Integrating your own system with Insly via API is available to all of our clients. Here are the following steps that need to be done for the API to be functional.
Generating quotes/linking fields with Insly fields
Let's say you have a website that has a quote information section, where clients can insert the info on their own. For example, on your website you could have fields like "E-mail address" or "Product information". These fields need to be linked to Insly fields so that when an API request is sent from your website then Insly will recognize these fields and add correct values to the correct fields.
Insly fields can be found from our API documentation. First, go to your "System management" and open "API settings".
From there you have the option to enable the API for your instance.
You will also be granted access to the API documentation (brokerinstance-api-insly.com).
Other API functionalities
Most common API functionality is to generate quotes. However, when looking into the API documentation, you can see that there are a lot more functionalities than just quote generation.
For example, you are able to add policies or create invoices. Alongside these bigger functionalities there are also smaller options that can be used, like "Update customer address" or "Get customer list".