Type. In addition, a new Policy Generation API was developed. Read all about them below.

What's New

Policy Generation API

The new version of Policy Admin comes with a Policy Generation API that you can integrate with various external systems - such as websites, apps and other digital channels where you reach out to potential customers.

Within this API, a policy generation object is structured to collect the necessary policy related information through the integration with the external system. Following the request made, the response body issues into the system the new data specific to the policy, in addition to those obtained during the data collection from the given external system. Thus, once the integration with another system that sends in customer data is obtained, the policy is generated into your system according to the received information.

For more information, see the Policy Generation documentation.

New Functionalities

The new version of Policy Admin also comes with some new functionalities:

• Reports - allows you to probe and collect data about your policies;

• Change Payment Type - allows you to manage the updates of the payments types for policies.