Insurance Policy Administration

Use the Insurance Policy developer resources to manage insurance policies comprehensively, for different transaction types, such as issuance, endorsement, renewal, and cancellation. Each transaction type creates an InsurancePolicyTransaction record.

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

Insurance Policy Business APIs

Manage policy transactions such as issuance, endorsement, renewal, and cancellation. Calculate term taxes based on transaction types and policy durations.
Insurance Policy Standard Invocable Actions

Use the standard invocable actions available with Insurance Policy to create, manage, and endorse insurance policies.
Insurance Policy Administration Metadata API Types

Metadata API enables you to access some types and feature settings that you can customize in the user interface.
Insurance Policy Standard Objects

The Insurance Policy data model provides objects and fields to manage insurance policy transactions.
Insurance Policy Administration 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 Policy Administration Apex reference includes built-in Apex classes and interfaces, grouped by namespace.
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.