Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Quoting Business APIs
Insurance Quoting Standard Invocable Actions
Insurance Quoting Metadata API Types
Insurance Quoting Developer Journey
Build a Self-service Quote and Policy Creation Functionality for Community Portal Users
Calculate Quote Price Without Creating a Formal Quote
Implement Quote Creation Functionality for Insurance Representatives
Implement Quote Update Functionality for Insurance Representatives
Insurance Apex Reference
Error Codes and Responses
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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.

Calculate Quote Price Without Creating a Formal Quote

This user journey applies when a customer wants to see an estimated quote price based on their requirements without having to save a formal quote.
Use the Quoting API if Quoting is managed within Salesforce. Use the Product Rating API when Quoting is not managed by Salesforce or when a third-party system handles the quoting process.
  1. Calculate the quote price by using one of these methods.
    • Quoting API—Make a POST request on the Insurance Quote Connect API. Set the saveQuote parameter to false.
    • Product Rating API—Make a POST request on the Insurance Product Rating Connect API to generate a price-adjusted context based on user inputs without creating a formal quote.