Socotra
Cloud core insurance platform for policy administration, billing and claims.
- Category
- Industry Solutions
- Type
- Insurance core systems
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Socotra API docs
02Data
What you can sync.
- Policies
- Quotes
- Invoices
- Claims
- Policyholders
Report on Socotra policies in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other Socotra data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Socotra uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Socotra if you need help.
04How it works
How it works in DataMind.
-
Pick Socotra.
Open Lake, pick Socotra in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Socotra API docs.
-
Answer a few questions.
The AI reads the Socotra documentation, then asks which credentials you will use, which data to sync (for example policies and quotes), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Socotra data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
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