Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.
These new methods are added to the existing
ConnectApi.InsuranceBrokerageFamily class.
- Endorse multiple insurance policies in bulk
- Use the
bulkEndorseInsurancePolicy(insurancePolicyBulkInput)method. - Input class:
ConnectApi.InsurancePolicyBulkInputRepresentation - Output class:
ConnectApi.InsurancePolicyBulkOutputRepresentation - Endorse draft versions of multiple insurance policies in bulk
- Use the
bulkEndorseDraftInsurancePolicy(insurancePolicyBulkFieldMapInput)method. - Input class:
ConnectApi.InsurancePolicyBulkFieldMapInputRepresentation - Output class:
ConnectApi.InsurancePolicyBulkOutputRepresentation - Issue multiple insurance policies in bulk
- Use the
bulkIssueInsurancePolicy(insurancePolicyBulkInput)method. - Input class:
ConnectApi.InsurancePolicyBulkInputRepresentation - Output class:
ConnectApi.InsurancePolicyBulkOutputRepresentation - Reinstate multiple insurance policies in bulk
- Use the
bulkReinstateInsurancePolicy(insurancePolicyBulkFieldMapInput)method. - Input class:
ConnectApi.InsurancePolicyBulkFieldMapInputRepresentation - Output class:
ConnectApi.InsurancePolicyBulkOutputRepresentation - Cancel a specific insurance policy
- Use the
cancelInsurancePolicy(insurancePolicyCancelInput, policyId)method. - Input class:
ConnectApi.InsurancePolicyCancellationInputRepresentation - Output class:
ConnectApi.InsurancePolicyCancellationRepresentation - Endorse a specific insurance policy
- Use the
endorseInsurancePolicy(policyId)method. - Output class:
ConnectApi.InsurancePolicyIssueOutputRepresentation - Create an endorsement draft for a specific insurance policy
- Use the
endorseDraftInsurancePolicy(insurancePolicyDraftProcessInput, policyId)method. - Input class:
ConnectApi.InsurancePolicyDraftInputRepresentation - Output class:
ConnectApi.InsurancePolicyDraftOutputRepresentation - Issue a specific insurance policy
- Use the
issueInsurancePolicy(policyId)method. - Output class:
ConnectApi.InsurancePolicyIssueOutputRepresentation - Preview rolled-up premium amounts for a draft insurance policy
- Use the
previewPolicyPremium(premiumPreviewInput, policyId)method. - Input class:
ConnectApi.PremiumPreviewInputRep - Output class:
ConnectApi.PremiumPreviewRepresentation - Reinstate a canceled insurance policy
- Use the
reinstateInsurancePolicy(insurancePolicyReinstatementInput, policyId)method. - Input class:
ConnectApi.InsurancePolicyReinstatementInputRepresentation - Output class:
ConnectApi.InsurancePolicyReinstatementRepresentation