Create Quote From Insurance Contract (POST)

Create an endorsement or renewal quote from an existing group benefits contract, including the quote structure and line items, without re-entering contract details manually.

Resource

1/connect/insurance/contracts/contractId/actions/generate-quote

Resource example

1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/contracts/800xx0000004C92AAE/actions/generate-quote

Available version

68.0

HTTP methods

POST

Path parameter for POST

Parameter Name	Type	Description	Required or Optional	Available Version
`contractId`	String	ID of the insurance contract.	Required	68.0

Request body for POST

JSON example

1{
2  "quoteName": "QuoteFromContract1",
3  "eventEffectiveFromDate": "2027-03-20",
4  "groupCensusId": "0rfxx000000000BAAQ",
5  "transactionType": "GroupInsuranceTransactionType",
6  "insuranceQuoteType": "GroupEndorsement",
7  "configOptions": {
8    "executeConfigurationRules": false,
9    "executeQualificationRules": false
10  },
11  "additionalFields": {
12    "insuranceQuoteItemList": [
13      {
14        "entity": "Quote",
15        "fields": {
16          "data": [
17            {
18              "key": "StandardAmount",
19              "value": 80
20            }
21          ]
22        }
23      },
24      {
25        "entity": "QuoteLineItem",
26        "productPath": "medBasic",
27        "fields": {
28          "data": [
29            {
30              "key": "UnitPrice",
31              "value": 900
32            }
33          ]
34        }
35      },
36      {
37        "entity": "QuoteLineItem2",
38        "productPath": "medBasic/pcw1",
39        "fields": {
40          "data": [
41            {
42              "key": "PlanAllocationType__std",
43              "value": "STANDARD"
44            }
45          ]
46        }
47      }
48    ]
49  }
50}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Insurance Quote Item Input[]	List of additional entity field values to apply when creating the quote.	Optional	68.0
`censusRatingType`	String	Rating type to use for the census when calculating the quote, such as Summary or Member.	Optional	68.0
`configOptions`	Insurance Quote Configuration Options Input	Configuration options that control whether configuration and qualification rules run during quote creation.	Optional	68.0
`eventEffectiveFromDate`	String	Date that the quote is effective from.	Required	68.0
`eventEffectiveToDate`	String	Expiration date of the quote.	Required	68.0
`groupCensusId`	String	ID of the group census that the quote is created for.	Required	68.0
`insuranceQuoteType`	String	Type of insurance quote to be created from the contract.	Required	68.0
`quoteName`	String	Name of the quote.	Optional	68.0
`ratingDate`	String	Date on which the rating of the quote is calculated.	Optional	68.0
`transactionType`	String	Type of insurance transaction, such as endorsement or renewal.	Required	68.0

Response body for POST

Insurance Create Quote From Contract Response

Insurance Developer Guide

Create Quote From Insurance Contract (POST)