InsuranceContract

BrokerageAgencyId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The brokerage agency associated with the insurance contract.

  This is a relationship field.

• Relationship Name: BrokerageAgency
• Relationship Type: Lookup
• Refers To: Producer

BusinessLicenseId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Agency license associated with the insurance contract.

  This is a relationship field.

• Relationship Name: BusinessLicense
• Relationship Type: Lookup
• Refers To: BusinessLicense

ContractId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The contract associated with the insurance contract.

  This is a relationship field.

• Relationship Name: Contract
• Relationship Type: Lookup
• Refers To: Contract

EnrollmentCensusId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The enrollment group census associated with the insurance contract used during enrollment.

  This is a relationship field.

• Relationship Name: EnrollmentCensus
• Relationship Type: Lookup
• Refers To: GroupCensus

EnrollmentEndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when enrollment ends for the plans in the insurance contract.

EnrollmentStartDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when enrollment starts for the plans in the insurance contract.

EnrollmentWaitingPeriod

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The waiting period in days after joining date before enrollment can begin.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp when the current user last accessed this record, a record related to this record, or a list view.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp when the current user last viewed this record or list view.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: Name of the insurance contract.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The owner associated with the insurance contract.

  This is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

ProducerId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The producer or broker associated with the insurance contract.

  This is a relationship field.

• Relationship Name: Producer
• Relationship Type: Lookup
• Refers To: Producer

RecordSource

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: Specifies the source application context for the record.

  Available in API version 66.0 and later.

• Possible values:
  • DigitalInsurance
  • Null

UnderwriterId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The underwriter associated with the insurance contract.

  This is a relationship field.

• Relationship Name: Underwriter
• Relationship Type: Lookup
• Refers To: User

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

InsuranceContractChangeEvent

Change events are available for the object in API version 62.0 and later.

InsuranceContractFeed

Feed tracking is available for the object.

InsuranceContractHistory

History is available for tracked fields of the object.

InsuranceContractOwnerSharingRule

Sharing rules are available for the object.

InsuranceContractShare

Sharing is available for the object.