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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 are declared explicitly. Your company configures the columns under Edit Columns and a separate set of available filters. A filter can represent a field or a calculated value, and its available conditions are part of that definition.
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.