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.

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Design Advisor
Insurance Group Benefits
Insurance Group Benefits Business APIs
Resources
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
Requests
Responses
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
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