Features
An overview of the core capabilities exposed by the Quarzo Life API — what you can build with each one, and where to find the details.
📄 Subscription & Policy Management
Create and manage subscribers, their life-insurance policies, and the compartments and payers attached to them.
💶 Premium Payments
Collect one-off and recurring premiums, with allocation defined under Self-Invested management.
🔁 Fund Switching & Rebalancing
Move invested amounts between funds within a compartment, with balanced legs and position-aware validation.
🧑💼 Discretionary Management
Delegate investment decisions to a discretionary manager operating under a mandate and target allocation.
🪪 Beneficiary Designation
Define who receives the proceeds of a policy in the event of death, using standard or custom wording.
🏦 Payers & Personal IBANs
Register the people who fund a policy and the IBANs used to collect their premiums.
✉️ Email Messaging
Queue transactional and admin-notification emails tied to policy and payment events.
🔑 Human-Readable IDs
Policies, brokers, subscribers, payers, and payment requests all carry a stable, human-readable identifier alongside their UUID.
📡 Webhooks
Get real-time, signed notifications whenever a resource changes, with automatic retries.
🗺️ Roadmap
See what we've shipped, what we're building, and what's next.