Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Group Benefits Business APIs
Resources
Insurance Person Accounts and Users (POST)
Insurance Contacts and Users (POST)
Insurance Member Rating (POST)
Insurance Group Census Members (POST, PATCH, DELETE)
Insurance Group Census Members Delete (POST)
Insurance Bulk Census Management (POST)
Insurance Census Summary Sync (POST)
Insurance Member Plans (POST, PATCH)
Insurance Member Plans Delete (POST)
Insurance Member Eligible Plans (GET)
Insurance Plans Eligibility Check (POST, PATCH)
Insurance Contract from Quote (POST)
Insurance Group Rating (POST)
Individual Enrollment (POST)
Requests
Responses
Insurance Group Benefits Apex Reference
Insurance Group Benefits Standard Invocable Actions
Insurance Group Benefits Metadata API Types
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

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Insurance Group Rating (POST)

Rate a group benefits quote to calculate premiums for all quote line items. Rate specific root plans to calculate premiums for their associated quote line items.
Resource
1/connect/insurance/quotes/quoteId/group-rating
Resource Example
1https://yourInstance.salesforce.com/services/data/v66.0/connect/insurance/quotes/0Q08d0000004sQzCAI/group-rating
Available version
65.0
HTTP methods
POST
Path Parameter for POST
Name Type Description Required or Optional Available Version
quoteId String ID of the group benefits quote. Required 65.0
Request body for POST
JSON example
1{
2  "batchSize": 200,
3  "quoteLineItemIds": [
4    "0qvp00000004C9wAAE"
5  ],
6  "ratingDate": "2025-01-01"
7}
Properties
Name Type Description Required or Optional Available Version
batchSize Integer Number of records to process in each batch for the rating calculation.

The default value is 5.

 Optional 65.0
quoteLineItemIds String[] List of quote line item IDs of the root plan. Optional 65.0
ratingDate String Date to use for the rating calculation. If not specified, the API uses the effective date of the quote. Optional 65.0
Response body for POST
Group Rating Response