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Insurance
Create Inbound Quote from An External System

Create Inbound Quote from An External System

Use InsQuoteService:createUpdateQuoteFromExternal service to create a quote or update an existing quote with new information through an inbound API call from an external policy admin system.

When: This feature is available from Vlocity Insurance Winter '22.

Why: You can now integrate an external policy admin system with the Salesforce insurance platform.

How: You can use both the simplified or the normal quote json. Use the InsQuoteService:createUpdateQuote if you aren’t using the simplified json. To get the simplified JSON structure that the external system must map to, set these newly introduced parameters in the InsQuoteService:getQuoteDetail service:

  • isForExternal = true

  • action = submit or reprice

 
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Salesforce Help | Article