{"name":"Delegance Brokerage","description":"Commercial insurance management platform: policy search, COI generation, document management, quote requests, and the Orin insurance assistant.","homepage":"https://portal.delegancebrokerage.com","spec_version":"webmcp-draft-2026-09","auth":{"type":"session","login_url":"https://portal.delegancebrokerage.com/login","oauth_metadata":"https://portal.delegancebrokerage.com/.well-known/oauth-authorization-server"},"pages":[{"surface":"portal","paths":["/portal/*"],"requires_auth":true,"tools":[{"name":"search_policy_coverage_details","description":"Search insurance policies by coverage type, carrier, or keyword. Returns matching coverage details including limits, deductibles, and effective dates.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_policy_renewal_information","description":"Check renewal dates, terms, and status for insurance policies. Shows upcoming renewals and any required actions.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"list_company_documents","description":"List all insurance documents for the company. Shows document type, upload date, and processing status.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_document_status","description":"Check the processing status of one uploaded insurance document. Shows extraction progress and any errors. Call list_company_documents first to find the document ID.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_company_profile","description":"Get the company profile: business details, addresses, insurance policies, contacts, subsidiaries, and onboarding data. Use it to understand the client's business and current insurance program.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"list_available_carriers","description":"List the insurance carriers that Delegance Brokerage works with. Returns carrier names, AM Best ratings, supported coverage lines, and specialties. Optionally filter by coverage type.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"list_available_coverages","description":"List all insurance coverage types that Delegance can place, with descriptions, ACORD form references, and typical limits. Also shows which coverages the company has and identifies potential gaps.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_bor_status","description":"Check whether the company has a valid Broker of Record (BOR) agreement with Delegance Brokerage. A valid BOR is required before generating certificates of insurance. Returns signing status, expiration date, and a signing link if needed.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"list_quotes","description":"View existing insurance quotes. Shows status, carriers, premium amounts, and expiration dates.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_quote_status","description":"Check the status of submitted insurance quotes. View a single quote by ID, or list all quotes with optional status and policy type filters.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"calculate_insurance_costs","description":"Calculate total insurance spend across all active policies. Returns a per-policy breakdown, annual totals, and cost per employee if available.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_coverage_recommendations","description":"Analyze the company's current insurance program and recommend missing or underinsured coverages. Returns a prioritized gap analysis with estimated costs.","access":"session","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"generate_acord_certificate","description":"Generate an official ACORD 25 Certificate of Insurance PDF. Creates a downloadable certificate with the given holder information and all active policies.","access":"session","kind":"write","annotations":{"destructiveHint":true,"idempotentHint":false}},{"name":"request_endorsement","description":"Submit a request to add an endorsement or make a policy change. Creates a tracked request for broker review.","access":"session","kind":"write","annotations":{"destructiveHint":true,"idempotentHint":false}},{"name":"submit_quote_request","description":"Submit an insurance quote request with answers to underwriting questions. The tool fills in known company data, merges it with the answers given, creates an underwriting application, and routes it to the brokerage team for carrier submission.","access":"session","kind":"write","annotations":{"destructiveHint":true,"idempotentHint":false}},{"name":"update_company_info","description":"Update company profile fields like employee count, revenue, payroll, NAICS or SIC codes, industry, DBA, and contact info. Unknown fields are rejected.","access":"session","kind":"write","annotations":{"destructiveHint":true,"idempotentHint":false}}]},{"surface":"apex","paths":["/"],"requires_auth":false,"tools":[{"name":"get_site_info","description":"Return basic site information: the product name, a one-line purpose, the portal URL, and the WebMCP discovery endpoint for this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"start_application","description":"Start a new insurance or bond application and open the intake flow, optionally prefilled with the business name and state given here.","access":"public","kind":"navigate","annotations":{"readOnlyHint":false,"idempotentHint":true}}]},{"surface":"vertical","paths":["/landing/*"],"requires_auth":false,"tools":[{"name":"get_site_info","description":"Return basic site information: the product name, a one-line purpose, the portal URL, and the WebMCP discovery endpoint for this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"list_coverages_for_vertical","description":"List insurance coverages relevant to the industry vertical shown on this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"start_application","description":"Start a new insurance or bond application and open the intake flow, optionally prefilled with the business name and state given here.","access":"public","kind":"navigate","annotations":{"readOnlyHint":false,"idempotentHint":true}}]},{"surface":"bonds","paths":["/bonds/*"],"requires_auth":false,"tools":[{"name":"get_site_info","description":"Return basic site information: the product name, a one-line purpose, the portal URL, and the WebMCP discovery endpoint for this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"search_bonds","description":"Search the instant-issue surety bonds shown on this page by keyword or bond type.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"start_application","description":"Start a new insurance or bond application and open the intake flow, optionally prefilled with the business name and state given here.","access":"public","kind":"navigate","annotations":{"readOnlyHint":false,"idempotentHint":true}}]},{"surface":"guide","paths":["/coverage-requirements/*"],"requires_auth":false,"tools":[{"name":"get_site_info","description":"Return basic site information: the product name, a one-line purpose, the portal URL, and the WebMCP discovery endpoint for this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_statutory_requirements","description":"Return the state statutory insurance requirements for the trade and state shown on this guide page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"start_application","description":"Start a new insurance or bond application and open the intake flow, optionally prefilled with the business name and state given here.","access":"public","kind":"navigate","annotations":{"readOnlyHint":false,"idempotentHint":true}}]},{"surface":"guide","paths":["/marketplace-insurance/*"],"requires_auth":false,"tools":[{"name":"get_site_info","description":"Return basic site information: the product name, a one-line purpose, the portal URL, and the WebMCP discovery endpoint for this page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"get_marketplace_requirements","description":"Return the marketplace insurance requirements listed on this guide page.","access":"public","kind":"read","annotations":{"readOnlyHint":true,"idempotentHint":true}},{"name":"start_application","description":"Start a new insurance or bond application and open the intake flow, optionally prefilled with the business name and state given here.","access":"public","kind":"navigate","annotations":{"readOnlyHint":false,"idempotentHint":true}}]}]}