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.

Resource

{contractId} is a placeholder.

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

Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

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