
Corporate partner API
LiveQuotes and policies across a dealer network, ERP to ERP.
The request comes from the ERP and the result goes back to it. The automatic quoting engine and the operations panel do the work in between. The flow is built for everyday risks such as restarts, failed attempts and unauthorized access.
- Durable job queue: automatic quote jobs are stored in the database. After a restart, open jobs are picked up again, and a recovery loop re-queues unfinished work at regular intervals.
- Controlled retries: a failed automatic issuance attempt is retried after a wait that grows exponentially. Every issued policy appears in the staff operations queue.
- Dealer-level isolation: each staff user sees only the records of dealers assigned to them, and another dealer's record behaves as if it does not exist. Tests that run multi-dealer scenarios on a real database protect this rule.
- Hardened security: repeated failed logins are rate-limited, credentials in raw insurer requests and responses are masked in API output, values are escaped before they go into insurer requests, and standard browser security headers are set. Any endpoint without an explicit authorization rule fails the tests.
- Operational reporting: a renewal radar that sorts policies into overdue and upcoming expiry windows, policy penetration reports, and performance and management briefing PDFs. Each report is limited to the dealers the user may see.

