slug: 1fort provider: 1Fort generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Insurance min_confidence: 0.7 capability_model: source: https://github.com/vincentmakes/turbo-ea-capabilities license: CC-BY-4.0 attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0 notice: NOTICE edge_count: 21 edges: - tag: 'broker (v2): quotes' spec_file: 1fort-broker-v2-quotes-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.85 evidence: '"Return distinct markets (carriers and wholesalers) for the broker''s quotes." ; "Update Quote Follow-Up Notifications" ; schema "BrokerQuoteV2FlexFields"' reason: Operations manage insurance quotes obtained from carriers and wholesalers on behalf of a broker, including follow-up tracking — squarely quote and submission management within insurance distribution. - tag: indications (v2) spec_file: 1fort-indications-v2-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.85 evidence: 'POST /v2/broker/{business_pk}/indications/create v2_broker_indications_create_quote Create Broker Quote; schemas: QuoteWithAggregates, CarrierProduct, Wholesaler, PriceDetail' reason: Broker-side indications are pre-quote pricing indications generated against carrier/wholesale markets; operations create and retrieve broker quotes, which is quote & submission management within insurance distribution. - tag: 'quote (v2): coverages' spec_file: 1fort-quote-v2-coverages-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.85 evidence: 'POST /v2/broker/{business_pk}/coverages/{coverage_application_pk}/quotes/create Create Broker Quote; schemas: QuoteWithAggregates, CarrierProduct, Wholesaler' reason: Quote generation and retrieval against a coverage application, with carrier/wholesaler pricing — quote & submission management in the broker distribution flow. - tag: 'quote (v2): quotes' spec_file: 1fort-quote-v2-quotes-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.85 evidence: POST /v2/broker/{business_pk}/quotes/create Create Broker Quote; POST .../quotes/{quote_pk}/bind Create Bind; schemas QuoteWithAggregates, CarrierProduct, Wholesaler, QuoteBindRequest reason: Broker-side quote generation across carriers/wholesalers plus bind requests is exactly submission intake, quote generation and quote-to-bind conversion. - tag: Markets spec_file: 1fort-markets-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: POST /v2/broker/markets/broker-submit v2_broker_markets_broker_submit Submit Application to Markets (Broker); GET /v2/broker/markets/available-markets reason: Determining eligible markets and submitting the insurance application to them is submission intake/placement flow into underwriting, i.e. quote & submission management within distribution. - tag: Markets - Business spec_file: 1fort-markets-business-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: POST /v2/markets/submit v2_markets_submit Submit Application to Markets (Business) reason: 'Same placement flow initiated by the insured business: an insurance application is submitted to carrier markets, which is submission/quote flow management.' - tag: 'application (v2): coverages' spec_file: 1fort-application-v2-coverages-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: '"Submit a coverage application using the submission service."; "Generate and stream the supplemental application PDF"; schema CoverageApplicationWithCompositeResponse' reason: 'Tag covers per-coverage application records: filling ACORD/supplemental forms, AI-assisted answering, approval and submission to markets — submission intake and quote-to-bind flow rather than product catalogue configuration.' - tag: insurance (v2) spec_file: 1fort-insurance-v2-api-openapi.yml capability_id: BC-2100.10 capability_id_l1: BC-2100 capability_name: Insurance Product Catalogue Management confidence: 0.8 evidence: 'GET /v2/broker/insurance-coverage-types List Insurance coverage types; schemas: CoverageLimit, CoverageDeductible, CoverageExclusion, CoverageForm, CoverageType' reason: Operations maintain the coverage type catalogue and coverage terms (limits, deductibles, exclusions, forms) — insurance product/coverage and form library master data. - tag: 'quote: applications' spec_file: 1fort-quote-applications-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: GET /applications/{application_pk}/quotes List Quotes by Application; schemas QuoteReadOnly, ApplicationList, Carrier, CarrierProduct reason: Retrieval of carrier quotes against an insurance application — submission-to-quote flow for a broker, i.e. quote and submission management. - tag: 'quote: clients' spec_file: 1fort-quote-clients-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: POST /broker/{broker_pk}/clients/{client_pk}/quotes/{id}/bind Request to bind; POST /clients/{client_pk}/quote-change-requests/ Create Quote Change Request reason: Client-scoped quote listing, quote documents, change requests and request-to-bind are quote generation and quote-to-bind conversion for a broker. - tag: 'quote: quotes' spec_file: 1fort-quote-quotes-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.8 evidence: GET /quotes List Business Quotes; GET /quotes/{id}/download-pdf Download pdf; schemas QuoteReadOnly, CarrierProduct, Wholesaler reason: Read surface over insurance quotes obtained from carriers/wholesalers, including quote PDF issuance — quote and submission management. - tag: 'application (v2): applications' spec_file: 1fort-application-v2-applications-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.78 evidence: GET /v2/applications/{application_pk}/coverages List Coverages; "Downloads the insurance proposal PDF (quote summary file from herald)"; POST /v2/applications/{id}/collect-signature reason: Operations manage commercial insurance applications, their coverages, supporting documents and proposal/quote PDFs on a broker platform — i.e. submission intake and quote generation flow into underwriting, which is Quote & Submission Management. - tag: 'application: clients' spec_file: 1fort-application-clients-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.78 evidence: POST /broker/{broker_pk}/clients/{client_pk}/applications broker_clients_applications_create Create Application; GET .../applications/{id}/quotes broker_clients_applications_get_quotes Get quotes reason: Creates and maintains insurance applications per broker client and retrieves quotes for them — submission intake and quote generation. - tag: market (v2) spec_file: 1fort-market-v2-api-openapi.yml capability_id: BC-2110.10 capability_id_l1: BC-2110 capability_name: Producer & Intermediary Management confidence: 0.75 evidence: 'GET /v2/broker/markets List Markets; GET /v2/broker/producers ViewSet for MarketProducer CRUD operations; schemas: MarketProducer, Wholesaler' reason: CRUD over insurance markets (carriers/wholesalers) and their producer contacts — management of intermediary/market relationships in the distribution chain. - tag: billing (v2) spec_file: 1fort-billing-v2-api-openapi.yml capability_id: BC-2150.20 capability_id_l1: BC-2150 capability_name: Premium Collection Management confidence: 0.74 evidence: '"Broker billing/payments list backed by insurance invoices."; "Refunded checkout payments of the broker''s insurance invoices."; "Billing dashboard stat cards (payments at risk, invoices/policies needing action, premium sold)"' reason: Tracks receipt of premium payments against insurance invoices, refunds and at-risk payments for the broker — premium collection operations. - tag: 'application: applications' spec_file: 1fort-application-applications-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.72 evidence: GET /applications applications_list List Applications; POST /applications/{id}/submit applications_submit Submit reason: v1 surface for listing and submitting insurance applications on a broker platform; the submit operation grounds it as submission intake, though the operation set is thin. - tag: checkout spec_file: 1fort-checkout-api-openapi.yml capability_id: BC-2150.20 capability_id_l1: BC-2150 capability_name: Premium Collection Management confidence: 0.72 evidence: POST /checkout/invoices/payment-intent — "Create a Stripe PaymentIntent for the given invoices"; GET /checkout/invoices/{id}/receipt reason: Operations retrieve insurance invoices and take payment for them (payment intent, receipt, invoice PDF) on a commercial insurance broker platform — i.e. collection of premium payments. Split between billing (.10) and collection (.20) is somewhat ambiguous, but the payment/receipt operations point to collection. - tag: premium_finance (v2) spec_file: 1fort-premium-finance-v2-api-openapi.yml capability_id: BC-2150.20 capability_id_l1: BC-2150 capability_name: Premium Collection Management confidence: 0.7 evidence: POST /v2/broker/{business_pk}/insurance-invoices/{insurance_invoice_pk}/premium-finance-plans/ Create Premium finance plan reason: Premium finance plans attached to insurance invoices are an instalment/collection mechanism for premium payment; sits within premium accounting, though financing itself is adjacent. - tag: 'quote (v2): binders' spec_file: 1fort-quote-v2-binders-api-openapi.yml capability_id: BC-2130.40 capability_id_l1: BC-2130 capability_name: Underwriting Decision & Authority Management confidence: 0.7 evidence: GET /v2/broker/{business_pk}/binders List Binders; GET /v2/broker/{business_pk}/binders/{id}/documents/{document_pk} Get document reason: Binders record the acceptance/binding of coverage; retrieval of binders and binder documents relates to underwriting decision and binding, though read-only. - tag: 'quote (v2): cios' spec_file: 1fort-quote-v2-cios-api-openapi.yml capability_id: BC-2140.50 capability_id_l1: BC-2140 capability_name: Policy Document & Records Management confidence: 0.7 evidence: 'GET /v2/broker/{business_pk}/cios List CIOs; schemas: CertificateOfInsuranceFlexFields' reason: Certificates of insurance and their documents are policy evidence records; listing and retrieving them is policy document and records management. - tag: storefront (v2) spec_file: 1fort-storefront-v2-api-openapi.yml capability_id: BC-2110.60 capability_id_l1: BC-2110 capability_name: Quote & Submission Management confidence: 0.7 evidence: POST /v2/storefront-applications Create Storefront application; POST /v2/storefront-applications/{id}/submit Submit a StoreFront Application; POST .../pre-filled-forms Add prefilled forms reason: Public digital storefront that captures and submits insurance applications for an agency/broker — submission intake feeding quoting. Could alternatively be read as direct digital channel operation (BC-2110.40), hence 0.7.