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Insurance
Insurance Quoting

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Insurance Quoting

Insurance issues policies from quotes. A quote is the foundation on which you build a policy. Create a quote by selecting the products offered by the provider and using the information supplied by the customer to calculate the estimate. The Insurance quoting solution provides everything you need and handles all the heavy lifting.

Required Editions

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

Users can create insurance quotes by using these options.

  • Insurance Quote Configurator
    Internal users can use the Quote Configurator to quickly create and configure quotes.
  • Exclusions and Clauses
    Use exclusions and clauses to add additional terms and conditions to an insurance product to override the product’s behavior based on the conditions specified. Exclusions and clauses can be used to specify exceptions to the coverage under the policy provisions that aren't covered by the contract of insurance.
  • Insurance Quoting APIs and Invocable Actions
    Use quoting APIs to create, update, configure, and delete quotes and quote line items. Use the APIs to create guided flows for your external end users. Use invocable actions in Salesforce Flows and Omniscripts to gather information and create quotes.
 
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