Socotra is known as the most powerful billing and policy technology in the industry. Our platform has the industry’s most flexible, complete, coherent, open, and accessible data model, so that it can fully and accurately represent your business. It has the industry’s most robust cloud infrastructure with the highest published availability. It deploys in the least time, has the lowest maintenance costs, and connects most easily with AI and third-party software.
We match these industry-leading capabilities with an industry-leading set of user interfaces (UIs).
Insurers need very different things from core technology vs. UI technology, so Socotra has modularized and independently optimized both. In contrast, monolithic vendors sell core and UI technology that are difficult to separate and therefore not optimized for insurers’ needs.
Looking closer at some of the ways in which needs and optimal solutions for core and UI technology differ, examples include:
Socotra is the most ecosystem-friendly platform in policy administration, delivering open APIs and an app marketplace that makes installing a pre-built integration as easy as adding an app to a smartphone. Our partners include providers of modern user interfaces, which our customers have easily integrated with Socotra. We also partner with low-code and no-code UI providers, which offer intuitive platforms for building fresh user interfaces.
Socotra Offers a Full Spectrum of User Interfaces
Socotra’s Productized Interfaces
You need UIs to build, test, and run your business from day one. Socotra offers key productized interfaces out of the box and ready to use for proof of concepts, implementation, and go live. These receive weekly, zero-downtime upgrades like Socotra policy and billing cores, so that you can take advantage of new features and enhancements both in the UI and headless via API.
Socotra System Manager
Manage your Socotra business account, tenants, and users, including roles and permissions. Easily create, configure, and manage tenants based on geography or business needs.
Socotra Configuration Studio
Configure and manage any insurance product using flexible building blocks that can handle the most complex structure, business logic, and scenarios. Seamlessly manage product variations for different locations, risk appetites, and partners using a central definition.
Socotra Operations Workbench
Policy administrators and customer service representatives can easily conduct sales and servicing of policyholder accounts, quotes, and policies. Insurers prioritizing speed-to-market and cost savings can avoid custom UI development with this out-of-the-box interface.
Socotra Reporting Workbench
Understand the state of your business with out-of-the-box dashboards and visualizations. With dashboards and high-performance queries, Socotra lets you leverage your data from day one. Our in-product visualizations and reports put key business metrics at your fingertips. See key operational metrics as pre-built dashboards, or pull them via API. Get executive-level data points without data engineering.
Socotra Underwriter Workbench (coming in 2025)
Streamline and accelerate underwriting processes with a single interface that can manage new business, renewals, and endorsements.
Portal Partners
Socotra has a robust ecosystem of technology partners delivering solutions for everything from payments to data sources. Among these partners are providers of pre-built portals. Socotra partners, Federato and ManageMy, each deliver high-quality portals to Socotra’s customers.
Socotra’s Customizable Interfaces
You can also modify and extend Socotra interfaces to differentiate your business in a competitive landscape and/or meet specific operational circumstances. Use our reference implementations, development toolkits, and APIs to build your own version without starting from scratch.
Socotra Reporting Workbench
Seamlessly connect advanced analytics tools and AI to Socotra’s industry-leading data model, which delivers the most accessible, detailed, and real-time data availability on the market. From high-performance bulk queries to real-time event streams, Socotra feeds all kinds of data lakes and business analytics.
Socotra Underwriter Workbench (coming in 2025)
Socotra’s productized Underwriter Workbench is also available for customization. Insurers who like what it has to offer, but also have additional specialized requirements or data sources, can modify it to meet the unique demands of their businesses.
Socotra Agent Portal (coming in 2025)
Create a differentiated portal for agents to easily sell and service policies using Socotra’s UI SDK, which accelerate development timelines by providing commonly used capabilities like forms out-of-the-box.
Socotra Insured Portal (coming in 2025)
Insurers selling directly to consumers need unique interfaces tailored to their products and branding. Socotra offers a working reference implementation that insurers can use as a launchpad for their customer portal and modify as they wish.
Fully Custom Interfaces with Socotra
Your unique needs might defy any off-the-shelf UI. Because Socotra is built to operate headless, insurers have unlimited power to craft any interface they wish. Socotra’s open APIs and documentation make it easy for you and your system integrator partners to connect your existing portals to Socotra or build net new.
Legacy UI
If you already have a UI, you can connect to Socotra using Socotra’s APIs. You can also use the Socotra UI SDK to embed pre-made Socotra components that dynamically update to reflect product definitions.
New Custom UI
In addition to offering pre-built UIs, Socotra provides the ultimate flexibility for customers who want the ability to create an entirely custom interface. Build entirely from scratch, or use the UI SDK to accelerate your development using pre-made Socotra components.
Low-Code / No-Code Custom UI
Build any UI you want using the power, ease, and flexibility of low-code and no-code UI tools. Among Socotra’s customers, many have custom interfaces built using Socotra partners Mendix or Unqork.
No UI
Because all Socotra’s APIs are open, some insurers use it with no user interface at all! Socotra connects easily to aggregators, affinity/distribution partners, automations, and AI.
