Insurance Brokerage

Use the Insurance Brokerages developer resources to automate processes related to Policy and Commissions Management. Invoke policy lifecycle services such as Renew, Repurpose, and Cancel using context service. Manage plan benefits using a flexible service layer and Product Catalog.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Insurance Brokerage Business APIs

Use the Insurance Brokerage Business APIs to manage policy lifecycle, brokerage commissions, and plan benefits.
Insurance Brokerage Standard Invocable Actions

Learn more about the standard invocable actions available with Insurance Brokerage.
Insurance Brokerage Metadata API Types

Metadata API enables you to access some types and feature settings that you can customize in the user interface.
Insurance Brokerage Apex Reference

Apex is a strongly typed, object-oriented programming language that developers can use to execute flow and transaction control statements on the Salesforce Platform server, in conjunction with calls to the API. Insurance Brokerage Apex reference includes built-in Apex classes and interfaces, grouped by namespace.