Insurance Policy Developer Journey

To manage insurance policies by using Salesforce Quoting, use the Quoting APIs to generate a quote context, which serves as the foundation for policy operations. For managing policies without Salesforce Quoting, use the Rating API to create a price-adjusted context. This price-adjusted context provides the necessary rated data to manage insurance policies without depending on a formal quote record.

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.
Create and Manage Insurance Policies Without Using Salesforce Quoting

Learn how to use the Insurance Policy APIs and invocable actions to manage the policy lifecycle when Salesforce quoting isn’t used, or when a third-party system handles the quoting process.
Cancel Policy

The policy cancellation process addresses the termination of an insurance policy before its scheduled expiration date. Common reasons for canceling a policy include not paying the premiums or a direct cancellation request from the policyholder.