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Insurance Developer Guide

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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 Claims Management

Insurance Design Advisor

Insurance Group Benefits

Insurance Group Benefits Business APIs

Census Management

Quote Management

Create Endorsement or Renewal Quote From Insurance Contract (POST)

Member Benefits Configuration Override (POST, DELETE)

Financial Management

Contract Lifecycle Management

Policy Lifecycle Management

Insurance Group Benefits Apex Reference

Insurance Group Benefits Standard Invocable Actions

Insurance Group Benefits Metadata API Types

Insurance Policy Administration

Insurance Product Administration

Insurance Quoting

Insurance Apex Reference

Error Codes and Responses

Insurance Group Benefits

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Insurance Group Benefits Business APIs

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Quote Management

Quote Management

Create quotes from existing contracts and apply member-level plan overrides.

Create Endorsement or Renewal 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.
Member Benefits Configuration Override (POST, DELETE)
Apply, clone, or revert member-level plan and attribute overrides based on member configuration for quote line items corresponding to root products and coverages. Use POST to upsert overrides or to clone them from a source member to one or more target members. Use DELETE to revert overrides for a member.