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 Update Functionality for Insurance Representatives

This user journey applies when a policyholder wants to update an existing quote, such as adding, deleting, or editing quote line items.

Assumption

It’s assumed that the insurance representative has collected the policyholder's requirements to update a quote.

Use the quote ID to update the quote.

  1. Make a PATCH request on the Insurance Quote Details Connect API to update the quote.
    This request returns a new price-adjusted quote ID in the response.