Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Quoting Business APIs
Insurance Quoting Standard Invocable Actions
Insurance Quoting Metadata API Types
Insurance Quoting Developer Journey
Build a Self-service Quote and Policy Creation Functionality for Community Portal Users
Calculate Quote Price Without Creating a Formal Quote
Implement Quote Creation Functionality for Insurance Representatives
Implement Quote Update Functionality for Insurance Representatives
Insurance Apex Reference
Error Codes and Responses
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Implement Quote Creation Functionality for Insurance Representatives

This user journey applies when a policyholder contacts an insurance company and an insurance representative guides them through identifying coverage needs, configuring and pricing a quote, and sharing it for review.

Assumption

It’s assumed that a valid quote ID is available to update the existing quote.

The insurance representative collects the policyholder's requirements and adds any other additional rules during the API call to create a quote.

  1. Create Quote—Create a quote either by:
    This request returns a quote ID in the response.
  2. (Optional)Invoke Underwriting Review—To invoke an underwriting review after the initial quote is created, make a POST request on the Insurance Invoke Underwriting Rule Connect API with the necessary inputs.
  3. Use the quote ID that’s generated during the quote creation process for further processing, such as policy issuance.