---
schema_version: "1"
id: 9a44e0d39061087082613478759a77ff875db9a239b42dd92ec02170eb0c6db0
title: Create Endorsement Draft for Insurance Brokerage Policy Action
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/actions_obj_endorse_draft_ins_brokerage_policy.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_endorse_draft_ins_brokerage_policy.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: c7fdd8de5db0c7fd277eb7c2ff63f0db230b6a46c4adc0d38edc4b51436b4382
description: Start an endorsement draft of an insurance brokerage policy with optional policy detail overrides.
---
# Create Endorsement Draft for Insurance Brokerage Policy Action

Start an endorsement draft of an insurance brokerage policy with optional policy detail overrides.

This action is available in API version 67.0 and later.

## Special Access Rules

This action is available in Enterprise, Unlimited, and Developer Editions where Financial Service Cloud and Insurance Brokerage are enabled. To use this action, you need the Insurance Brokerage User permission set.

## Supported REST HTTP Methods

**URI**: /services/data/vXX.X/actions/standard/endorseDraftInsBrokeragePolicy

Where XX.X is the latest API version.

**Formats**: JSON, XML

**HTTP Methods**: POST

**Authentication**: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

## Inputs

| Input | Type | Description |
| --- | --- | --- |
| inputRep | Apex-defined | Required. An Apex ConnectApi\_\_EndorseDraftBrokeragePolicyIAInputRep record that contains the details of the original brokerage policy to endorse. |

## Outputs

| Output | Type | Description |
| --- | --- | --- |
| draftPolicyId | string | ID of the newly created endorsement draft policy. |

## Example

**POST**

This sample request is for the Create Endorsement Draft for Insurance Brokerage Policy action.

{
  "inputs": \[
    {
      "inputRep": {
        "policyId": "0YjXX0000000001",
        "endorsementDate": "2026-08-01",
        "effectiveFromDate": "2026-08-01",
        "effectiveToDate": "2027-08-01",
        "policyName": "Updated Policy Name",
        "policyNumber": "POL-2026-ENDORSED"
      }
    }
  \]
}

This is a sample request to call this invocable action from Apex code.

// Create the standard Invocable Action for creating an endorsement draft of a brokerage policy
Invocable.Action action = Invocable.Action.createStandardAction('endorseDraftInsBrokeragePolicy');

// Instantiate the input object
ConnectApi.EndorseDraftBrokeragePolicyIAInputRep input = new ConnectApi.EndorseDraftBrokeragePolicyIAInputRep();

// Required: Set the Policy ID of the original brokerage policy to endorse
input.policyId = '0YjXX0000000001';

// Optional: Set endorsement details
input.endorsementDate = '2026-08-01';
input.effectiveFromDate = '2026-08-01';
input.effectiveToDate = '2027-08-01';
input.policyName = 'Updated Policy Name';
input.policyNumber = 'POL-2026-ENDORSED';

// Set the invocation parameter and invoke
action.setInvocationParameter('endorseDraftBrokeragePolicyIAInputRep', input);
List<Invocable.Action.Result> results = action.invoke();

System.debug('Endorse-Draft Brokerage Policy Invocable Action result = ' + results);

This is the sample response for the Create Endorsement Draft for Insurance Brokerage Policy action.

\[
  {
    "actionName": "endorseDraftInsBrokeragePolicy",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "draftPolicyId": "0YjXX0000000099"
    },
    "sortOrder": -1,
    "version": 1
  }
\]