Insurance Developer Guide
jNote: 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 Quoting Business APIs
Create, update, configure, and delete quotes and quote line items. Use the APIs to
create guided flows for your external end users.
This table lists the available Insurance Quoting resources.
| Resource | Description |
|---|---|
| /connect/insurance/quotes (POST) | Generate a quote or quote-ready context in multiple ways. |
| /connect/insurance/product-rating (POST, PATCH) | Rate products or update product ratings for use in Insurance quoting processes. |
| /connect/insurance/product-rating/get-rating-input (POST) | Generate rating input details from a list of Product IDs, and use the generated rating input as the request body for the Insurance Product Rating API to evaluate product pricing. |
| /connect/insurance/product-surcharges/productSurchargeId (PATCH) | Update or fetch a product surcharge for a root product. |
| /connect/insurance/product-surcharges/bulk (POST) | Create one or more product surcharges to associate with a root product. |
| /connect/insurance/quotes/quoteId (GET, PATCH) | Update or get details for a specified quote ID. |
| /connect/insurance/underwriting-rules/invoke (POST) | Invoke underwriting rules for different object records during run time. |
| /connect/insurance/product-clauses/add-eligible-product-clauses (POST) | Add selected eligible product clauses to a quote or context. |
| /connect/insurance/product-clauses/eligible-product-clauses (POST) | Get eligible product clauses based on quoteId and contextId. |
| /connect/insurance/product-clauses/productClauseId (PATCH) | Update an existing product clause for a root product. |
| /connect/insurance/product-clauses/bulk (POST) | Create one or multiple product clauses at once. |
| /connect/insurance/product-clauses/clause-generation (POST) | Generate product clauses based on quote and context information. |