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InsurUp Documentation

website·Indexed 31 days ago

https://docs.insurup.com

Comprehensive guides for the InsurUp CRM and Web Sales Platform, including API integration via GraphQL and REST, OAuth authentication using @insurup/sdk (TypeScript) and InsurUp.Sdk (.NET), and Webhook API event structures. Includes technical documentation for MERNIS and TRAMER queries, Robot Agent (RPA) installation, and user guides for managing policies, proposals, and customer 360 data.

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What's inside InsurUp

  1. Overview of TSS Family Setup for Complementary Health Insurance

    The TSS Family Setup allows a policyholder (insurer) to include family members (spouse, children, parents, or siblings) as additional insured persons under a single quote and policy. Instead of creating separate quotes for each member, the new family module supports one quote covering the main insured person plus up to 4 additional insured members (maximum 5 people total). The system automatically determines the relationship degree between the main insured and additional members based on CRM relationship records.

  2. Overview of InsurUp Supporting Service Integrations

    InsurUp provides supporting service integrations to fetch critical data (such as Tramer, MERNIS, UAVT Address, DASK Old Policy, Registration, and Date of Birth) from insurance companies' systems. This data is used to populate CRM systems for quote and policy processes. These integrations are delivered via two channels: Web Services (API) and Robot (RPA). Availability varies by insurance company based on the infrastructure they provide.

  3. Overview of InsurUp Mobile Robot Agent

    The Mobile Robot Agent application integrates SMS messages from insurance companies (that are active on the robot agent) directly into the application.

    Key constraints and characteristics:

    • Platform Support: Currently only available for Android. iOS is under development.
    • Scope: Only reads and processes SMS from insurance companies; all other messages are ignored.
    • Operational Requirement: The app must run continuously in the background.
    • Maintenance: The application must be closed and restarted every morning.
    • Open Source: The source code is available on GitHub.
    GitHub: https://github.com/InsurUp/MobileRobotAgent

  4. Overview of InsurUp CRM for Insurance Agencies

    InsurUp is a cloud-based CRM platform specifically designed for insurance agencies and brokers. It centralizes core operations including quote preparation, policy management, customer relationship management (CRM), and data analysis. The platform features a user-friendly interface that allows for customization without technical knowledge and provides secure integrations with insurance companies. Key capabilities include self-service modules for agency setup and a unified view of customer information.

  5. Overview of InsurUp Robot Agent

    Robot Agent is an intelligent automation system designed for the InsurUp platform to automate routine operations, manage customer interactions, and optimize system processes. Key capabilities include:

    • Automated Customer Tracking: Automatically tracks customer interactions.
    • Smart Notifications: Sends automated alerts for important dates and events.
    • Data Synchronization: Automates data transfer between systems.
    • Reporting: Generates and distributes regular reports.

  6. Overview of InsurUp Integration Resources

    InsurUp provides a comprehensive set of integration guides for agencies and broker IT teams to connect their web sales platforms and manage real-time workflows. Key integration areas include:

    • Web Sales Platforms: End-to-end guides for B2C flows, including general self-service integration, Motor Insurance (Kasko), and Complementary Health Insurance (TSS) including family-based quotes.
    • Authentication & Access: Guides for creating Service Accounts (M2M Authentication using Client ID/Secret) and implementing 'Login with InsurUp' using OAuth 2.0 / OIDC (Authorization Code + PKCE flow).
    • Event Management: Webhook API integration for handling asynchronous/synchronous events, signature verification, and payload processing.
    • Specialized Services: MERNIS (identity) and TRAMER (vehicle/policy) queries via B2B API, PDF document generation for customer quotes, and branch structure integration for partner sites or white-label platforms.
    • CRM Integration: GraphQL API reference for Agent Panel customer, case, quote, and policy list screens.

  7. Handle policy.created webhook events

    The policy.created event is triggered when a new insurance policy is created. It provides comprehensive details about the policy, including premiums, dates, and customer identifiers.
    {
  "$event": "policy.created",
  "policyId": "67c94017db57fa44cf64db94",
  "proposalId": "67c93f2fdb57fa44cf64db6a",
  "productId": 1595,
  "installmentNumber": 1,
  "paymentType": "SYNC_CREDIT_CARD",
  "insuranceCompany": {
    "id": 12,
    "name": "Anadolu Sigorta",
    "logo": "https://cdn.insurup.com/logos/anadolu.png",
    "enabled": true,
    "supportedPaymentOptions": ["SYNC_CREDIT_CARD", "SYNC_OPEN_ACCOUNT"]
  },
  "startDate": "2025-03-06",
  "endDate": "2026-03-06",
  "renewalNumber": 0,
  "productBranch": "DASK",
  "insurerCustomerId": "256e55a5-e1c5-483e-97df-4156d352fb63",
  "insuredCustomerId": "256e55a5-e1c5-483e-97df-4156d352fb63",
  "insurerIdentityNumber": "12345678910",
  "insuredIdentityNumber": "12345678910",
  "insuredCustomerEmail": "customer@insurup.com",
  "insurerCustomerEmail": "customer@insurup.com",
  "fromPolicyTransfer": false,
  "netPremium": 1500.00,
  "grossPremium": 1650.00,
  "channel": "WEBSITE",
  "insuranceCompanyPolicyNo": "POL-2025-123456"
}

  8. Understand InsurUp Web Service (API) Integration

    InsurUp's Web Service (API) integration layer enables real-time transfer of quotes, policy issuance, and reconciliation data from insurance companies' systems directly into the InsurUp CRM. To utilize this integration, users must obtain 'web service access permission/partaj' from the respective insurance company. Note that coverage and continuity depend on the services provided by the insurance companies; therefore, integration of all products is not guaranteed.

  9. Get started with InsurUp integrations

    To begin integrating with InsurUp, developers should follow these steps:

    1. Review the Self-Service Integration Guide to understand the general architecture and requirements.
    2. Configure the Webhook Integration to transfer real-time events into your own system.

  10. Manage Insured Party information in Policy Details

    The Insured Party (Sigortalı Bilgileri) section contains details about the person or entity insured. This section includes a link button that allows users to navigate directly to the full customer detail page. Key fields include:

    • Type (Tip): Indicates if the insured is an individual or corporate entity.
    • Name (Ad): Full name of the insured person.
    • Customer ID Number (Sigortalı Müşteri Kimlik Numarası): National ID of the insured.
    • Date of Birth (Doğum Tarihi): Birth date of the insured.
    • Contact Info (E-posta ve Telefon Numarası): Email and phone number.
    • Location (Sigortalı Müşteri İl ve İlçe): City and district of residence.

  11. Understand InsurUp Robot (RPA) Integration

    InsurUp's Robot (RPA) integration layer is used when insurance companies do not provide web services (APIs) or when APIs are not preferred. The RPA layer automates the process by logging into insurance company screens and performing quote requests, policy issuance, and production reconciliation exactly like a human operator, thereby increasing operational efficiency.

  12. Integrate with insurance companies via Robot (RPA)

    Robot (RPA) integration is used when web services are unavailable or not preferred. The InsurUp robot automates the process by interacting with the insurance company's user interface (screens) to perform tasks such as generating quotes, issuing policies, and handling production reconciliation, mimicking the actions of a human operator.