# InsCipher Developer Portal

> Developer documentation for InsCipher API, integrations, and platform tools.

## Docs

- [Tax Calculator Widget](/tax-calculator-widget): The InsCipher Tax Calculator Widget gives surplus lines professionals instant access to accurate E\&S tax calculations directly within their existing internal tools. Embedded via iframe, the widget requires no software installation and integrates seamlessly into your agency management system, broker portal, or carrier platform.
- [Payload Troubleshooter — Test Page](/troubleshooter-test)
- [Configuration](/webhooks/configuration): A webhook configuration tells InsCipher what event to listen for, where to send it, and which states it applies to. Configurations are set up with the InsCipher team — <a href="https://www.inscipher.com/contact">contact InsCipher Sales</a> if you are a new client, or <a href="mailto:support@inscipher.com">InsCipher Support</a> if you are an existing client.
- [Overview](/webhooks/overview): InsCipher notifies a custom endpoint of yours with a JSON request body whenever a specific platform event occurs.
- [Request Security & Validation](/webhooks/security): Verify the authenticity of every webhook request with an HMAC signature.
- [Batch Events](/webhooks/event-reference/batch-events): Events about a transaction import — a batch of transactions imported together. Batch webhooks can only be configured at the Agency Admin level.
- [Taxes & Fees Events](/webhooks/event-reference/taxes-fees-events): Events about surplus lines tax and stamping fee paid dates on a transaction.
- [Transaction Events](/webhooks/event-reference/transaction-events): Events about an individual transaction: filing status, SLA number, and state stamp wording.
- [Microsoft Azure](/sso/azure): If your organization already uses Microsoft Entra ID (formerly Azure Active Directory), you can integrate it with the InsCipher Connect® portal for a faster, more secure login experience. Once enabled, your users will authenticate through Microsoft instead of a legacy username/password.
- [Microsoft Azure SSO Setup](/sso/azure): If your organization already uses Microsoft Entra ID (formerly Azure Active Directory), you can integrate it with the InsCipher Connect® portal for a faster, more secure login experience. Once enabled, your users will authenticate through Microsoft instead of a legacy username/password.
- [Okta SSO Setup](/sso/okta): If your organization already uses Okta, you can integrate it with the InsCipher Connect® or Filing Services® portal for a faster, more secure login experience. Once enabled, your users will authenticate through Okta instead of a legacy username/password.
- [Herald API](/integrations/herald-api): Surface InsCipher surplus lines taxes and fees inside Herald quotes.
- [Instanda](/integrations/instanda): Calculate surplus lines taxes and sync surplus lines transactions and documents from INSTANDA into InsCipher.
- [Integrations](/integrations/overview): Integration products from InsCipher that automate data-intensive tasks to and from your agency management system (AMS).
- [Vertafore MGA Systems](/integrations/vertafore/mga-systems): Vertafore MGA Systems was formerly known as Insurance Management Systems (IMS). You may see it referred to as "IMS" in older documentation or in conversation.
- [Surefyre](/integrations/vertafore/surefyre): Calculate surplus lines taxes inside Surefyre and import Surefyre policy transactions into InsCipher.
- [Import Policy Data](/integrations/vertafore/ams360/import-policy-data): To connect your AMS360 instance to InsCipher and start importing policy data, complete the four-part process in the InsCipher Integration Wizard.
- [AMS360™](/integrations/vertafore/ams360/overview): Automates the import of surplus lines policy data from Vertafore AMS360 into InsCipher using Vertafore's OData connection method.
- [Troubleshooting](/integrations/vertafore/ams360/troubleshooting): InsCipher notifies you by email and in the notification center when any of the cases below occur.
- [Create a Payment Batch](/integrations/vertafore/aim/create-payment-batch): How to create a payment reconciliation batch in the Vertafore AIM® accounting module using the InsCipher Connect® State Reporting Task (SRT) feature and integration.
- [Import Policy Data](/integrations/vertafore/aim/import-policy-data): A guide to automating the import of your agency's policy data from AIM to InsCipher.
- [AIM™](/integrations/vertafore/aim/overview): Automates data-intensive surplus lines tasks between Vertafore AIM and InsCipher, including policy data import and payment batch reconciliation.
- [Troubleshooting](/integrations/vertafore/aim/troubleshooting): Helpful detail for understanding common AIM integration errors.
- [Insurity Submission Gateway (ISG)](/integrations/insurity/isg): Automate surplus lines transaction import and real-time tax calculations between Insurity Submission Gateway and InsCipher.
- [Import Policy Data](/integrations/insurity/concept-one/import-policy-data): Once the Integration Connector Tool has been added to your agency, run the setup wizard to connect your Concept One database to InsCipher and start importing policy data. Setup is a four-part process in the InsCipher Integration Wizard.
- [Concept One™](/integrations/insurity/concept-one/overview): Streamlines tax filing, reporting, and reconciliation by automatically importing policy data into InsCipher.
- [Troubleshooting](/integrations/insurity/concept-one/troubleshooting): Tips for resolving issues with the Concept One integration. InsCipher notifies you by email and in the notification center when any of the cases below occur.
- [Import Policy Data](/integrations/applied-systems/applied-epic/import-policy-data): Once the integration setup tool has been added to your agency, run the setup wizard to connect your Applied Epic instance to InsCipher and start importing policy data. Setup is a four-part process in the InsCipher Integration Wizard.
- [Applied Epic™](/integrations/applied-systems/applied-epic/overview): Streamlines tax filing, reporting, and reconciliation by automatically importing policy data into InsCipher.
- [Troubleshooting](/integrations/applied-systems/applied-epic/troubleshooting): Tips for resolving issues with the Applied Epic Data Lake integration. InsCipher notifies you by email and in the notification center when any of the cases below occur.
- [Authentication](/getting-started/authentication): InsCipher's API supports two methods of authentication: **API Key** and **OAuth 2.0**. Both can be used independently or simultaneously depending on your security requirements.
- [Introduction](/getting-started/introduction/introduction): Welcome to the InsCipher Developer Hub. Use our APIs, webhooks, and integrations to calculate surplus lines taxes, complete diligent effort forms, and import policy transactions and documents.
- [Templates & Field Reference](/csv-imports/field-reference): Download the template for your account type. Each template has three sheets:
- [Import Documents](/csv-imports/import-documents): After importing transactions, you can bulk attach policy documents to them using the Document Import wizard.
- [Import Transactions](/csv-imports/import-transactions): Rather than submitting policy transactions one by one through the tax calculator wizard, you can upload a batch of transactions at once using a spreadsheet file.
- [Troubleshooting Imports](/csv-imports/troubleshooting): All import batches are logged, including transactions that were imported successfully, transactions that were not imported, and the original import file. This page covers how to review the import log, fix errors, and manage batches.
- [Changelog](/changelog): Release notes for InsCipher APIs, integrations, and platform updates.
- [Tax Calculator v2.2](/changelog/tax-calculator-v2-2): **June 2026** · Tax Calculator · Transaction Import · Affidavit · Exports
- [Diligent Forms ](/api/diligent-forms): The Diligent Forms API automates surplus lines compliance document production, eliminating the manual process of downloading blank templates and filling them out by hand.
- [Document Import ](/api/document-import): The Document Import API lets agencies programmatically attach policy-related documents to existing transactions. Use this endpoint when documents are not already included in a [Single](/api/transaction-import/single) or [Batch](/api/transaction-import/batch) Transaction Import request — documents should not be submitted through both methods for the same transaction.
- [Tax Calculations ](/api/tax-calculations): InsCipher's Tax Calculator API simplifies compliance by automatically calculating complex, state-specific insurance taxes and fees for single or multi-line transactions. By providing basic details like location, dates, and coverage types, you instantly receive a complete line-by-line tax breakdown, the exact state stamp wording, transparent calculation rules, and a list of necessary filing documents to ensure accurate quoting and compliance.
- [Transaction Search ](/api/transaction-search): The Transaction Search API retrieves policy transactions previously imported into InsCipher. Results are filtered by one or more date parameters and returned in paginated pages of up to 50 transactions.
- [Transaction Status ](/api/transaction-status): Retrieve the current status and full details of a single transaction previously submitted into the InsCipher platform. Useful for accounting, reconciliation, and tracking where a policy sits in the filing lifecycle. Provide a `transaction_id` or an `invoice_number` and the endpoint returns the transaction's status code, tax and fee breakdown, paid dates, and any attached documents.
- [Transaction Import — Batch ](/api/transaction-import/batch): The Batch Import endpoint allows agencies to import multiple policy transactions in a single request. Processing is asynchronous — submit the batch, then retrieve results via webhook or a GET status request. Use this endpoint for daily batch jobs and high-volume integrations.
- [Transaction Import — Import Status ](/api/transaction-import/import-status): After a batch has been submitted via the <a href="/api/transaction-import/batch">Batch Import</a> endpoint, use this endpoint to retrieve the processing result for each transaction — including success, validation errors, and warnings.
- [Transaction Import — Overview](/api/transaction-import/overview): The Transaction Import API allows agencies to programmatically import transactional policy data and documents into the InsCipher portal. InsCipher provides two endpoints depending on your integration needs.
- [Transaction Import — Single ](/api/transaction-import/single): The Single Import endpoint allows agencies to import one policy transaction per request and receive an immediate, synchronous response. Use this endpoint for real-time integrations where instant feedback is required.