InsQuoteService Methods

These are the available InsQuoteService methods.

• InsQuoteService:addInsuredItem
  Use this service to add insured items to quotes.
• InsQuoteService:calculateTaxesAndFees
  Use this service to calculate and save taxes and fees on a target quote.
• InsQuoteService:cloneQuote
  Use this service to clone a quote.
• InsQuoteService:createEndorsementQuote
  Use this service to create an endorsement quote with quote line items for single-root and multi-root policies.
• InsQuoteService:createUpdateQuote
  Use this service to create a quote for new business, update an existing quote with new information, or create an endorsement quote. For updates, the quoteId of the quote to be updated must be included in the remote options.
• InsQuoteService:createUpdateQuoteFromExternal
  Creates a quote or updates an existing quote with new information through an inbound API call from an external system.
• InsQuoteService:getAccountQuotes
  Use this service to retrieve quote records associated with an accountId.
• InsQuoteService:getPlanSpecs
  Use this service to get all the quote line items (that is to say, the plan specs) associated with a specific product.
• InsQuoteService:getProductSpecs
  Use this service in an OmniScript to get a list of specific product specs used in a quote, at the Quote Line Item level, and which includes product information.
• InsQuoteService:getQuoteVersions
  Use this service to retrieve different versions of a quote based on its Opportunity Id, and then return a list of quotes based on the Quote field set QuoteCompareHeader.
• InsQuoteService:getQuoteDetail
  Use this service to get all of the quote details as JSON.
• InsQuoteService:getRuleLogs
  This service retrieves rule logs for a target quote, sorted by execution date in ascending order.
• InsQuoteService:invokeProductRules
  Use this service in quote flows to invoke underwriting rules you've added to a product.
• InsQuoteService:invokeRules
  Use this service to Invoke state transition rules associated with a target state transition on a target quote.
• InsQuoteService:priceLargeGroupRootItems
  This service calculates the price, and optionally taxes and fees, for a specific root item or all root items for a large group quote.
• InsQuoteService:priceRootItem
  Use this service to calculate the price (and optionally, taxes and fees) for a target root item and its children under a Quote.
• InsQuoteService:recalculateRollupFormulas
  Use this service to sum the price at the child or grandchild quote line item level and recalculates it to the parent quote line item level.
• InsQuoteService:removeCoverage
  Use this service in an OmniScript to remove a specified coverage, as per the product code, from the quote. You can use this service on multiple plans.
• InsQuoteService:updateQuoteLine
  Use this service to update items on the quote.
• InsQuoteService:updateQuotePlans
  Use this service in an OmniScript to add, update, or upsert (add and update) either coverages or attributes for one or more Group Benefit plans across a quote. This service is designed to process only coverages under root products.