Skip Navigation

Insurance Developer Guide

j

Winter '27 (API version 68.0)

Summer '26 (API version 67.0)

Spring '26 (API version 66.0)

Winter '26 (API version 65.0)

Summer '25 (API version 64.0)

Spring '25 (API version 63.0)

Get Started with Insurance Developer Resources

Insurance Brokerage

Insurance Brokerage Business APIs

Insurance Brokerage Standard Invocable Actions

Insurance Brokerage Metadata API Types

Insurance Brokerage Apex Reference

ConnectApi Namespace

InsuranceBrokerageFamily Class

InsuranceBrokerageFamily Methods

bulkCancelInsurancePolicy(insurancePolicyBulkInput)

bulkEndorseDraftInsurancePolicy(insurancePolicyBulkFieldMapInput)

bulkEndorseInsurancePolicy(insurancePolicyBulkInput)

bulkIssueInsurancePolicy(insurancePolicyBulkInput)

bulkReinstateInsurancePolicy(insurancePolicyBulkFieldMapInput)

bulkRenewInsurancePolicy(insurancePolicyBulkInput)

cancelInsurancePolicy(insurancePolicyCancelInput, policyId)

createBillingSchedulesFromTransaction(InsuranceTransactionBillingInput)

endorseDraftInsurancePolicy(insurancePolicyDraftProcessInput, policyId)

endorseInsurancePolicy(policyId)

getCommissionProcessing(commissionProcessingInput)

issueInsurancePolicy(policyId)

reinstateInsurancePolicy(insurancePolicyReinstatementInput, policyId)

renewInsurancePolicy(insurancePolicyProcessInput, policyId)

ConnectApi Input Classes

ConnectApi Output Classes

Insurance Claims Management

Insurance Group Benefits

Insurance Policy Administration

Insurance Product Administration

Insurance Quoting

Insurance Apex Reference

Error Codes and Responses

Insurance Brokerage

/

Insurance Brokerage Apex Reference

/

ConnectApi Namespace

/

InsuranceBrokerageFamily Class

/

InsuranceBrokerageFamily Methods

InsuranceBrokerageFamily Methods

These methods are for InsuranceBrokerageFamily. All methods are static.

bulkCancelInsurancePolicy(insurancePolicyBulkInput)
Cancel policies in bulk for the specified Insurance Policy IDs.
bulkEndorseDraftInsurancePolicy(insurancePolicyBulkFieldMapInput)
Endorse draft policies in bulk for the specified insurance policy IDs.
bulkEndorseInsurancePolicy(insurancePolicyBulkInput)
Endorse policies in bulk for the specified insurance policy IDs.
bulkIssueInsurancePolicy(insurancePolicyBulkInput)
Issue policies in bulk for the specified insurance policy IDs.
bulkReinstateInsurancePolicy(insurancePolicyBulkFieldMapInput)
Reinstate policies in bulk for the specified insurance policy IDs.
bulkRenewInsurancePolicy(insurancePolicyBulkInput)
Renew policies in bulk for the specified Insurance Policy IDs.
cancelInsurancePolicy(insurancePolicyCancelInput, policyId)
Cancel a specific insurance policy by providing the cancellation details and the policy ID.
createBillingSchedulesFromTransaction(InsuranceTransactionBillingInput)
Create billing schedules from an insurance transaction.
endorseDraftInsurancePolicy(insurancePolicyDraftProcessInput, policyId)
Create an endorsement draft for a specific insurance policy by providing the draft input details and the policy ID.
endorseInsurancePolicy(policyId)
Endorse a specific insurance policy by providing the policy ID.
getCommissionProcessing(commissionProcessingInput)
Process commission statements in an asynchronous manner by using the preconfigured batch job.
issueInsurancePolicy(policyId)
Issue a specific insurance policy by providing the policy ID.
reinstateInsurancePolicy(insurancePolicyReinstatementInput, policyId)
Reinstate a previously canceled insurance policy by providing the reinstatement details and the policy ID.
renewInsurancePolicy(insurancePolicyProcessInput, policyId)
Renew policy for the specified insurance policy ID.