Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Policy Business APIs
Insurance Policy Standard Invocable Actions
Insurance Policy Administration Metadata API Types
Insurance Policy Standard Objects
Insurance Policy Administration Apex Reference
Insurance Policy Developer Journey
Create and Manage Insurance Policies by Using Salesforce Quoting
Endorse Policy
Issue Policy
Renew Policy
Create Out of Sequence Policy Endorsement
Issue Multi-Root Policy
Endorse Multi-Root Policy
Renew Multi-Root Policy
Create and Manage Insurance Policies Without Using Salesforce Quoting
Cancel Policy
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Create and Manage Insurance Policies by Using Salesforce Quoting

Learn how to effectively use the Insurance Policy and Quoting Connect APIs, along with the associated invocable actions, to build comprehensive user journeys by using Salesforce Flows and Omniscripts.

The Salesforce Insurance Policy and Quoting APIs, and the related invocable actions provide a complete set of tools to manage the entire insurance policy lifecycle. These APIs support key policy administration processes, such as policy issuance, endorsement, renewal, and cancellation. By using these APIs and invocable actions, you can create user journeys for insurance representatives who use the Salesforce console, as well as the policyholders and partners who access the services through community portals.