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AI Insurance is not a one-size-fits-all product. The platform provides the machinery — records, lists, workflows, forms, financials — and each company’s app is configured on top of it for that company’s specific insurance program. Two companies can run on the same platform and see very different screens.

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What’s configured per company

A small core is fixed by the platform — every exposure has a name and a type, every quote belongs to a submission — but everything beyond that core is yours. The Entities documentation describes what’s platform-level; your configuration fills in the rest.

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What that means for what you see

  • Your screens won’t exactly match these docs. Screenshots in this documentation come from example configurations. The layout patterns — the sidebar, the tabbed record workspace, list pages — are the same everywhere, but the specific fields, cards, and dropdown choices on them are your company’s own.
  • Field names are your names. Where these docs say “a dropdown field” or use a generic example, your app shows the fields configured for your program.
  • Behavior can differ too. A field that’s required in your app may not exist in another company’s; a section that appears when you pick a certain coverage type is a configured rule, not a platform constant.
  • Lists follow the fields. The columns available under Edit Columns and the fields you can filter by are exactly the fields configured on that record type.
Wherever behavior depends on setup, these docs say so — usually as “depending on how your company is configured.”
Configuration is also per company in the literal sense: if you work across multiple companies and switch between them, each one has its own fields, pages, and rules. The same record type can look quite different after a switch.

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What you manage yourself

Configuration in the sense above — fields, pages, option sets, rules, rating — is managed for you (see below). But day-to-day administration is in your hands, in the Administration area (select your company’s name at the bottom of the sidebar):

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Changing your configuration

To add a field, change a page layout, adjust dropdown choices, or update a rule, contact your AI Insurance team — configuration changes are made for you as part of onboarding and ongoing support. When you ask, it helps to describe:
  1. Where — the record type and page (for example, “the quote wizard’s coverages step”).
  2. What — the field, choice, or rule you want added or changed.
  3. When it should apply — always, or only under certain conditions.
Technical teams can also read and manage configuration programmatically. The Configuration API exports your full configuration as structured JSON and applies edited configuration back — it requires an API key with the configuration-manager role.