Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Product Administration
Insurance Quoting
Insurance Quoting Business APIs
Insurance Quoting Standard Invocable Actions
Create Insurance Quote Action
Get Insurance Quote Details Action
Reprice Insurance Product Action
Insurance Policy Administration
Insurance Brokerage
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Create Insurance Quote Action

Create an Insurance quote by using a context ID or a set of user inputs that represent quote details.

This action is available in API version 63.0 and later.

Supported REST HTTP Methods

URI
/services/data/v63.0/actions/standard/createInsuranceQuote
Formats
JSON
HTTP Methods
GET, POST
Authentication
Bearer Token

Inputs

Input Details
quoteName
Type
String
Description
The name of the quote being created.
accountId
Type
String
Description
The ID of the account associated with the quote being created.
effectiveDate
Type
Date
Description
The date that the quote becomes effective.
opportunityId
Type
String
Description
Optional. The ID of the opportunity associated with the quote.
contextId
Type
String
Description
Optional. The context ID used to issue the quote.
quoteInputs
Type
String
Description
Optional. The set of user inputs on products that represent the quote details.
quoteOptions
Type
Apex Type
Description
Optional. The options available when creating the quote.
pricingProcedureApiName
Type
String
Description
Optional. The DeveloperName of the pricing procedure used to price the product.
pricebookId
Type
String
Description
Optional. The ID of the pricebook associated with the quote.
expirationDate
Type
Date
Description
Optional. The expiration date of the quote.
ratingDate
Type
Date
Description
Optional. The date to use to find the active pricing procedure.
additionalFields
Type
String
Description
Optional. The map of additional fields that must be updated in the quote context.

Example

Sample Request

1{
2  "inputs":[
3    {
4      "quoteName": "Auto Insurance Quote",
5      "priceBookId" : "01sxx0000005pyfAAA",
6      "accountId": "001xx000003GYwrAAG",
7      "effectiveDate": "2024-10-11",
8      "opportunityId": "006xx000001a2tbAAA",
9      "quoteOptions": {
10         "productSellingModel": "One Time",
11         "saveQuote": true
12      },
13      "quoteInputs": "[{\"productCode\":\"autoRoot\",\"instanceKeys\":[\"AutoRoot\"],\"items\":[{\"productCode\":\"autoBundle\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\"],\"attributes\":{\"avMake\":\"BMW\"},\"relatedRecords\":[{\"relatedRecordId\":\"001xx000003GYwrAAG\",\"relatedRecordObjName\":\"Account\"}]},{\"productCode\":\"autoDriver\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"AutoDriver\"],\"relatedRecords\":[{\"relatedRecordId\":\"003xx000004WhKhAAK\",\"relatedRecordObjName\":\"Contact\"}]},{\"productCode\":\"autoRental\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"AutoRental\"]},{\"productCode\":\"autoCollision\",\"instanceKeys\":[\"AutoRoot\",\"AutoBundle\",\"autoCollision\"],\"attributes\":{\"CollisionBasePremium\":250,\"autoCollDedClmCov\":250}}]}]"
14    }
15  ]
16}