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            Insurance Quoting APIs and Invocable Actions

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            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.

            Required Editions

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

            APIs

            Insurance Create Quote API
            This API performs a variety of functions, such as hydrate context, run rating processes, validate the product catalog, and run qualification and product configuration rules, and creates a quote.
            Insurance Get Quote Detail API
            This API fetches the details of a quote. It retrieves quote and quote line item details from a quote record, along with their attributes.
            Insurance Update Quote API
            This API performs key functions for existing quotes. It runs rating processes, validates the product catalog, and runs qualification and product configuration rules. It also adds and updates quote line item attributes, and deletes quote line items.
            Insurance Product Rating API
            This API rates products for use in quoting processes.
            Insurance Product Surcharge API
            This API calculates itemized taxes for quotes by using an expression set, amount, or percentage.

            Invocable Actions

            Create Insurance Quote
            This action creates an insurance quote by using a context ID or a set of user inputs that represent the quote details.
            Get Insurance Quote Detail
            This action fetches the details of an insurance quote.
            Reprice Insurance Product
            This action recalculates the price of insurance products based on user inputs.

            See Also

             
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