Insurance Design Advisor

Use Insurance Design Advisor to check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, context definitions, and more, and then returns structured validation results with step-by-step remediation guidance. Ask in natural language through Agentforce or use your desired MCP client. Validations run independently and you see every issue in a single pass, rather than discovering them one at a time.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Digital Insurance and requires access to the Headless 360 MCP Server (Beta).

Insurance Design Advisor Business APIs

Use the Insurance Design Advisor Connect APIs at design time to validate product model setup, attributes, pricing configurations, API requests, user permissions, and other related insurance product configurations before using the product at runtime. These APIs only validate the product setup details and don’t update any data. To use these APIs, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access.
Insurance Design Advisor Apex Reference

Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Salesforce Platform server, in conjunction with calls to the API. Insurance Design Advsior Apex reference includes built-in Apex classes and interfaces, grouped by namespace. To use these Apex methods, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access.