Platform Integration
For partners with existing platforms or CRM systems containing complete customer and policy information, our Platform Integration allows you to create binding offers through our API. This integration enables you to:
- Create complete offers with all required fields
- Download offer documents
- Upload signed application forms and identity documents
- Submit offers for issuance to the insurance system
- Track offer status and respond to open reworks
- Access offers through Partner Life
- Read the policies connected to your account and the fund units they currently hold
- Manage the entire process through API integration
Integration Steps
Other Endpoints
Beyond creating offers, the Platform GraphQL API exposes further data about your book:
- Policies — the policies connected to your account and the fund units they currently hold
- Available Funds — the funds a product accepts, so you can validate a customer's fund selection before calling
createOffer
Supported Products
| Product | Market | Offering Details | API Integration |
|---|---|---|---|
| Liechtenstein Life Invest | Germany 🇩🇪 | View Details | View Example |
| Liechtenstein Life Wealth | Germany 🇩🇪 | View Details | View Example |
| Prosperity Plus Germany | Germany 🇩🇪 | View Details | View Example |
| Liechtenstein Life Pension | Germany 🇩🇪 | View Details | View Example |
| Value Invest VWL | Germany 🇩🇪 | View Details | View Example |
| Germany 🇩🇪 | — | — | |
| Prosperity 3A | Switzerland 🇨🇭 | View Details | View Example |
| Prosperity Plus (3B) | Switzerland 🇨🇭 | View Details | View Example |
Need Help?
If you need assistance with the integration or have questions about supported products, please reach out to our support team.