Platform Integration

For partners with existing platforms or CRM systems containing complete customer and policy information, our Platform Integration lets you create binding offers and prepare Altersvorsorgedepot Plus pre-registrations through our API. This integration enables you to:

• Create complete offers with all required fields
• Create Altersvorsorgedepot Plus pre-registrations and send customer invitations
• List the Altersvorsorgedepot pre-registrations and invitations your Vermittler have added, and get notified of new ones
• 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​

1. Getting Started with GraphQL API
   • Already use Digital Onboarding? Migrate your existing integration.
2. Partner Life Single Sign-On
3. Creating Complete Offers
4. Creating and Listing Pre-Registrations
5. Webhooks

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
• Quick Offers — projected values and a sample-offer PDF from a date of birth and a premium, before you collect any customer data

Supported Products​

Need Help?​

If you need assistance with the integration or have questions about supported products, please reach out to our support team.