Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Policy Business APIs
Insurance Policy Standard Invocable Actions
Insurance Policy Administration Metadata API Types
Insurance Policy Standard Objects
Insurance Policy Administration Apex Reference
Insurance Policy Developer Journey
Create and Manage Insurance Policies by Using Salesforce Quoting
Endorse Policy
Issue Policy
Renew Policy
Create Out of Sequence Policy Endorsement
Issue Multi-Root Policy
Endorse Multi-Root Policy
Renew Multi-Root Policy
Create and Manage Insurance Policies Without Using Salesforce Quoting
Cancel Policy
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
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Issue Policy

The policy issuance process begins after the policyholder accepts the quote provided by the insurance company.

This diagram outlines the sequence of issuing a policy based on a quote.

A flow diagram representing the sequence of issuing a policy based on a quote.
  1. Create Quote—Create a quote either by:
    This process creates the quote and generates the quote ID.
  2. Get Quote Context—Use the quote ID to retrieve the quote details either by:
    This request returns the context ID in the response that contains the context of the quote.
  3. Issue Policy—Use the context details, specifically the context ID, to issue policy either by:
    You can override the context data, such as policy name, policy number, effective-from date, effective-to date, and any other additional fields to provide the values for the custom fields during the API call. You can also specify a name for the transaction record that’s created as part of the policy issuance process. This transaction record is used to track an audit or as a financial marker.
    This request creates a new policy record.
Expected Results:
  • A new policy record is created and saved in Salesforce. The policy record includes the details, such as the policy name, number (if provided or created during the API call), policy start date, chosen coverage, and the price.
  • Any custom field values that are provided during the API call are saved to the new policy record.
  • A transaction record is created and linked to the policy.