How to Automate Sapiens Data Export (No API Required)

Introduction

Sapiens provides insurance core platform software for P&C, life, annuity, and reinsurance. While Sapiens offers APIs and integrations, browser automation provides a powerful solution for life and annuity administration data export, reinsurance reporting, and operations automation when direct API access is limited or when teams rely on the Sapiens web interface.

Why Use Browser Automation for Sapiens Data Export?

• Limited API Access: Sapiens has restricted API access for many admin and reporting operations
• Life/Annuity Admin: Export policy and contract data, in-force reports, and admin workflows from life/annuity admin
• Reinsurance Reporting: Automate ceded/assumed reports, treaty data, and bordereaux for reinsurance reporting
• Ops Automation: Trigger batch jobs, export task queues, and automate operational workflows and data-entry flows
• Dashboard-Only Features: Many reports and export options are only available through the web UI
• Historical Data: Easier access to older policies and treaty data beyond API limits
• Multi-Line: Collect data across life, annuity, P&C, and reinsurance in one workflow
• Reconciliation: Align Sapiens data with general ledger, reinsurers, and data warehouses

Setting Up Sapiens Data Export Automation

Here's how to automate data collection from Sapiens using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to your Sapiens instance (Life, Annuity, or Reinsurance)
await page.goto("https://your-sapiens-instance.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to Sapiens (life/annuity admin or reinsurance) using the provided credentials. Complete any SSO or MFA and wait for the main menu or dashboard to load.'
}));

Use Case 1: Life/Annuity Admin

Export in-force policies, contract data, and admin reports from life/annuity administration:

const exportLifeAnnuityAdmin = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Life or Annuity Administration section in Sapiens'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: product ${criteria.productId || 'all'}, effective/valuation date ${criteria.valuationDate || 'current'}, status ${criteria.status || 'in-force'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const adminData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract policy/contract data: policy number, contract type, insured, face amount, premium, status, valuation. Return as structured JSON array.'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export in-force report or policy list as Excel or CSV if available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return {
    policies: JSON.parse(adminData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Use Case 2: Reinsurance Reporting

Export ceded/assumed reports, treaty data, and bordereaux for reinsurance reporting:

const exportReinsuranceReporting = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reinsurance Reporting or Ceded/Assumed section in Sapiens'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: treaty ${criteria.treatyId || 'all'}, period ${criteria.periodStart} to ${criteria.periodEnd}, report type ${criteria.reportType || 'bordereau'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const reinsuranceData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract reinsurance data: treaty, ceded/assumed amounts, premium, claims, inuring. Return as structured JSON array.'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Run reinsurance report and export as Excel or CSV if available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return {
    reinsurance: JSON.parse(reinsuranceData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Use Case 3: Ops Automation

Trigger batch jobs and export task queues or operational reports:

const automateSapiensOps = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Operations, Batch Jobs, or Task Queue section in Sapiens'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: job type ${criteria.jobType || 'all'}, status ${criteria.status || 'all'}, date range ${criteria.startDate} to ${criteria.endDate}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const opsData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract ops/task data: job id, type, status, run time, record count, errors. Return as structured JSON array.'
  }));
  
  if (criteria.triggerJob) {
    await ai.evaluate(JSON.stringify({
      prompt: `Trigger or run job: ${criteria.triggerJob}. Wait for completion or confirmation.`
    }));
  }
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export task queue or ops report as Excel or CSV if available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 10000 }).catch(() => null);
  return {
    ops: JSON.parse(opsData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Exporting Policy and Valuation Data

Pull policy lists and valuation summaries for accounting and regulatory reporting:

const exportValuationSummary = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Valuation, Reporting, or Policy Search section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: valuation date ${criteria.valuationDate}, product ${criteria.productId || 'all'}. Run valuation or in-force summary report.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export valuation or policy summary as Excel or CSV. Wait for download.'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return download ? await download.path() : null;
};

Best Practices for Sapiens Automation

• Security: Use secure credential storage and handle SSO/MFA for Sapiens access
• Rate Limiting: Add delays between report and export requests to avoid overwhelming the app
• Life/Annuity Admin: Align exports with valuation and regulatory reporting calendars
• Reinsurance: Export bordereaux and treaty data in formats required by reinsurers
• Ops: Use automation for batch job monitoring and task queue export when API is limited
• Error Handling: Implement retry logic for session timeouts and large exports
• Interface Updates: Monitor for Sapiens UI changes and update scripts as needed
• Compliance: Ensure automation and data handling align with insurance regulatory requirements

Handling Authentication

Sapiens often uses SSO or enterprise auth. Here's how to handle it:

const handleSapiensAuth = async (page, ai, credentials) => {
  await page.goto("https://your-sapiens-instance.com");
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter username ${credentials.username} and password, then click Sign In. If redirected to SSO, complete SSO login.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If MFA or verification appears, wait for the code and enter it'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to API access for Sapiens data export. By using intelligent browser agents, you can automate life and annuity administration exports, reinsurance reporting, and operations automation directly from the Sapiens web interface. Whether you need in-force and contract data for life/annuity admin, ceded/assumed and treaty data for reinsurance, or batch and task data for ops, browser automation enables efficient insurance core platform workflows when API access is limited or when teams work in the UI.

Start automating your Sapiens data collection today and streamline life/annuity admin, reinsurance reporting, and ops automation.