Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Brokerage Business APIs
Resources
Requests
Cost Calculation Input
Expected Revenue Input
Insurance Commission Processing Input
Insurance Billing Schedules Input
Insurance Policy Bulk Input
Insurance Policy Cancellation Input
Insurance Policy Draft Input
Insurance Policy Reinstatement Input
Insurance Policy Renew Input
Plan Benefit Attribute Input
Plan Benefit Input
Plan Benefit Update Input
Networks Input
Update Plan Benefit Input
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
PDF

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.

Insurance Policy Draft Input

Send the field value map of insurance policy fields to create a draft endorsement for the specified policy.
JSON example
1"fieldValueMap": {
2    "EffectiveFromDate": "2026-06-01"
3  }
Properties
Name Type Description Required or Optional Available Version
fieldValueMap Object JSON object that contains key-value pairs to store details of insurance policy. The key must be the API name and is case sensitive. Required 67.0