Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Requests
Responses
Insurance Brokerage Standard Invocable Actions
Insurance Brokerage Metadata API Types
Insurance Brokerage Apex Reference
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
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Insurance Brokerage Business APIs

Use the Insurance Brokerage Business APIs to manage policy lifecycle, brokerage commissions, and plan benefits.

This table lists the available Insurance Brokerage resources.

Resource Description
/connect/insurance/brokerage/policies/bulk-cancel (POST) Bulk cancel policies with the same for specified insurance policy IDs.
/connect/insurance/brokerage/policies/bulk-renew (POST) Bulk renew policies for specified insurance policy IDs.
/connect/insurance/brokerage/commission/process (POST) Process commission statements in an asynchronous manner using a preconfigured batch job.
/connect/insurance/brokerage/policies/policyId/expected-rates (PATCH) Calculate the premium, fee, or premium-equivalent amount at InsuranceRatePlanLineItem based on the underlying rate plan.
/connect/insurance/brokerage/policies/policyId/expected-revenue (PATCH) Calculate the expected revenue, which is derived both from an Insurance Rate Plan Commission object, such as a flat fee and percentage premium, and the premium, fee, or premium equivalent amount on Insurance Rate Plan.
/connect/insurance/brokerage/coverages/coverageId/benefits (POST) Get, create, update and delete Insurance Policy Coverage Networks and Insurance Policy Coverage Benefits of an Insurance Policy Coverage.
/connect/insurance/brokerage/coverages/coverageId/benefits/product (GET) Get the product model details along with child components and their attributes for a given insurance policy coverage.
/connect/insurance/brokerage/policies/policyId/renew (POST) Renew policy for the specified insurance policy ID.
/connect/insurance/billing/billing-schedules (POST) Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events.