> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Roadmap

> Where the v1 API is headed — upcoming capabilities and how the pieces fit together

The v1 API is built to make AI Insurance fully programmable. Every part of the platform — configuration, submissions, quoting, rating, policy management, claims, reporting, and document generation — is accessible through APIs. This makes it straightforward to get data into and out of the system, integrate with external platforms, and build automated workflows including AI-powered ones.

Today, the v1 API covers configuration, exposures, submissions, quotes, policy transactions, events, directory entities (persons and organizations), notes, tasks, company files, and reporting. Below is how these pieces fit together, and what's coming next.

## How the Pieces Fit Together

The API surface maps to the insurance lifecycle. Each capability is a composable building block — use the ones you need, in whatever combination fits your workflow. The system is configuration-driven, so the same endpoints work for any line of business, any field schema, any document template.

<Steps>
  <Step title="Configure">
    Define fields, exposure types, coverage types, custom objects, and form templates via API. **Available today** via the [Configuration API](/api-reference/configuration/overview).
  </Step>

  <Step title="Submit">
    Create submissions that group related quotes for a single applicant. **Available today** via the [Entities API](/api-reference/entities/overview).
  </Step>

  <Step title="Quote">
    Create and iterate on quotes with configurable field data. **Available today** via the [Entities API](/api-reference/entities/overview).
  </Step>

  <Step title="Rate">
    Invoke AI Insurance's hosted rating engine via API. If you use your own rating engine, the existing quote endpoints already support writing rating results directly. **Planned** — [Rating](/api-reference/rating/overview).
  </Step>

  <Step title="Document">
    Generate quote and policy documents from uploaded templates using smart tags. **Planned** — [Document Generation](/api-reference/documents/overview).
  </Step>

  <Step title="Bind">
    Convert a quote into a policy. **Available today** — the dedicated one-call `POST /quotes/{quoteId}/bind` endpoint binds **any** quote type into a policy atomically: `newBusiness` and `renewal` mint a new policy, while `endorsement`, `cancellation`, and `reinstatement` transact against the existing policy. You can also create the policy directly with a [`new-business` transaction](/api-reference/policies/overview).
  </Step>

  <Step title="Manage">
    Endorse, cancel, reinstate, and renew policies via the immutable transaction model. **Available today** via the [Policy API](/api-reference/policies/overview).
  </Step>

  <Step title="Report">
    Earned premium, bordereau exports, and financial reporting. **Available today** via the [Policy Reporting API](/api-reference/policies/overview).
  </Step>

  <Step title="Claims">
    Create and manage events linked to policies. **Available today** via the [Entities API](/api-reference/entities/overview).
  </Step>

  <Step title="Parse">
    Submit unstructured documents (applications, loss runs) and receive structured data. **Planned** — [Submission Parsing](/api-reference/parsing/overview).
  </Step>
</Steps>

***

## What's Available Today

| Capability                                                                                     | API                                                               |
| ---------------------------------------------------------------------------------------------- | ----------------------------------------------------------------- |
| Configuration (field definitions, option sets, exposure types, coverage types, custom objects) | [Configuration Management](/api-reference/configuration/overview) |
| Exposure CRUD with configurable fields                                                         | [Entities](/api-reference/entities/overview)                      |
| Submission CRUD (group related quotes)                                                         | [Entities](/api-reference/entities/overview)                      |
| Quote CRUD with configurable fields                                                            | [Entities](/api-reference/entities/overview)                      |
| Policy transactions (new business, endorse, cancel, reinstate, renew)                          | [Policies](/api-reference/policies/overview)                      |
| Policy version history and audit trail                                                         | [Policy Concepts](/api-reference/policies/concepts)               |
| Earned premium and bordereau reporting                                                         | [Policies — Reporting](/api-reference/policies/overview)          |
| Event (claims) CRUD with configurable fields                                                   | [Entities](/api-reference/entities/overview)                      |
| Directory entity CRUD (persons & organizations)                                                | [Entities](/api-reference/entities/overview)                      |
| Notes & tasks attached to entities                                                             | [Tasks](/api-reference/tasks/overview)                            |
| Company file upload, organization, and sharing                                                 | [Company Files](/api-reference/company-files/overview)            |

***

## What's Coming

### Rating

New endpoints to invoke AI Insurance's hosted rating engine for a quote or endorsement. If you use your own rating engine, the existing [Entities](/api-reference/entities/overview) and [Policy](/api-reference/policies/overview) APIs are built to support writing rating results directly.

[View Rating documentation](/api-reference/rating/overview)

### Document Generation

API-driven document generation using smart tag templates:

* Upload and manage DOCX form templates with smart tags
* Generate populated PDF documents for quotes and policies
* Download generated documents via signed URLs

[View Document Generation documentation](/api-reference/documents/overview)

### Submission Parsing

AI-powered structured extraction from unstructured insurance documents:

* Parse applications (ACORD forms, custom applications) into structured quote fields
* Parse loss run documents into structured loss history

[View Submission Parsing documentation](/api-reference/parsing/overview)