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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, thequoteIdof 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 anaccountId. - 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.
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