Implement Quote Update Functionality for Insurance Representatives

This user journey applies when a policyholder wants to update an existing quote, such as adding, deleting, or editing quote line items.

Assumption

It’s assumed that the insurance representative has collected the policyholder’s requirements to update a quote.

Use the quote ID to update the quote.

1. Make a PATCH request on the Insurance Quote Details Connect API to update the quote.

   This request returns a new price-adjusted quote ID in the response.

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Get Started with Insurance Developer Resources

Insurance Brokerage

Insurance Claims Management

Insurance Design Advisor

Insurance Group Benefits

Insurance Policy Administration

Insurance Product Administration

Insurance Quoting

Insurance Quoting Business APIs

Insurance Quoting Standard Invocable Actions

Insurance Quoting Metadata API Types

Insurance Quoting Developer Journey

Build a Self-service Quote and Policy Creation Functionality for Community Portal Users

Calculate Quote Price Without Creating a Formal Quote

Implement Quote Creation Functionality for Insurance Representatives

Implement Quote Update Functionality for Insurance Representatives

Insurance Apex Reference

Error Codes and Responses

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